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Wednesday, November 11, 2026

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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” 3 clicks

From X

@SouthernValue95

SouthernValue on X

Fascinating - $GOOG TPU has the best architecture for AI compute, and “there aren’t enough TPUs,” $AVGO $ANT “Today I would argue that probably the best architecture is the Google TPU architecture, because it is literally thought of as a single system. And I think an NVIDIA-style architecture is migrating in the direction of where the TPU architecture is, but it still has a few pieces that you can kind of swap out. And then you have everybody else — like, you know, I'm going to take a Cerebras chip and throw an Arista switch on top of it, and all that good stuff. At least in today's world, those systems have inefficiencies because they're not constructed as a system — they're more of a patchwork. I think the industry will evolve, but today, people that can think of the whole thing as a single system and optimize the architecture through that have a competitive advantage. If you look at how Google does this, with these toroidal pass-through optical MEMS switches — it's literally like the whole data center is the minimum unit. But my sense is that's where NVIDIA wants to go also. Actually, the two dominant providers are all going to that systems approach, versus — I mean, even the smaller startups are heading that direction. Right now Jensen's king of the hill, incredibly dominant, right? Google TPU very successful, currently mostly sold by Google — it's expected to change. But not enough TPUs.”
@aleabitoreddit

Serenity on X

This aged pretty well, when I said this last year in 2025, Clickhouse was a $6.7B company... Now as an update, their secondary valuation sits around ~$50B, which $NBIS owns 25%+ of. I've always liked Nebius the most because sum of parts, with all their lesser known subsidiaries growing alongside their core neocloud business. Including Avride (self-driving), Clickhouse, Toloka, and other subsidiaries that they owned. This year Nebius also acquired: - Tavily (web search and retrival) - Clarifai (Inference orchestration) Which scale independently as well (the others were integrated into Nebius Token Factory). Hard to view $NBIS as just another neocloud when it has billions in scaling value outside its core infrastructure business.

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Sea Ltd Earnings Update: Q3 2026

Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.

SE $48B
SixSigmaCapital: Navigating the Financial Markets 4 clicks

Airbnb 3Q26: Business Update

Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…

ABNB $111B
Speedwell Memos 2 clicks

Brown & Brown

Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…

BRO $24B
Eagle Point Capital 1 click

Too Many Cooks Spoil The Pot

Baron’s BARAX and BGAFX hold SpaceX at a $1.25 trillion valuation, creating a potential NAV uplift if its IPO prices higher.

SPCX $1.8T
Cluseau Research 6 clicks

What's going on with Marvell?

Marvell's Structera CXL cards make surplus DDR4 usable in memory pools, with dense SRAM IP helping mask latency amid DRAM shortages.

MRVL $152B
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