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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“The tip of the iceberg.”
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
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Amazon's AWS growth accelerated to 37%, while $220 billion of 2026 AI and AWS capex pushed trailing free cash flow to negative $7.6 billion.
You can’t sell the picks and doubt the miners
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Microsoft: Control Your Destiny
Microsoft’s cloud business grew from a $12 billion FY16 run rate to about $237 billion by FY26, while AI-era CapEx may exceed $200 billion…
BAT: Two Steps Forward, Many Steps Back
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WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies
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Broken Moats
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Clark Square Capital
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Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
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Fajasy
Farmer
Fierce_beast
Fred Liu
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George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
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Kuppy
Laughing Water Capital
Lee Roach
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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Negligible Capital
Odd Diligence
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Paradis
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
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- Lakehouse Capital Small Companies Fund
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- Lansing Street Advisors
- Latitude Investment Management
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- Lazard Asset Management
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- Lindsell Train Limited
- Long Cast Advisers
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- Lyrical Asset Management
- MJG Capital
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- Markel Group
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- Northern Funds — International Equity
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- Optimist Fund
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- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
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- 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
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- Plural Investing
- Polaris Capital Management
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- Protean Funds
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- Sequoia Fund
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- Staude Capital — Global Value Fund
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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.
