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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”

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.
@kevin__mak

Kevin Mak on X

$CMPS Some questions about the CNPV program being shelved and how it will affect Compass' application. The honest answer is "nobody knows", though FDA has said on the record that career staff are still reviewing applications that already hold a voucher (a bit vague!). My hope is that they continue the existing process. CMPS (and Usona) have been on a rolling submission, so there is an established workflow to "keep the ball moving". See the transcript below for a sense of the relationship they've built with the FDA over the past months. Also, my guess is that 30-70% (yes, wide range) of the review is already "done", so FDA isn't starting from scratch as of the Nov 9th submission date. Even if they reallocate resources and "slow things down", I could see a plausible slowdown case where it takes 3-4 months (instead of 1-2 months on a full CNPV program, but not the 8-12 months of the regular non-CNPV track). Disclosure: Creek Drive and its affiliated funds holds a long position in CMPS. Views expressed are current opinions for information only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link in my bio for more important information. -- Related/unrelated, the "race" between Usona and Compass is actually kind of moot. The actual "approval effective date" will likely be the DEA rescheduling date. Once the FDA gives the nod to EITHER drug, that starts the process on DEA rescheduling (which people are guessing will take around 90 days).

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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
CHGG · long

Chegg Inc

Chegg is framed as a binary long with 500% upside against 20% downside.

CHGG $65M
Value Investors Club 15 clicks

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $24B
TSOH Investment Research 28 clicks

TSMC Q3 FY12/26 Earnings Review

TSMC reported excellent Q3 results, guided Q4 revenue growth higher and saw its shares slip despite strong AI-driven earnings momentum.

TSM $2.1T
Cestrian Capital Research 10 clicks

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