Sunday, November 15, 2026

Speedrun | Upcoming Events This Week - [November 16 - November 20, 2026]

Nvidia reports Tuesday after the close, with attention on its CEO search, ecosystem financing, FY28 outlook and tighter export controls.

NVDA $3.9T

P Equity Research 27m ago

4h ago NVDA $3.9T

The Bond Squeeze’s Consequences for Stocks, Gold, and AI | Jan van Eck

The Monetary Matters Network 6 clicks

5h ago GOOGL $3.6T

Google: DCF Analysis

Hated Moats 3 clicks

From X

@KEDM_COM Oct 29

KEDM.com on X

Blue Tower Asset Management maintains Enova $ENVA as the fund’s largest position based on the premise that the market overreacted to the abandoned Grasshopper Bank merger. The Fund said that, at the current closing price of ~$177, ENVA trades at a 10x P/E while earnings are growing over 30% a year.

@negligible_cap Oct 29

Negligible Capital on X

*NVIDIA'S JENSEN HUANG WAS TARGET OF CHINESE SPY PLOT: NYT Pretty crazy. The Culper Research short report on $NVDA actually discussed Alice Huang, the Chinese spy who was targeting Jensen, and her company Megaspeed. Their relationship was described as "uncomfortably close" by Culper

@finphysnerd Oct 29

Myles on X

Good day in the biotech basket today with $IOVA down 30% and $INSM up 15%. Reminder I have no idea what either of these companies actually do.

@negligible_cap Oct 29 1 click

Negligible Capital on X

Just found out Burry bought LEAPs a few weeks before earnings. You can't make this stuff up $SFM

@ACapitalLP Oct 29

A Capital on X

@standuquesne Cc: @SurfShopCapital $PURR

@negligible_cap Oct 29

Negligible Capital on X

$NOW $FTNT $GOOG $CTSH All abysmal. The factors are going to be really confused today

@junkbondinvest Oct 29

junkbondinvestor on X

Microsoft, which is AAA-rated and sits on a mountain of cash, is now raising $25 BILLION for capex. For context, it hasn't issued a US bond since 2017. IG guys - what you think? IPT: 2Y: T+50-55 (plus FRN) 3Y: T+60-65 (plus FRN) 5Y: T+70-75 7Y: T+80-85 10Y: T+90-95 20Y: T+110-115 30Y: T+120-125 40Y: T+130-135 $MSFT

@negligible_cap Oct 29

Negligible Capital on X

1. What $PURR

How NVIDIA’s Changed Asian Revenue Reporting “Disappeared” Singapore - and What Else?

NVIDIA shifted geographic revenue reporting in Q3 FY2026 from billing location to customer headquarters, obscuring Singapore’s former sales…

NVDA $3.9T

Cassandra Unchained 6h ago 3 clicks

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 9h ago 5 clicks

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…

NVDA $3.9T

Yiannis Zourmpanos 10h ago

The Saturday Value Line Run: Seven Names From 142 Pages

Clarivate, Take-Two and Arcos Dorados lead a seven-stock Value Line screen focused on debt paydown, GTA VI economics and Latin American…

TTWO $43B

Calvin Blissett 10h ago 4 clicks

Celsius: This Multi-Brand Growth Story Is Far From Over

Celsius Holdings posted 17% Q3 revenue growth as Alani Nu and international sales rose 78%, offsetting a 6% decline in the core brand.

CELH $8.1B

IWA Research 13h ago

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.

FROG $14B

The Technology Letter 24h ago 3 clicks

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 32h ago 4 clicks

Q3 Earnings Updates

Q3 updates cover Crocs, Entravision and Fiserv beats, coal and oil weakness, and Xerox’s sharp decline, testing the underlying cases for…

CROX $7.5B

Hidden Rock Capital's Newsletter 32h ago 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…

ZTS $34BELAN $13B

Librarian Capital's Research Library 37h ago 6 clicks

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 39h ago 4 clicks

DIDIY · long

Didi Global INC

Didi Global is China’s Uber, led by co-founder Wei Cheng, who owns $1 billion of Didi stock.

DIDIY $15B

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 20h ago 1 click

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 Nov 13 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” Nov 13 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 Nov 13 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 Nov 13 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 Nov 13 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 Nov 13 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 Nov 13 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 Nov 13 4 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

YouTube 4

Blogs 15

Seeking Alpha 89 of 295

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

376 firms

Sectors

Ordered by how often our editor reaches for them.

Sunday, November 15, 2026

KEDM.com on X

Negligible Capital on X

Myles on X

Negligible Capital on X

A Capital on X

Negligible Capital on X

junkbondinvestor on X

Negligible Capital on X

Investor Letters

Publications we follow

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 89 of 295

X accounts we follow

Investor letters we follow

Sectors