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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From X
Barbarian Capital on X
“one of the toughest housing markets in a generation.” Zillow Revenue Rises as Rentals Help Offset Weak Market for Home Sales $ZG
Mr Neutral Man aka "Howard Marks of REITs” on X
@StructuredFin1 SITC was a $40 stock at one point and then spun off $CURB Someone could've had a $100mm position at a multi billion fund and just didn't know that this was even happening Happens more often than you think
Lee Roach on X
Looks like buying the dip on $APP was a smart move.
Mikro Kap David on X
All that fuss in the market, only for $APP to accelerate revenue. Lol. Finally, some good news for the Q3 2026 AdTech bagholder support group, of which I'm a proud member...
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 Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BNOW $104B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $31B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
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…
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…
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…
Louis Liu, Esq 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…
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…
Atlas Diary 
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…
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…
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.
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…
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…
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.
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…
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