Wednesday, November 11, 2026

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” 18h ago 4 clicks

17h ago MRVL $152B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

18h ago LSAK $305M

Quick note on LSAK and GRPN

Mispriced Assets 4 clicks

From X

@John_Hempton 8h ago 1 click

John_Hempton on X

How is it that the $NVDA board did not fire Jensen when he had an affair with a Chinese spy, but is firing Jensen when an affair with an employee is exposed? Are we to believe that a consensual affair within a company is a worse crime than bonking a foreign spy - and having her direct product to China in violation of sanctions? I realise both are dangerous - but it seems to be that the order is wrong here...

@pennycheck 9h ago

⚽️📡 on X

@DeepSailCapital $CBRS @CulperResearch becoming the most famous guy in the mkt and his most recent report on cbrs is alarming trading at insane multiple with tons of unlocks and single coustomer risk as well

@DeepSailCapital 9h ago

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

@DeepSailCapital 9h ago

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 9h ago

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 9h ago

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.

@DeepSailCapital 9h ago

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 10h ago

Deep Sail Capital on X

$SHLS & $ARRY Merger / Short Report Review

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 $78BKR $41B

MBI Deep Dives 20h ago 2 clicks

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…

WBI $3.5B

310 Value’s Newsletter 20h ago 3 clicks

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…

LUMN $4.6B

Cestrian Capital Research 20h ago 1 click

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…

CCOI $227M

Calvin Blissett 21h ago 2 clicks

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…

CVS $115B

Guardian Research 21h ago 5 clicks

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…

AVGO $1.6T

Tim Travis 22h ago 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…

YB $499M

Calvin Blissett 22h ago 2 clicks

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…

VFF $329M

Alan Sumler 23h ago 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…

FICO $16BPAYC $11B

scuttleblurb 23h ago 4 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 $3.8B

Doomberg 27h ago 4 clicks

CHRW · long

C H Robinson Worldwide INC

C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.

CHRW $16B

Value Investors Club May 17

Stock Story: Next PLC's Capital Return Framework

Next PLC’s 9% IRR buyback hurdle helped cut its share count 53% over 20 years, lifting EPS 418% despite profit growth of just 2% annually.

NXT $15B

Sector Stories Oct 1

Rates, jobs, and apartments - oh my!

US multifamily REITs face divergent outcomes as jobs and interest rates shape rents, development returns and M&A prospects.

ESS $19B

Real Assets, Real Value Sep 16

Kaspi ($KSPI)

Kaspi trades at 7 times earnings while growing 40%, with its $1 billion Hepsiburada acquisition adding Turkish expansion risk.

KSPI $17B

Calvin Blissett Sep 15 1 click

Oracle and Animal Spirits

Oracle’s $455 billion RPO and four-year cloud guidance position it as OpenAI’s primary infrastructure partner, while requiring major…

ORCL $400B

Fabricated Knowledge Sep 15

High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion

High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.

UNH $361B

Base Hit Investing Sep 15 1 click

CoreWeave (CRWV): Artificial Returns

CoreWeave (CRWV) has risen 30% in a week and nearly 200% above its IPO price, becoming a focal point of the AI infrastructure bubble.

CRWV $34B

Kerrisdale Capital Sep 15 1 click

Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Fair Isaac raised FICO Score royalties from roughly $0.50–$0.60 in 2022 to $4.95 in 2025, drawing regulatory scrutiny over its…

FICO $16B

Bristlemoon Capital Sep 11

(MGGA) Make Guns Great Again

Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…

RGR $844M

XIX Value Sep 11

One-Hour Analysis: Canterbury Park (CPHC) Is Holding a Strong Hand — But Can Shareholders Cash In?

Canterbury Park’s 140-acre land bank and joint ventures could generate $3.50 to $11.50 per share in pre-tax proceeds, testing whether…

CPHC $82M

Investing 501 Sep 9

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Wednesday, November 11, 2026

John_Hempton on X

⚽️📡 on X

Deep Sail Capital on X

Deep Sail Capital on X

Asif Suria on X

Deep Sail Capital on X

Deep Sail Capital on X

Deep Sail Capital on X

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