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
Negligible Capital on X
What did $WDC say yikes man numbers looked really good
Negligible Capital on X
Burry rotated from $LULU to $DECK for tax loss harvesting purposes. Bad luck Burry
Ian Bezek on X
If you invested $10,000 in the 3x semiconductor bull ETF $SOXL two weeks ago, you have $4,800 left now. Thanks for playing.
Raging Capital Ventures on X
Shorted some of the "defensives" which seem a bit overdone here: e.g. $MO, $DEO, and $BRKB. Any other names of this ilk that look interesting?
Mr Neutral Man aka "Howard Marks of REITs” on X
@voltino_cro I bought these 1-2 weeks ago when I saw the 15% bond yield and thought even when $VNO sold off to a decade low, it's bond yield was 9% and the stock was $12-13 A 15% yield is really troubling, bought some puts as a tail risk hedge
Mr Neutral Man aka "Howard Marks of REITs” on X
Feel too smart today, took some profits on my $CRWV puts I have a rule that: If I feel too smart, I have to take chips off the table If I feel too dumb, I have to buy
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 $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BBKNG $119B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
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Newsletters 110
- 310 Value’s Newsletter
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- Bilbel's Substack
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- Doomberg
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- First Strike Research
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- Multibagger Monitor
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- WHAT ARE WE DOING? “Contrarians At The Gate”
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- Yet Another Value Blog
Blogs 15
- Atrium Research - Equity Research
- Bireme Capital - Investor Letters
- Cestrian Capital Research
- Choice Equities Capital Management
- Clark Street Value
- Crossroads Capital | Research-driven, Value-centric
- Hunterbrook
- Kerrisdale Capital
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- Speedwell Research
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
- The Technology Letter
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Seeking Alpha 84 of 286
Adam Schadt
Albert Anthony- Alexander Grover
Andres Veurink
Arizona Equity Research
Bay Area Ideas
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Blake Winiecki
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Chetan Woodun
Crimson And Gold Research
Cypriot Invests
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Daniel Bell
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Deep Value Investing
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Dilantha De Silva
Dustin Quasney
Elliott Gue
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Fernanda Galvez Jalil
Fountainhead
Gary Gambino
Geneva Investor
Given Mahlangu
Henrik Alex
High Alpha Professor
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Infinity Curve
Investor Overview
IWA Research
Jaden Mealy
JR Research
Julia Ostian
Kevin Avroutskii
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Louis Gerard
Marc Gerstein- Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez
Oakoff Investments
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
Sanjay Swamy
Seeking Profits
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The J Thesis
The Market Auditor
The Supercycle Investor- The Undercovered Dozen
- Tim Travis
Uttam Dey
Value Capital Research
Vishal Jadaun
Zoltan Ban
X accounts we follow
Every account on this site, hand-picked.
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A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
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
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David- Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart- Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital- Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rohan Pavuluri
Rusholme Capital
Sahil Khetpal
Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 103 Advisory Group
- 1290 Funds
- 13D Activist Fund
- 1851 Capital
- 49 Financial
- ABS Global Investments
- ACATIS Investment
- Aberdeen Investments
- Accelerate Financial Technologies
- Advisors Capital Management
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- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Allspring Global Investments
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- Alpha Wealth Funds
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- Alpinum Investment Management AG
- Amati Global Investors
- Amber River
- Andrew Hill Investment Advisors
- Andvari Associates
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- Aoris Investment Management — Aoris International Fund
- Appalaches Capital
- Ariel Investments
- Arisaig Partners
- Aristotle Funds
- Artisan Partners
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- Askeladden Capital
- Asset Value Investors Ltd
- Atai Capital Management
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- BBH
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- Barometer Capital Management
- Baron Funds
- Bell Asset Management
- Bengal Capital
- Berkshire Hathaway
- Bestinver
- Biglari Holdings
- Bilbel Capital
- Biondo Investment Advisors
- Bireme Capital
- Bison Interests
- BlackRock
- Blue Tower Asset Management
- Brandes Investment Partners
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Bristol Gate Capital Partners
- Broadleaf Partners
- Brookfield Asset Management
- Brown Advisory — Large-Cap Growth
- Brown Advisory — Mid-Cap Growth
- Broyhill Asset Management
- Brummer & Partners
- Burke Wealth Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Capicraft Investment Partners
- Carillon Eagle — Mid Cap Growth Fund
- Carillon Eagle — Small Cap Growth Fund
- Carrington Wealth Management
- Castlebay Investment Partners
- Cedar Creek Partners
- Cedar Grove Capital Management
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- Chevy Chase Trust
- Chilton Capital Management
- Choice Equities
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- Claret Asset Management
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- Confluence Investment Management
- Cooper Investors
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Crypto Native Capital
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diamond Hill — Large Cap Fund
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- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
- Downing
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- East Capital
- Easterly Asset Management
- EdgePoint Wealth Management
- Elm Ridge Management
- Emerald Wealth Partners
- Emeth Value Capital
- Equity Management Associates
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- FCL Capital
- FPA Crescent Fund
- Fairfax Financial Holdings
- Fairlight Capital
- Fairtree Asset Management
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- Fiera Capital
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- Focus Capital Management
- Forager Funds Management
- Frank Capital Partners
- Franklin Templeton — Franklin Growth Opportunities Fund
- Franklin Templeton — Franklin High Income Fund
- Fred Alger Management, LLC
- GCQ Funds Management
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- Gabelli Funds
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- GoodHaven Capital Management
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- GreenWood Investors
- Greenhaven Road Capital
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- Greenwood Gearhart
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- Gresham House Strategic Equity Capital
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- Greystone Capital
- Guinness Global Investors
- Gymkhana Partners
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- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Hennessy Funds
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- Heptagon Capital Kettle Hill US L/S Equity Fund
- Highwood Value Partners
- Hinde Group
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- Holland Advisors
- Hood River Capital Management
- Horizon Kinetics
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- Hosking Partners
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- Infuse Asset Management
- Integrity Asset Management — Micro Cap Value Equity
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- Invesco — Discovery Fund
- Invesco — Small Cap Value Fund
- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
- JB Global Capital
- JM Finn
- Jacob Asset Management
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- Jemekk Capital Management
- Jenga Investment Partners
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Lakehouse Capital Global Growth Fund
- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Lazard Asset Management
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mawer Investment Management
- Mayar Capital
- McIntyre Partnerships
- Meridian Growth Fund
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- Merion Road Capital
- Miller Value Partners
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- Mondrian Investment Partners
- Moneta Group
- Montaka Global Investments
- Moon Capital Management
- Mott Capital Management
- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
- Myrmikan Capital, LLC
- NS Partners
- Nelnet
- Newport Capital Group
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
- North Sky Capital
- Northern Funds — International Equity
- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
- Oceana Investimentos
- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Platinum Asset Management — International Fund
- Plural Investing
- 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
- Regal Partners Global Investments
- Regency Wealth Management
- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- Rivemont
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Sandon Capital — Activist Fund
- Sands Capital — Select Growth Fund
- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
- Seven Corners Capital
- Sharp Capital
- Shelton Capital Management
- Sigil
- Signia Capital Management
- Skybound Wealth Management
- Smead Capital Management
- Social Capital
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- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Staude Capital — Global Value Fund
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- Symmetry Invest
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- 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.
