Don't Bet Against Crazy People: Ross Gerber Warns Shorting Palantir Is a Bad Idea
November 13, 2025, 1:32 AM EST. Investors were cautioned not to bet against Palantir Technologies (PLTR) after a clash between bull and bear voices around shorts and AI demand. In a post on X, Ross Gerber warned, 'Don't bet against crazy people. Shorting Palantir is a bad idea,' referencing new moves by Michael Burry's Scion Asset Management in Palantir and Nvidia. Palantir's results beat Q3 estimates and the company issued positive guidance, but the stock slid after the comments as Alex Karp called the short bets bat-shit crazy. Nvidia fell roughly 2% on the headlines. In a longer interview with The Information, Gerber said he backs bold visionaries like Elon Musk, and he still holds a stake in Tesla, arguing short-sellers' behavior remains egregious amid rising AI hype.
Bitcoin Price Analysis: BTC Dips 0.9% as Heavy Volume Tests Key Support Amid ETF Inflows
November 13, 2025, 1:22 AM EST. Bitcoin (BTC) slipped about 0.9% on Tuesday as a sharp volume spike-27,579 BTC-at the breakdown underscored a decisive move through the $102,000 level. The session traded in a wide $101,500-$105,050 range, with the breakdown following tests of the $105,050 resistance. Despite the price weakness, institutional demand persisted, with spot BTC ETFs pulling in $524 million of net inflows-the strongest daily total since Oct. 7. On-chain signals show 7,500 BTC/day moving to Binance, suggesting ongoing profit-taking, even as miners' hash-rate momentum remained supportive. Near-term supports sit near $101,450 and $102,000; resistance sits around $105,050 and $107,000.
Honeywell International Stock Outlook: Wall Street Bullish or Bearish?
November 13, 2025, 1:20 AM EST. Honeywell International (HON) sits at about a $124.5 billion market cap, spanning aerospace, industrial automation, building tech, and energy sustainability, with a growing UAS/UAM footprint. Over the last 52 weeks, the stock has lagged the market, down ~12.8%, and has fallen ~13% YTD as the S&P 500 advances. Despite that, the company lifted its 2025 adjusted EPS forecast to $10.60-$10.70, offset by a $0.21 hit from the Solstice separation. In Q3 2025, adjusted EPS was $2.82 on $10.41B revenue, helped by aerospace (+15%). Management signals stronger 2025 pricing and tariff/inflation stabilization. Analysts expect 2025 EPS of about $10.64 (+7.6% YoY), with a benchmark Moderate Buy rating. BoA keeps a Buy with a $265 target (mean $247.30; ~26% premium) and a street-high $290.
Tenneco Clean Air India IPO GMP Signals Grey Market On Day 2 Of Subscription
November 13, 2025, 1:18 AM EST. Rs 3,600 crore Tenneco Clean Air India IPO is a purely OFS book-building issue of 9.07 crore shares, with a price band of Rs 378-397. The deal was 0.42x subscribed on Day 2, with bids for about 2.78 crore shares against 6.67 crore on offer. Retail investors can bid in lots of 37 shares (about Rs 14,689); Small NII must bid for 14 lots; Big NII minimum 69 lots. JM Financial is the book-runner and MUFG Intime India the registrar. The subscription window runs Nov 12-14; final allotment on Nov 17; demat transfers and refunds on Nov 18; listing tentatively on Nov 19 on BSE and NSE. The GMP in the grey market is being watched as a signal ahead of the listing.
Canary XRP ETF Set to Debut on Nasdaq as Crypto ETFs Push On During Shutdown
November 13, 2025, 1:16 AM EST. Nasdaq is set to list Canary Capital Group's XRP-tracking ETF, the Canary XRP ETF, under the ticker XRPC. Nasdaq said the fund is certified and approved to list, with a launch expected Thursday, even as the government remains shut down. The SEC has clarified that filings like an S-1 can proceed without a delaying amendment and that the ETF must meet listing standards, including filing a Form 8-A. Other crypto ETFs from Bitwise, 21Shares, WisdomTree, ProShares, and Grayscale have proposed similar products. Earlier this year, REX Shares launched an XRP ETF with a different structure. The market eye turn to potential DOGE ETFs, such as DOJE, which could go effective by Nov. 23; more XRP filings could follow after reopening.
