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Thursday, November 12, 2026

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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.

TPL $19B
Rebound Capital 1 click

From X

@StableBread

Fajasy on X

The companies spending the most on AI are paying for more of it with debt. To understand whether debt-funded spending like this is indicative of a bubble, we can look at William Quinn and John Turner’s bubble triangle, which says a bubble needs three sides: marketability (how easily an asset trades), money and credit, and speculation. The AI boom arguably has all three sides: → Marketability: Index funds held 52% of U.S. long-term fund assets at the end of 2025, up from 19% in 2010, and they buy each stock in proportion to its size, so the biggest AI stocks get the most of every new dollar. → Money and credit: $MSFT, $GOOGL, $AMZN and $META are on track to spend more than $730B on capex in 2026, up from $410B in 2025, and their Q3 reports didn’t change that. $AMZN still expects ~$220B, and $META narrowed its range to $135-145B. Investors are borrowing more too, with margin debt at $1.48T in September, just below June’s record $1.50T. → Speculation: AI startups raised 82.7% of the money U.S. venture capital firms invested in 2026 through September, a record share, up from 65.4% in 2025. So more of the private money is betting on a single theme. $META’s also raising money by selling stock. Its October 27 pricing term sheet shows it sold 40M shares at $625 through forward sale agreements, plus $12.5B of mandatory convertible preferred stock, which together bring in $37.4B of net proceeds once the forward sales settle by November 2027.
@leevalueroach

Lee Roach on X

Pretty darn good quarter for Sinclair $SBGI. Record one. $136 million of political revenue and $455 million political for the full year of 2026. They smoked 2024 Presidential year, with only $405 million in that period. Not spinning off ventures will hold this back and need clarity on Nexstar/TEGNA merger before anything transformational gets done here. I don't think any big broadcasting deals going to happen now with Dems sweeping. Pretty good look through for other broadcasters.

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ON THE TAPE with Guy Adami

Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.

NVDA $4.2T
WHAT ARE WE DOING? “Contrarians At The Gate” 5 clicks

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…

DASH $78BKR $41B
MBI Deep Dives 3 clicks

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $3.8B
Doomberg 5 clicks
OSW · short

One Spa World

OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…

OSW $3.1B
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