Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday November 9th, and I'm your host, Kim Kahn.

It's 13F week, that time of year when the smart money files its homework, and we all

try and copy the answers, even if the test was last quarter. Position disclosures from hedge

funds and institutions will take on extra importance, with earnings season winding down and the

government shutdown keeping macro data in the holding pen. Investors will be parsing those 13F filings

for clues on where the smart money has been positioning during the recent market highs.

Filing fever started early as Michael Burry's sign capital disclosed his bets against AI Darling's Nvidia and Palantir last week.

The first big batch of filings lands Wednesday with the lion's share arriving Thursday evening.

The big question, did funds dive in during the third quarter

writing the first Fed rate cut of the year, or stay cautious amidstretched valuations, especially in the

tech and AI trades? Any long position in quantum computing stocks could ripple through the subsector,

echoing this year's obsession with all things AI. Warren Buffett's Berkshire Hathaway is always one to

watch, and investors will likely get a sense of what path new CEO Greg Abel is taking.

Other big names include Dan Loeb's third point, Nelson Peltz's try-in fund, David Teppers' Apollusa, Stanley Druckeniller's Duquesne family office,

Bill Ackman's Pershing Square, and George Soros's Soros Capital. Filing's from activist Elliott Management will also draw interest, as will tech picks and drops from SoftBank.

On the earnings front, 90% of S&P 500 companies have now reported for Q3, with just 11 issuing results this week.

So far, 82% of S&P 500 companies have top profit estimates, and 77% have beaten revenue expectations, according to

facts set.

But guidance has been more cautious with 42 S&P names issuing negative profit outlooks versus

31 raising forecasts.

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