Wednesday, November 11, 2026

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” 5h ago 3 clicks

5h ago MRVL $152B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

7h ago DASH $79B

DoorDash’s FBA Moment

MBI Deep Dives 2 clicks

From X

@ActAccordingly 45m ago

PAA Research on X

As the headlines and memes arrive fast and furious on this feed regarding the latest revelations on Jensen, one name from yesteryear keeps coming to mind: Hank Greenberg. Is Jensen the Hank Greenberg of this cycle? The circumstances of their departures are quite different, but the implications could have meaningful parallels. $AIG had its tendrils in EVERYTHING at the peak of Hank's powers, just as $NVDA is in every nook and cranny of the AI trade today. Both companies ascended to an endemic status in their respective industries because of their leader's guile, will, aggressive use of capital, and other "financing arrangements". We know what happened with $AIG and the financial system in the post Hank-era, what's in store for $NVDA and all of the AI ecosystem players that rely on Jensen's backstops and other forms of circularity?

@aleabitoreddit 59m ago

Serenity on X

All I’m going to say is that I hope board of $NVDA stands by Jensen, despite media and political pressures. The same way $TSLA and SpaceX stood up for Elon Musk around similar allegations. The AI trade won’t end off this but for Nvidia’s best interest, he should remain CEO. Otherwise I see Nvidia’s valuation crashing due to extreme uncertainty, with a lot of capital rotating to $AMD and other competitors.

@RagingVentures 1h ago

Raging Capital Ventures on X

$NVDA board can finesse an affair with a subordinate, but they can’t finesse treason

@calvinblissett 1h ago

Calvin Blissett on X

$NVDA

@RagingVentures 1h ago

Raging Capital Ventures on X

I haven’t had this much (negative) engagement with a short idea since I pitched $ASTS back in January around $90 per share ($36 today). Are there really that many retail folks long $SPCX, or are these just bots?

@StableBread 1h ago

Fajasy on X

To tell if a stock is overvalued, Buffett compares a share's next 10 years of earnings with what its price would earn in bonds, a test Mary Buffett describes in The New Buffettology. In 1998, a share of Coca-Cola $KO at $88 would earn $24.88 over 10 years. The same $88 in 6% corporate bonds would earn $52.80, more than twice as much.

@partners_road 1h ago

RiverRoadPartners on X

I asked this question Sunday morning. Got a variety of replies. With the WSJ reporting that the $NVDA Board is meeting to oust Jensen as CEO, we are about to find out who guessed correctly.

@aleabitoreddit 2h ago

Serenity on X

Holy crap, why does $NVDA nonstop TMZ scandals keep getting “leaked” left and right. The cluster of news coming out about Jensen feel extremely bizarre.

My largest position is now a healthcare stock with 195% upside to my target

An unnamed healthcare company became the portfolio’s largest position at 8%, with a $130 target implying 195% upside despite broken…

CVS $113B

Guardian Research 9h ago 3 clicks

Broadcom: A Great TPU Business With A New Kind Of Credit Risk Attached

Broadcom’s AI chip growth depends on Google, Anthropic, OpenAI and Meta deployments, while customer financing and up to $72 billion in…

AVGO $1.5T

Tim Travis 9h ago 3 clicks

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…

FICO $15BPAYC $11B

scuttleblurb 11h ago 3 clicks

Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

Adobe's compressed 10x non-GAAP EPS multiple reflects AI monetization and ARR-growth concerns; cash-secured puts at $210 or $200 target a…

ADBE $93B

Tim Travis 17h ago 1 click

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 22h ago 4 clicks

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

CoreWeave reported 168% revenue growth to $3.66 billion, but $20.4 billion of trailing free cash outflow and $42.7 billion in net debt keep…

CRWV $27B

Cestrian Capital Research 22h ago 3 clicks

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

CNSWF $50B

Speedwell Research 23h ago 1 click

CoreWeave: This still doesn’t look like a good business

CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…

CRWV $27B

The Technology Letter 24h ago 1 click

Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

Intel and AMD’s diverging earnings reflect longstanding strategic differences and raise the case for Intel returning to an earlier model.

INTC $309BAMD $926B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 24h ago 1 click

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 27h ago 2 clicks

Grab Holdings ($GRAB) - Addressing the key risks to holding the stock

Grab’s main holding risks are competition, sustainable profitability and valuation, with entrenched ride-hailing and delivery positions…

GRAB $14B

Inglenook Growth Feb 20

The Skills AI Can’t Replace

Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…

TEAM $40B

Modern Value Investing Feb 15

Airbnb 4Q25: Business Update

Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…

ABNB $111B

Speedwell Memos Feb 14 2 clicks

Adobe Stock Breakdown (Five Minute Money)

Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…

ADBE $93B

Speedwell Memos Feb 12

Ferrari Exploratory Report

Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…

RACE $74B

Speedwell Memos Feb 10 1 click

Carvana, DriveTime, Hindenburg and Gotham City

Carvana’s DriveTime disclosures do not prove loan-loss shifting, but related-party dealings and gains on loan sales remain central concerns.

CVNA $86B

Brevarthan Research Feb 9

FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game

FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…

NVO $179B

Modern Value Investing Feb 8

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $93B

Bristlemoon Capital Feb 6

2026: Radio silence, software setbacks and more from me in 2026

RELX and Sage have fallen 46% and 35% as markets label them AI losers, creating potential value opportunities alongside risks of genuine…

GOOGL $3.5T

The Curious Compounder Feb 5

CrowdStrike: A Glass DeathStar during SaaSmageddon | Short Thesis

CrowdStrike faces a renewal cliff after its July 2024 outage, with Microsoft Defender bundling, litigation, SEC and DOJ scrutiny, and a…

CRWD $222B

First Strike Research Feb 1

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Wednesday, November 11, 2026

PAA Research on X

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