⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Yesterday
Wednesday, August 26, 2026
Everything we published on this day.
19 stories — the front page that day →
Raging Capital Ventures on X
CEO of $PANW https://t.co/GtFSdnj25W
JabroniCoin.USD on X
How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
Broken Moats on X
Salesforce raised organic annual guidance by 0.02%, while operating income excluding nonstrategic investment gains declined year over year; Slack RPO momentum reached 14%.
⚽️📡 on X
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research BDC on X
Snap should spin off Specs and fund it with minority investors, shielding shareholders from a costly product the author says lacks mass-market viability.
JabroniCoin.USD on X
YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
BDC on X
Snap says subscriptions could reach 7% to 12% of MAUs. At 7% penetration, 68 million subscribers could generate nearly $3 billion in annual revenue.
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments PAA Research on X
Abercrombie & Fitch, $ANF, jumped more than 30% as retail single-stock volatility rises despite widespread alt-data and credit-card panels.
SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue WDS 2026-08-26 Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet
High Alpha Professor SG on X
@DeepSailCapital $FFAI deserves consideration for that title. Pivot from EV to crypto to web3 to AI to humanoid robots to.....
SG on X
$STRL Sterling Infrastructure is struggling to find a bottom after filling the gap. I suspect soon but price will dictate. https://t.co/jaF1khaC03
