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 1h 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 3h 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 4h 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 5h 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 6h 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 8h 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 8h 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 10h ago 1 click

BlackRock TCP Capital Corp: Deleveraged, For Sale Sign

TCPC $345M

Clark Street Value 26h ago 5 clicks

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

BHR $127M

Clark Street Value 27h 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 22h 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 29h 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 30h ago 4 clicks

VEEV · long

Veeva Systems INC

Veeva Systems is a vertical software company valued as if its best growth years are behind it.

VEEV $49B

Value Investors Club Jul 9

[scuttleslops] AAPL, SHOP, Databricks, Lonza

Apple has ceded frontier AI to partners like Google while planning AI-native glasses, camera-equipped AirPods and a smart-home hub over the…

AAPL $5.2T

scuttleblurb Sep 24 7 clicks

Intuitive Surgical ($ISRG) Deep Dive

Intuitive Surgical faces new US robotic-surgery challengers from Medtronic’s Hugo RAS and J&J’s Ottava after building a 12,000-system da…

ISRG $154BMDT $132B

Jimmy's Journal Sep 24 1 click

Fast Growth, Weak Controls: The Trouble Beneath Kestra Medical ($KMTS)

Kestra Medical’s growth was flattered by reserve benefits, while weak WCD compliance and Element’s Jewel patch threaten ASSURE’s advantage.

KMTS $1.7B

Shallow Dives Sep 23

Realty Income: YTD Lows Make The Monthly Dividend Attractive Again

Realty Income trades at 12.7 times forward AFFO with a 5.8% yield, supported by high occupancy, a 73% payout ratio and raised 2026 guidance.

O $56B

Sharon McArd Sep 23 2 clicks

A special situation with a 23% spread (110% IRR) by Q4 2026. Where the worst-case scenario is the deal closing and upside is higher if it doesn’t

ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing…

ZIM $3.5B

Calvin Blissett Sep 23 14 clicks

Turning Point Brands: The Market Is Now Overly Concerned (Rating Upgrade)

Turning Point Brands reaffirmed 2026 guidance after a CEO change, while ALP and FRE expansion has compressed margins through marketing and…

TPB $1.1B

Caffital Research Sep 23 2 clicks

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

MU $881BADI $193B

Monte Independent Investment Research Sep 23 4 clicks

Intel: The Party Is Only Getting Started

Intel reported Q2 2026 revenue of $16.13 billion, up 25.4%, as AI PCs and data-center CPUs lifted margins and narrowed foundry losses.

INTC $317B

Danil Sereda Sep 23 3 clicks

$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital

Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant…

FOUR $3.3B

Yet Another Value Podcast Sep 22 18 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

RiverRoadPartners on X

Asif Suria on X

Serenity on X

Asif Suria on X

Fajasy on X

Barbarian Capital on X

Devin LaSarre on X

Clark Square 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