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Saturday, November 14, 2026

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@calvinblissett

Calvin Blissett on X

Yes and no lol, valuation and dividend yield are attractive currently (I added a few days ago ~$88), macro continues to trend in the right direction, I do hate $PDD just entered Kazakhstan, BUT what I surface level read is they can coexist well and $KSPI has a different approach than them from someone who I think is smart, pretty sure was @Benceno88 if you may elaborate friend. Also $KSPI management team will continue to find ways to pull rabbits out of the hat and grow within KZ, the most recent grocery vertical being an example
@StableBread

Fajasy on X

DigiPowerX $DGXX said on October 13 that it "did not issue any shares" under its ATM program in Q3. $DGXX's Q3 10-Q, filed November 13, shows 2.85M shares issued for cash in Q3 for $11.3M, and counts them among the 30.8M shares it sold through the ATM in the first nine months of 2026. The share count rose 46% this year, from 69.4M at the end of 2025 to 101.4M as of November 12. The 10-Q also shows three details the Q3 earnings release left out: 1) Prepayment: Cerebras $CBRS, the AI chipmaker that's the tenant at $DGXX's Columbiana data center campus in Alabama, paid a $12M upfront charge in Q3 for building Phase 1. The charge can be refunded, less what's been spent on finished construction, in some cases before Phase 1 starts, including if $DGXX misses the final delivery date. 2) Spending: $145.5M went into property, equipment, and equipment deposits in the first nine months, paid for with $170.8M of net share sales. 3) GPUs: Equipment deposits rose to $23.9M from $8.5M at the end of 2025, and the 10-Q mentions next-generation $NVDA Vera Rubin systems $DGXX has "committed to purchase," without an amount. $DGXX's Q3 revenue rose 85% q/q to $12.2M, but its $1.0M of net income leaned on $8.6M of gains on its crypto and warrants. Cash was $95.2M and bitcoin and ether were $24.5M as of September 30. $DGXX also expects to close a $200M loan syndicated by Goldman Sachs $GS in Q4 2026 to finish Columbiana, with an unsecured $DGXX guarantee until construction is done. Even with the cash, crypto, and loan, $DGXX is ~$30M short of its 2027 plan (~$350M of capex, mostly for ~10 MW of AI inference capacity and Columbiana's Phase 2) before any Q4 2026 spending. $DGXX expects customer deposits and prepayments to be a main source of funding, and it has already sold $174.7M of the $175M its ATM prospectus covers. At $2.28/share, $DGXX's market cap is ~$231M, an EV of ~$112M after its cash and crypto. If Phase 1 is ready on December 15 as planned, Cerebras starts paying in January 2027, and its $12M prepayment can no longer be refunded.
@aleabitoreddit

Serenity on X

It's been overwhelmingly negative recently, but here's some perspective on how supply-constrained demand from $LITE to $MU looks amid possible AI capex slowdowns. As one Korean executive on memory puts it: "Thirty people are already lined up at a restaurant that is full, and five of them leaving does not create a table." The amount of tables might expand, but supply shortages and price hikes in bottlenecks can persist through capex slowdowns or capacity buildout. From AI implications in medicine, physics, materials, robotics, cybersecurity, engineering, energy, to AI itself over the next 5-10 years... We've only reached the precipice of the next technological paradigm shift. The world is going to need a lot more compute.
@AsifSuria

Asif Suria on X

I wanted to think about it for a bit before responding and time go away from me this week. I think NBCU makes a lot of sense as an acquisition for Netflix $NFLX given its size and the optionality it provides the company. However beyond the tax part, getting this deal through antitrust will not be easy and integration will be even harder given all the moving parts to an organization of NBCU's size and Netflix's current culture as a tech company. $LION is much easier tuck-in acquisition on both those fronts.

Investor Letters

All letters

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…

NBIS $35B
Daniel Romero 6 clicks

Qualcomm Custom ASICs?

Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.

QCOM $190B
Chipstrat 4 clicks

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…

RBLX $37B
TSOH Investment Research 3 clicks
VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $49B
Value Investors Club

New Position (ONON): Game is On

On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.

ONON $12B
Aurelion Research 4 clicks

Deep Dive: Intuit ($INTU)

Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…

INTU $91B
Rebound Capital 4 clicks

Canterra Minerals: Research Note

Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…

EQX $12B
Atrium Research - Equity Research 1 click

Kenorland Minerals: Research Flash

Franco-Nevada bought 10.0 million Kenorland shares, a 12.4% stake, for C$22.2 million in a secondary transaction that issued no new shares.

FNV $48B
Atrium Research - Equity Research 2 clicks

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