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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Chris Camillo on X
@princepozo Not sure how you interpreted that post warning about earnings risk as me going big into $AMZN earnings. As discussed on today’s @DumbMoneyTV I took off a meaningful amount of leverage ahead of earnings. added it back following the release.
Chris Camillo on X
To what should be absolutely no one’s surprise I added aggressively to $AMZN following the earnings release.
@hkuppy 1 clickKuppy on X
Apparently $AMZN forgot to raise capex guidance. Who’s gonna buy all them chips if $GOOG and $META also forgot to raise guidance?? Maybe it’s finally over... 5 years from now we’ll play paintball in old data-centers, just like dead malls…🤣🤣
Chris Camillo on X
Great day to be a long term investor with conviction and an appetite for opportunity. $AMZN
PAA Research on X
Not involved here in $INTC, but this is a pretty rough look. At a charity event no less...
Chris Camillo on X
@Fsousa45149200 Scared is the wrong word. it’s about bring aware of the market one is trading in. $AMZN could deliver exceptional earnings and still get punished for something the market chooses to interpret negatively. That’s the risk in an irrational fear driven market.
@convequity Convequity on X
Customers are redesigning around shortages in chips, memory, optics and power. Our 4Q26 rebalance adds to $CBRS and SPCX, trims Soitec and $POET, and takes profits in $PLTR. We also cover $LRCX, $MTSI, $IREN and $CRWV.
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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CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
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Airbnb 3Q26: Business Update
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Airbnb 3Q26 Business Update: “Growth Mode”
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Sin of Hubris: Jensen’s Affair Scandal and What It Means for Nvidia, AI Players and the Market
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Research update
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Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings
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Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings
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Sectors
Ordered by how often our editor reaches for them.
