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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From X
Maj Soueidan on X
@TheBigBerbowski Yeah - let’s not waste our headspace on $NVDA drama and let’s spend all our time on moving forward with finding great ideas :) …
Farmer on X
@RedsGaurav Yeah, saw that. Would be interesting. And $SPCX probably flies to some stupid(er) valuation if it happens.
Farmer on X
@RedsGaurav My guess would be that VCs are currently all salivating, begging to throw money at his next venture. And I'd guess long-term this will harm $NVDA materially, but the stock will probably be a good buy at that point.
Farmer on X
I would guess $NVDA won't bottom until Jensen announces what he's doing next which could be months away.
Dalius - Special Sits on X
So many things could have popped the AI bubble. But apparently the story was much simpler. Parallel exports, Chinese spies and infidelity. Jokes aside, I still can't believe Jensen is gone. Would be tough for $NVDA
Broken Moats on X
I do not know if he would accept, but best outcome for $NVDA at this point seems to try and hire Tim Cook as CEO. He has the political connections best suited to handle NVDAs current problems
Serenity on X
$NVDA Jensen Huang has now resigned. Despite the overwhelming support worldwide and from his employees. This is an end of an era for Nvidia.
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
The Don Goes Down: What Jensen’s Fall Means
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GFL Environmental: After The Rejected Offer, The Stock Is Attractive
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ON THE TAPE with Guy Adami
Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.
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The Undercovered Dozen 5 clicks
An Interview With Roblox CEO David Baszucki About Aggregating Play
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Expert Call | Lumentum & Marvell Deal
Marvell’s all-stock acquisition of Lumentum targets optical supply, DSP synergies and AI data-center demand, while adding fab integration,…
Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell
Hewlett Packard Enterprise offers lower valuation and better memory-price downside protection than Dell, backed by higher-margin…
Benjamin C. Barry 1 click
DoorDash’s FBA Moment
DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
AEGXF · long Aecon Group Inc.
Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.
The Trade Desk (NASDAQ: TTD) Stock Rating: Do Nothing After Q2 FY12/26 Earnings
The Trade Desk's Q2 revenue grew 3% to $715 million as Q3 guidance called for a year-over-year decline; TTD has fallen over 90% from its…
Belden Inc.: The Ruckus Debt Looks Scarier Than The Math
Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.
Lee Bailey 
Crocs: Double-Digit Buyback Yield (Ticker: CROX)
Crocs has $2 billion of buyback authorization, more than a third of its market cap, as North American sales stabilize and HeyDude drags on…
Sleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.
CrowdStrike faces a trim at a $270 billion valuation and 140x free cash flow, despite AI-driven cybersecurity demand and a $20 billion ARR…
Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty
Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…
Seeking Profits 
Dynatrace CEO: Soon, humans aren't going to be writing code
Dynatrace completed its acquisition of San Francisco AI startup Arize as its CEO predicts humans will soon stop writing code.
Twilio (NYSE: TWLO) Stock Rating: Hold After Q2 FY12/26 Earnings - Distribute Below $260
Twilio posted Q2 revenue of $1.50 billion, up 22%, and guided 16% Q3 growth; the note rates TWLO Hold at $305, with a $260 risk line.
The AI Bubble is Bleeding Cash, Part 2: Anthropic's Receipts | Ed Zitron
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Constellium: The Spread Between Feedstock And End Prices Keeps Widening
Constellium’s widening feedstock-to-end-price spread supports 2026 EBITDA guidance of $980M-$1.02B and free cash flow above $300M.
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