Saturday, November 14, 2026

Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114)

Nvidia’s alleged Jensen Huang scandal is framed as a lesson in avoiding emotional reliance on a CEO within an investment thesis.

NVDA $3.9T

Best Anchor Stocks 9h ago 2 clicks

14h ago ZTS $34B

Zoetis: ~13x P/E, But Still in the Doghouse

Librarian Capital's Research Library 4 clicks

27h ago CRWV $30B

The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap

Steve Eisman 6 clicks

From X

@ACapitalLP 2h ago

A Capital on X

- $OWL private credit apocalypse vs. sustainable franchise

@ACapitalLP 2h ago

A Capital on X

The biggest money in public markets is made when perception diverges dramatically from reality. Think of betting on sports on Kalshi/Polymarket. You’re not making a fortune betting on the #1 team to beat the #2 team. You’re making it betting on the 99-to-1 underdog when you realize the odds are completely wrong… A few situations that come to mind: - PSPs ($CIFR, $WULF, $APLD, $RIOT): Financing fears vs. the value of contracted power and development pipelines. - $TLN: PJM regulatory overhang vs. underlying FCF generation. - $FSLR: Fears of losing 45X credits vs. durable domestic manufacturing economics. What other situations fit this framework?

@StableBread 2h ago

Fajasy on X

In 2011, share-based compensation cost the 75 companies in the S&P 500's tech sector 2.2% of their revenue on average. By 2021, it cost them 4.1%, yet 45 of them excluded it from the adjusted profits they reported. At the end of 2022, Intuit $INTU traded at 28.4x the adjusted EPS analysts expected, versus 25x for Microsoft $MSFT. With share-based compensation included, Intuit traded at 43.9x, a 76% premium to Microsoft instead of 14%.

@gnoble79 2h ago

George Noble on X

$NVDA is Enron 2.0 @GavinSBaker @altcap @jason @chamath @DavidSacks @friedberg , What do you have to say for yourself? Asking for a friend. Your analytical malpractice and blindness to criminal activity is astounding. Shame on you for aiding this fraud. Live in your integrity, instead of pumping up this garbage. Do you have any ethics? Or is it always about the money? History will not be kind to you. Despicable, just despicable. Beware tech bro.

@gnoble79 2h ago

George Noble on X

$NVDA is Enron 2.0 @GavinSBaker @altcap @jason @chamath @DavidSacks @friedberg , What do you have to say for yourself? Asking for a friend. Your analytical malpractice is astounding. Shame on you for aiding this fraud. Live in your integrity, instead of pumping up this garbage. Do you have any ethics? Or is it always about the money? History will not be kind to you. Despicable, just despicable. Beware tech bro.

@StableBread 3h ago

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:

@AsifSuria 3h ago

Asif Suria on X

@RAMCOCAPITAL We haven't seen much in terms of insider buying at $FICO despite the huge drop in recent months. It was Prospect Capital:

@ACapitalLP 8h ago

A Capital on X

Take $FLEX, which looks fundamentally cheap ahead of its upcoming Axiom spin-off. Yesterday morning, the stock was down ~8%, significantly underperforming both $SMH and $SOX. Was there anything idiosyncratic to $FLEX, or was this just another NVIDIA/AI factor puke amplified by positioning? If the thesis is intact and nothing has fundamentally changed, that’s when you should be looking to add, not panic…

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” 30h ago 4 clicks

One Thing I Learned: Meta’s Ads Are About to Surpass Google Search

Meta's $63.1 billion ad revenue nearly matched Google Search's $63.4 billion as Meta grew 26% versus Search's 12%.

META $1.6T

Hayden Capital 27h ago 3 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 29h ago 6 clicks

A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)

Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…

NBIS $32B

Cestrian Capital Research 30h ago 3 clicks

OXY’s Q3: 5 Reasons It’s Ripe for a Takeover

Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI,…

OXY $59B

Open Insights 31h ago 4 clicks

Nvidia’s Future | My Question Marks

Nvidia’s future is framed around alleged China GPU diversion, tighter export controls and supply-chain risk after Jensen Huang’s claimed…

NVDA $3.9T

P Equity Research 32h ago 4 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 32h ago 4 clicks

Applied Materials (NASDAQ: AMAT) Stock Rating: We Remain At “Stop" After Q4 FY10/26 Earnings

Applied Materials reported Q4 revenue of $10.4 billion, up 53%, and guided to $11.1 billion for January, but the rating remains Stop after…

AMAT $294B

Cestrian Capital Research 33h ago 3 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 33h ago 3 clicks

Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings

Infineon’s AI data-center power-chip revenue more than doubled to €1.7bn, supporting fiscal 2027 guidance for about €20bn in revenue and…

IFNNY $71B

Cestrian Capital Research 34h ago 3 clicks

The Skills AI Can’t Replace

Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…

TEAM $39B

Modern Value Investing Feb 15

Airbnb 4Q25: Business Update

Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…

ABNB $111B

Speedwell Memos Feb 14 2 clicks

Adobe Stock Breakdown (Five Minute Money)

Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…

ADBE $95B

Speedwell Memos Feb 12

Ferrari Exploratory Report

Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…

RACE $72B

Speedwell Memos Feb 10 1 click

Carvana, DriveTime, Hindenburg and Gotham City

Carvana’s DriveTime disclosures do not prove loan-loss shifting, but related-party dealings and gains on loan sales remain central concerns.

CVNA $107B

Brevarthan Research Feb 9

FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game

FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…

NVO $184B

Modern Value Investing Feb 8

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $95B

Bristlemoon Capital Feb 6

2026: Radio silence, software setbacks and more from me in 2026

RELX and Sage have fallen 46% and 35% as markets label them AI losers, creating potential value opportunities alongside risks of genuine…

GOOGL $3.6T

The Curious Compounder Feb 5

CrowdStrike: A Glass DeathStar during SaaSmageddon | Short Thesis

CrowdStrike faces a renewal cliff after its July 2024 outage, with Microsoft Defender bundling, litigation, SEC and DOJ scrutiny, and a…

CRWD $232B

First Strike Research Feb 1

Portfolio Update January 2026

DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…

KHC $29B

D Invests Jan 31

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Saturday, November 14, 2026

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George Noble on X

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A Capital on X

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