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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

My thesis is very narrow. It's also no longer speculation when it shows up in reported earnings. HBM is a very large component cost in an AI server and not what I'm arguing. There's also many bottlenecks outside of memory. An obvious example is $AXTI InP substrates, where not securing enough capacity (where cost is in hundreds of millions) would trigger ceilings to competitor optical programs. And we'd likely see accelerated procurement patterns into 2027 where capacity is hard to scale.
@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.
@StableBread

Fajasy on X

Where tf did all those crap accounts and "analysts" who pitched buying $CCXI (now $AGLT), pumpers, and degens go? I thought I was regarded for not buying the only humanoid listed company in the U.S!!! ... At least according the 4-5 accounts that blocked me for calling out their sh*t DD or simply disagreeing w/their thesis. Thought it was supposed to run up 500% post SPAC like FinTwit claimed??! Thought I was completely missing the point?? "99% of households haven't heard of the stock. Imagine when they do." That was another one of the "arguments" I heard quite often. 😅 Even offered my full deep dive for completely free to read. 🤷‍♂️

Investor Letters

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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 $7.5BEVC $874M
Hidden Rock Capital's Newsletter 3 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” 4 clicks
WRBY · long

Warby Parker

Warby Parker's $25 valuation does not capture potential upside from smartglasses alongside its core omnichannel eyewear business.

WRBY $3.3B
Value Investors Club 3 clicks

Tesla Q3 FY12/26 Earnings Analysis

Tesla’s Q3 revenue was flat at $28.0 billion, while operating income fell 56% as R&D spending on AI rose 69%; SpaceX merger discussions are…

TSLA $1.5T
Cestrian Capital Research 6 clicks

Meta Earnings Update: Q3 2026

Meta’s Q3 revenue rose 26% to $64.6 billion, but $34.9 billion in AI infrastructure spending drove free cash flow negative as it created…

META $1.6T
SixSigmaCapital: Navigating the Financial Markets 3 clicks

Meta: 3Q26 Business Update

Meta’s Family of Apps revenue grew 26% as Muse reached 10 million users, testing AI-agent commerce while Amazon restricts access and…

META $1.6T
Speedwell Memos 4 clicks

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