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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” 4 clicks

From X

@ActAccordingly

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?

Investor Letters

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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 2 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 $2.3B
Doomberg 4 clicks
LULU · long

Lululemon Athletica INC

Lululemon Athletica, a high-end women’s sportswear retailer, is presented as a long investment.

LULU $12B
Value Investors Club

Nubank ($NU) Deep Dive

Nubank has risen 318% from its 2022 low while sustaining 20-25% annual EPS growth, 30% ROE and a 15x P/E multiple.

NU $58B
Jimmy's Journal

Stock Trade Compilation Diez

E.W. Scripps, Team Internet, Monro, doValue and Inter & Co feature as special-situation trades involving mergers, asset sales, leverage and…

SSP $342MMNRO $338M
Triple S Special Situations Investing 9 clicks

The Airbnb Blueprint

Airbnb’s Q3 guidance implies 17% TTM GBV growth, while World Cup-driven North American strength may create a difficult Q2 FY27 comparison.

ABNB $111B
TSOH Investment Research 2 clicks

Cerebras Systems, Inc.

Cerebras Systems’ WSE-3 wafer-scale chip targets low-latency AI inference with faster decode than GPU racks, while higher per-token costs…

CBRS $20B
SixSigmaCapital: Navigating the Financial Markets

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