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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Serenity on X
Altimeter and Atreides' letter to the board of $NVDA.
Calvin Blissett on X
@kingdomcapadv Please check messages regarding $BBGI when you get the chance, thank you
JabroniCoin.USD on X
@OnodaCapital Please don’t summon the $TE folks
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?
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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…
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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…
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…
ELALF · long El Al Israel Airlines Ltd.
El Al Israel Airlines, $ELAL, cut costs 20% in its 2020 COVID restructuring and was taken over by U.S. investors.
ECOC 2026: Important Product Announcements Around Optical Scale-Up
Teradyne, ams OSRAM, Lumentum and Coherent introduced microLED, VCSEL and DWDM products targeting optical interconnects for AI data-center…
Pfizer: The 10-Year Is At 5%, And I'm Still Buying This 6%+ Yield
Pfizer offers a 6.22% yield at 9.3 times 2026 consensus EPS, backed by cost cuts and 5% operational growth in its non-COVID portfolio.
Steven Fiorillo 1 click
Quick Value #331 - Corteva / Vylor Spin-Off
Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…
Intel: Buy The SK hynix Optionality, But Foundry Still Has To Prove It
Intel's $16.1 billion Q2 revenue rose 25%, while potential SK hynix foundry collaboration could lift U.S.
Sharon McArd 2 clicks
Weekly Stock GEMs #14: September 21, 2026
Weekly Stock GEMs #14 features Vizsla Silver’s shuttered Panuco mine, Beasley’s debt deadline, Wolters Kluwer’s AI selloff and PlasCred’s…
[CoStar] Homes are different
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators
ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.
“Going Through Some Pain”
Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…
Goldman Sachs Sinks Toward Bear-Market Territory - Time To Buy
Goldman Sachs posted $20.98 in Q2 EPS on $20.3 billion of revenue and raised its dividend to $5 per share, with M&A and issuance activity…
Mike Zaccardi, CFA, CMT 2 clicksPublications we follow
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Seeking Alpha 88 of 290
Adam Schadt
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Eudaemon Research
Fernanda Galvez Jalil
Fountainhead
Gary Gambino
Geneva Investor
Gil Rotstein
Given Mahlangu
Henrik Alex
High Alpha Professor
Ignacio Planas Gonzalez
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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
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Simple Investment Ideas
Sorrento Research
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The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Market Auditor
The Supercycle Investor
The Undercovered Dozen
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Uttam Dey
Value Capital Research
Vishal Jadaun
Zoltan Ban
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A Capital
absreturnchaser
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Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
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catechwilliams
Charles Frischer
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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
Rohan Pavuluri
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
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- Allspring Global Investments
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- Asset Value Investors Ltd
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- Brummer & Partners
- Burke Wealth Management
- ByteTree
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- Cantor Fitzgerald Asset Management
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- Carillon Eagle — Mid Cap Growth Fund
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- Carrington Wealth Management
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- Cedar Creek Partners
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- Chevy Chase Trust
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- Crypto Native Capital
- Curreen Capital
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- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diamond Hill — Large Cap Fund
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- Diranko Capital
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- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
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- Emeth Value Capital
- Equity Management Associates
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- FCL Capital
- FPA Crescent Fund
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- Focus Capital Management
- Forager Funds Management
- Frank Capital Partners
- Franklin Templeton — Franklin Growth Opportunities Fund
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- Fred Alger Management, LLC
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- Greenwood Gearhart
- Gresham House
- Gresham House Strategic Equity Capital
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- 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
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- Manole Capital Management
- Mar Vista Investment Partners
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- Markel Group
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- Matrix Asset Advisors
- Matthews Asia
- Mawer Investment Management
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- Meridian Growth Fund
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- NS Partners
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- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
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- Northern Funds — International Equity
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- Oakmark Funds
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- Optimist Fund
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- Overseas Asset Management Asian Recovery Fund
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- 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
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- Skybound Wealth Management
- Smead Capital Management
- Social Capital
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- 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.
