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” 7h 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

@TidefallCapital 11m ago

Trevor Scott on X

@Alpha_Fox11 $COST is trading at 58x FCF and growing at 9%.

@ACapitalLP 41m 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 50m ago

Barbarian Capital on X

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

@BarbarianCap 55m ago

Barbarian Capital on X

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

@MultiplesCap 1h 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

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 10h 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

Warren Buffett’s Final Brushstrokes

Warren Buffett will step down as Berkshire Hathaway CEO at year-end, leaving Greg Abel in charge of operations and capital allocation while…

BRK.A $1.3T

The Rational Walk May 5

Berkshire Hathaway’s Diamond Anniversary

Berkshire Hathaway’s 60-year Buffett era nears its eventual handoff to Greg Abel, as new director retirement rules prepare the company for…

BRK.A $1.3T

The Rational Walk Apr 30

Brookfield Corp. - Get a Buck for Fifty Cents

Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…

BN $97B

310 Value’s Newsletter Apr 10 3 clicks

ILMN: Activism! Part Deux

Illumina appointed activist Keith Meister to its board as an SEC investigation into the Grail acquisition raises questions over 122.5…

ILMN $32B

Nongaap Investing Apr 2 2 clicks

[P] ILMN: Activist In, Chairman Out

Illumina adds activist Keith Meister to its board as Chairman Stephan Macmillan resigns.

ILMN $32B

Nongaap Investing Mar 26

Berkshire Hathaway’s 2025 Proxy Statement

Berkshire Hathaway’s 2025 proxy reveals an age-80 director limit that forces Ronald Olson’s retirement while exempting Warren Buffett and…

BRK.A $1.3T

The Rational Walk Mar 15

[P] HSY: Re-Molding Hershey

Hershey’s recent company filings are reassessed as the confectioner reshapes its business.

HSY $35B

Nongaap Investing Mar 13

Hayden Capital - Quarterly Letter (2024 Q4)

Hayden Capital returned 19.4% in Q4 and 14.1% annualized since inception, driven by Sea’s Southeast Asian ecommerce position and AppLovin’s…

SE $48BAPP $118B

Hayden Capital Feb 26

Key Takeaways from NVRs Deep Dive

NVR’s lot options and build-to-order homes limit land and inventory risk, driving capital efficiency, 20% to 40% ROE and resilience through…

NVR $17B

Ezra's Notes Feb 11

Industrial and Commercial Bank of China

ICBC’s chairman describes embedding Chinese Communist Party leadership, anti-corruption campaigns and Xi Jinping Thought into governance at…

IDCBF $436B

John Hempton's Newsletter Nov 16

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Wednesday, November 11, 2026

Trevor Scott on X

A Capital on X

Barbarian Capital on X

Barbarian Capital on X

Multiples Capital on X

PAA Research on X

Serenity on X

Raging Capital Ventures on X

Investor Letters

Publications we follow

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YouTube 4

Blogs 15

Seeking Alpha 83 of 283

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Investor letters we follow

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