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Thursday, November 12, 2026

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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.

TPL $19B
Rebound Capital 1 click

From X

@DOMOCAPITAL

DOMO Capital Management, LLC on X

Icahn owns ~33% himself if you count the Nomura swaps. The new Ares credit agreement limits buyers to 35% of shares outstanding, so $MNRO can let the poison pill expire and Icahn can immediately move the Nomura swaps to himself OR he could keep them as swaps and add another 16%+ of shares instead.... I digressed there a bit, but the initial point was going to be that they already technically own essentially 50%. DOMO Capital owns 1-2% of the outstanding shares as well...
@aleabitoreddit

Serenity on X

$AAOI signs $194.4M/year contract with Yuunan Germanium. This is for 2027 alone, with a 5 year contract. Given an implied total of ~$970M in InP substrates over 5 years (before price hikes) Hmm just some thoughts: - AOI laser capacity expansion seems bigger than what’s disclosed based on procurement patterns? 180K wafers seems like an extreme amount compared to what’s needed for lasers within their own transceivers… if they can consume all of that So maybe we’ll hear about a new UHP laser contracts in earnings, after $LITE announced a $5B contract. - read through on $AXTI is positive, given they’ll probably be #1 in InP substrates manufacturing scale in the future + have contracts with $LITE and $COHR. - positive AOI was able to secure capacity during the bottleneck More spend is probably the boogeyman in the AI trade, but it’s a good signal for earnings.
@aleabitoreddit

Serenity on X

Agility Robotics merger is now approved! $AGLT is expected to begin trading November 5th, following the November 4 closing... As the first US pure-play humanoid company! The company is backed by $NVDA, $AMZN, Foxconn, Softbank, and others... to automate human work in warehouses and manufacturing. ~61.48% of the 41.4M public shares were redeemed (~25.45M shares), leaving ~15.95M public shares tradeable. Given heavily reduced share count, as a warning, the stock may experience significant volatility. Disclosure: Not a recommendation, purchased $CCXI shares today after seeing the news and currently hold a position.

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DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $78BKR $41B
MBI Deep Dives 3 clicks

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $3.8B
Doomberg 5 clicks
OSW · short

One Spa World

OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…

OSW $3.1B
Value Investors Club

Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $45B
SixSigmaCapital: Navigating the Financial Markets 7 clicks

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