Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling after 2030.
Tuesday, August 25, 2026
From X
Maj Soueidan on X
This is what dilution looks like, courtesy of $DVLT - from 5.6 million shares to almost one billion shares in around two years. Spectacular!! https://t.co/UyfWHQVfFm
Maj Soueidan on X
AMNF’s stable share count is presented as evidence that management treats shareholder dilution seriously, a key consideration in evaluating microcap governance.
Maj Soueidan on X
SURG’s press release headline cites a large income figure while its adjusted result is a loss, raising concerns over microcap accounting presentation.
Maj Soueidan on X
PKOH has risen 138% this year, drawing attention after CRAWA’s acquisition and a broader logistics valuation rerating.
Maj Soueidan on X
Playing out nicely for $KLNG. Hopefully, we’ll eventually be saying the same on $SIF pullback opportunity. https://t.co/0u7pxLVft4
Maj Soueidan on X
Testing out our new live "beta" earnings call feature at @InfoArbMonitor via $TGEN call. Loving the feature, but I'm biased :).... Looking forward to $KLNG at 10:00 AM https://t.co/ILoEJn3GLW
Maj Soueidan on X
Itron rose from $36 to $55 after a solid Q2, with a valuation premium supported by its growth outlook.
Maj Soueidan on X
NSYS’s path to break-even could make operating leverage drive large EPS swings as six microcaps report earnings.
Investor Letters
All letters
SBLK 2026-08-25 Star Bulk Carriers: You Don't Need The Record Quarter
Kevin Avroutskii WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
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Jumia
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