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
- Robinson Capital Management October 2026
- Sandon Capital — Activist Fund October 2026 CYG FWD $134M
- 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 $107B
- 1851 Capital October 2026
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Biorem Inc. ($BRM.V) FINS Review
Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.
DoorDash: The Infrastructure of Local Commerce
DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…
DoorDash
DoorDash positions itself as infrastructure for local commerce.
CME's Stock Is Cheap for the Wrong Reason
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Eddie Lampert and AutoZone, Part 3: The Pro Forma and the Payoff
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Sectors
Ordered by how often our editor reaches for them.
