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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.”

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DoorDash’s FBA Moment

DoorDash’s $17 billion Instacart deal targets DashMart warehouse scale, where 99%+ order accuracy and faster delivery address the limits of…

DASH $79BKR $41B
MBI Deep Dives 1 click

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 $2.3B
Doomberg 4 clicks
TYL · long

Tyler Technologies INC

Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.

TYL $17B
Value Investors Club

Research Roundup Vol. LI

Nvidia’s Q2 2027 triple-digit growth and above-consensus FY28 outlook reinforce AI infrastructure spending, while Symbotic’s new automation…

NVDA $4.2TSYM $22B
Monte Independent Investment Research

EVC Update

EVC reported a solid second quarter and outlook.

EVC $832M
Nat Stewart - Stock Picking Newsletter 17 clicks

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