New Ask Claude or ChatGPT about any stock, using Bullpen. Bullpen in Claude or ChatGPT. 7 days free
Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Saturday, November 14, 2026

Back to the front page

From X

@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

All letters

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
PRYMY · short

Prysmian Spa

Prysmian (PRYMY) is presented as a short position.

PRYMY $36B
Value Investors Club 1 click

Microsoft: Control Your Destiny

Microsoft’s cloud business grew from a $12 billion FY16 run rate to about $237 billion by FY26, while AI-era CapEx may exceed $200 billion…

MSFT $3.9T
TSOH Investment Research

BAT: Two Steps Forward, Many Steps Back

British American Tobacco’s H1 growth came largely from U.S. modern oral products and inventory benefits, while weakening regulation, rising…

BTI $133B
Librarian Capital's Research Library

META 2Q26 Earnings Update

Meta's Q2 advertising revenue rose 27% to $59.4 billion, while costs climbed 55%, cutting operating margin to 31%.

META $1.6T
Stock Thoughts

FTAI update.

FTAI Aerospace margins fell to 28.5% as it pursues airline market share, while Power signed a $1.465 billion hyperscaler order and targets…

FTAI $18B
Kairos Research 1 click

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 88 of 294

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

376 firms

Sectors

Ordered by how often our editor reaches for them.