Sunday, November 15, 2026

Lessons from Jensen’s scandal, and a new in-depth report (NOTW #114)

Nvidia’s alleged Jensen Huang scandal is framed as a lesson in avoiding emotional reliance on a CEO within an investment thesis.

NVDA $3.9T

Best Anchor Stocks 15h ago 2 clicks

20h ago ZTS $34B

Zoetis: ~13x P/E, But Still in the Doghouse

Librarian Capital's Research Library 4 clicks

34h ago CRWV $30B

The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap

Steve Eisman 6 clicks

From X

@aleabitoreddit 49m ago

Serenity on X

Western media coverage of $NVDA and Jensen Huang have reached a point Where it even gives Chinese people more pride in CCP state media. Very dark times for Western journalism.

@convequity 2h ago

Convequity on X

The direction is clear: mainstream meida are all pushing for a national security spy case through narratives with thin evidence. If this wokism persists and takes the lead in shaping the American AI strategy and the most important AI companies like $NVDA, the American tech leadership will be gone.

@Mr_Neutral_Man 6h ago

Mr Neutral Man aka "Howard Marks of REITs” on X

Taking my kids on an Anthony Bourdain style Queens food crawl Dinner at Astoria Seafood - grilled scallops, cuttlefish, gulf shrimp, halibut and fried calamari $186 Baklava at Al Sham -$13 Pastry at Cafe Noisette - $18 Pokemon cards $GME - $20 My kids’ smiles - Priceless

@ACapitalLP 8h ago

A Capital on X

- $OWL private credit apocalypse vs. sustainable franchise

@ACapitalLP 8h ago

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 8h ago

Fajasy on X

In 2011, share-based compensation cost the 75 companies in the S&P 500's tech sector 2.2% of their revenue on average. By 2021, it cost them 4.1%, yet 45 of them excluded it from the adjusted profits they reported. At the end of 2022, Intuit $INTU traded at 28.4x the adjusted EPS analysts expected, versus 25x for Microsoft $MSFT. With share-based compensation included, Intuit traded at 43.9x, a 76% premium to Microsoft instead of 14%.

@gnoble79 8h ago

George Noble on X

$NVDA is Enron 2.0 @GavinSBaker @altcap @jason @chamath @DavidSacks @friedberg , What do you have to say for yourself? Asking for a friend. Your analytical malpractice and blindness to criminal activity is astounding. Shame on you for aiding this fraud. Live in your integrity, instead of pumping up this garbage. Do you have any ethics? Or is it always about the money? History will not be kind to you. Despicable, just despicable. Beware tech bro.

@gnoble79 8h ago

George Noble on X

$NVDA is Enron 2.0 @GavinSBaker @altcap @jason @chamath @DavidSacks @friedberg , What do you have to say for yourself? Asking for a friend. Your analytical malpractice is astounding. Shame on you for aiding this fraud. Live in your integrity, instead of pumping up this garbage. Do you have any ethics? Or is it always about the money? History will not be kind to you. Despicable, just despicable. Beware tech bro.

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” 37h ago 4 clicks

One Thing I Learned: Meta’s Ads Are About to Surpass Google Search

Meta's $63.1 billion ad revenue nearly matched Google Search's $63.4 billion as Meta grew 26% versus Search's 12%.

META $1.6T

Hayden Capital 34h ago 3 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 36h ago 6 clicks

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…

NBIS $32B

Cestrian Capital Research 37h ago 3 clicks

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,…

OXY $59B

Open Insights 38h ago 4 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…

NVDA $3.9T

P Equity Research 38h ago 4 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 39h ago 4 clicks

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…

AMAT $294B

Cestrian Capital Research 39h ago 3 clicks

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…

RBLX $36B

TSOH Investment Research 39h ago 3 clicks

Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings

Infineon’s AI data-center power-chip revenue more than doubled to €1.7bn, supporting fiscal 2027 guidance for about €20bn in revenue and…

IFNNY $71B

Cestrian Capital Research 41h ago 3 clicks

Trading Post November 12, 2026: Enough is Enough, NVIDIA, SMH vs SOXX, Earnings Quality

NVIDIA faces DOJ antitrust probes alongside inquiries into Megaspeed and Super Micro, after charges over $2.5 billion of GPUs allegedly…

NVDA $3.9TSMCI $18B

Cassandra Unchained Nov 12 4 clicks

Nvidia and the World Without Jensen

Nvidia’s Jensen Huang resignation leaves a flat organization built around his direct control as China GPU restrictions tighten.

NVDA $3.9T

SemiAnalysis Nov 12 6 clicks

Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free

Salesforce’s Agentforce adoption, Anthropic and Databricks stakes, and margin expansion support upside, while debt-funded buybacks have…

CRM $179B

Alexander Grover Nov 12 2 clicks

Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%

Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…

PWR $91B

Monte Independent Investment Research Nov 12 6 clicks

Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?

A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…

NVDA $3.9TARM $204B

Key Context by Tae Kim Nov 12 4 clicks

Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem

Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…

PBR $118B

Bernard Zambonin Nov 12 8 clicks

Top Rebound Stocks for Nov’26

Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…

TPL $20B

Rebound Capital Nov 12 5 clicks

ASML ($ASML) Deep Dive

ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…

ASML $576B

Jimmy's Journal Nov 12 2 clicks

Medtronic Kept Growing When All Eyes Were On AI, Time To Give This Growth Justice

Medtronic’s Affera, PulseSelect and Symplicity Spyral platforms expand cardiac and hypertension procedures, while Hugo and Stealth AXiS…

MDT $132B

Crosslight Partners Nov 12

The Don Goes Down: What Jensen’s Fall Means

NVIDIA faces a leadership transition as DOJ probes alleged GPU bundling and customer restrictions, with CFO Colette Kress floated as…

NVDA $3.9T

Cassandra Unchained Nov 12 5 clicks

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Sunday, November 15, 2026

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