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” 12h ago 4 clicks

12h ago MRVL $148B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

14h ago DASH $78B

DoorDash’s FBA Moment

MBI Deep Dives 2 clicks

From X

@John_Hempton 3h ago

John_Hempton on X

How is it that the $NVDA board did not fire Jensen when he had an affair with a Chinese spy, but is firing Jensen when an affair with an employee is exposed? Are we to believe that a consensual affair within a company is a worse crime than bonking a foreign spy - and having her direct product to China in violation of sanctions? I realise both are dangerous - but it seems to be that the order is wrong here...

@pennycheck 3h ago

⚽️📡 on X

@DeepSailCapital $CBRS @CulperResearch becoming the most famous guy in the mkt and his most recent report on cbrs is alarming trading at insane multiple with tons of unlocks and single coustomer risk as well

@DeepSailCapital 3h ago

Deep Sail Capital on X

Scale across means linking data centers that are physically apart, so it requires switches and architecture that are extremely reliable and consistent. This becomes more important as training runs get bigger and inference spread out across distributed data centers. $ANET win in this market

@DeepSailCapital 3h ago

Deep Sail Capital on X

I guess the question is, is Jensen $NVDA, or not. Nobody can tell you what the founder premium is worth until the market is forced to price the company without him. Are they so far ahead of everyone else that him being there no longer matters?

@AsifSuria 4h ago

Asif Suria on X

Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.

@DeepSailCapital 4h ago

Deep Sail Capital on X

I’m looking to short a lot of shitcos if they run here: $RGTI $IONQ $ACHR $QBTS just look at my Shortlist for names.

@hkuppy 4h ago

Kuppy on X

No disrespect, but you’ve never built a massive empire of related party SPVs, self-dealt corporate guarantees, related party circular transactions, sham-sales, and odd-ball financings of partly-owned entities, etc. I think that only Jeff Skilling can save $NVDA. Let’s bring him out of retirement…

@hkuppy 4h ago

Kuppy on X

No disrespect, but you’ve never built a massive empire of relate party SPVs, self-dealt corporate guarantees, related party circular transactions, sham-sales, and odd-ball financings of partly-owned entities, etc. I think that only Jeff Skilling can save $NVDA. Let’s bring him out of retirement…

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

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LUMN $4.9B

Cestrian Capital Research 15h ago 1 click

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 $115B

Guardian Research 15h ago 4 clicks

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

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AVGO $1.6T

Tim Travis 16h 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 $16BPAYC $11B

scuttleblurb 18h ago 3 clicks

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

FRVO $3.8B

Doomberg 21h ago 4 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 $92B

Tim Travis 23h 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 $45B

SixSigmaCapital: Navigating the Financial Markets 29h ago 5 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 $34B

Cestrian Capital Research 29h ago 3 clicks

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

LB $5.6B

310 Value’s Newsletter 30h ago 1 click

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 $51B

Speedwell Research 30h ago 1 click

Shaping Dollar Tree into its new era.

Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…

DLTR $26B

D Invests Oct 22

Sector Story: Flavours & Fragrances Part I - An Introduction

Flavour and fragrance suppliers control 67% of a $40 billion market, earning recurring, protected margins through deep FMCG R&D ties.

IFF $21BDSFIY $29B

Sector Stories Oct 15

Why I bought FTAI Aviation

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FTAI $19B

Kairos Research Oct 15 1 click

Biographies: Investment Lessons from the Greats

Biographies offer investors pattern recognition, resilience and lessons in decision-making under pressure, with Sam Walton’s customer focus…

WMT $997B

The Curious Compounder Oct 15

Bitmine Immersion (BMNR): DAT Ain't No Strategy

BitMine Immersion, an $18 billion Ethereum digital-asset treasury, faces a short thesis that its DAT model is becoming obsolete.

BMNR $12B

Kerrisdale Capital Oct 8

Stock Story: Next PLC's Capital Return Framework

Next PLC’s 9% IRR buyback hurdle helped cut its share count 53% over 20 years, lifting EPS 418% despite profit growth of just 2% annually.

NXT $15B

Sector Stories Oct 1

Rates, jobs, and apartments - oh my!

US multifamily REITs face divergent outcomes as jobs and interest rates shape rents, development returns and M&A prospects.

ESS $18B

Real Assets, Real Value Sep 16

Kaspi ($KSPI)

Kaspi trades at 7 times earnings while growing 40%, with its $1 billion Hepsiburada acquisition adding Turkish expansion risk.

KSPI $17B

Calvin Blissett Sep 15 1 click

Oracle and Animal Spirits

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ORCL $399B

Fabricated Knowledge Sep 15

High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion

High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.

UNH $361B

Base Hit Investing Sep 15 1 click

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Wednesday, November 11, 2026

John_Hempton on X

⚽️📡 on X

Deep Sail Capital on X

Deep Sail Capital on X

Asif Suria on X

Deep Sail Capital on X

Kuppy on X

Kuppy on X

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