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 2h ago 4 clicks

3h ago GOOGL $3.6T

Google: DCF Analysis

Hated Moats 2 clicks

4h ago NVDA $3.9T

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

Cassandra Unchained 2 clicks

From X

@partners_road 43m 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 2h 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 8h 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

BNTC · long

Benitec Biopharma INC

Benitec Biopharma's BB-301 gene therapy is in a Phase 1b/2a trial for an ultra-rare muscular dystrophy.

BNTC $315M

Value Investors Club Jul 12

Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)

Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments,…

MSFT $3.9TAMZN $2.9T

Cassandra Unchained Sep 26 8 clicks

Intuit: Bargain Price, But With Some Risks

Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…

INTU $91B

Daniel Schönberger Sep 26 11 clicks

Where Are Google and Apple?

Meta’s Muse and rival AI agents are gaining consumer traction, while Apple and Google lack comparable public products and face pressure on…

AAPL $5.2TGOOGL $3.6T

Emerging Moats Research Sep 26 7 clicks

Kratos Defense & Security Solutions: Buy Even At A Double Premium

Kratos raised 2026 guidance to $1.75–$1.81 billion revenue and $173–$176 million adjusted EBITDA after an equity raise, with drones,…

KTOS $6.4B

Dhierin Bechai Sep 26 1 click

Intel Panther Lake Teardown

Intel’s Panther Lake puts 18A PowerVia backside power and RibbonFET GAA transistors into commercial silicon, with logic density similar to…

INTC $317B

SemiAnalysis Sep 26

New Buy : Honeywell Aerospace $HONA

Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…

HONA $52B

D Invests Sep 26 9 clicks

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $775M

Substack von Philipp Sep 26 7 clicks

GitLab: Positioned To Benefit From Software Development Explosion

GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…

GTLB $7.9B

Research and Value Sep 26 2 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

FGPR $212MPRTH $652M

Nat Stewart - Stock Picking Newsletter Sep 25 9 clicks

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Sunday, November 15, 2026

RiverRoadPartners on X

Asif Suria on X

Serenity on X

Asif Suria on X

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Devin LaSarre on X

Clark Square Capital on X

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