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Saturday, November 14, 2026

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@calvinblissett 1 click

Calvin Blissett on X

That’s a good question Drew and I guess if it is certain there will be a payoff eventually with a good ROC adjusting for time value of money then no. I would lean to $MELI due to logistics being pretty certain in getting that payment, as to the TVM of money part of that equation I have no idea. I remember Wall Street got really mad at $COST due to basically this and that’s when Nomad invested. Maybe I am being too harsh. You’d do it better than me but I’ll do it if you won’t, analyzing $MELI from a Sleep Zakaria scale economies shared framework that they used on GEICO, $COST and $AMZN. I cherish your thoughts and insights so I would love those
@calvinblissett 1 click

Calvin Blissett on X

Honestly my English and prose is sometimes poor, leading to me missing things that are frankly really important. $ARKO was a good example see comments by NA. I read all the reports and calls on $TLK for weeks I started looking 10/20 during the initial crash. I dictated key points and audited it thoroughly for days, editing it how I saw fit and removing things I didn’t like. I can find messages with time stamps to prove this. Would love your thoughts on this in terms of using AI as someone who isn’t a Warren Buffett level writer to help with the English and prose/structuring style of things. All quotes and case studies are from me. I would say it’s a good writeup I wonder if you agree?
@StableBread 1 click

Fajasy on X

Two things I’m watching could change my read on the U.S. economy: → Fed’s December 8-9 meeting and core PCE: Another 0.25% hike with core PCE at 3.1%, or core PCE below 2.9% with the fed funds rate unchanged, pushes the real rate (the Fed’s policy rate minus core PCE inflation) above 1%, which Growth × Policy calls late cycle. That favors commodities, value stocks, emerging markets and banks over long-term Treasuries and growth stocks. Futures put the odds of a December hike at ~75%, and October’s core PCE comes out November 25. → Bank-held AI debt: In September, the Financial Times reported that ~$18B of bank loans for Project Jupiter, a data center $ORCL is leasing in New Mexico to serve OpenAI, were being quoted at 89-91 cents on the dollar, and the banks were stuck holding more of the debt than they had planned. At its October 28 Investor Day, $ORCL said its capex peaks in FY2027-2028 and steps down in FY2029 (years ending in May), when it expects at least $30B of free cash flow.

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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

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