Sunday, November 15, 2026

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

Jan van Eck argues a 5.25% 10-year reflects growth, favors AI chips over power trades, and sees gold regaining currency status amid 62 GW of AI compute by 2030.

NVDA $3.9T

The Monetary Matters Network 1h ago 3 clicks

2h ago GOOGL $3.6T

Google: DCF Analysis

Hated Moats 2 clicks

3h ago NVDA $3.9T

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

Cassandra Unchained 2 clicks

From X

@partners_road 4m ago

RiverRoadPartners on X

For about 15 minutes. The proverbial “cat is out of the bag” & the Chinese end-around to access $NVDA’s most advanced chips via shells/shams has been exposed & will now reverse hard. That is the case whether Jensen is CEO (very hard to believe) or not.

@AsifSuria 1h ago

Asif Suria on X

The Walmart heirs were big sellers along the way. But yes, they can be patient holders, especially founder CEOs. We are more interested in the opportunistic insiders that want to take advantage of perceived temporary dislocations. $TDW was a good example when the CEO sold around $100 and then bought back around the $50 level.

@aleabitoreddit 1h ago

Serenity on X

It’s time for Jensen’s redemption arc at $NVDA. FT: Jensen Huang discusses comeback as Nvidia CEO.

@AsifSuria 1h ago

Asif Suria on X

@CihunSol Quite a few. The insiders of Pampa Energia $PAM have been consistently buying. So have the insiders of Liberty Latin America $LILA, especially their preferred shares. Oddly enough so has a cluster of insiders from GameStop $GME Too many to list.

@StableBread 2h ago

Fajasy on X

Six stocks I’m still following filed Q3 numbers: → $QXO: Operating cash flow was only ~$1M in Q3, down from $213M a year ago. → Boost Run $BRUN: Says it has secured $600M of non-dilutive project financing, but a Georgia delay leaves year-end ARR near my bear case. → Reviva $RVPH: Valued at 26.5% of its cash, but needs $50-55M for its second Phase 3 trial and FDA filing. → DigiPowerX $DGXX: ~$30M short of its ~$350M 2027 capex plan, even counting the $200M loan it hasn’t closed yet. → Agility Robotics $AGLT: Down 36.1% from its first-day close, with a little over two years of cash. → FORT Robotics’ SPAC $NTWO: 82% redeemed, and its price implies 36.7x FORT’s TTM revenue. So did the quarter change my call on any of the six? That’s what I answer in my new Q3 update, including whether I’m buying, selling, or holding each name.

@BarbarianCap 2h ago

Barbarian Capital on X

$EPOL

@DevinLaSarre 3h ago

Devin LaSarre on X

Newest out. Haypp Group: Doors and Floors $HAYPP $PM $BTI $MO $IMBBY $STG

@ClarkSquareCap 3h ago

Clark Square Capital on X

Very solid quarter for $GRVY

When America Stopped Flying, I'm Buying American Tower

American Tower’s wireless network stayed operational during the FAA ground stop, while CoreSite lifted its 2026 data center revenue growth…

AMT $89B

Brad Thomas 4h ago

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 6h ago 4 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 6h 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…

CLVT $1.5BTTWO $43B

Calvin Blissett 7h ago 3 clicks

Net Lease Office Properties: Here Comes Another Dividend

Net Lease Office Properties has distributed $24.19 per share, including a $1.50 special dividend, while liquidation risk centers on its…

NLOP $141M

Kingdom Capital 9h ago 1 click

BlackRock TCP Capital Corp: Deleveraged, For Sale Sign

TCPC $345M

Clark Street Value 24h ago 5 clicks

Braemar Hotels & Resorts: Updated Thoughts, Needs to be Sold

BHR $127M

Clark Street Value 25h ago 4 clicks

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 20h ago 1 click

The SEC Rule That Could Transform Small-Cap Capital Raising | Cromwell Coulson

OTC Markets CEO Cromwell Coulson says the SEC’s proposed offering reforms could let OTCQX and OTCQB companies raise capital through…

OTCM $626M

The Monetary Matters Network 28h ago 5 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 28h ago 4 clicks

DB · long

Deutsche Bank AG

Deutsche Bank trades at 1.0x tangible book, with projected ROTCE above 13% and a favorable setup ahead of earnings.

DB $68B

Value Investors Club Jul 14

Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy

The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…

TTD $7.4B

Yet Another Value Blog Sep 29 6 clicks

Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases

Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…

CGEM $654M

Myriam Alvarez Sep 29 2 clicks

Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)

Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…

GPI $3.1BAMR $1.9B

Cannibal Stocks Sep 29 4 clicks

Robinhood: The Market Is Pricing In A Lot, But Not Really Everything

Robinhood’s long-term value rests on retaining customer assets and becoming a primary financial platform beyond trading.

HOOD $70B

Thomas Veth Sep 29 2 clicks

Jensen Huang Press Q&A: 'Nvidia Stock Is Undervalued'

Nvidia CEO Jensen Huang says the company will buy back hundreds of billions of dollars of stock in coming years.

NVDA $3.9T

Key Context by Tae Kim Sep 29 4 clicks

Pfizer: Growth Portfolio And Cost Cuts Support A Buy Through The LOE Trough

Pfizer’s new products and $9.7 billion cost-cut plan target earnings support through COVID normalization and patent expiries, alongside a…

PFE $165B

Value Capital Research Sep 29 1 click

What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

Cisco’s Sam Badri says roughly 90% of AI users remain at basic prompting, with few advancing to skills files or AI agents.

CSCO $377B

Steve Eisman Sep 28 6 clicks

Zscaler (NASDAQ: ZS) Stock Rating: Accumulate After Q4 FY7/26 Earnings

Zscaler posted 25% Q4 revenue growth to $898.2 million and a 24.3% operating margin, but guided FY27 growth down to 16.6%-17.5% as free…

ZS $31B

Cestrian Capital Research Sep 28 4 clicks

Nvidia’s Huang’s answer to AI fears: buy more chips, and buy his stock

Nvidia expanded its buyback authorization and launched an AI security initiative as Jensen Huang urged investors to buy more chips and…

NVDA $3.9T

The Technology Letter Sep 28

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Sunday, November 15, 2026

RiverRoadPartners on X

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