ON THE TAPE with Guy Adami
Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.
Wednesday, November 11, 2026
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From X
Cluseau Investments on X
$MRX has some form of financial bipolar disorder. Up or down $4 regularly with zero news
George Noble on X
I am also seriously thinking about increasing my $CRWV position here. One slight difference. You are getting destroyed as a long while I am short from $107!
A Capital on X
When journalists see $NVDA stock up 6% this morning…
SG on X
if you have any interest in $EVC (I'm long), Dylan is a must follow 👇
Farmer on X
@UpslopeCapital @MoatHunt3r Does $TSLA count?
A Capital on X
@valuedontlie thoughts on $KBR price action?
Investor Letters
All letters- Minotaur Capital October 2026 META $1.6TAVGO $1.5T
- Bell Asset Management October 2026 CRH $65BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $576B
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…
WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…
Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
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…
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…
Tim Travis 3 clicks
I Called the YB CFO. Here’s What I Learned.
Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…
Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…
Alan Sumler 1 click
[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
FICO is licensing mortgage scores directly to resellers, seeking pricing control as VantageScore competition and regulatory scrutiny…
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…
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…
Tim Travis 1 click
FOUR · long Shift4 Payments INC
Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.
Spare a Thought for Broadcom Shareholders
Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…
Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)
Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.
Zoltan Ban 4 clicks
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
Sixty Dollars or Nothing
Chiron granted seven executives 195,610 options at a $60 strike, 63% above the market price and above its published valuation range.
Jensen Huang's Latest Deal Is Expensive, But It Strengthens Nvidia's Moat
Nvidia’s $12.93 billion Hugging Face acquisition pays 86 times annualized revenue for control of an AI developer ecosystem spanning 18…
High Alpha Professor 
Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update
Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…
Trading Post 9/4/2026
Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…
Oklo Inc.: The AI Power Trade Is Getting More Tangible
Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…
The Curious Analyst 1 click
Kraken Robotics: Doubling Down (Ticker: KRKN.F)
Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…
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Blogs 15
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Seeking Alpha 83 of 283
Adam Schadt
Albert Anthony
Alexander Grover
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Arizona Equity Research
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Elliott Gue
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Fernanda Galvez Jalil
Fountainhead
Gary Gambino
Geneva Investor
Gil Rotstein
Given Mahlangu
Henrik Alex- High Alpha Professor
Ignacio Planas Gonzalez
Infinity Curve
Investor Overview
IWA Research
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JR Research
Julia Ostian
Khaveen Investments
Kurt Christensen
Lee Bailey
LL Insights
Long Player
Louis Gerard
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez
Oakoff Investments
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PropNotes
PV Research
Quantryon Capital
Robert J. Lake
Ron Ferrie
Rubicon Associates
Ryan Canady
Sam Mancini
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Seeking Profits
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Simple Investment Ideas
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Stephen Ayers
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The Alpha Analyst
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The Bullionaire- The Curious Analyst
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Uttam Dey
Value Capital Research
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A Capital
absreturnchaser
Adam D. Wyden
Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Brian McGough
Broken Moats
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Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Paradis
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rohan Pavuluri
Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 103 Advisory Group
- 1290 Funds
- 13D Activist Fund
- 1851 Capital
- 49 Financial
- ABS Global Investments
- ACATIS Investment
- Aberdeen Investments
- Accelerate Financial Technologies
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- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Allspring Global Investments
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- Alpha Wealth Funds
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- Alpinum Investment Management AG
- Amati Global Investors
- Amber River
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Aoris Investment Management — Aoris International Fund
- Appalaches Capital
- Ariel Investments
- Arisaig Partners
- Aristotle Funds
- Artisan Partners
- Ashva Capital Management
- Askeladden Capital
- Asset Value Investors Ltd
- Atai Capital Management
- Atherean Asset Management
- Auxier Asset Management
- Avenue Investment Management
- Azvalor Asset Management
- BBH
- BNY Mellon
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- Baird Equity Asset Management
- Barometer Capital Management
- Baron Funds
- Bell Asset Management
- Bengal Capital
- Berkshire Hathaway
- Bestinver
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- Bilbel Capital
- Biondo Investment Advisors
- Bireme Capital
- Bison Interests
- BlackRock
