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 16h ago 2 clicks

21h 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 1h 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 9h ago

A Capital on X

- $OWL private credit apocalypse vs. sustainable franchise

@ACapitalLP 9h 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 9h 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 9h 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 9h 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 39h 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 40h 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 40h 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

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

FICO $15BPAYC $11B

scuttleblurb Nov 11 5 clicks

Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…

ADBE $95B

Tim Travis Nov 11 4 clicks

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $46B

SixSigmaCapital: Navigating the Financial Markets Nov 10 7 clicks

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

CoreWeave reported 168% revenue growth to $3.66 billion, but $20.4 billion of trailing free cash outflow and $42.7 billion in net debt keep…

CRWV $30B

Cestrian Capital Research Nov 10 4 clicks

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

CNSWF $52B

Speedwell Research Nov 10 2 clicks

CoreWeave: This still doesn’t look like a good business

CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…

CRWV $30B

The Technology Letter Nov 10 3 clicks

Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

Intel and AMD’s diverging earnings reflect longstanding strategic differences and raise the case for Intel returning to an earlier model.

INTC $317BAMD $876B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 10 2 clicks

Airbnb 3Q26: Business Update

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…

ABNB $111B

Speedwell Memos Nov 10 3 clicks

Airbnb 3Q26 Business Update: “Growth Mode”

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights grew 16%; app rebuild, AI-assisted releases and social travel features aim to…

ABNB $111B

Speedwell Research Nov 10 3 clicks

Sin of Hubris: Jensen’s Affair Scandal and What It Means for Nvidia, AI Players and the Market

Nvidia faces unverified allegations involving CEO Jensen Huang, a customer executive and claimed China-linked influence over AI chip…

NVDA $3.9T

Kakashii's Materials Nov 10 5 clicks

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Sunday, November 15, 2026

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