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 $107B
- 1851 Capital October 2026
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WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
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Broadcom: A Great TPU Business With A New Kind Of Credit Risk Attached
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I Called the YB CFO. Here’s What I Learned.
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Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)
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[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic
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Legacy Education operates six California campuses offering post-secondary nursing, physician assistant and surgical education.
Single Stock Spotlight #9: Fiserv (FISV)
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ADF Group Inc. ($DRX.TO) FINS Review
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Peru & Colombia Election Results & Investment Outlook
Keiko Fujimori’s expected Peru victory and Abelardo’s win in Colombia reduce regulatory risk for AUNA, whose operations generate roughly…
Flyover Stock: Tyler Technologies (TYL)
Tyler Technologies’ moat rests on something more durable than code, even as AI-driven fears have cut SaaS valuations.
[VRSK] Verisk has standards
Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.
British American Tobacco: Affirmed
British American Tobacco targets more than GBP 50 billion of free cash flow by 2030 as Velo oral nicotine gains offset uneven vapor and…
The Bezzle in the Banana Stand
AZRH fell from $2.40 to about six cents after scrutiny of its $14.3 million inventory valuation and CEO Josh Cohen’s felony arrest.
Brown & Brown
Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…
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Ordered by how often our editor reaches for them.
