The Dynamics of Inventories, Demand, Friendships, and Risk
Nvidia’s 14th straight beat-and-raise came with a clean balance sheet, while inventory risk tied to Blackwell GPUs has shifted elsewhere.
Wednesday, May 27
Wednesday, May 27, 2026
Everything we published on this day.
6 stories
ToffCap on X
This is why I don't short hype. $MU was already up +250% in 2025. Added another 200% ytd https://t.co/4h9dttAk7K
Charles Frischer on X
$NN OIRA posted they are taking a meeting on June 10th from opposition party. Might mean that June 3rd blog announcement is off the table. Explains today’s stock weakness. Patience will be required but likely rewarded. Balance sheet getting much stronger with warrant redemption
PAA Research on X
As it pops 10% on a solid quarter and guide, I find myself trying to remind the young ones that just THREE YEARS AGO, $ANF was the $MU/$SNDK of its time. Yes, it's true. The stock went up 10x in 18-months.... Now they continue to hammer away at the sharecount at a 7-10% annual rate, manage inventory levels tightly, and hope that teenagers can still find jobs this summer to buy low rise baggy jeans at #hollister
OFRM · long Once Upon A Farm Pbc
Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.
marginofdanger on X
Don't normally focus on sellside notes but in this instance Pablo Zuanic is on point re: $MAPS https://t.co/5ZgejaYBR7
