Sunday, November 15, 2026

Intel Custom ASICs?

Intel’s custom ASIC business more than doubled last quarter as it pursues hyperscaler demand, AI accelerators and a stronger Intel Foundry.

INTC $317BQCOM $185B

Chipstrat 10h ago 5 clicks

10h ago TTWO $43B

The Saturday Value Line Run: Seven Names From 142 Pages

Calvin Blissett 4 clicks

24h ago FROG $14B

JFrog CFO: Soaring AI usage is converting to bigger deals

The Technology Letter 3 clicks

From X

@AsifSuria 4h ago

Asif Suria on X

@CihunSol Quite a few. The insiders of Pampa Energia $PAM have been consistently buying. So have the insiders of Liberty Latin America $LILA, especially their preferred shares. Oddly enough so has a cluster of insiders from GameStop $GME Too many to list.

@StableBread 5h ago

Fajasy on X

Six stocks I’m still following filed Q3 numbers: → $QXO: Operating cash flow was only ~$1M in Q3, down from $213M a year ago. → Boost Run $BRUN: Says it has secured $600M of non-dilutive project financing, but a Georgia delay leaves year-end ARR near my bear case. → Reviva $RVPH: Valued at 26.5% of its cash, but needs $50-55M for its second Phase 3 trial and FDA filing. → DigiPowerX $DGXX: ~$30M short of its ~$350M 2027 capex plan, even counting the $200M loan it hasn’t closed yet. → Agility Robotics $AGLT: Down 36.1% from its first-day close, with a little over two years of cash. → FORT Robotics’ SPAC $NTWO: 82% redeemed, and its price implies 36.7x FORT’s TTM revenue. So did the quarter change my call on any of the six? That’s what I answer in my new Q3 update, including whether I’m buying, selling, or holding each name.

@DevinLaSarre 6h ago

Devin LaSarre on X

Newest out. Haypp Group: Doors and Floors $HAYPP $PM $BTI $MO $IMBBY $STG

@StableBread 7h ago

Fajasy on X

The cash flow statement adds share-based compensation back to operating cash flow, since it's a non-cash expense: the company paid its employees in shares, not cash. Over the 12 months through October 2022, Intuit $INTU had $3.81 billion of free cash flow, a 3.5% yield on its $109 billion market value. Move its $1.45 billion of share-based compensation to financing activities, and the yield falls to 2.2%. That's roughly $2.20 of free cash flow per year for every $100 of Intuit stock, not $3.50.

@calvinblissett 8h ago

Calvin Blissett on X

Disconfirming evidence on my $KSPI thesis which I will need to investigate and monitor. Reposting so I don’t shy away from this. Will come back with thoughts and figures. I remember reading somewhere that Freedom has a ponzi/suspicious structure sustaining it

@calvinblissett 8h ago

Calvin Blissett on X

Is Freedom the one subsidizing itself and financial ecosystem through that whole share issuance mechanism nuance? Given that can’t they not really afford to burn money on an uncertain payback in marketplace? This could be the “dagger” toppling them and their pyramaid scheme esque structure which would benefit $KSPI. This is disconfirming evidence so in the spirit of Darwin I will be monitoring this to see how it plays out. I will try and gather the specifics on what I’m alluding to and come back to this

@calvinblissett 9h ago

Calvin Blissett on X

$TTWO ~$228 Rockstar (GTA, Red Dead), 2K (NBA 2K, BioShock) and Zynga. GTA VI launches 11/19 after 13 years. It's the last big independent publisher on the public market: Microsoft bought Activision for $68.7B, and EA went private for $55B. Gabelli Funds owns it, and Gabelli's playbook is private market value plus a catalyst: - EA sold for ~7.4x revenue and Activision for ~7.8x. - On Value Line's $10.0B fiscal 2027 revenue (year ending March 2028), that's a $74-78B EV, or ~$390-410 a share. - It trades at ~4.4x the same revenue. The preorder data says people aren't buying the cheap version. Average selling price is ~$97, so most are taking the $99.99 edition over the $79.99 one. ~$1B of preorders already beats GTA V's $800M first day. Guidance looks sandbagged. It implies only ~30M GTA VI units vs a 37M broker forecast, and since 2007 Take-Two has beaten the low end of its bookings guide every year. Zelnick: "uncharted territory, with preorders trending well above our expectations." The long tail is GTA Online. Recurring spending is 81% of bookings, and experts expect battle passes and a creator marketplace this time. The last time a GTA came out, the stock went ~5x over four years. Mgmt expects to be net cash by March. Bear: an expert sees no buyer in the next 5 years (Sony is the only logical one). On Value Line's margins, 2027 EBITDA is only ~$1.8B, so the PMV needs GTA margins to look more like EA's.

@calvinblissett 9h ago

Calvin Blissett on X

"You're trying to print the next 10 years of Value Line in your head." — Warren Buffett, 1999 Saturday Value Line. 142 small and mid-caps in this week's issue. Seven I liked, a lot I passed on. Favorite is $CLVT, a levered stub at ~3.5x consensus earnings. The one to watch this week is $TTWO, with GTA VI out Thursday.