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Sunday, November 15, 2026

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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 1 click

From X

@aleabitoreddit

Serenity on X

My thesis is very narrow. It's also no longer speculation when it shows up in reported earnings. HBM is a very large component cost in an AI server and not what I'm arguing. There's also many bottlenecks outside of memory. An obvious example is $AXTI InP substrates, where not securing enough capacity (where cost is in hundreds of millions) would trigger ceilings to competitor optical programs. And we'd likely see accelerated procurement patterns into 2027 where capacity is hard to scale.
@ACapitalLP

A Capital on X

The biggest money in public markets is made when perception diverges dramatically from reality. Think of betting on sports on Kalshi/Polymarket. You’re not making a fortune betting on the #1 team to beat the #2 team. You’re making it betting on the 99-to-1 underdog when you realize the odds are completely wrong… A few situations that come to mind: - PSPs ($CIFR, $WULF, $APLD, $RIOT): Financing fears vs. the value of contracted power and development pipelines. - $TLN: PJM regulatory overhang vs. underlying FCF generation. - $FSLR: Fears of losing 45X credits vs. durable domestic manufacturing economics. What other situations fit this framework?
@StableBread 1 click

Fajasy on X

If you want to see the most notable changes (new, updated, removed) for any S&P 500 company every quarter, this page I built keeps track of that automatically. My SEC reading tool diff's each filing against the previous one, identifies exactly what changed w/in the filing and tables (footnotes included), and then uses the AI I've trained to flag the most notable changes. Those most notable changes are what's shown on this page. Not every single change (most are not worth highlighting; like legal language or something small). Click on any of them and it'll show you that exactly (image shows example for $FDX). Then you can click on any of the changes to jump to the exact location on the filing itself. Or simply open and read the latest 10-Q or 10-K on SECSift for free (no account required). See it here:

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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.

AIG $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
BAX · long

Baxter International INC

Baxter International sells IV solutions, infusion pumps and other essential medical products to hospitals, clinics and home-care providers.

BAX $13B
Value Investors Club

Golar LNG q2’26 Operational Update

Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…

GLNG $4.4B
Monte Independent Investment Research

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