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
Farmer on X
@Tintincapital The same people that did $WMT to 50x earnings?
SouthernValue on X
Significant step in externalizing the TPU business for $GOOG - $ORCL announces Google TPUs to be available through Oracle Cloud Infrastructure (OCI) - Marks the first time Google TPUs will be offered on a hyperscale cloud platform outside Google. - Google TPUs on OCI will be available in calendar year 2027, ramping over a multi-year period to meet customer needs.
SG on X
@DeepSailCapital great environment to sell calls against/short 2x inverse ETFs imo $AXTQ $CBRZ $ASTN etc
Serenity on X
@nisanyanviskisi $EOSE was added to this meme port just by looking at the chart... https://t.co/3AElXGYtTO
Serenity on X
@GusPaschal91721 Wow $LWLG crashed from $18->$4. I was pretty negative on it, but I'm surprised it's lower than when they announced a partnership with $TSEM. and even last year. Perfect addition to my "It's all over" portfolio https://t.co/2MCx1bNM5w
Farmer on X
@aurelius28 @vladimirdotcom I didn't follow the whole past, but I do think AI is quite bearish for aggregators like $BKNG. And AI should cause you to rethink what the actual "moat" is for some things.
Investor Letters
All letters- 1851 Capital October 2026
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 453950 ANPDF $28B
- Brummer & Partners October 2026
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- QuantStreet Capital October 2026
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Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story
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Post Q3 EVC Update
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Seeking Alpha 75 of 279
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Long Player
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Mike Zaccardi, CFA, CMT
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X accounts we follow
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A Capital
absreturnchaser
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Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
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marginofdanger
mavix
Mike
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Mr Neutral Man aka "Howard Marks of REITs”
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Serenity
SG
Sheel Mohnot
SouthernValue
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ToffCap
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Undiscovered Compounders
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Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- Markel Group
- Marram Investment Management
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- Muhlenkamp & Company
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- Optimist Fund
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- Penn Davis McFarland
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- 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
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Rathbones
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- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
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- Sequoia Fund
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- Sharp Capital
- Shelton Capital Management
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- Social Capital
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- Sound Shore Management
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- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Stenham Asset Management
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- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
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- Summers Value Partners
- Sustainable Growth Advisers
- TEAM Asset Management
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- Tapasya Investment
- The London Company
- Third Avenue Management
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- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- 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
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- 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.