PhysicsWallah IPO Day 3 Live Updates: GMP slides, Day 2 subscription at 13%; should you apply?
November 13, 2025, 1:14 AM EST. PhysicsWallah's IPO update cycle shows mixed signals: Day 2 subscription around 13% while GMP stands at ₹1.25, implying a modest listing premium given upper band of ₹109 and indicative listing price near ₹110.25 (+≈1.15%). The company narrowed losses to ₹243 crore for FY2025 as revenue rose to ₹2,887 crore from ₹1,941 crore. IPO details: price band ₹103-₹109, lot size 137 shares (min ₹14,933 at upper band), opening Nov 11 and closing Nov 13, allotment Nov 14, listing likely Nov 18. For applicants, funds via ASBA or UPI; expert reviews acknowledge growth and moat but note valuations appear stretched relative to earnings, suggesting a cautious approach. Investors should weigh market conditions, the track record in online/offline edtech, and the listing dynamics before applying.
FLEX LNG (NYSE: FLNG) Valuation Under Review After Recent Price Moves
November 13, 2025, 1:12 AM EST.FLEX LNG (NYSE: FLNG) has traded in a tight range as investors weigh long-term backlog and future LNG demand. The stock rose about 3% in the latest period, but the longer view shows a 1-year total return near 10% and a five-year total return near 484% including dividends. The market appears near analyst fair value around $25.33, with the last close at $25.03, suggesting sentiment is aligned with fundamentals. Key supports to earnings include a multi-year backlog (56-85 years with options) and a contracted fleet, while upside is tied to rising LNG trade volumes from new US/Qatar/Africa capacity. Valuation sits at ~13.7x earnings, above some peers but near the sector, with a fair multiple closer to 16.8x. Risks include vessel oversupply and softer demand.
Bitcoin Network Hashrate Hits Record High in October, JPMorgan Says
November 13, 2025, 1:10 AM EST. JPMorgan said the Bitcoin network hashrate rose 5% in October to 1,082 EH/s, a record. Mining difficulty was 3% higher than September and 80% higher than levels heading into the last halving in April 2024. Miners' economics cooled for the third straight month, with daily block-reward revenue averaging $48,000 per EH/s, down 3% from September and daily gross profit down 4%. The 14 US-listed mining firms tracked by JPMorgan saw their combined market cap climb by $14 billion (roughly 25%) to $70 billion. Ciper Mining (CIFR) jumped about 48% in October, while Cango (CANG) fell about 5%; bitcoin itself fell 3.9% in the period. The rally was driven by HPC news and renewed optimism about the sector's pivot to AI.
Trade Desk Falls 8% as Partnerships and Privacy Shifts Cloud Valuation for 2025
November 13, 2025, 1:06 AM EST. Is Trade Desk a bargain or chasing hype? The stock has fallen 8.2% last week and 62.8% year-to-date, drawing attention from value seekers and skeptics. Headlines on shifting partnerships with ad platforms and evolving data-privacy policies have added to near-term uncertainty and swift price swings. Our valuation snapshot rates the stock 2/6 on undervaluation. In the highlighted DCF approach, the model yields a fair value of $92.65 per share, a 52.7% discount to current prices, suggesting potential valuation upside. The report also points to the PE ratio as a quick truth-check for a profitable firm. While the case for undervaluation looks plausible in the near term, investors should weigh industry shifts and policy risk before deploying capital.
Prudential Financial, Inc. (PRU) Stock – Insider Sentiment Amid Market Volatility and Earnings Watch
November 13, 2025, 12:56 AM EST. Insider-sentiment data from Vickers Stock Research shows pronounced caution among executives, directors and beneficial owners amid ongoing market volatility. The backdrop features the VIX fluctuating (as high as 25, then 15, around 19), and mixed weekly moves: Dow -1.3%, S&P 500 -1.8%, Nasdaq -3.2%, though 2025 year-to-date gains remain intact (DJIA +10%, S&P +14%, Nasdaq +19%). Investors await earnings season to assess insider posture after trading restrictions ease. Sector flows show insider buying in Real Estate ($1.6M) and Materials ($627k) while selling topped in Healthcare (~$682M) and was notable in IT, Energy, Industrials and Consumer Discretionary. Analysts highlighted insider moves at Stryker and Monro as noteworthy this week.
