Friday, August 28, 2026

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while exempting direct messages from usage limits.

META $1.9TRBLX $35B

MBI Deep Dives Aug 28 7 clicks

Aug 28 SNDK $214B

Making sense of Sandisk’s long-term financial model

Bristlemoon Capital 9 clicks

Aug 27 UWMC $1.9B

Late August 2026 Random Ramblings

Yet Another Value Podcast 13 clicks

From X

@ChrisCamillo Aug 28

Chris Camillo on X

@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.

@TimyanBankAlert Aug 28 1 click

Timyan Bank Alert on X

Stilwell’s shareholder proposal for $CPBI overwhelmingly passed. I’m not the only one who found it brilliant. https://t.co/5ysX64Oj6T

@stockgutter Aug 28 2 clicks

SG on X

On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ

@ActAccordingly Aug 28 3 clicks

PAA Research on X

Man in just 48 hours we went from the $DRAM bulls tap-dancing and high fiving on the "incredible" $160B Q/Q (it is crazy) increase in supply and purchase agreements from $NVDA to: "The memory names have held up well on a relative basis the past two days".... Two golden rules apply here: 1) The market will pick the path of the most pain 2) Karma has everyone's address so please stop with your victory laps, lectures, and bear trouncing. This game is hard and unforgiving.

@stockgutter Aug 28 2 clicks

SG on X

I know one company that won't be sad August is coming to an end $BURL https://t.co/uOtSFz7nCf

@orrdavid Aug 28 2 clicks

David Orr on X

Market already confirming this idea. $GOOG $AMZN $MSFT up since that beat. "Neoclouds" should be big winners too. I prefer to bet on the proven big, scale advantaged operators. But if the neoclouds are much cheaper per unit of compute, they could be the better risk adjusted return.

@orrdavid Aug 28 1 click

David Orr on X

$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.

@ChrisCamillo Aug 28 1 click

Chris Camillo on X

@Kcon2026 didn’t miss that. i was long calls going into $NVDA earnings. my comment was about other investors making outsized bets long or short based mostly on vibes.

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $13M

Wolf's Substack Aug 28 8 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $447M

The Oak Bloke Aug 27 6 clicks

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…

NVDA $5.2T

MBI Deep Dives Aug 27 5 clicks

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

HUCK $147MPRGS $1.7B

Triple S Special Situations Investing Aug 27 3 clicks

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $48B

Capital Connoisseur Aug 27 1 click

Nvidia’s Long-Term Margin Question

Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.

NVDA $5.2T

MBI Deep Dives Aug 26 5 clicks

[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.

AMZN $2.7T

scuttleblurb Aug 26 6 clicks

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $74B

Steven Fiorillo Aug 26 1 click

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

APEUF $29M

Wolf's Substack Aug 25 10 clicks

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.

STNE $2.7B

IWA Research Aug 25 3 clicks

AIRS · long

Airsculpt Technolo INC

AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…

AIRS $103M

Value Investors Club May 26

eDreams: Disproving the Bears and Regaining Credibility

EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…

EDDRF $545M

310 Value’s Newsletter May 30 2 clicks

A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.

Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…

BMY $122B

John Hempton's Newsletter May 26 7 clicks

Adobe Deep Dive

Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…

ADBE $98B

Speedwell Memos May 26 2 clicks

Glow Lifetech ($GLOW.C) FINS Review

Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…

GLWLF $5.4M

Wolf's Substack May 26

Atlas Engineered Products ($AEP.V)

Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…

APEUF $29M

Wolf's Substack May 25 1 click

Vidrala

Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.

VDRFF $3.5B

smallvalue. May 19 7 clicks

ROAS to Riches

Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…

EVC $606M

The Mikro Kap May 17 3 clicks

[RDVT] Red Violet and the Identity Resolution Mafia

Red Violet CEO Derek Dubner and CSO Ole Poulsen came from Hank Asher’s Seisint, a Florida identity-resolution data-mining firm.

RDVT $1.3B

scuttleblurb May 12 1 click

Under The Hood: Domino's Pizza - $DPZ

Domino’s 99%-franchised model converts global retail sales into royalties and supply-chain revenue, but $4.8 billion of debt and mature…

DPZ $10B

Bearhold Research May 8 2 clicks

Chris Camillo on X

Timyan Bank Alert on X

SG on X

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SG on X

David Orr on X

David Orr on X

Chris Camillo on X

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