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…
JBTM · long JBT Marel Corporation
JBT Marel is an enduring food-equipment business with low AI risk, automation upside and favorable GLP-1 exposure.
April Earnings Update
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…
PayPal tries again (and again)
Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…
Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV
Sleep Well Portfolio publishes its 24th pick and updates Grab, Sea, WiseTech and Veeva as software stocks stabilize.
The $63M Company That Runs The US...(WYY)
WidePoint manages 150,000 DHS mobile devices and telecom expenses, with a $3 billion contract award and carrier SaaS rollout positioned as…
Altria: An Oral History
Altria's Q1 2026 revenue rose 3.2% and adjusted EPS 7.3%, while oral tobacco share fell to 29% amid nicotine-pouch competition and a long…
Weekend Digest #343: Berkshire, Atlassian, Roblox
Berkshire Hathaway’s dot-com-era performance frames AI-boom comparisons, Atlassian beats earnings, and Roblox shares fall.
Winning Cultures, Brutal Truths
Norges Bank’s Winning Cultures conference drew lessons from Ken Griffin, Michael O’Leary and Jamie Dimon on rapid decisions, cost…
Floor & Decor: 1Q26 Business Update
Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…
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Newsletters 110
- 310 Value’s Newsletter
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- Bilbel's Substack
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- Atrium Research - Equity Research
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- Clark Street Value
- Crossroads Capital | Research-driven, Value-centric
- Hunterbrook
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- Speedwell Research
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
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Seeking Alpha 88 of 294
Adam Schadt
Albert Anthony
Alexander Grover
Andres Veurink
Arizona Equity Research
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Blake Winiecki
Capital Connoisseur
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Crimson And Gold Research
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Dane Bowler
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Daniel Schönberger
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Deep Value Investing
Dhierin Bechai
Dilantha De Silva
Dustin Quasney
Elliott Gue
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Fountainhead
Gary Gambino
Geneva Investor
Gil Rotstein
Given Mahlangu
Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
Jaden Mealy
JR Research
Julia Ostian
Kevin Avroutskii
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Louis Gerard
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez
Nicolas Bolsinger
Oakoff Investments
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
Sanjay Swamy
Seeking Profits
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
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The Curious Analyst
The J Thesis
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The Undercovered Dozen
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Uttam Dey
Value Capital Research
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Zoltan Ban
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absreturnchaser- Adam D. Wyden
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Bank Reg Blog- Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital- Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
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Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap- Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 103 Advisory Group
- 1290 Funds
- 13D Activist Fund
- 1851 Capital
- 49 Financial
- ABS Global Investments
- ACATIS Investment
- Aberdeen Investments
- Accelerate Financial Technologies
- Advisors Capital Management
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Allspring Global Investments
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- Alpha Wealth Funds
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- Andrew Hill Investment Advisors
- Andvari Associates
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- Aoris Investment Management — Aoris International Fund
- Appalaches Capital
- Ariel Investments
- Arisaig Partners
- Aristotle Funds
- Artisan Partners
- Ashva Capital Management
- Askeladden Capital
- Asset Value Investors Ltd
- Atai Capital Management
- Atherean Asset Management
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- Avenue Investment Management
- Azvalor Asset Management
- BBH
- BNY Mellon
- Bahl & Gaynor
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- Baird Equity Asset Management
- Barometer Capital Management
- Baron Funds
- Bell Asset Management
- Bengal Capital
- Berkshire Hathaway
- Bestinver
- Biglari Holdings
- Bilbel Capital
- Biondo Investment Advisors
- Bireme Capital
- Bison Interests
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- Blue Tower Asset Management
- Brandes Investment Partners
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Bristol Gate Capital Partners
- Broadleaf Partners
- Brookfield Asset Management
- Brown Advisory — Large-Cap Growth
- Brown Advisory — Mid-Cap Growth
- Broyhill Asset Management
- Brummer & Partners
- Burke Wealth Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Capicraft Investment Partners
- Carillon Eagle — Mid Cap Growth Fund
- Carillon Eagle — Small Cap Growth Fund
- Carrington Wealth Management
- Castlebay Investment Partners
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chenavari Investment Managers
- Chevy Chase Trust
- Chilton Capital Management
- Choice Equities
- City Different Investments
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- Conestoga Capital Advisors
- Confluence Investment Management
- Cooper Investors
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Crypto Native Capital
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diamond Hill — Large Cap Fund
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- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
- Downing
- East 72
- East Capital
- Easterly Asset Management
- EdgePoint Wealth Management
- Elm Ridge Management
- Emerald Wealth Partners
- Emeth Value Capital
- Equity Management Associates
- Evolve Private Wealth
- FCL Capital
- FPA Crescent Fund
- Fairfax Financial Holdings
- Fairlight Capital
- Fairtree Asset Management
- Fawkes Capital Management
- Fenimore Asset Management
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- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Focus Capital Management
- Forager Funds Management
- Frank Capital Partners
- Franklin Templeton — Franklin Growth Opportunities Fund
- Franklin Templeton — Franklin High Income Fund
- Fred Alger Management, LLC
- GCQ Funds Management
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- GROW Funds
- Gabelli Funds
- Ganes Capital
- Generation Investment Management
- Giverny Capital
- Glass Lake Wealth Management
- Glenmede Investment Management
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Gresham House
- Gresham House Strategic Equity Capital
- Grey Owl Capital Management
- Greystone Capital
- Guinness Global Investors
- Gymkhana Partners
- HORAN Wealth
- Halvio Capital
- Harding Loevner
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- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Hennessy Funds
- Heptagon Capital Future Trends Equity Fund
- Heptagon Capital Kettle Hill US L/S Equity Fund
- Highwood Value Partners
- Hinde Group
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- Holland Advisors
- Hood River Capital Management
- Horizon Kinetics
- Horos Asset Management
- Hosking Partners
- Hotchkis & Wiley
- Impax Asset Management
- Infuse Asset Management
- Integrity Asset Management — Micro Cap Value Equity
- Intrepid Capital
- Invenomic Capital Management
- Invesco — Discovery Fund
- Invesco — Small Cap Value Fund
- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
- JB Global Capital
- JM Finn
- Jacob Asset Management
- Janus Henderson Investors
- Jemekk Capital Management
- Jenga Investment Partners
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Lakehouse Capital Global Growth Fund
- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Lazard Asset Management
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mawer Investment Management
- Mayar Capital
- McIntyre Partnerships
- Meridian Growth Fund
- Meridian Hedged Equity Fund
- Merion Road Capital
- Miller Value Partners
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- Minotaur Capital
- Moerus Capital Management
- Mondrian Investment Partners
- Moneta Group
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- Moon Capital Management
- Mott Capital Management
- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
- Myrmikan Capital, LLC
- NS Partners
- Nelnet
- Newport Capital Group
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
- North Sky Capital
- Northern Funds — International Equity
- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
- Oceana Investimentos
- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Platinum Asset Management — International Fund
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- ProChain Capital
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Rathbones
- Regal Partners Global Investments
- Regency Wealth Management
- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- Rivemont
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Sandon Capital — Activist Fund
- Sands Capital — Select Growth Fund
- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
- Seven Corners Capital
- Sharp Capital
- Shelton Capital Management
- Sigil
- Signia Capital Management
- Skybound Wealth Management
- Smead Capital Management
- Social Capital
- Sorfis Investments
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Staude Capital — Global Value Fund
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- Symmetry Invest
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
