The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap
AI investing is shifting from boom-or-bust bets to stock picking as data center moratoriums and company results separate winners from losers.
Friday, November 13, 2026
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Derek Pilecki on X
@aheiser31 $KKR merged First Data into $FISV, so I wouldn't be surprised if private equity came calling. Seems like a pretty good LBO candidate. Stable cash flows.
Derek Pilecki on X
Today, $FISV said they will generate $13.5 in free cash flow during 2027-29, and it will all go to share repurchases. That is 47% of the current market cap.
Devin LaSarre on X
Newest out: Logista: Still Truckin' $LOG $IMBBY $MO $PM $BTI $STG $HAYPP
DOMO Capital Management, LLC on X
Pretty crazy, forgot about this $GME / $EBAY exchange. This has to be 5+ years old..... Definitely miss the @TheRoaringKitty live streams... Very sad.
💥PETITION💥 on X
Andreessen Horowitz dropping this puppy on the same day $COIN cuts headcount by 14% citing AI acceleration is *chef's kiss*.
Psyop Capital on X
@finphysnerd $cme and $otcm are in this category and are reasonable
Timyan Bank Alert on X
In Play Today: UMB Financial $UMBF reiterates future M&A requirements; Blue Owl rejects buyout offer | S&P Global Market Intelligence
Investor Letters
All letters- Minotaur Capital October 2026 MSCI $47BRDDT $19B
- Bell Asset Management October 2026 CRH $62BEXPGF $34B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $32B
- Rathbones October 2026 SBGSF $159BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BBKNG $119B
- Protean Funds October 2026 LFABF $13BNSIS-B $28B
- Fairtree Asset Management Q3 2026 SSNLF $425B
A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)
Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…
OXY’s Q3: 5 Reasons It’s Ripe for a Takeover
Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI,…
Qualcomm Custom ASICs?
Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.
Applied Materials (NASDAQ: AMAT) Stock Rating: We Remain At “Stop" After Q4 FY10/26 Earnings
Applied Materials reported Q4 revenue of $10.4 billion, up 53%, and guided to $11.1 billion for January, but the rating remains Stop after…
TSOH Weekly Roundup (11/13/2026)
Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of…
Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings
Infineon’s AI data-center power-chip revenue more than doubled to €1.7bn, supporting fiscal 2027 guidance for about €20bn in revenue and…
Accenture: Sold On AI While AI Makes It Grow
Accenture’s FY26 bookings rose to $84.5 billion and Q4 consulting grew 7%, countering fears that AI will displace consultants.
Nicolas Bolsinger 
Research & Analysis: CoreWeave (NASDAQ: CRWV)
CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a…
Industry Primer: Alternative Asset Managers
Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…
Bloom Energy: Voters Want Data Centers Off Their Bill, Buy
Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.
Ignacio Planas Gonzalez 2 clicks
QXO Inc Earnings Update: Q3 2026
QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…
Cerrado Gold: Research Note
Cerrado Gold will acquire Argentina’s Manantial Espejo mine from Pan American Silver for $20 million and targets a 2027 restart funded by…
Cerebras surges, Applied and Cisco are doing fine but stocks are muted
Nvidia CEO Colette Kress signals a pullback from the financial schemes pursued under Jensen Huang.
Trading Post November 12, 2026: Enough is Enough, NVIDIA, SMH vs SOXX, Earnings Quality
NVIDIA faces DOJ antitrust probes alongside inquiries into Megaspeed and Super Micro, after charges over $2.5 billion of GPUs allegedly…
Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free
Salesforce’s Agentforce adoption, Anthropic and Databricks stakes, and margin expansion support upside, while debt-funded buybacks have…
Alexander Grover 2 clicks
Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%
Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…
Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?
A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…
Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem
Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…
Bernard Zambonin 8 clicks
Top Rebound Stocks for Nov’26
Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…
Medtronic Kept Growing When All Eyes Were On AI, Time To Give This Growth Justice
Medtronic’s Affera, PulseSelect and Symplicity Spyral platforms expand cardiac and hypertension procedures, while Hugo and Stealth AXiS…
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Sectors
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