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
George Noble on X
THANK YOU FOR YOUR ATTENTION TO THIS MATTER $CRWV IS A ZERO
SG on X
$PSFE will be taken to the woodshed today. Only question is how much has been priced in by the recent decline?
SG on X
$FRMI says it reached agreement with "an investment-grade hyperscaler. " Does that mean that tensorwave is out?
Serenity on X
Okay, let’s gauge individual investor and public sentiment independently. Should Jensen Huang remain CEO of $NVDA?
Dalius - Special Sits on X
$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Robinson Capital Management October 2026
- Sandon Capital — Activist Fund October 2026 CYG FWD $134M
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
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Sectors
Ordered by how often our editor reaches for them.
