Friday, November 13, 2026

The Spy Who Shagged The Market

Nvidia’s leadership scandal puts its AI-market role under scrutiny, with comparisons to AIG’s pre-GFC liquidity influence.

AIG $43B

WHAT ARE WE DOING? “Contrarians At The Gate” 53m ago 1 click

47m ago NBIS $35B

A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)

Cestrian Capital Research 1 click

2h ago OXY $58B

OXY’s Q3: 5 Reasons It’s Ripe for a Takeover

Open Insights 2 clicks

From X

@TidefallCapital Nov 1

Trevor Scott on X

@teechongyen $CROX easily takes that one

@SouthernValue95 Nov 1 1 click

SouthernValue on X

@modestproposal1 Largest suppliers would be $NVDA $MRVL and memory vendors. Got to be NVDA? Maybe in connection w/ the big GPU commits

@orrdavid Oct 31 2 clicks

David Orr on X

Even in that case, the stock could do well for many years because earnings growth drives the return. But since it's now crowded, the risk:reward is completely different. $SFM sold more than it would have if it was uncrowded. If hypothetically it was extremey uncrowded, it might not have sold too hard at all. Normally I avoid crowded stocks like that, but that one seemed lower risk ... whoops!

@partners_road Oct 31 1 click

RiverRoadPartners on X

2 wks into Q3 earnings, at least 4 semis flagged back-end constraints ($TXN, $ALGM, $PI, $NXPI), 2 noted customer push outs ($ALGM, $TER), $INTC noted higher memory prices caused demand destruction in PC’s & $LRCX couldn’t guide for upside b/c of a specialty component shortage.

@leevalueroach Oct 31 1 click

Lee Roach on X

I went to five different GameStop $GME stores today. Each store got Halloween Pokemon cards and if you came in and said trick-or-treat you got a free pack. All were out of inventory by the mid-morning. One store associate said Pokemon is still insanely hot and all of the cards were taken by adults and not a single kid got one. Wall Street is sleeping on the GameStop turnaround.

@blondesnmoney Oct 31 3 clicks

Cluseau Investments on X

How life feels once you go 85% $RSP 15% $BOXX and check your brokerage account once a month

@TidefallCapital Oct 31 1 click

Trevor Scott on X

@DrewCohenMoney Not short but $APP is reliant on Apple and Google yet also competes with them with high margin ads. App has already been investigated by the SEC and state attorneys, the platforms could take some trivial data misstep & shut it down in the name of privacy and steal the economics.

@leevalueroach Oct 31 1 click

Lee Roach on X

@rubicon59 Would love to chat on $APP and various other DSPs. DM if you are open to it.

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 2h 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 3h 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 3h ago 2 clicks

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 5h ago 2 clicks

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 7h ago 4 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 7h ago 1 click

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 9h ago 3 clicks

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

Kimbell Royalty Partners targets an 11% normalized yield through third-party drilling royalties, with distributions sensitive to oil and…

KRP $2.3B

Atlas Diary 10h 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 11h ago 3 clicks

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.

BE $60B

Ignacio Planas Gonzalez 15h ago 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…

QXO $13B

SixSigmaCapital: Navigating the Financial Markets 16h 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 19h 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 23h ago 4 clicks

Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade

Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing…

FND $5.3BMHK $8.5B

MBI Deep Dives 26h ago 3 clicks

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

FG $3.1B

Mispriced Assets 27h ago 4 clicks

AutoNation (AN): The CEO Takes a Driving Test

AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.

AN $5.8B

Cannibal Stocks 27h ago 3 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…

PWR $91B

Monte Independent Investment Research 28h ago 5 clicks

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…

ARM $214B

Key Context by Tae Kim 28h ago 4 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…

TPL $19B

Rebound Capital 30h ago 2 clicks

International Seaways: Q3 Earnings Point To A Stronger Q4

International Seaways reported $291.4 million of Q3 adjusted net income and has 53% of Q4 booked at strong spot rates, supporting projected…

INSW $5.2B

Kevin Avroutskii 31h ago 3 clicks

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Friday, November 13, 2026

Trevor Scott on X

SouthernValue on X

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