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Saturday, November 14, 2026

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@StableBread

Fajasy on X

If you want to see the most notable changes (new, updated, removed) for any S&P 500 company every quarter, this page I built keeps track of that automatically. My SEC reading tool diff's each filing against the previous one, identifies exactly what changed w/in the filing and tables (footnotes included), and then uses the AI I've trained to flag the most notable changes. Those most notable changes are what's shown on this page. Not every single change (most are not worth highlighting; like legal language or something small). Click on any of them and it'll show you that exactly (image shows example for $FDX). Then you can click on any of the changes to jump to the exact location on the filing itself. Or simply open and read the latest 10-Q or 10-K on SECSift for free (no account required). See it here:
@SouthernValue95

SouthernValue on X

Risk: In addition to having significant revenue at risk in China from future legislation changes (or enforcement of current legislation), I wonder if $NVDA may end up held liable for looking the other way as chips it sold ended up in China illegally. If fined for the value of all past sales, that could be many tens of billions of dollars. From @SemiAnalysis_ on Jensens ousting and illegal chip sales to China: “Our data shows more than 1.5GW of Nvidia chips, which are restricted, still ultimately ended up in China. This figure doesn’t even include chips that Nvidia created to circumvent US rules, a story we originally broke. We believe the US intelligence community is a large part of the push to get Jensen out of Nvidia. Specifically, we believe it is likely that RASA or similar legislation, which has already passed the house, will move forward. AI and chip restrictions on China are going to ramp now much faster with the biggest defender Jensen, gone.”
@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.

NVDA $3.9TAIG $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

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 $36B
TSOH Investment Research 3 clicks

Blue Chips

Project Kilby, a planned Texas behind-the-meter data center twice Project Stargate’s size, would reshape Permian gas flows and boost demand…

GEV $213B
Doomberg

SAP: Deep Dive Analysis

SAP’s deeply embedded ERP suite creates high switching costs as it moves customers to cloud subscriptions and embeds AI in core workflows.

SAP $271B
Hated Moats

PDD

PDD uses group buying and daily app rewards to turn shoppers into distributors, then monetizes merchant attention through advertising and…

PDD $112B
Bearstone 1 click

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