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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From X
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.
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
Serenity on X
$NVDA Jensen Huang has now resigned. Despite the overwhelming support worldwide and from his employees. This is an end of an era for Nvidia.
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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EuroEquity Research 1 click
ON THE TAPE with Guy Adami
Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.
Undercovered Dozen: Coherent, Bank Of America, MaxLinear And More
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The Undercovered Dozen 5 clicks
An Interview With Roblox CEO David Baszucki About Aggregating Play
Roblox CEO David Baszucki says AI can make game creation accessible to anyone, expanding Roblox’s role in discovery, cross-platform play…
Expert Call | Lumentum & Marvell Deal
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DoorDash’s FBA Moment
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Broadcom: A Great TPU Business With A New Kind Of Credit Risk Attached
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Tim Travis 7 clicks
[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
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Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar
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Dassault Aviation: Rafale Upside Makes This A Strong Buy
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Meta’s Trojan Horse for the Consumer Internet
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Adobe 3Q26 Update
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.
[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…
Cestrian Rating Actions - Week Ending 11 September 2026
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Oracle Corporation (NYSE: ORCL) - Q1 FY2027 Earnings: Record CDS Spreads, $88B Net Debt, And The OpenAI Question
Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion…
MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure
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The Straits Strategist 1 click
Meta Platforms ($META): AI Agents Are Here
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Adobe 3Q26 Update: Nothing Broken, Nothing Explained
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