New Ask Claude or ChatGPT about any stock, using Bullpen. Bullpen in Claude or ChatGPT. 7 days free
Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Friday, November 13, 2026

Back to the front page

From X

@aleabitoreddit

Serenity on X

Following the $MRVL and $LITE acquisition announcement… Samsung Electronics has been doing vertical integration of their own in photonics to thermal: - New report from Bloomberg states that Samsung Electronics is in talks to buy $MOD Modine. Which supplies thermal/cooling infrastructure for AI data centers. - 2 days ago from Digitimes, Samsung has purchased series of silicon photonics patents from Rockley Photonics (that previously was bankrupt). Covering modulators and PICs, mainly around design and integration. This follows earlier leaks that “Samsung is reportedly considering acquisitions in the silicon photonics space” After Samsung’s reportedly pursues optical engine and PIC manufacturing by 2027, and CPO services by 2029. We’ll likely see this trend accelerate with M&A vertical integration across AI supply chains. Especially considering valuations from smaller upstream companies collapsed recently, despite their strategic significance.
@SouthernValue95

SouthernValue on X

It can be true that Jensen is a GOAT and there is no true replacement for him, but also that $NVDA will be just fine. I’d bet the deep, long-tenured bench will keep culture and strategy mostly unchanged for some time (maybe slightly less risk appetite but that could be a positive depending on where we sit in the cycle), and it is easier to sustain the position NVDA has built than to build it from scratch. Probably even more true from a stock perspective given low entry valuation and most investor timelines. The AI buildout cycle length will have a far greater impact on the value of NVDA over the next couple years than Jensen being in CEO seat or not.
@aleabitoreddit

Serenity on X

Just to state the nuances of my opinion: Jensen is irreplaceable to $NVDA. No other CEO can visit a chicken shop in Korea, noodle shop in Japan And rally hundred of billions of capital and supply chain commitment into Nvidia’s next technological vision. As for Nvidia: the their roadmap is intact, their existing commitment and revenues are still preserved under Jensen’s leadership. They’ll still be around 5-10 years from now, given how fundamentally important they are to AI supply chains. Under a new leader they can still continue growing if AI demand is intact and maintain their current lines. But I don’t know anyone who can possibly think that under anyone else, whether it’s Tim Cook or an accountant: That Nvidia could compound 70% capacity constrained growth Y/Y, without a leader like Jensen making these transformational bets. As for AI implications: I’m heavily bullish directionally, given AI is the most transformational technology in human history. - I expect some potential slowdown in Nvidia’s ecosystem. I don’t think an accountant can make the same aggressive level of commitments to Neoclouds or supply chains in Taiwan, Korea, Japan beyond existing architectures. Then rally the capital and trust to make it happen. - I do expect the next CEO to be more politically aligned with Washington in restricting China GPU access - I also see the next CEO being less supportive of open weight models (positive for OpenAI/Anthropic) - I’m less optimistic on $NVDA maintaining their competitive advantages against $AMD, $AVGO, and hyperscalers. One person doesn’t break the AI trade, I expect companies from optics to memory to still outperform. However, my confidence in the next leg of Nvidia’s growth, beyond their current roadmap, has been shaken without Jensen Huang.
@orrdavid

David Orr on X

Yes, I really do think Hikari Tsushin $9435 is really worth at least double. I also really thought $NVDA could become the most valuable company in the world in 2023. And I also really thought Credit Suisse was insolvent before 2023. What, I shouldn't be allowed to voice these opinions? Why? Because some compliance guy wants to invent reasons to keep me on edge and charge me money? Or because some government regulator needs to justify his job? To them I'd say: you're picking the wrong target, this one actually punches back.

Investor Letters

All letters

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…

QXO $13B
SixSigmaCapital: Navigating the Financial Markets 2 clicks

Qure Anniversary Update

UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.

QURE $1.7B
Triple S Special Situations Investing 2 clicks

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…

FG $3.1B
Mispriced Assets 3 clicks

FTAI Aviation Update, Part Two

FTAI Aviation’s $234 million Jereh JV deposit funds Power inventory, while customer concentration, lower cash guidance and pending U.S.

FTAI $20B
CV's Substack 5 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 84 of 289

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

376 firms

Sectors

Ordered by how often our editor reaches for them.