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 3h ago 4 clicks

6h ago AIG $43B

The Spy Who Shagged The Market

WHAT ARE WE DOING? “Contrarians At The Gate” 4 clicks

5h ago NBIS $35B

Is Nebius Fucked?

Daniel Romero 5 clicks

From X

@TheBenSchmark 2h ago

JabroniCoin.USD on X

@OnodaCapital Please don’t summon the $TE folks

@StableBread 2h ago

Fajasy on X

@WarrenGRuffet Yes. $BRUN leases most of its GPUs from lessors, the companies that buy the GPUs and lease them to $BRUN, then rents the GPUs out to AI startups. The advances and monthly payments are what $BRUN pays those lessors.

@leevalueroach 3h 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 3h 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

@gnoble79 4h ago

George Noble on X

@natbrunell You should have me on your show. I was right on $OPEN and am tight on AI. Stop wasting your time with shysters like @APompliano and @ericjackson

@aleabitoreddit 4h 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.

@catechwilliams 4h ago

catechwilliams on X

$LWLG Pre-revenue telecom technology lab project that is already available from competitors. Just delayed commercialization (again). Hoping for 2028 delivery. Even if achieved, won’t be able to remain solvent to get there given the accelerating cash burn. Next stop: $0 per share.

@stockgutter 5h ago

SG on X

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

BGIN: a $34mm tax bill and $31mm of cash

BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin…

BGIN $432M

Guardian Research 5h ago 3 clicks

Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price

Arcos Dorados' Q3 comparable sales rose 15.5% on higher traffic, checks and market share; shares trade at 8.8 times forward earnings amid…

ARCO $1.5B

Kenio Fontes 6h ago

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 6h ago 3 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 7h ago 3 clicks

Opera Q3 Preview: Another Great Quarter Ahead

Opera pre-announced Q3 revenue of $182.8 million, up 20%, and $43.2 million in adjusted EBITDA, with Q4 guidance, advertising momentum and…

OPRA $1.4B

Gytis Zizys 7h ago 4 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 8h ago 3 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 9h ago 3 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…

TRIP $855MRBLX $37B

TSOH Investment Research 9h ago 3 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 10h ago 3 clicks

Everspin Technologies: The AI Hype Is Gone, But The Growth Stayed

MRAM $328M

Tech and Growth 10h ago 4 clicks

SEER · long

Seer INC

SEER Inc became a founder-offer special situation just before publication.

SEER $89M

Value Investors Club Jul 2

Trading Post 9/4/2026

Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…

LULU $12B

Cassandra Unchained Sep 4

Kraken Robotics: Doubling Down (Ticker: KRKN.F)

Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…

KRKNF $906M

Emerging Moats Research Sep 4 1 click

Summit Therapeutics: The High Stakes Of Translating China Clinical Data To The U.S.

Summit Therapeutics needs HARMONi-3 and Western-subgroup data to validate China-based ivonescimab results, while $690.7 million in Q2 cash…

SMMT $13B

Stephen Ayers Sep 3 8 clicks

Short Thoughts - Cassandra in Flames?

Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…

LULU $12B

Cassandra Unchained Sep 3

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

BBW $350M

Bearstone Sep 3

Portfolio Update August 2026

Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…

HONA $54BZTS $34B

D Invests Sep 3

NIO: Shrinking Losses, Industry-Leading Margins And An Undervalued Price Tag

NIO beat Q2 expectations as delivery growth and higher ES8 and ES9 vehicle margins narrowed losses. Its shares trade at 0.35 times revenue.

NIO $8.1B

The Asian Investor Sep 3 3 clicks

Synopsys q3’26 Earnings Update

Synopsys reported 8% EDA and 11% Design IP growth in Q3 2026, with Multiphysics Fusion expected to add revenue from fiscal 2027.

SNPS $89B

Monte Independent Investment Research Sep 3

Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines

Mosaic’s potash business remains profitable, but negative phosphate margins, elevated sulfur and ammonia costs, and negative free cash flow…

MOS $6.9B

DCF Value Investor Sep 3 3 clicks

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