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” 6h ago 4 clicks

6h ago MRVL $152B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

8h ago DASH $79B

DoorDash’s FBA Moment

MBI Deep Dives 2 clicks

From X

@ACapitalLP 31m ago

A Capital on X

Yes. A clean break would be $GFL officially announcing the deal is dead. GTFO. No rationalizing that it’s still undervalued or convincing yourself it’s a negotiating tactic. A slow break is trickier, but there are usually warning signs. As the probability of your thesis playing out declines, you reduce exposure. As the evidence strengthens, you add…

@BarbarianCap 39m ago

Barbarian Capital on X

McCormick’s $65 Billion Unilever Foods Merger Could Harm Competition, U.K. Regulator Warns $MKC $UL

@BarbarianCap 45m ago

Barbarian Capital on X

Exclusive | United Airlines Is Banning AI Bots From Booking Flights $UAL

@MultiplesCap 56m ago

Multiples Capital on X

Ok so I am not a complete fk up. 2 yrs ago to date. Sold $NVDA at $145 after ~4x

@ActAccordingly 2h 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 2h 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 2h ago

Raging Capital Ventures on X

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

@calvinblissett 2h ago

Calvin Blissett on X

$NVDA

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 10h 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 12h 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 18h 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 23h 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 23h 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 24h 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 25h 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. 25h 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 28h ago 2 clicks

Meta Platforms (META) 2Q25: SuperMetalligence

Meta’s 22% Q2 revenue growth and AI-driven ad engagement support its core business, while planned 2026 capex of roughly $100 billion…

META $1.6T

Bristlemoon Capital Aug 1 3 clicks

Costco: The Perpetual Growth Machine

Costco’s 14% maximum markup and membership model recycle scale savings into consumer surplus, supporting loyalty, low competitive appeal…

COST $469B

Invested Capital Jul 12

4 High-Quality Global Compounders Hiding in Plain Sight

ASML, LVMH, Mercado Libre and CSL are presented as global compounders with durable barriers, strong brands or integrated platforms, and…

ASML $576BMELI $77B

Invested Capital Jul 5

Trying to get access to Google's new agentic AI

Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.

GOOGL $3.5T

John Hempton's Newsletter Jun 30 3 clicks

API Group: A reasonable path to $50+ per share

API Group targets $10.4 billion of 2028 revenue and 16% EBITDA margins as recurring compliance inspections expand, supporting a $50-plus…

APG $17B

Kairos Research Jun 29 1 click

[$VEEV] Veeva Systems

Veeva serves 1,500 life-sciences customers with cloud software and targets AI-driven industry efficiency gains as new commercial and R&D…

VEEV $49B

Lewistown Capital Jun 24

How Dev Kantesaria Invests in High-Quality Businesses

Dev Kantesaria favors concentrated, long-term holdings in predictable organic growers, citing FICO’s royalty pricing power and selling…

FICO $15BADBE $93B

Invested Capital Jun 21

Greg Abel Steps into the Spotlight

Greg Abel becomes Berkshire Hathaway CEO on January 1, 2026, with Warren Buffett remaining chairman and involved in major opportunities.

BRK.A $1.3T

The Rational Walk May 19

Brookfield's New Lawsuit

Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…

BN $97B

310 Value’s Newsletter May 15 3 clicks

Key Takeaways from Berkshire Hathaway Annual Meeting 2025

Berkshire Hathaway says liquid stocks beat real estate for speed and certainty, while cash and Treasuries await rare opportunities…

BRK.A $1.3T

Ezra's Notes May 8

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Wednesday, November 11, 2026

A Capital on X

Barbarian Capital on X

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Multiples Capital on X

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Raging Capital Ventures on X

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Seeking Alpha 83 of 283

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