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
Calvin Blissett on X
$NVDA
Raging Capital Ventures on X
I haven’t had this much (negative) engagement with a short idea since I pitched $ASTS back in January around $90 per share ($36 today). Are there really that many retail folks long $SPCX, or are these just bots?
RiverRoadPartners on X
I asked this question Sunday morning. Got a variety of replies. With the WSJ reporting that the $NVDA Board is meeting to oust Jensen as CEO, we are about to find out who guessed correctly.
Serenity on X
Holy crap, why does $NVDA nonstop TMZ scandals keep getting “leaked” left and right. The cluster of news coming out about Jensen feel extremely bizarre.
Negligible Capital on X
*NVIDIA PREPARING TO OUST NVIDIA CEO JENSEN HUANG: WSJ $NVDA down 8% after hours
Negligible Capital on X
*NVIDIA PREPARING TO OUST NVIDIA CEO JENSEN HUANG: WSJ $NVDA down 10% after hours. Holy shit
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 OFX $70MPLT $95M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $576B
DoorDash’s FBA Moment
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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 $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile
Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…
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…
MSI · long Motorola Solutions INC
Motorola Solutions’ core value proposition remains intact after business changes since 2022, supporting a growth-at-a-reasonable-price…
Three small caps from my watchlist (August 2026)
EverQuote, an $864 million digital insurance marketplace, and PAR Technology, an $808 million restaurant software provider, lead a…
MSFT 2026-08-30 Microsoft: A High-Quality AI Name That Is No Longer Misunderstood
Microsoft’s Azure surpassed $100 billion in annual revenue as growth accelerated to 43%, while AI infrastructure spending compressed cloud…
Vinay Utham, CFA 2 clicks
Tidewater (TDW): The $225,000 Boat They Laughed At Built the Biggest Fleet on Water
Tidewater’s 200-vessel offshore fleet trades at 40% of replacement cost as the global orderbook sits at 4% of supply, versus 34% last cycle.
Investing in the Age of AI: Too Late or only the Beginning?
AI beneficiaries Nvidia, TSMC, Alphabet, Amazon and SK hynix delivered sharply higher earnings alongside share gains, keeping forward…
Is IREN Fucked? (Q4 Earnings Thoughts)
IREN says contracted AI-cloud ARR will rise from $1 billion to $4 billion by year-end, supported by GPU customer prepayments, financing and…
Burry on Build-A-Bear, Part 1
Michael Burry on Build-A-Bear Workshop, Part 1.
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($MSFT) - Deep Dive
Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…
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Convequity
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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Hunterbrook
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JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
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marginofdanger
mavix
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SG
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- The London Company
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- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
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- Value Line Funds
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- Vision Capital Fund
- Vltava Fund
- Voss Capital
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- Vulcan Value Partners
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- 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.
