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
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EuroEquity Research 1 click
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
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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
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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
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HubSpot Valuation: SaaS-Pocalypse Discount And DCF Imply More Upside
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Bishop Research and Analytics 2 clicks
Why I Agree With Rob Vinall on Wix
Wix’s paying-subscriber conversion fell from 2.72% to 2.01% since 2019, while Business Solutions drove growth and activist-led cost cuts…
TWOD: Close Positions Or Tender Shares
TWOD holders can tender at $26.3841, sell before October 2, 2026, or await roughly $26.7578 in final redemption proceeds.
Colorado Wealth Management Fund 
Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.
Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…
Deckers (DECK): From Clown Shoes To Compounder
Deckers built HOKA into a brand nearing UGG’s scale, with HOKA revenue up about fivefold since FY21.
Q3 2026 Consolidated Holdings, Performance, and Ideas
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FTAI Aviation Deep Dive
FTAI Aviation is converting retired CFM56 jet engines into 25-megawatt data-center generators, supported by a $1.465 billion order likely…
Occidental Petroleum: Great Inventories To Ride Lower Structural Capex In The Industry
Occidental Petroleum could benefit as declining shale inventories and high rates curb industry capex, tightening oil supply against demand…
Gen Z Investor 
Momentum walks away from Micron Technology but cash is king
Micron Technology beat profit and revenue expectations by double digits for a second straight quarter, but its fiscal fourth-quarter report…
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