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
Back to the front page
From X
Myles on X
Trimming a bunch of my $META. This move feels excessive and toppy.
A Capital on X
$WYFI meaningfully lagging the other Powered Shell Providers….
Myles on X
Long some $RSP calls. Breadth is completely washed out and implied vol seems cheap. Seasonality is favourable, feels like an attractive place to be long, and cheap on the options side.
Negligible Capital on X
$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves
Chris Camillo on X
@piques15 so many ways to win. we all good. my conviction in $META arrived at 2:30pm ET Friday, grew through the weekend, and resulted in my 2nd most profitable single-day trade in 20 years.
Chris Camillo on X
@masayoshisson would u rather be right in your head or win the trade? $META
Asif Suria on X
@aurelius28 @Investor_NICK_ Long $LLY. Was doing work on $HELP but it ran up a lot after the AtaiBeckley acquisition. We wrote about it recently after some insider purchases:
JabroniCoin.USD on X
Weird $HPQ 8-K dropped on assuming MSD PC unit declines in 2027
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $50B
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Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
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Devin LaSarre
DOMO Capital Management, LLC
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Farmer
Fierce_beast
Fred Liu
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Hunterbrook
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Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
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marginofdanger
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Mike
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Mr Neutral Man aka "Howard Marks of REITs”
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Undiscovered Compounders
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Investor letters we follow
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- Palm Valley Capital
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- Pershing Square Holdings
- Pittenger & Anderson
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- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- ProChain Capital
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
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- ROCKLINC Investment Partners
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- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
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- Tapasya Investment
- The London Company
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- Touchstone — Balanced Fund
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- Unconventional Value
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- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
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- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- 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.
