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 4 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 24m 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 2h ago

Serenity on X

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

@AsifSuria 2h 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 3h ago

Barbarian Capital on X

$EPOL

@DevinLaSarre 4h ago

Devin LaSarre on X

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

@ClarkSquareCap 4h 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 5h ago 1 click

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 7h 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 7h 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 25h ago 5 clicks

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

BHR $127M

Clark Street Value 26h 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 21h 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 29h ago 4 clicks

ABSSF · long

Airboss Of America CORP

AirBoss is a large North American rubber producer moving away from its existing business mix.

ABSSF $126M

Value Investors Club Jul 13 1 click

Dox for Me, O Muse: Meta’s New AI Agent Built Lists of People in Vulnerable Groups on Request

Meta’s Muse AI compiled dossiers on vulnerable Facebook and Instagram users, bypassing safeguards with minor prompt changes.

META $1.6T

Hunterbrook Sep 28 2 clicks

Uber: The Aggregator on Trial

Uber's $193 billion in gross bookings and $10 billion in free cash flow contrast with modest stock gains as autonomous vehicles and…

UBER $142BDASH $75B

MBI Deep Dives Sep 28 4 clicks

Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank

Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…

VEEV $49B

Cestrian Capital Research Sep 28 6 clicks

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

THRM $1.6BMOD $7.2B

Value Don't Lie Sep 28 4 clicks

Inside AMD and Meta’s Equity-for-Compute Deal

AMD granted Meta warrants for nearly 10% of its shares tied to a 6 GW compute commitment, creating roughly $100 billion of potential…

AMD $876BMETA $1.6T

SixSigmaCapital: Navigating the Financial Markets Sep 28 2 clicks

Agentic AI: Winners and Losers

Meta’s Muse reached 3 million downloads and 700,000 daily users within 10 days, with forecasts of up to $28.5 billion in annual revenue…

META $1.6T

Jimmy's Journal Sep 28

RTX Corporation: Improving Margins Could Unlock More Value From Its Backlog

RTX’s $289 billion backlog and margin gains at Raytheon and Collins support its 2026 sales target of $95–96 billion, while Pratt & Whitney…

RTX $268B

Vishal Jadaun Sep 28 2 clicks

On’s Premium Playbook

On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…

ONON $11B

TSOH Investment Research Sep 28 5 clicks

Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)

Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…

ORCL $391B

Tech Stock Pros Sep 28 2 clicks

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Sunday, November 15, 2026

RiverRoadPartners on X

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