Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco earnings, and Bitcoin’s declining edge.
@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ
@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
@Anointed_Ape Inconsequential. $AMZN no small cap
Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL
@WaterworldCapi1 $jets Bad industry, oil might go up again, consumer spending may roll over, and the new "capacity discipline" is more lucky accident than strategic. Somebody, probably $aal will start dumping capacity on routes again and margins back to zero
@lasse108 @ReturnsJourney $intr
Fantastic $NRP update from John. Particularly appreciate his capital allocation framework and view on why paying out 100% of cash flow makes the most sense. https://t.co/6LngKKV9hC
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…
Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.
RSI · long Rush Street Interactive (RSI) is presented as a long investment idea.
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
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