The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap
AI investing is shifting from boom-or-bust bets to stock picking as data center moratoriums and company results separate winners from losers.
Friday, November 13, 2026
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Trevor Scott on X
@jeremie0117 @AurelionRsch You can buy it at a lower fee rate with this secret ticker $SPY
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@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT
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$STGW @CorneliaLake Judd riffing on $STGW at min 40….lfg @Mark_Penn @jayleveton @ballan11 @AndrewYAVB @ACapitalLP
Barbarian Capital on X
Railroad CEO’s Loose Lips Threaten to Torpedo His $72 Billion Megadeal $UNP $NSC
Barbarian Capital on X
"mployees can wager on the outcome of questions or events using ‘cred,’ not real money" Meta Testing New Prediction-Market App With Employees $META
Investor Letters
All letters- Gresham House October 2026 EARN $32M
- Asset Value Investors Ltd October 2026 079940 $486M093320 $626M
- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.7T
- Robinson Capital Management October 2026
- Sandon Capital — Activist Fund October 2026 CYG FWD $134M
- Minotaur Capital October 2026 META $1.6TAVGO $1.7T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $520M
Is Nebius Fucked?
Nebius’ Q3 beat relied on $325 million of one-off partnership fees as it raised 2027 CapEx to $40–45 billion and may need $6–11 billion of…
BGIN: a $34mm tax bill and $31mm of cash
BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin…
Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price
Arcos Dorados' Q3 comparable sales rose 15.5% on higher traffic, checks and market share; shares trade at 8.8 times forward earnings amid…
Kenio Fontes 
A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)
Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…
OXY’s Q3: 5 Reasons It’s Ripe for a Takeover
Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI,…
Opera Q3 Preview: Another Great Quarter Ahead
Opera pre-announced Q3 revenue of $182.8 million, up 20%, and $43.2 million in adjusted EBITDA, with Q4 guidance, advertising momentum and…
Gytis Zizys 4 clicks
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…
EUXTF · long Euronext NV
Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…
Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update
Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…
Trading Post 9/4/2026
Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…
Oklo Inc.: The AI Power Trade Is Getting More Tangible
Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…
The Curious Analyst 1 click
Kraken Robotics: Doubling Down (Ticker: KRKN.F)
Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…
Summit Therapeutics: The High Stakes Of Translating China Clinical Data To The U.S.
Summit Therapeutics needs HARMONi-3 and Western-subgroup data to validate China-based ivonescimab results, while $690.7 million in Q2 cash…
Stephen Ayers 8 clicks
Short Thoughts - Cassandra in Flames?
Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…
Build a Bear Workshop
Build-A-Bear Workshop, the toy retailer.
Portfolio Update August 2026
Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…
Broadcom Q3: Hardware Could Be The Missing Piece In An AI Portfolio
Broadcom's custom ASICs, co-packaged optics and Ethernet switches position AVGO as an AI hardware alternative alongside Nvidia, with…
Carla Magliocco 7 clicksPublications we follow
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- The London Company
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- Tweedy, Browne
- Unconventional Value
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- Voss Capital
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- Westwood — Quality SmallCap Fund
- White Brook Capital
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- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
