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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

The most interesting lesson Jensen Huang taught me And gave PTSD to Google executives over from his leadership at $NVDA: Was that if a critical material can be bought out for spare change eg. ~$400m (FY2028 Photonics-SOI revenue forecast for $SOI) And trigger tens of billions in economic impact to competitors for not securing supply: We're going to see game theory bottleneck supply procurement actually accelerate upstream through 2027, with or without him. I see Morgan Stanley's list highlighting CCL, ABF, PCBs, optical module components as interesting. However; I'd put it through my own narrower lens, especially focusing on smaller component cost chokepoints + bottlenecks that doesn't cost much to secure capacity over. Deleveraging/negative sentiment is indiscriminately moving the theme up and down together, so hard to argue individual fundamentals at this point. Reflecting on 2026, I also prob need to be more selective of companies entering 2027: But there's going to be a lot of outsized opportunities in bottlenecks... as new architectures like NPO/CPO emerge across the ecosystem.

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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

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $87B
Monte Independent Investment Research
VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $49B
Value Investors Club

New Position (ONON): Game is On

On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.

ONON $11B
Aurelion Research 4 clicks

When the Ads Come to the Data

Meta’s Muse could place ads inside its AI agent by letting a private VM select offers from advertisers without sharing user data with…

META $1.6T
MBI Deep Dives 7 clicks

Deep Dive: Intuit ($INTU)

Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…

INTU $91B
Rebound Capital 4 clicks

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