Top Rebound Stocks for Nov’26
Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025 free cash flow.
Thursday, November 12, 2026
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Maj Soueidan on X
@TheBigBerbowski Yeah - let’s not waste our headspace on $NVDA drama and let’s spend all our time on moving forward with finding great ideas :) …
Farmer on X
@RedsGaurav Yeah, saw that. Would be interesting. And $SPCX probably flies to some stupid(er) valuation if it happens.
Farmer on X
@RedsGaurav My guess would be that VCs are currently all salivating, begging to throw money at his next venture. And I'd guess long-term this will harm $NVDA materially, but the stock will probably be a good buy at that point.
Maj Soueidan on X
Well, I guess CEO of $LEAT wasn’t kidding around when he said Q3 got off to a hot blazing start. EPS: 30c vs 8c and up sequentially. 🥷 InfoArb in the microcap space = 🫠 Hats off to @OlivierColombo & @Diego_La_Torre_ for their unwavering conviction PR:
Farmer on X
I would guess $NVDA won't bottom until Jensen announces what he's doing next which could be months away.
Dalius - Special Sits on X
So many things could have popped the AI bubble. But apparently the story was much simpler. Parallel exports, Chinese spies and infidelity. Jokes aside, I still can't believe Jensen is gone. Would be tough for $NVDA
Broken Moats on X
I do not know if he would accept, but best outcome for $NVDA at this point seems to try and hire Tim Cook as CEO. He has the political connections best suited to handle NVDAs current problems
Fajasy on X
Continue reading here for whether I’m adding to $FTEK before its M&A playbook reaches the board:
Investor Letters
All letters- Kingdom Capital Advisors Q4 2025 AIV $235MMAGN $474M
- Vision Capital Fund 2025 SE $45BCRWV $34B
- Muhlenkamp & Company Q4 2025
- Regency Wealth Management Fourth Quarter 2025
- Vltava Fund 4/2025 CPAY $30B
- Frank Capital Partners Q4 2025 GTX $3.9BMSFT $3.9T
- Brasada Capital Fourth Quarter of 2025
- Smead Capital Management 4Q25
- Peapack Private Fourth Quarter 2025
- Riverwater Partners Q4 2025 LMNR $189M
- Chilton Capital Management 4th Quarter 2025
- Protean Funds December 2025 HLMNY $4.5BARFA $61M
- Broadleaf Partners Q4 2025
- Lansing Street Advisors Q4 2025 NVDA $4.2T
- Latitude Investment Management 2025 DLTR $27BAIQUY $136B
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