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.
Friday, November 13, 2026
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$orcl is literally doing exactly what they said they were gonna do you fucking lemmings This is their FY2027
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.7T
- Minotaur Capital October 2026 META $1.6TAVGO $1.7T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BNOW $104B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $31B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
- Protean Funds October 2026 LFABF $13BNSIS-B $28B
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…
Qualcomm Custom ASICs?
Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.
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…
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…
Amazon: AI Bet Getting Riskier
Daniel Schönberger 
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…
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.
Nicolas Bolsinger 
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…
Banco Do Brasil: 2 Sell-Offs Leave The Core Bank Near 0.2x Book (Rating Upgrade)
Banco do Brasil trades below 0.5x book after profit, guidance and payout cuts, while its BB Seguridade stake equals nearly 60% of market…
Pedro Augusto Prazeres 
Industry Primer: Alternative Asset Managers
Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…
Say It Ain’t So - NVIDIA on Fire - Read all About It!
Nvidia’s alleged guarantees for cash-strapped chip customers and heavy wafer and memory commitments raise concerns about AI demand and…
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.
Ignacio Planas Gonzalez 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…
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.
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…
Nvidia and the World Without Jensen
Nvidia’s Jensen Huang resignation leaves a flat organization built around his direct control as China GPU restrictions tighten.
Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free
Salesforce’s Agentforce adoption, Anthropic and Databricks stakes, and margin expansion support upside, while debt-funded buybacks have…
Alexander Grover 1 click
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…
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…
Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem
Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…
Bernard Zambonin 8 clicksPublications we follow
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