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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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 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 $28BASML $591B
Big Short: Fidelity & Guaranty
F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…
AutoNation (AN): The CEO Takes a Driving Test
AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.
Salesforce: Pay For Consensus Growth, Get Anthropic And Databricks For Free
Salesforce’s Agentforce adoption, Anthropic and Databricks stakes, and margin expansion support upside, while debt-funded buybacks have…
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Quanta Services (PWR): Backlog Up 63% While Shares Fall 30%
Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…
Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?
A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…
Petrobras: Record Earnings, Shrinking Dividends, And The Lula IV Problem
Petrobras posted record 3Q26 production and earnings, but higher investment needs are shrinking dividends as a possible Lula IV government…
Bernard Zambonin 3 clicks
Top Rebound Stocks for Nov’26
Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…
ASML ($ASML) Deep Dive
ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…
Peloton: Beyond The Bike
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DHT Holdings: Over A 20% Dividend In A Single Quarter
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RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
GPUs, ASICs, and the Real ROI of AI
GPUs retain an edge in AI training, while custom ASICs target predictable inference workloads with better power efficiency and cost per…
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
Sea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows
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OCP APAC: Copper vs. Optics Contradictions
Nvidia, Broadcom and OCP APAC speakers debate copper interconnects, optics and emerging alternatives for scaling AI data-center networks.
New Position: Long-Term Compounder in Surgical Robotics
Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…
Trading Post August 12, 2026
Mercado Libre (MELI) long position was increased at $1,850.
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Nvidia Is Speedrunning the Creation of a Synthetic Hyperscaler
Nvidia is building a synthetic hyperscaler around neocloud partners, GPU fleet software and financing as AI workloads strain traditional…
Research Roundup Vol. XLVIII
Palantir’s Q2 revenue beat, Sony’s physical-media exit and Diamondback’s Permian gas constraints frame a roundup on AI adoption, oil prices…
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Newsletters 110
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
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- CV's Substack
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- Multibagger Monitor
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- Choice Equities Capital Management
- Clark Street Value
- Crossroads Capital | Research-driven, Value-centric
- Hunterbrook
- Kerrisdale Capital
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Seeking Alpha 84 of 286
Adam Schadt
Albert Anthony- Alexander Grover
Andres Veurink
Arizona Equity Research
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Blake Winiecki
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Crimson And Gold Research
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Elliott Gue
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Geneva Investor
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Henrik Alex
High Alpha Professor
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JR Research
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Kevin Avroutskii
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Louis Gerard
Marc Gerstein- Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
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Motti Sapir
Myriam Alvarez
Oakoff Investments
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
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Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
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Seeking Profits
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Simple Investment Ideas
Sorrento Research
Stephen Ayers
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The Alpha Analyst
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Value Capital Research
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A Capital
absreturnchaser
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Asif Suria
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Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
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Calvin Blissett
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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
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Allspring Global Investments
- Alluvial Capital Management
- Alpha Wealth Funds
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- Alpinum Investment Management AG
- Amati Global Investors
- Amber River
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Aoris Investment Management — Aoris International Fund
- Appalaches Capital
- Ariel Investments
- Arisaig Partners
- Aristotle Funds
- Artisan Partners
- Ashva Capital Management
- Askeladden Capital
- Asset Value Investors Ltd
- Atai Capital Management
- Atherean Asset Management
- Auxier Asset Management
- Avenue Investment Management
- Azvalor Asset Management
- BBH
- BNY Mellon
- Bahl & Gaynor
- Bailard
- Baird Equity Asset Management
- Barometer Capital Management
- Baron Funds
- Bell Asset Management
- Bengal Capital
- Berkshire Hathaway
- Bestinver
- Biglari Holdings
- Bilbel Capital
- Biondo Investment Advisors
- Bireme Capital
- Bison Interests
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- 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
- Chautauqua Capital Management
- Chenavari Investment Managers
- Chevy Chase Trust
- Chilton Capital Management
- Choice Equities
- City Different Investments
- Claret Asset Management
- ClearBridge Investments
- Compound Everyday Capital
- Comus Investment
- Conestoga Capital Advisors
- 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
- Diamond Hill — Small Cap Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
- Downing
- East 72
- East Capital
- Easterly Asset Management
- EdgePoint Wealth Management
- Elm Ridge Management
- Emerald Wealth Partners
- Emeth Value Capital
- Equity Management Associates
- Evolve Private Wealth
- FCL Capital
- FPA Crescent Fund
- Fairfax Financial Holdings
- Fairlight Capital
- Fairtree Asset Management
- Fawkes Capital Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- 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
- GDS Investments
- GMO Asset Management
- GROW Funds
- Gabelli Funds
- Ganes Capital
- Generation Investment Management
- Giverny Capital
- Glass Lake Wealth Management
- Glenmede Investment Management
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Gresham House
- Gresham House Strategic Equity Capital
- Grey Owl Capital Management
- Greystone Capital
- Guinness Global Investors
- Gymkhana Partners
- HORAN Wealth
- Halvio Capital
- Harding Loevner
- Hardman Johnston
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Hennessy Funds
- Heptagon Capital Future Trends Equity Fund
- Heptagon Capital Kettle Hill US L/S Equity Fund
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Holland Advisors
- Hood River Capital Management
- Horizon Kinetics
- Horos Asset Management
- Hosking Partners
- Hotchkis & Wiley
- Impax Asset Management
- Infuse Asset Management
- Integrity Asset Management — Micro Cap Value Equity
- Intrepid Capital
- Invenomic Capital Management
- Invesco — Discovery Fund
- Invesco — Small Cap Value Fund
- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
- JB Global Capital
- JM Finn
- Jacob Asset Management
- Janus Henderson Investors
- 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
- Meridian Hedged Equity Fund
- Merion Road Capital
- Miller Value Partners
- Miller/Howard Investments
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- Minotaur Capital
- Moerus Capital Management
- 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
- Sorfis Investments
- 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.
