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Saturday, November 14, 2026

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@ACapitalLP

A Capital on X

There’s a massive AI-driven puke underway, cascading into L/S unwinds and exacerbating the selling pressure across the market. Inevitably, some non-AI names are getting caught in the crossfire and selling off for reasons entirely divorced from fundamentals. The opportunity is finding stocks with idiosyncratic catalysts that can force a re-rating toward intrinsic value, independent of broader market sentiment. A few that come to mind: $FLEX — Axiom spin $KBR — Trinzic spin $CODI — Asset sales $VOYA — Activism What else looks massively dislocated with a tangible catalyst to close the valuation gap?..
@calvinblissett

Calvin Blissett on X

$MELI: I have done a decent amount of surface level research (reading smart people’s work) . No research I have seen is able to tell me with facts why this is Costco/Amazon scale economies shared being CHOSEN and not just competition FORCING them to cannibalize themselves in line with the innovators dilemma. The whole thesis rests on that. A thought I saw that I did like is they are building the logistics rails and in the future it will be a toll bridge that will get monetized as such for most e-commerce in regions they operate
@convequity

Convequity on X

Data centers need power delivered on schedule, not just efficient generation. $EROC builds on-site power systems around natural-gas reciprocating engines, a different technology from the turbines in short supply. These engines can supply AI data centers before grid connections or gas turbines become available. In our view, their role is broadening from temporary backup toward sustained operation as turbine shortages persist. 1. ERock has a 470MW equipment order from Anthropic. 2. It is delivering a 366MW generation project with El Paso Electric to support $META’s data-center campus, with initial commercial operation targeted for mid-2027. 3. Production commitments extend into 2028, giving ERock demand visibility while making assembly capacity and delivery execution more important. ERock sources engine assemblies from specialists, then integrates them with electrical equipment and control software. In our view, that ability to commission a complete power system quickly is the company’s main advantage. For a customer with computing equipment waiting for electricity, earlier delivery can outweigh the higher fuel efficiency of a combined-cycle plant. Delays or cost overruns would weaken that case. In our view, the next test is whether ERock can convert these commitments into operating systems on schedule and profitably.

Investor Letters

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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

QXO Inc Earnings Update: Q3 2026

QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…

QXO $13B
SixSigmaCapital: Navigating the Financial Markets 3 clicks

Cerrado Gold: Research Note

Cerrado Gold will acquire Argentina’s Manantial Espejo mine from Pan American Silver for $20 million and targets a 2027 restart funded by…

PAAS $15B
Atrium Research - Equity Research 2 clicks

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