Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
Sunday, November 8, 2026
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From X
Red Dog Capital on X
$STK $WDC The cure for high prices is high prices! Demand destruction, substitution, capacity additions, etc. The invisible hand (almost) never fails!
Trevor Scott on X
@the_zack_zhu isn't $U skimming this model data here now?
Deep Sail Capital on X
$META Muse is really awesome. Digital personal assistant for no cost. They really nailed the agenetic flow verse that Anthropic or ChatGPT offer.
Sheel Mohnot on X
I trimmed an $NVDA position yesterday that I’ve held since 2017 and already have extreme seller’s remorse that I did something dumb Moved 1/4 of the position into an exchange fund, the remainder is ~15% of my liquid portfolio.
Negligible Capital on X
*NVIDIA SHARES RISE 2.5% TO HIT FIRST RECORD HIGH SINCE MAY Where to now? Back at 25x earnings, market cap is now $5.7 Trillion - all time intra-day high for $NVDA
Trevor Scott on X
$FICO CEO made more comp than $NVDA CEO the past 3 years. Lansing will be fired within 90 days and be immortalized in MBA case studies as the CEO who figured out how to blow up a government mandated monopoly.
A Capital on X
History will be kind to me for I intend to write it. $OWL
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
- Allspring Global Investments Q3 2026 3406 $2.8B
- JB Global Capital Q3 2026 BABA $262BPYPL $49B
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DOMO Capital Management, LLC
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Fierce_beast
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- Wedgewood Partners
- Weitz Investment Management
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- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
