Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over hyperscaler capacity and rival chips.
Thursday, August 27, 2026
20h ago MT $56B ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 21h ago VRT $99B Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
LL Insights From X
⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Raging Capital Ventures on X
CEO of $PANW https://t.co/GtFSdnj25W
⚽️📡 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
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.
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.
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
Investor Letters
All letters- Sequoia Fund 2025 GOOGL $4.2T
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Patient Capital Management 2Q25 BABA $289B
- Patient Capital Management 3Q25 PGEN $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- First Eagle Investments 3Q 2025 6273 $28B
- Bireme Capital 2Q22 HCA $93B
GM 2026-08-27 General Motors: The Billion Mile Moat
Muhammad Cheema 
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.
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…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
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The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
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