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
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
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 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 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.
Deep Sail Capital on X
$QNT in Dec 1 Lockup. It trades at an insane valuation of 300 P/S as the market share count doesn’t count the economic interests currently not converted by Honeywell and Others.
@DeepSailCapital Deep Sail Capital on X
$SHLS & $ARRY Merger / Short Report Review
Investor Letters
All letters- Asset Value Investors Ltd October 2026 4347 $112M6727 $597M
- Sandon Capital — Activist Fund October 2026 FWD $134MSPSY $111M
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $429MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.5BSN $32B
- Forager Funds Management October 2026 OFX $71MPLT $95M
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 $2.7 billion, while strategic business revenue rose 10% and reached 55% of…
A Call with Cogent ($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…
YOU · short Clear Secure INC
Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.
ASML 2Q'26: Time to Flex Pricing Power
ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.
Rotork Acquired for a Huge Premium
ABB agreed to buy Rotork for 503 pence a share, a 73% premium, valuing the U.K.
Nothing Beats a Jet2....investment?
Jet2’s £4.5bn A321neo fleet renewal will constrain free cash flow through 2032, despite strong package-holiday growth, cash reserves and…
[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…
Thinking Notes
AI capex rests on coding-centric benchmarks, cheap-model commoditization and circular financing: OpenAI’s $60 billion annual Oracle…
Groupon Built a Brain
Groupon is building an AI “Brain” to personalize its app for each user, turning its turnaround plan into a product initiative.
The Next Trillion-Dollar Chip Company
PostGPT inference-chip contenders need to run trillion-parameter models, ship rack-scale systems, beat GPUs on one KPI and win a frontier…
Thoughts on PayPal Buyout Offer
PayPal faces a $60.50-per-share buyout offer from Stripe and Advent, with a rejection or counteroffer above $80 viewed as more likely.
Lasers for CPO/NPO: Part 1 – The InP DFB Laser
Lumentum’s InP DFB laser design for co-packaged optics traces to 2007 work and faces heat, linewidth, light-extraction and optical-damage…
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Sectors
Ordered by how often our editor reaches for them.
