Google: DCF Analysis
Alphabet’s DCF sets a $384 base-case target from $295.77, betting Google Cloud and AI offset rising infrastructure spending and slower Search monetisation.
Sunday, November 15, 2026
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From X
Chris Camillo on X
@MEL18451 that’s only a problem for those simply holding $AMZN overweight since covid. not even close to what i do
Lee Roach on X
@Jonhnnynumber5 I think $GME is building a physical casino
Deep Sail Capital on X
@dstressedcos @WNYG00001 Isn’t he trying to buy $TSLA with $SPCX shares?
Chris Camillo on X
To what should be absolutely no one’s surprise I added aggressively to $AMZN following the earnings release.
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Minotaur Capital October 2026 META $1.6TAVGO $1.7T
- Bell Asset Management October 2026 CRH $62BEXPGF $34B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $32B
- Rathbones October 2026 SBGSF $159BSIEGY $235B
- FCL Capital October 2026 ANPDF $28BASML $576B
- Protean Funds October 2026 LFABF $13BNSIS-B $28B
Nvidia: Leadership Uncertainty Is Real, But I'm Buying The Fear
Nvidia's 32% correction follows Jensen Huang's resignation, while receivables rose 55% sequentially versus 18% revenue growth ahead of…
Yiannis Zourmpanos 
The Saturday Value Line Run: Seven Names From 142 Pages
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Brookfield: Building On The Berkshire Playbook
Brookfield trades at about 17 times trailing distributable earnings, while its 73% BAM stake accounts for $63 billion of its $94 billion…
Secret Compounders 1 click
JFrog CFO: Soaring AI usage is converting to bigger deals
JFrog CFO Ed Grabscheid says soaring AI usage is converting into larger customer deals after an upbeat earnings report.
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.
Cerebras: Timely Buying Opportunity After The Collapse (Rating Upgrade)
Cerebras Systems’ $26.1 billion backlog and Oracle Cloud and Microsoft wins support an upgrade after its valuation reset, though the case…
JR Research 3 clicks
Zoetis: ~13x P/E, But Still in the Doghouse
Zoetis trades near 13x 2026 guidance after a 31% annual share decline, as Q3 revenue and earnings fell and competition from Elanco…
The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap
AI investing is shifting from boom-or-bust bets to stock picking as data center moratoriums and company results separate winners from…
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.
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%.
DIDIY · long Didi Global INC
Didi Global is China’s Uber, led by co-founder Wei Cheng, who owns $1 billion of Didi stock.
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…
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…
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,…
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…
Qualcomm Custom ASICs?
Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.
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…
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…
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…
Accenture: Sold On AI While AI Makes It Grow
Accenture’s FY26 bookings rose to $84.5 billion and Q4 consulting grew 7%, countering fears that AI will displace consultants.
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Sectors
Ordered by how often our editor reaches for them.
