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Saturday, November 14, 2026

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From X

@aleabitoreddit

Serenity on X

I've been talking with industry executives about sentiment around Jensen after the controversy at $NVDA. What struck me most was how much they still admire him as a leader, and wanted him to remain CEO. One executive told me about a night Jensen visited a supplier's factory in Taiwan. The supplier expected its expansion to take two years. Jensen asked the CEO if they could do it in six months with his help and they were able to get it done. The way it was told to me, Jensen's word was enough for the supplier to deploy its resources, speed up the expansion, and set aside capacity for Nvidia. For every little component of the supply chain, it almost sounded like Jensen would visit local factory to factory himself... just to accelerate Nvidia's roadmap. We also had discussions about other CEOs like $ARM and replacements. But also factoring in Jensen's local roots, deep technical knowledge... It felt it would be difficult to replace the years of trust and personal relationships that he had to rally supply chains around Nvidia's ambitious architectural roadmaps.
@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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Qualcomm Custom ASICs?

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Qure Anniversary Update

UniQure’s Huntington’s disease BLA has a May 1, 2027 priority-review date, with an FDA advisory committee expected in late first quarter.

QURE $1.7B
Triple S Special Situations Investing 2 clicks

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

FG $3.1B
Mispriced Assets 5 clicks

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