Friday, November 13, 2026

Qualcomm Custom ASICs?

Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.

QCOM $190B

Chipstrat 48m ago

1h ago AMAT $302B

Applied Materials (NASDAQ: AMAT) Stock Rating: We Remain At “Stop" After Q4 FY10/26 Earnings

Cestrian Capital Research 2 clicks

1h ago RBLX $37B

TSOH Weekly Roundup (11/13/2026)

TSOH Investment Research 2 clicks

From X

@AsifSuria 6m ago

Asif Suria on X

Interesting if real! $HUBS is one of the few software companies that did not rebound from the summer SaaSpocalpse related selloff.

@calvinblissett 2h ago

Calvin Blissett on X

I’d bet $KSPI finds a way to surf this wave. @m_lomtadze @fergusond747 @Kaspi_kz

@aleabitoreddit 2h ago

Serenity on X

My personal opinion is that Kress leadership is negative for $NVDA centric ecosystems and its financing. Companies like $COHR that supply everyone, with long term visibility are more isolated. As for some of the commentary: Kress reportedly “challenged some of Huang’s proposed investments in customers, including deals involving Lambda (Neocloud)” Jensen later called her “A deer in the headlights”. And said she was “A reporting CFO”, not someone who is able to make strategic decisions… In regards to decisions made where Nvidia could build a moat against hyperscaler diversification. Reports have also said CSP executives have now considered $AMD and $GOOGL TPUs following Jensen’s departure. But didn’t do so earlier in fears of retaliation from Jensen Huang.

@DeepSailCapital 2h ago

Deep Sail Capital on X

At these valuations, AI management teams seeing no slowdown in demand are likely eyeing competitors as acquisition targets. I wouldn’t be surprised to see a wave of AI-related acquisitions, like $MOD and $LITE

@leevalueroach 3h ago

Lee Roach on X

At $23.50 now. Buying $LFTO while the piggies were panicking about a small decrease in revenues was generational buying opportunity.

@DeepSailCapital 3h ago

Deep Sail Capital on X

Oh boy those $MOD leap calls about print already!!!!

@valuedontlie 4h ago

Colin King on X

Lots of earnings blowups happening (cost inflation finally hitting P&Ls?) $FLO - miss + guidance cut + volumes still falling $PAL - levered acquisition + earnings collapsed $CTVA - sales falling + guidance cut (FMC read-through) $ADIG - first post-spin earnings release + guidance cut = down 50%

@negligible_cap 4h ago

Negligible Capital on X

Why is Samsung trying to buy $MOD - someone should probably tell them we won't need thermal cooling in space

Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)

Klaviyo's deeper Shopify partnership, international and enterprise growth, and 75% Q3 non-GAAP gross margin support a Buy upgrade and $34…

KVYO $6B

Research and Value 2h ago

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…

IFNNY $75B

Cestrian Capital Research 3h ago 2 clicks

Accenture: Sold On AI While AI Makes It Grow

ACN $148B

Nicolas Bolsinger 5h ago

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…

CRWV $31B

Monte Independent Investment Research 5h ago 4 clicks

Industry Primer: Alternative Asset Managers

Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…

BN $93BBX $151B

Latticework by MOI Global 7h ago 3 clicks

Kimbell Royalty Partners: A Selective Income Buy With A Variable Distribution And Limited Dependence On Peak Oil Prices

KRP $2.3B

Atlas Diary 9h ago

Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)

Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual…

RELY $4.9B

Emerging Moats Research 9h ago 3 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…

QXO $13B

SixSigmaCapital: Navigating the Financial Markets 15h ago 2 clicks

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.

CBRS $24BAMAT $302B

The Technology Letter 18h ago 1 click

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…

SMCI $18B

Cassandra Unchained 21h ago 4 clicks

SITE · long

Siteone Landscape Supply INC

SiteOne Landscape Supply, a 673-branch distributor, reaches roughly half of U.S.

SITE $4.9B

Value Investors Club Jul 10 2 clicks

Dynatrace, Inc. (NYSE: DT) Stock Rating: DISTRIBUTE To Bank Rangebound Gains.

Dynatrace is rated Distribute after a 90% rally to $60.21 nears $62 resistance, while revenue and RPO growth decelerate ahead of November…

DT $13B

Cestrian Capital Research Oct 6 3 clicks

Why Nebius Is Getting The Better End Of The Deal From Palantir

Nebius gains preferred sovereign infrastructure status for Palantir’s enterprise AI stack, using its customer base to accelerate modular…

NBIS $35BPLTR $413B

Petri Dish Reports Oct 6 3 clicks

Selling Cenovus: Up 78% in 10 Months

Cenovus Energy, up 78% in 10 months, is sold after agreeing to buy Athabasca Oil for $5.7 billion at a rich valuation.

CVE $52B

Bison Insights Oct 5 4 clicks

Canterra Minerals: Research Note

Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…

EQX $12B

Atrium Research - Equity Research Oct 5 1 click

Kenorland Minerals: Research Flash

Franco-Nevada bought 10.0 million Kenorland shares, a 12.4% stake, for C$22.2 million in a secondary transaction that issued no new shares.

FNV $48B

Atrium Research - Equity Research Oct 5 2 clicks

The Final Countdown: An Update on GFL’s Sale

GFL Environmental’s take-private bids reportedly fall within $50 to $55, with a top-of-range offer likely needed to secure shareholder…

GFL $15B

310 Value’s Newsletter Oct 5

Is EDA Dead?

Synopsys and OpenAI will share revenue from GPT-Synopsys, an AI chip-design model built on Synopsys’ licensed EDA tools rather than…

SNPS $89B

Chipstrat Oct 5

The Thin Margin of Safety in Selling Compute

CoreWeave’s compute-selling economics face a narrowing margin of safety if new capacity closes today’s AI supply-demand gap.

CRWV $31B

MBI Deep Dives Oct 5 11 clicks

Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

OTIS $29BCPRT $30B

D Invests Oct 5 4 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

YouTube 4

Blogs 15

Seeking Alpha 88 of 289

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

376 firms

Sectors

Ordered by how often our editor reaches for them.

Friday, November 13, 2026

Asif Suria on X

Calvin Blissett on X

Serenity on X

Deep Sail Capital on X

Lee Roach on X

Deep Sail Capital on X

Colin King on X

Negligible Capital on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 88 of 289

X accounts we follow

Investor letters we follow

Sectors