Nasdaq Approves Canary XRP ETF Listing, Set to Trade as XRPC
November 13, 2025, 12:50 AM EST. Nasdaq has certified to the SEC that it approved the listing of the Canary XRPETF, clearing it for listing and ready to trade as XRPC once the registration becomes effective. Canary plans to launch on Nasdaq around November 12-13, with trading potentially starting soon after. The fund will track the XRP-USD reference rate index, offering institutional and retail exposure to XRP via traditional brokerages. The product carries a 0.5% annual management fee. If approved, it signals renewed push by exchanges into regulated crypto exposure.
The AI Power Bottleneck: How Bitcoin Miners Control AI Data Center Capacity
November 13, 2025, 12:42 AM EST. AI boosters chase GPUs, but the real bottleneck is electric power. A single hyperscale AI site can demand 1-2 gigawatts, and U.S. grid interconnection timelines have stretched to five-seven years. Deloitte projects power needs rising from about 4 GW in 2024 to 123 GW by 2035. Bitcoin miners, drawn to inexpensive, stranded energy, ended up owning substations, interconnections, and long-term contracts-an overlooked infrastructure asset that can accelerate deployments. Public miners now control roughly 14 GW of grid-connected capacity-more than 10% of projected AI data-center capacity through 2030. When IREN disclosed its Microsoft deal, the economics looked like AI infrastructure, not crypto. The result: a re-rating of valuations around power infrastructure and a shift in how investors price AI capacity.
Hash rate gives way to AI: bitcoin miners bet on data centres
November 13, 2025, 12:40 AM EST. Seven of the ten largest bitcoin miners by hash rate now earn revenue from AI or HPC, with several planning to pivot fully. TeraWulf signed a ten-year deal with Fluidstack (backed by Google) to host about 250 MW, promising roughly $3.7 billion in revenue over a decade and optional extensions; Google will guarantee part of the lease in exchange for equity warrants. Core Scientific tied a 200 MW Nvidia GPU hosting contract with CoreWeave, targeting about $3.5 billion over 12 years. CleanSpark, MARA, Riot, Bitfarms and Cipher Mining are expanding or exploring AI-focused capacity, while Abu Dhabi's Phoenix Group eyes >1 GW of data-centre capacity. The shift offers steadier cash flows against volatile BTC prices, with per-MW revenues projected around $1.85 million for AI workloads.
DC Turns the Money Hose Back On: What It Means for Bitcoin
November 13, 2025, 12:38 AM EST. Senate-backed stopgap reopens the data pipeline and Treasury issuance, a move that could reshape Bitcoin sentiment. The Continuing Appropriations Act restarts CPI, BEA, and other releases, anchoring rate expectations and dollar moves. With data back, Bitcoin liquidity should track macro signals rather than fiscal headlines, as the 10-year real yield sits near 1.8% and Treasury auctions resume on a predictable schedule. The plan aims to limit near-term term-premium shocks and keep CPI as the dominant driver of duration, framing October's inflation prints and ETF flows for crypto markets.
Treasury Market Liquidity in 2025: Brief Deterioration Around Tariffs, Then Normalization
November 13, 2025, 12:34 AM EST. This post analyzes how the U.S. Treasury market liquidity performed in 2025, a year of added policy uncertainty, a rate cut by the Fed, and abrupt shifts in trade policy. Using high-frequency data from the interdealer market, it tracks three standard liquidity measures for the on-the-run two-, five-, and ten-year notes: the bid-ask spread, order book depth, and price impact. The headline finding is a brief deterioration around the April 2025 tariff announcements: spreads widened but to a milder extent than during the 2020 crisis and less than during the March 2023 regional banking turmoil. They subsequently narrowed and remained in line with recent years. The study also notes that the relation to volatility has been broadly similar to historical episodes, underscoring the resilience of the market despite elevated policy uncertainty.
Nigeria's stock market posts biggest fall since 2010 as investors lose over $3bn
November 13, 2025, 12:32 AM EST. Nigeria stocks plummeted as market capitalisation slid below ₦90 trillion to ₦89.88 trillion (about $58.9 billion). The day's losses were concentrated among blue-chip names, with Dangote Cement and MTN Nigeria each dropping 10%, followed by BUA Cement (−10%), Aradel Holdings (−9.67%), and Guaranty Trust Holding Company (−7.69%). Analysts at Cowry Asset Management said the move was not a broad-based panic but the result of concentrated institutional selling and large block trades. The session marks Nigeria's biggest fall since 2010, underscoring investor concerns about liquidity and sector exposure amid macro headwinds.
