Trading Post November 12, 2026: Enough is Enough, NVIDIA, SMH vs SOXX, Earnings Quality
NVIDIA faces DOJ antitrust probes alongside inquiries into Megaspeed and Super Micro, after charges over $2.5 billion of GPUs allegedly routed to China.
Thursday, November 12, 2026
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From X
Barbarian Capital on X
Yeti Cuts Year Outlook on Consumer Caution $YETI
Barbarian Capital on X
Cerebras Lifts Outlook as Cloud Revenue Surges in Third Quarter $CBRS
Calvin Blissett on X
@SteinHajek $BYDDF was/is Chinese 😏
Lee Roach on X
Looks like Wall Street slobs are finally beginning to see what Ryan Cohen has executed on at $GME. Sleeping giant.
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- City Different Investments 3Q 2026 FLEX $29B
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Sectors
Ordered by how often our editor reaches for them.
