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Saturday, November 14, 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.

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…

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

Intuit FY2026 Earnings Review

Intuit beat FY2026 estimates despite a $293 million restructuring charge, reset growth ambitions and will include stock-based compensation…

Research Roundup Vol. L

Wolfspeed, Nordson and Nucor target AI data-center demand through 800-VDC power, chip testing equipment and domestic steel capacity, aided…

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