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 13h ago 2 clicks

13h ago CROX $7.5B

Q3 Earnings Updates

Hidden Rock Capital's Newsletter 2 clicks

18h ago ZTS $34B

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

Librarian Capital's Research Library 4 clicks

From X

@Mr_Neutral_Man 3h ago

Mr Neutral Man aka "Howard Marks of REITs” on X

Taking my kids on an Anthony Bourdain style Queens food crawl Dinner at Astoria Seafood - grilled scallops, cuttlefish, gulf shrimp, halibut and fried calamari $186 Baklava at Al Sham -$13 Pastry at Cafe Noisette - $18 Pokemon cards $GME - $20 My kids’ smiles - Priceless

@ACapitalLP 5h ago

A Capital on X

- $OWL private credit apocalypse vs. sustainable franchise

@ACapitalLP 5h 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 6h 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 6h 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 6h 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 7h 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 7h 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:

Peabody Energy: Delays With Centurion, But The Valuation Is Extremely Compelling

Peabody Energy trades at 2.7 to 2.9 times consensus EBITDA after Centurion delays cut Q4 guidance, with $434 million cash, $297 million…

BTU $2.1B

Bang For The Buck 20h ago 4 clicks

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

AI investing is shifting from boom-or-bust bets to stock picking as data center moratoriums and company results separate winners from…

CRWV $30BCHTR $25B

Steve Eisman 31h ago 6 clicks

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” 34h 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 31h 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 33h 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 34h 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 35h 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 36h 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 36h 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 37h ago 3 clicks

BBWI · long

Bath and Body Works

Bath & Body Works is the remaining Les Wexner retail business after The Limited’s former brands were separated or sold.

BBWI $4.3B

Value Investors Club May 3 1 click

Novo Nordisk Q1 2026 Review: The Reset Year Looks Less Ugly Than Feared

Novo Nordisk’s adjusted Q1 sales fell 4% despite 22% obesity-care growth, as lower US prices outweighed volume gains.

NVO $184B

Hated Moats May 6

Coupang 1Q26 Business Recap: Data Leak Shows Member Strength

Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…

CPNG $27B

Speedwell Research May 6

Portfolio Update April 2026

Portfolio update sells Amazon, adds Floor & Decor, and projects 6.5% annual market returns, with a base case of negative 0.89% from…

FND $5B

D Invests May 6

TSMC Investment Case Update

TSMC targets 25% CAGR through 2029 as AI demand lifts leading-edge nodes, after gaining 67% revenue share among six major listed foundries…

TSM $2.1T

Global Outperformers May 5

April Earnings Update

Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…

CROX $7.5BPBI $2.1B

Hidden Rock Capital's Newsletter May 5

Adobe Expert Insight Interview (No Paywall)

Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…

ADBE $95B

Speedwell Memos May 4

PayPal tries again (and again)

Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…

PYPL $49B

scuttleblurb May 4

Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV

Sleep Well Portfolio publishes its 24th pick and updates Grab, Sea, WiseTech and Veeva as software stocks stabilize.

GRAB $13BSE $46B

Sleep Well Investments May 4 1 click

Altria: An Oral History

Altria's Q1 2026 revenue rose 3.2% and adjusted EPS 7.3%, while oral tobacco share fell to 29% amid nicotine-pouch competition and a long…

MO $131B

Invariant May 3

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Saturday, November 14, 2026

Mr Neutral Man aka "Howard Marks of REITs” on X

A Capital on X

A Capital on X

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George Noble on X

George Noble on X

Fajasy on X

Asif Suria on X

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