Peloton: Beyond The Bike
Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as management pursues a turnaround.
Thursday, November 12, 2026
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From X
Serenity on X
Okay, let’s gauge individual investor and public sentiment independently. Should Jensen Huang remain CEO of $NVDA?
Serenity on X
"Chinese AI firms rush to secure $NVDA chip capacity as spy scandal stirs fear of US curbs" Wow, Jensen really took one for the team just to generate more GPU and Neocloud demand
Deep Sail Capital on X
Scale across means linking data centers that are physically apart, so it requires switches and architecture that are extremely reliable and consistent. This becomes more important as training runs get bigger and inference spread out across distributed data centers. $ANET win in this market
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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My largest position is now a healthcare stock with 195% upside to my target
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absreturnchaser
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Clark Square Capital
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Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
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Fajasy
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Fierce_beast
Fred Liu
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George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
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Lee Roach
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marginofdanger
mavix
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Myles
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Negligible Capital
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- White Brook Capital
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Sectors
Ordered by how often our editor reaches for them.
