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
Cerebras Lifts Outlook as Cloud Revenue Surges in Third Quarter $CBRS
Barbarian Capital on X
Applied Materials Sales, Profit Climb on Semiconductor Demand $AMAT
Barbarian Capital on X
"high demand in the agentic artificial-intelligence market" Cisco Systems Raises Outlook On Soaring Revenue, Profit $CSCO
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- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
- Protean Funds October 2026 LFABF $13BNSIS-B $27B
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Sectors
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