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
When did Tyrannosaurus $INTC become the barometer for AI’s future? 😂😂. Keep doing your research on days like today. Or just turn off your computer and quad monitor set-up, and find something else to do. I basically haven’t watched CNBC since March 2009. It’s been liberating.
Trevor Scott on X
I was wrong. I didn't love the $AAPL Duo! Without an apple watch you have to use the touchID which is difficult, apps not optimized, the outer screen is small and after two decades of muscle memory, it's hard to shift. Also cases don't attach well so it feels delicate. Returning!
Chris Camillo on X
I love leverage but this is a dangerous market to overplay your hand on short term trades. Added aggressively to $AMZN last night while deleveraging everywhere else. The risk of further fear driven volatility is too high whether justified or not. This is a time to think like a long term investor and not let short term leverage take you out of the game.
John_Hempton on X
@RawBooty2 yep. we are doing slightly better... biggest long is $REGN
Colin King on X
$TFC CEO with another sizable insider buy… New CEO, first bout of insider buying in years, discount to bank peers, etc. Seems interesting…
Chris Camillo on X
@Gregtrendspot Discussed $RDDT on yesterday’s @DumbMoneyTV. AI queries are a massive headwind to traffic growth. Reddit’s future valuation may hinge less on user growth and more on its ability to renegotiate licensing deals with frontier AI labs to get paid big for the content they pull.
kab60 on X
$GPN might get taken out by CDR+GTRC... 5xFCF, ~MSD growth, expanding margins... Who would've thought
Lee Roach on X
At some point I might need to take my balls out of my trousers and place them on the $RDDT table. Looks overblown.
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
Ordered by how often our editor reaches for them.
