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 $591B
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Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?
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Top Rebound Stocks for Nov’26
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ASML ($ASML) Deep Dive
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Novo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?
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Airbnb 2Q'26: Widening the Gap with Booking
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TSOH Weekly Roundup (08/07/2026)
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A merciless market (and the reason behind the drop?)
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Remitly Global: Still Undervalued? (Ticker: RELY)
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DoorDash 2Q'26: Growth Beyond the Restaurant
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Convequity
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David Orr
Deep Sail Capital
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Devin LaSarre
DOMO Capital Management, LLC
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Fierce_beast
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Hunterbrook
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Kuppy
Laughing Water Capital
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marginofdanger
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Undiscovered Compounders
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- 1 Main Capital
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- Lansing Street Advisors
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- Lindsell Train Limited
- Long Cast Advisers
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- Optimist Fund
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- Packer & Co
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- Palm Valley Capital
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- Summers Value Partners
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- 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.
