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.

NVDA $4TAIG $43B

WHAT ARE WE DOING? “Contrarians At The Gate” 1h ago 2 clicks

1h ago NBIS $35B

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

Cestrian Capital Research 2 clicks

2h ago OXY $58B

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

Open Insights 2 clicks

From X

@ACapitalLP 16m 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 45m ago

Edwin Dorsey on X

@blondesnmoney $DKNG $SERV

@AsifSuria 1h 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.

@pennycheck 1h ago

⚽️📡 on X

buying $NVDA here is like buying a substack subscription to citrini now

@aleabitoreddit 2h ago

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.

@AsifSuria 2h 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.

@RagingVentures 2h ago

Raging Capital Ventures on X

$ANT is a fine counterparty for $AVGO, and Hock Tan is clearly a great negotiator. My issue is $AVGO’s $1.65 trillion valuation. The sum of the parts doesn’t add up for me, as I don’t think that their TPU ASIC biz is all that amazing. Yes I read the $GOOG S-1 at the time, and I distinctly remember Bill Miller and his cabal talking the IPO price down.

@aleabitoreddit 2h ago

Serenity on X

@wtfwallstreet I’ve seen that too. The $TSM capacity cut rumors seems to be a hypothetical in the condition the new CEO focuses on cost efficiency. And hasn’t happened yet.

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 2h 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 3h 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 4h 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

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 7h 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 8h 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 8h 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 10h 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 11h ago

GFL · long

Gfl Environmental INC

GFL Environmental, North America’s fourth-largest waste manager with a US$19 billion market cap, is pitched long.

GFL $15B

Value Investors Club Jul 8

Apple and a Hacker’s Future

Apple’s walled garden feels limiting as AI increases the value of open systems and hacker-friendly tools.

AAPL $5.2T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 4

British American Tobacco: Harvest

British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo…

BTI $131B

Invariant Oct 4 6 clicks

Geely: Strategic NIO Battery Deal Is A Win

Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…

GELHY $19BNIO $8.1B

The Asian Investor Oct 4 5 clicks

Practical Parametric Yield

Cerebras’s WSE-3 faces parametric-yield constraints that could restrict supply, making power and clock-speed tradeoffs central to its next…

CBRS $24B

Irrational Analysis Oct 4 3 clicks

Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.

Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of…

GPI $3.1B

Cannibal Stocks Oct 4 4 clicks

M&T: Buy Reaffirmed, Despite Market Pullback, As Growth And Earnings Story Remain Strong

M&T Bank's 10.4% five-year revenue CAGR, improving net interest margin and commercial loan growth support its earnings resilience despite a…

MTB $32B

Albert Anthony Oct 3 2 clicks

Buffett & Munger, 1994: Diversify Only If You Don't Understand

Buffett and Munger argue investors should concentrate in businesses they understand and diversify widely only when they lack conviction.

BRK.A $1.3T

Ezra's Notes Oct 3

800VDC: Mapping the Power Semi Space for Sidecar Deployments

800VDC power delivery could curb AI rack currents above 10,000A, creating semiconductor opportunities in sidecar conversion, switching,…

NVDA $4T

Vik's Newsletter Oct 3

Beware, Bears: Chipmakers Are Still Lubricating The AI Financing Wheel

Chipmakers are backstopping AI compute financing with guarantees, equity and loans, delaying a potential neocloud debt squeeze.

NVDA $4T

Deep Value Investing Oct 3 3 clicks

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Friday, November 13, 2026

A Capital on X

Edwin Dorsey on X

Asif Suria on X

⚽️📡 on X

Serenity on X

Asif Suria on X

Raging Capital Ventures on X

Serenity on X

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Seeking Alpha 88 of 290

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