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 19h ago 2 clicks

19h ago CROX $7.5B

Q3 Earnings Updates

Hidden Rock Capital's Newsletter 3 clicks

24h ago ZTS $34B

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

Librarian Capital's Research Library 5 clicks

From X

@aleabitoreddit Nov 11

Serenity on X

All I’m going to say is that I hope board of $NVDA stands by Jensen, despite media and political pressures. The same way $TSLA and SpaceX stood up for Elon Musk around similar allegations. The AI trade won’t end off this but for Nvidia’s best interest, he should remain CEO. Otherwise I see Nvidia’s valuation crashing due to extreme uncertainty, with a lot of capital rotating to $AMD and other competitors.

@RagingVentures Nov 11

Raging Capital Ventures on X

$NVDA board can finesse an affair with a subordinate, but they can’t finesse treason

@calvinblissett Nov 11

Calvin Blissett on X

$NVDA

@RagingVentures Nov 11 1 click

Raging Capital Ventures on X

I haven’t had this much (negative) engagement with a short idea since I pitched $ASTS back in January around $90 per share ($36 today). Are there really that many retail folks long $SPCX, or are these just bots?

@StableBread Nov 11 1 click

Fajasy on X

To tell if a stock is overvalued, Buffett compares a share's next 10 years of earnings with what its price would earn in bonds, a test Mary Buffett describes in The New Buffettology. In 1998, a share of Coca-Cola $KO at $88 would earn $24.88 over 10 years. The same $88 in 6% corporate bonds would earn $52.80, more than twice as much.

@partners_road Nov 11

RiverRoadPartners on X

I asked this question Sunday morning. Got a variety of replies. With the WSJ reporting that the $NVDA Board is meeting to oust Jensen as CEO, we are about to find out who guessed correctly.

@aleabitoreddit Nov 11

Serenity on X

Holy crap, why does $NVDA nonstop TMZ scandals keep getting “leaked” left and right. The cluster of news coming out about Jensen feel extremely bizarre.

@negligible_cap Nov 11

Negligible Capital on X

*NVIDIA PREPARING TO OUST NVIDIA CEO JENSEN HUANG: WSJ $NVDA down 8% after hours

Peabody Energy: Delays With Centurion, But The Valuation Is Extremely Compelling

Peabody Energy trades at 2.7 to 2.9 times consensus EBITDA after Centurion delays cut Q4 guidance, with $434 million cash, $297 million…

BTU $2.1B

Bang For The Buck 26h ago 4 clicks

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…

CRWV $30BCHTR $25B

Steve Eisman 37h ago 6 clicks

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” 40h 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 37h 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 39h 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 40h 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 41h 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 41h 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 42h 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 42h ago 3 clicks

META · long

Meta Platforms INC

Meta Platforms is presented as a long idea.

META $1.6T

Value Investors Club Aug 17

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…

BN $91B

Secret Compounders 7h ago

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 43h ago 3 clicks

Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)

Klaviyo's deeper Shopify partnership, international and enterprise growth, and 75% Q3 non-GAAP gross margin support a Buy upgrade and $34…

KVYO $6.2B

Research and Value 43h ago 4 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 44h ago 3 clicks

Research & Analysis: CoreWeave (NASDAQ: CRWV)

CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a…

CRWV $30B

Monte Independent Investment Research 47h ago 5 clicks

Industry Primer: Alternative Asset Managers

Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…

BN $91BBX $148B

Latticework by MOI Global Nov 13 4 clicks

Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)

Remitly’s Q3 keeps its remittance growth thesis intact as spending cards, memberships and credit products target $1 billion in annual…

RELY $4.9B

Emerging Moats Research Nov 13 4 clicks

Say It Ain’t So - NVIDIA on Fire - Read all About It!

Nvidia’s alleged guarantees for cash-strapped chip customers and heavy wafer and memory commitments raise concerns about AI demand and…

NVDA $3.9T

Cassandra Unchained Nov 13 4 clicks

Bloom Energy: Voters Want Data Centers Off Their Bill, Buy

Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.

BE $57B

Ignacio Planas Gonzalez Nov 12 2 clicks

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Sunday, November 15, 2026

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