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” 5h ago 3 clicks

5h ago MRVL $152B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

6h ago LSAK $309M

Quick note on LSAK and GRPN

Mispriced Assets 3 clicks

From X

@junkbondinvest 23m ago

junkbondinvestor on X

$FRMI converts getting absolutely smoked... 10pts down since the election. Currently 20%+ YTM.

@ActAccordingly 45m ago

PAA Research on X

As the headlines and memes arrive fast and furious on this feed regarding the latest revelations on Jensen, one name from yesteryear keeps coming to mind: Hank Greenberg. Is Jensen the Hank Greenberg of this cycle? The circumstances of their departures are quite different, but the implications could have meaningful parallels. $AIG had its tendrils in EVERYTHING at the peak of Hank's powers, just as $NVDA is in every nook and cranny of the AI trade today. Both companies ascended to an endemic status in their respective industries because of their leader's guile, will, aggressive use of capital, and other "financing arrangements". We know what happened with $AIG and the financial system in the post Hank-era, what's in store for $NVDA and all of the AI ecosystem players that rely on Jensen's backstops and other forms of circularity?

@calvinblissett 50m ago

Calvin Blissett on X

$ZIM has been a position of mine for a few months now, quite boring in the best way. A good value investor hiding place in this market

@KEDM_COM 52m ago

KEDM.com on X

Bob Robotti @BobRobotti’s letters are always worth reading. He thinks the market is extrapolating weak homebuilding conditions into perpetuity at Builders FirstSource $BLDR and is overlooking the company's fundamental strengths, its potential for substantial cash generation, and the country's enormous long-term need for housing. Housing is one of the themes we always monitor closely.

@DeepSailCapital 54m ago

Deep Sail Capital on X

$QNT: IPO Hangover

@aleabitoreddit 58m ago

Serenity on X

All I’m going to say is that I hope board of $NVDA stands by Jensen, despite media and political pressures. The same way $TSLA and SpaceX stood up for Elon Musk around similar allegations. The AI trade won’t end off this but for Nvidia’s best interest, he should remain CEO. Otherwise I see Nvidia’s valuation crashing due to extreme uncertainty, with a lot of capital rotating to $AMD and other competitors.

@RagingVentures 1h ago

Raging Capital Ventures on X

$NVDA board can finesse an affair with a subordinate, but they can’t finesse treason

@calvinblissett 1h ago

Calvin Blissett on X

$NVDA

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 $79BKR $41B

MBI Deep Dives 7h 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 $1.4B

310 Value’s Newsletter 7h ago 2 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 $4.5B

Cestrian Capital Research 8h 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 $232M

Calvin Blissett 8h ago 1 click

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 $113B

Guardian Research 9h ago 3 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 $1.5T

Tim Travis 9h 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 $476M

Calvin Blissett 10h 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 $358M

Alan Sumler 11h 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 $15BPAYC $11B

scuttleblurb 11h ago 3 clicks

AI is Heading for a Massive Oversupply: Top Hedge Fund Manager’s Prediction | David Orr

David Orr argues AI compute capex will create a major oversupply, pressuring semiconductor trades, software moats and white-collar wages…

DEPW

The Monetary Matters Network 11h ago 4 clicks

OPRX · long

Optimizerx CORP

OptimizeRx, OPRX, trades 30% below its February 2025 writeup despite becoming a stronger company.

OPRX $163M

Value Investors Club Jun 23 2 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $333M

The Oak Bloke Aug 27 6 clicks

Nvidia Climbing the Wall of Worries

Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…

NVDA $4.2T

MBI Deep Dives Aug 27 5 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 2 clicks

Ondas Inc. (NASDAQ: ONDS) q2’26 Earnings Update

Ondas reported $83 million in Q2 2026 revenue and seven acquisitions year-to-date, building its Ondas One autonomous drone platform around…

ONDS $3.2B

Monte Independent Investment Research Aug 27

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…

ACIW $6.2B

SiliconBytes Insights Aug 27 1 click

Who Really Runs Seadrill (SDRL)?

Seadrill's board abruptly fired CEO Simon Johnson after its recovery, while insiders have never bought shares and executives sold stock…

SDRL $2.5B

Cannibal Stocks Aug 27

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

MIAX $3.4B

Sylence Capital Aug 27 4 clicks

Thursday Tailwinds #4: Aug 27, 2026

Kri-Kri’s permit now allows 554 tonnes of daily milk processing, lifting capacity 62% at its Greek yogurt plant as it expands European…

VNO $8.3B

Trade Ideas Flow Aug 27

Broadcom ($AVGO): No Moat

Broadcom faces Google TPU competition from Marvell, AMD and MediaTek as investors question its AI financing exposure and custom-chip moat.

AVGO $1.5TMRVL $152B

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Wednesday, November 11, 2026

junkbondinvestor on X

PAA Research on X

Calvin Blissett on X

KEDM.com on X

Deep Sail Capital on X

Serenity on X

Raging Capital Ventures on X

Calvin Blissett on X

Investor Letters

Publications we follow

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YouTube 4

Blogs 15

Seeking Alpha 83 of 283

X accounts we follow

Investor letters we follow

Sectors