Friday, November 13, 2026

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.

CRWV $31BCHTR $24B

Steve Eisman 35m ago

4h ago AIG $43B

The Spy Who Shagged The Market

WHAT ARE WE DOING? “Contrarians At The Gate” 2 clicks

2h ago NBIS $35B

Is Nebius Fucked?

Daniel Romero 4 clicks

From X

@leevalueroach 14m ago

Lee Roach on X

At Target doing my weekly rounds of seeing how much demand Pokemon has. There is a line of grown ass men waiting for them to restock the shelves so they can buy cards. Target even put up a mini blockade so they can restock before they open flood gates. GameStop $GME is a sleeping giant.

@Fierce__beast 35m ago

Fierce_beast on X

you can see what's generally implied in stocks, i usually see ranges of like 0-10% perpetual growth implied in stocks for like 20 years. $SKYW is one that is looking like even less than 0% implied growth for 20 years but $HTFL still looks like it's closer to >7% $skyw seems a little too low, $htfl seems around right

@aleabitoreddit 1h ago

Serenity on X

It's been overwhelmingly negative recently, but here's some perspective on how supply-constrained demand from $LITE to $MU looks amid possible AI capex slowdowns. As one Korean executive on memory puts it: "Thirty people are already lined up at a restaurant that is full, and five of them leaving does not create a table." The amount of tables might expand, but supply shortages and price hikes in bottlenecks can persist through capex slowdowns or capacity buildout. From AI implications in medicine, physics, materials, robotics, cybersecurity, engineering, energy, to AI itself over the next 5-10 years... We've only reached the precipice of the next technological paradigm shift. The world is going to need a lot more compute.

@stockgutter 2h ago

SG on X

Investors love $CHA plans for a $1.95 special dividend. I'm still long but its pretty extended here.

@ACapitalLP 3h ago

A Capital on X

What am I missing with $FUL (H.B. Fuller)? Ancora is involved, the stock is down ~17% YTD while $AVY is up ~3% and $RPM is flat. Trading at ~7x EBITDA despite improving margins and a potential BAS divestiture that could accelerate deleveraging. I understand the AMS acquisition and leverage overhang, but at what point does the valuation disconnect become too wide to ignore?

@StockJabber 3h ago

Edwin Dorsey on X

@blondesnmoney $DKNG $SERV

@AsifSuria 3h ago

Asif Suria on X

I wanted to think about it for a bit before responding and time go away from me this week. I think NBCU makes a lot of sense as an acquisition for Netflix $NFLX given its size and the optionality it provides the company. However beyond the tax part, getting this deal through antitrust will not be easy and integration will be even harder given all the moving parts to an organization of NBCU's size and Netflix's current culture as a tech company. $LION is much easier tuck-in acquisition on both those fronts.

@AsifSuria 4h 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.

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…

NBIS $35B

Cestrian Capital Research 3h ago 2 clicks

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,…

OXY $58B

Open Insights 4h ago 2 clicks

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 5h ago 2 clicks

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…

AMAT $302B

Cestrian Capital Research 6h ago 2 clicks

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…

RBLX $37B

TSOH Investment Research 6h ago 2 clicks

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 6h ago 1 click

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 7h ago 2 clicks

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.

ACN $148B

Nicolas Bolsinger 9h 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 10h ago 5 clicks

Sprouts Farmers Market: I Should Have Waited For The Discount

Sprouts Farmers Market is rated a buy at $50 after a 40% decline, contingent on maintaining store economics as same-store sales and margins…

SFM $4.7B

Louis Liu, Esq 10h ago 1 click

TYL · long

Tyler Technologies INC

Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.

TYL $17B

Value Investors Club Jun 16

Dell Technologies (NYSE: DELL) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

Dell’s Q2 revenue rose 57.7% to $47.0 billion and RPO tripled to $132 billion, but its stock trades at 32 times unlevered pretax free cash…

DELL $238B

Cestrian Capital Research Sep 9 2 clicks

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…

DYN $3.2BNVS $303B

Petri Dish Reports Sep 9 1 click

Brown-Forman: 99 Problems, But Weight-Loss Drugs Ain’t One

Brown-Forman faces declining organic EBIT and uneven ready-to-drink sales, while U.S.

BF-A $14B

Librarian Capital's Research Library Sep 8

Disney: Fairly Valued, Market-Like Returns

Disney grew revenue 7% as buybacks and margins support earnings, but premium valuation, debt, rates, competition and legal risk point to…

DIS $204B

The J Thesis Sep 8

Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…

LULU $12B

Hated Moats Sep 8 7 clicks

Qualcomm: Data Center Revenue To Reach $15 Billion In 3 Years

Qualcomm targets $15 billion of data-center revenue by FY2029 through AI accelerators, custom ASICs, Arm server CPUs and hyperscaler wins.

QCOM $190B

Khaveen Investments Sep 8

Mohnish Pabrai and Frontline, Part 2: Time Charters Are for Weaklings

Frontline’s 70% spot-charter exposure drove 2002 losses and a 73% stock plunge, creating the risky tanker bet Mohnish Pabrai assessed.

FRO $10B

The Owner's Memo Sep 8

P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…

TRV $83BAIG $43B

Steve Eisman Sep 7 18 clicks

Lasers for CPO/NPO: Part 3 – Master Oscillator, Power Amplifier

MOPA lasers combine a roughly 100 mW seed diode with an integrated semiconductor optical amplifier to produce about 400 mW for co-packaged…

LITE $59B

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Friday, November 13, 2026

Lee Roach on X

Fierce_beast on X

Serenity on X

SG on X

A Capital on X

Edwin Dorsey on X

Asif Suria on X

Asif Suria on X

Investor Letters

Publications we follow

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YouTube 4

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Seeking Alpha 88 of 290

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Investor letters we follow

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