- Blue Tower Asset Management
- Brandes Investment Partners
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Bristol Gate Capital Partners
- Broadleaf Partners
- Brookfield Asset Management
- Brown Advisory — Large-Cap Growth
- Brown Advisory — Mid-Cap Growth
- Broyhill Asset Management
- Brummer & Partners
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- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Capicraft Investment Partners
- Carillon Eagle — Mid Cap Growth Fund
- Carillon Eagle — Small Cap Growth Fund
- Carrington Wealth Management
- Castlebay Investment Partners
- Cedar Creek Partners
- Cedar Grove Capital Management
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- Chenavari Investment Managers
- Chevy Chase Trust
- Chilton Capital Management
- Choice Equities
- City Different Investments
- Claret Asset Management
- ClearBridge Investments
- Compound Everyday Capital
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
- Cooper Investors
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Crypto Native Capital
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diamond Hill — Large Cap Fund
- Diamond Hill — Small Cap Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- DoubleLine
- Downing
- East 72
- East Capital
- Easterly Asset Management
- EdgePoint Wealth Management
- Elm Ridge Management
- Emerald Wealth Partners
- Emeth Value Capital
- Equity Management Associates
- Evolve Private Wealth
- FCL Capital
- FPA Crescent Fund
- Fairfax Financial Holdings
- Fairlight Capital
- Fairtree Asset Management
- Fawkes Capital Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Focus Capital Management
- Forager Funds Management
- Frank Capital Partners
- Franklin Templeton — Franklin Growth Opportunities Fund
- Franklin Templeton — Franklin High Income Fund
- Fred Alger Management, LLC
- GCQ Funds Management
- GDS Investments
- GROW Funds
- Gabelli Funds
- Ganes Capital
- Generation Investment Management
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- Glenmede Investment Management
- GoodHaven Capital Management
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- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Gresham House
- Gresham House Strategic Equity Capital
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- Greystone Capital
- Guinness Global Investors
- Gymkhana Partners
- HORAN Wealth
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- Harding Loevner
- Hardman Johnston
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Hennessy Funds
- Heptagon Capital Future Trends Equity Fund
- Heptagon Capital Kettle Hill US L/S Equity Fund
- Highwood Value Partners
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- Holland Advisors
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- Hosking Partners
- Hotchkis & Wiley
- Impax Asset Management
- Infuse Asset Management
- Integrity Asset Management — Micro Cap Value Equity
- Intrepid Capital
- Invenomic Capital Management
- Invesco — Discovery Fund
- Invesco — Small Cap Value Fund
- Ironvine Capital Partners
- Ithaka Group — US Growth Strategy
- JB Global Capital
- JM Finn
- Jacob Asset Management
- Janus Henderson Investors
- Jemekk Capital Management
- Jenga Investment Partners
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Lakehouse Capital Global Growth Fund
- Lakehouse Capital Small Companies Fund
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Lazard Asset Management
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- Mawer Investment Management
- Mayar Capital
- McIntyre Partnerships
- Meridian Growth Fund
- Meridian Hedged Equity Fund
- Merion Road Capital
- Miller Value Partners
- Miller/Howard Investments
- Minot Light Capital Partners
- Minotaur Capital
- Moerus Capital Management
- Mondrian Investment Partners
- Moneta Group
- Montaka Global Investments
- Moon Capital Management
- Mott Capital Management
- Mountain Vista Wealth Management
- Muhlenkamp & Company
- Munro Partners
- Myrmikan Capital, LLC
- NS Partners
- Nelnet
- Newport Capital Group
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
- North Sky Capital
- Northern Funds — International Equity
- O'Keefe Stevens Advisory
- Oak Associates Funds
- Oak Ridge Investments
- Oakmark Funds
- Oceana Investimentos
- Oldfield Partners
- Open Insights Capital
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Oujo Wealth Strategies
- Overseas Asset Management Asian Recovery Fund
- Overseas Asset Management European Value Fund
- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Platinum Asset Management — International Fund
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- ProChain Capital
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Rathbones
- Regal Partners Global Investments
- Regency Wealth Management
- Renaissance Investment Management — Large Cap Growth
- Rewey Asset Management
- Right Tail Capital
- Rivemont
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Rozendal Partners
- SRK Capital
- Saga Partners
- SaltLight Capital
- Sandon Capital — Activist Fund
- Sands Capital — Select Growth Fund
- Sawgrass Asset Management
- Seafarer Capital Partners
- Sequoia Fund
- Seven Corners Capital
- Sharp Capital
- Shelton Capital Management
- Sigil
- Signia Capital Management
- Skybound Wealth Management
- Smead Capital Management
- Social Capital
- Sorfis Investments
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Sparrow Wealth Management
- Spheria — Global Smaller Companies Fund
- Spyglass Capital Management
- Starvine Capital
- Staude Capital — Global Value Fund
- Stenham Asset Management
- Stewart Asset Management
- Steyn Capital
- Stone Ridge Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- Symmetry Invest
- TEAM Asset Management
- TIFF Investment Management
- Tall Oak Capital Advisors
- Tapasya Investment
- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
- Wasatch Global Investors — Micro Cap Fund
- Wasatch Global Investors — Small Cap Growth Strategy
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
