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Friday, November 13, 2026

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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.

NVDA $4TAIG $43B
WHAT ARE WE DOING? “Contrarians At The Gate” 2 clicks

From X

@AsifSuria

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.
@aleabitoreddit

Serenity on X

Be Jensen: > Asian American Dishwasher at Dennys > Founded $NVDA and pioneered GPU computing > Took an extraordinary gamble in CUDA, despite the company close to bankruptcy risk. > Bet paid off heavily, and Nvidia was there as the infrastructure for deep learning and generative AI. > Spent last 33 years of his life growing $NVDA, and finally saw it become a $5T+ company > Devoted his life to establishing American AI leadership > Started having more influence on policies that Washington conflicted with > Leaks and hit pieces happen all at once around midterms > Washington tries to push out others like Lutnick that shared similar China stances to Jensen. > Forced to resign by Taco Bell and NFL experience board members over unconfirmed Spy accusations + personal relationships. > Huang's leadership then questioned by politicians that ask how $META makes money or how Wifi works. > Slandered by US media that think because Mcdonalds did well under a CEO change, so can American semiconductors like $NVDA. This feels like a horrible joke. Jensen Huang was the pinnacle of visionary tech CEOs and living the American dream. Ousting Jensen Huang will go down as one of most consequential and darkest decisions in recent US history.
@ActAccordingly

PAA Research on X

@LizAnnSonders has been talking about this for a while, but as we get closer to 2027, perhaps one of the biggest issues for the market at large is earnings growth deceleration. Companies start to beat by thinner margins and investors begin to wonder if earnings growth estimates are too high. The opposite dynamic has been the case for the past 2-3 years in the tech sector where earnings momentum has been spectacular. If you're looking for a playbook for tech stocks, I'll point you to this investing bible from Dan Benton on tech stocks. It's as good a rubric as you will ever find. He provided an update to his "rules" for the 2026 landscape. Value investing in tech rarely works. Pointing to the low P/E in $NVDA currently is a fool's errand. If you want to be long, you better have a strong view on FY28 estimates. PERIOD. The multiple reflects that people think estimates for FY28 could be too high. There is no margin for error in the valuation of $NVDA currently because the variance of outcomes as it relates to estimates is incredibly high. Is it cheap in that context? Rules 1 and 2: 1) Sell technology stocks when estimates are being reduced 2) Buy technology stocks only for positive earnings surprises What we're seeing right now in tech is a heightened level of concern about risks to 2H27 estimates and 2028. Even if the $ANT IPO prices well, how do these earnings concerns get resolved?

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Nvidia’s Future | My Question Marks

Nvidia’s future is framed around alleged China GPU diversion, tighter export controls and supply-chain risk after Jensen Huang’s claimed…

NVDA $4T
P Equity Research 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 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 2 clicks
MOH · long

Molina Healthcare INC

Molina Healthcare is presented as a long investment in the widely disliked U.S. health-insurance industry.

MOH $11B
Value Investors Club 4 clicks

Copart 4Q26 Business Update

Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…

CPRT $30B
Speedwell Memos 3 clicks

Why I Think Uber Is Too Cheap

Uber trades at 14.5 times trailing free cash flow, while robotaxi competition and a Delivery Hero acquisition test its growth and leverage…

UBER $141B
M&M Capital

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

DELL $238BSTM $41B
Monte Independent Investment Research 1 click

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