Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
Monday, November 9, 2026
Back to the front page
From X
Chris Camillo on X
The more irrational the selloff gets the more $BE I buy.
Mr Neutral Man aka "Howard Marks of REITs” on X
What's crazy about tail risk hedging is that you go to bed with your $IWM puts at $0.25 and you wake to it spiking to $1.33 I have not taken profit during recent spikes, focusing mostly on accumulating positions. Gonna take some off here given the 2 week expiration
Ian Bezek on X
@aurelius28 Not $SOXL, 3x ETFs are terminal cancer. But would guess chips bounce here, sure.
Negligible Capital on X
*MICROSOFT SOURS ON NEOCLOUDS OWING TO DATA CENTER DELAYS, COSTS *MICROSOFT DATA CENTER DELAYS TIED TO IREN SITE IN TEXAS Yikes - $IREN This is worse than yelling fire in a crowded theater
Ian Bezek on X
@fundiescapital $OKLO straight down from $200 to $20. Another Sam Altman master class.
Myles on X
I took a bunch of risk off yesterday, and I added a bunch back today cause this is too juicy. $QQQ down 6%!
Negligible Capital on X
*MICROSOFT SOURS ON NEOCLOUDS OWING TO DATA CENTER DELAYS, COSTS *MICROSOFT DATA CENTER DELAYS TIED TO IREN SITE IN TEXAS Yikes - $IREN
Myles on X
Closing my eyes and selling puts on $META and $APLD while throwing up in my mouth.
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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- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
