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Saturday, November 14, 2026

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Q3 Earnings Updates

Q3 updates cover Crocs, Entravision and Fiserv beats, coal and oil weakness, and Xerox’s sharp decline, testing the underlying cases for recently featured stocks.

CROX $7.5BEVC $874M
Hidden Rock Capital's Newsletter

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.”

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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
ADCT · long

Adc Therapeutics SA (adct)

ADC Therapeutics centers on ZYNLONTA, an approved CD19-directed antibody-drug conjugate, after shares rose from roughly $4.

ADCT $188M
Value Investors Club 3 clicks

Deep Dive: Inter & Co

Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at…

INTR $1.8B
Capitalist Letters 7 clicks

A temporary glitch?

Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus…

CPNG $27B
Asian Century Stocks 12 clicks

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