US Agencies Launch Strike Force to Take Down China-Linked Crypto Scams
November 13, 2025, 12:26 AM EST. The DOJ has unveiled an interagencyScam Center Strike Force to dismantle international cryptocurrency fraud tied to Chinese crime networks, focusing on the pig butchering scams. The effort, led by the DOJ, with FBI, Secret Service, and Treasury participation, aims to identify leaders, trace stolen funds, and seize assets to return money to victims. U.S. officials claim these schemes defrauded Americans of as much as $135 billion in 2024, with seizures totaling about $480 million so far and an additional $80 million announced. The initiative marks a coordinated federal offensive against transnational crypto fraud networks and signals stronger enforcement against online crypto scams across platforms and borders.
CoreWeave (CRWV) Has Tremendous Long-Term Opportunity But Faces Execution Delays: What It Means for 2026
November 13, 2025, 12:24 AM EST. CoreWeave (CRWV) is caught between explosive growth potential and execution delays, after J.P. Morgan downgraded it to Neutral from Overweight following a Q3 miss on some guidance. The price target was cut to $110 as revenue guidance was trimmed to $5.1B for 2025 and a key data-center partner pushed Q4 revenue into 2026. The stock has surged about 120% since its March IPO, valuing the company at roughly $45.8B. Q3 revenue rose 134% to $1.36B, with a backlog near $56B, but margins compressed to 16% and a GAAP loss of $110M. Management still sees the delays resolved by Q1 2026, with capex doubling year over year. JPM remains optimistic on the long term, citing backlog and new customers like CrowdStrike and NASA-related offerings. Investors should weigh near-term execution risk against a robust backlog and long growth runway.
ASX Small Ordinaries rally on earnings strength and macro tailwinds
November 13, 2025, 12:20 AM EST. Australian small-cap stocks are posting their best run in years, driven by robust earnings, easing rates and a policy tailwind for critical minerals. The ASX Small Ordinaries Index has surged about 21% this year, well ahead of the ASX 200's ~8%, signaling a shift toward value and growth outside blue-chips. The group trades around a P/E of 11 versus ~20 for the blue-chip index, underscoring value appeal. Inflows into Betashares' Small Companies Select ETF contrast with shrinking allocations to the iShares MSCI Australia ETF. Analysts like David Tuckwell and Hugh Lam say macro strength supports cyclicals such as consumer discretionary and industrials, where small caps have greater exposure. The trend reflects renewed appetite for small caps amid earnings momentum and policy support for critical minerals.
Two Fed Officials Oppose December Rate Cut, Clouding Path Forward
November 13, 2025, 12:18 AM EST. Two Federal Reserve officials urged caution ahead of the December meeting, signaling they oppose a third straight rate cut. Susan Collins, president of the Federal Reserve Bank of Boston, and Raphael Bostic of the Atlanta Fed say the inflation rate remains stubbornly above the Fed's 2% target and that the economy looks resilient enough to withstand a pause. They argued that continued rate cuts aren't needed given mixed jobs data-the market has shown fragility but layoffs remain muted. A government shutdown has also clouded the data picture, complicating the Fed's path as October figures may be delayed.
PhysicsWallah IPO Day 3: GMP, subscription status, key dates, and whether to apply
November 13, 2025, 12:16 AM EST. PhysicsWallah's IPO opened on Nov 11 and will close on Nov 13. The latest GMP stands at ₹1.25. The issue is priced in a ₹103-₹109 band. By Day 2, the IPO was 12% subscribed, with the retail portion at 57% and NII at 5%; the QIB portion had not yet bid, and the employee portion was 1.75x subscribed. The offer comprises a ₹3,100 crore fresh issue and an OFS of up to ₹380 crore from promoters Alakh Pandey and Prateek Boob, who together hold about 40.3%. Allotment is likely on Nov 14, refunds on Nov 17, and listing on Nov 18 on BSE/NSE. With grey-market trends showing a premium but volatility, investors should evaluate risk and alignment with their portfolio before applying.
