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
Odd Diligence on X
@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT
Adam D. Wyden on X
$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 $33M
- Asset Value Investors Ltd October 2026 079940 $485M093320 $626M
- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Robinson Capital Management October 2026
- Sandon Capital — Activist Fund October 2026 CYG FWD $136M
- Minotaur Capital October 2026 META $1.6TAVGO $1.7T
- Bell Asset Management October 2026 CRH $62BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $419MFNCHF $512M
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 1 click
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 5 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…
CC · long the chemours inc.
Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
HBM: High-Bandwidth Mistake
HBM’s economic, thermal and power costs will drive a 90% volume drop from peak within 7-10 years, while DRAM stocks remain cyclical.
Bubbles, a UK Compounder & Ferrari’s Future
Jeremy Grantham says AI has interrupted a bear market and predicts a 50% market decline, drawing on GMO’s study of 27 bubbles.
eDreams: Disproving the Bears and Regaining Credibility
EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…
Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)
Natural Resource Partners is assessed through ROIC, capital-light royalty income and valuation as investors crowd into AI suppliers.
SoFi: DCF Valuation
SoFi's DCF values shares at $18, forecasting adjusted net revenue growth from 30% in 2026 to 3.5% by 2035 as it scales its digital bank…
Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)
Weekend Digest #345 previews Colombia’s presidential vote, tracks AUNA’s earnings momentum and Bruker’s recovery, and weighs China risk…
Tractor Supply: A Yield Worth Harvesting
Tractor Supply, the 2,641-store rural lifestyle retailer, is pitched as an undervalued defensive compounder, supported by recurring…
Natera: Is the Future Worth Paying up for?
Natera's long-term future is weighed against its current valuation.
The Formula Hiding in Plain Sight
Spotify’s 761 million MAUs and investor-day formula explain how it holds off Apple, Amazon and YouTube Music despite their loss-leader…
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Sectors
Ordered by how often our editor reaches for them.
