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Saturday, November 14, 2026

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@ACapitalLP

A Capital on X

Moves like this $ADIG should not happen absent some genuinely unforeseen event or force majeure. If a public company is even remotely transparent with investors, expectations shouldn’t be so far removed from reality that a single earnings report wipes out 40–50% of its market cap. Granted, this is probably more common in smaller companies with limited analyst coverage, but if I were a public company CEO and this happened on my watch, I’d consider it a serious failure of investor communication and expectation management…
@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

Investor Letters

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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.

AIG $43B
WHAT ARE WE DOING? “Contrarians At The Gate” 4 clicks

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 $32B
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 $185B
Chipstrat 4 clicks
SHLS · long

Shoals Technologies Group Inc

Shoals Technologies’ utility-scale solar cabling business is reaccelerating as gross margins bottom.

SHLS $1.4B
Value Investors Club 3 clicks

GLP-1 winners and losers

GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects…

NVO $184B
Asian Century Stocks 3 clicks

Adobe 3Q26 Update

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.

ADBE $95B
Speedwell Memos 2 clicks

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