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 losers.
Saturday, November 14, 2026
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Trevor Scott on X
@jeremie0117 @AurelionRsch You can buy it at a lower fee rate with this secret ticker $SPY
Odd Diligence on X
@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT
Adam D. Wyden on X
$STGW @CorneliaLake Judd riffing on $STGW at min 40….lfg @Mark_Penn @jayleveton @ballan11 @AndrewYAVB @ACapitalLP
Barbarian Capital on X
Railroad CEO’s Loose Lips Threaten to Torpedo His $72 Billion Megadeal $UNP $NSC
Barbarian Capital on X
"mployees can wager on the outcome of questions or events using ‘cred,’ not real money" Meta Testing New Prediction-Market App With Employees $META
Investor Letters
All letters- Gresham House October 2026 EARN $33M
- Asset Value Investors Ltd October 2026 079940 $485M093320 $626M
- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.7T
- Robinson Capital Management October 2026
- Sandon Capital — Activist Fund October 2026 CYG FWD $136M
- Minotaur Capital October 2026 META $1.6TAVGO $1.7T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $512M
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…
BGIN: a $34mm tax bill and $31mm of cash
BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin…
Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price
Arcos Dorados' Q3 comparable sales rose 15.5% on higher traffic, checks and market share; shares trade at 8.8 times forward earnings amid…
Kenio Fontes 1 click
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…
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,…
Opera Q3 Preview: Another Great Quarter Ahead
Opera pre-announced Q3 revenue of $182.8 million, up 20%, and $43.2 million in adjusted EBITDA, with Q4 guidance, advertising momentum and…
Gytis Zizys 5 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…
Qualcomm Custom ASICs?
Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.
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…
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…
MONOY · long Monotaro CO LTD
MonotaRO, traded as MONOY in the U.S. and 3064 in Japan, is a Japanese MRO distributor recommended as a long.
ON THE TAPE with Guy Adami
Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.
Undercovered Dozen: Coherent, Bank Of America, MaxLinear And More
Coherent, Applied Optoelectronics and MaxLinear are pitched on AI optical-networking demand and earnings growth, alongside Bank of America,…
The Undercovered Dozen 9 clicks
Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge
Nvidia after Jensen Huang, U.S. AI risks and Washington’s response are the focus of Sharp Tech’s video debut.
Nvidia’s Huang is out, will Kress continue whacky financial moves?
Nvidia says Jensen Huang has resigned as CEO, with CFO Colette Kress named interim chief executive.
An Interview With Roblox CEO David Baszucki About Aggregating Play
Roblox CEO David Baszucki says AI can make game creation accessible to anyone, expanding Roblox’s role in discovery, cross-platform play…
Expert Call | Lumentum & Marvell Deal
Marvell’s all-stock acquisition of Lumentum targets optical supply, DSP synergies and AI data-center demand, while adding fab integration,…
Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell
Hewlett Packard Enterprise offers lower valuation and better memory-price downside protection than Dell, backed by higher-margin…
Benjamin C. Barry 5 clicks
Quick note on LSAK and GRPN
Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.
DoorDash’s FBA Moment
DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…
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- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
