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
Farmer on X
@UpslopeCapital @MoatHunt3r Does $TSLA count?
Charles Frischer on X
$KWY Interesting article about Kingsway attached. The key to the investment is the future growth rate. If they can grow EBITDA and cash flow by 15-20% per share, per year, we should do quite well.
A Capital on X
@valuedontlie thoughts on $KBR price action?
Calvin Blissett on X
@Edi_the_don_ @dcblocher @NerdcapK @Jijdnf @eric7411 @aakashchhunchha @JLTazzy @KK_Investing @see_dog_cap @Cameron_Invest @asymetricbets Sorry Edi not watchable, next one on $CCLD will be, full transcript is above though
Deep Sail Capital on X
@CKCapitalxx $CRDO - I don’t see how they don’t get 3x bigger in the next few years. Trading at 20x forward earnings right now.
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
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…
OSG · long Octave Specialty Group INC
Octave Specialty Group, formerly Ambac Financial, is pitched as a long after its municipal bond insurance past.
74 Million Shares. Then 15. Then a $30 Dividend.
Dillard’s cut shares outstanding from 74 million to 15.6 million while profits tripled, driving EPS from $2.67 to $36.42 and supporting a…
Single Stock Spotlight #14: Kosmos Energy (KOS)
Kosmos Energy (KOS) is pitched as an oil stock poised to outperform if oil stays above $70-$80, supported by a claimed 2 billion-barrel…
Thursday Tailwinds #6: Sep 10, 2026
Chinese coking-coal shutdowns, elevator modernisation and Japan’s cybersecurity push create multiyear demand tailwinds for suppliers.
This Week in Special Situations: Signet Jewelers, Medipal Holdings, First REIT of New Jersey
Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.
Credo ($CRDO) Deep Dive
Credo's active electrical cables extend copper links to roughly 7 meters, targeting AI data-center connectivity as revenue grew 115% year…
BridgeBio Pharma: Attruby Peak Sales Set To Rise
BridgeBio Pharma raised Attruby peak-sales guidance as kidney-benefit data, fewer hospital days and competitor setbacks strengthen its…
Atticus Analysis 1 click
TransDigm is still in it for the money
TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…
This Company Multi-bags Every Time El Niño Hits. No One Is Talking About It.
Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…
Tesla Vs. Alphabet's Waymo: Battle Of The Robotaxi Behemoths Post Cybercab Launch
Tesla’s camera-only Cybercab enters a U.S. robotaxi market where Waymo already delivers 500,000 weekly rides, pitting scalable autonomy…
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