Saturday, August 29, 2026

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

BE $64B

SA Valuation Rewind Aug 29 5 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

RR $412M

SA Andres Veurink Aug 29 4 clicks

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.

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…

Making sense of Sandisk’s long-term financial model

Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

The Verra Sneerer (NASDAQ:VRRM)

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

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…

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.

[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.

Cnh Industrial NV

CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.

Agnico Eagle Mines LTD

Graphic Packaging Holding CO

Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…

CRM 2026-08-28

Why Salesforce's Alliance With Anthropic Changes Everything

CRM $206B

SA Elina Selianska Aug 28 9 clicks

NVDA 2026-08-28

Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion

NVDA $5.2T

SA Ivana Delevska Aug 28 5 clicks

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

MU $1.1T

SA Prakhar Agarwal, CFA Aug 28 6 clicks

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

CMCSA $97B

SA Max Greve Aug 28 3 clicks

HEI 2026-08-28

HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'

HEI $47B

SA Marc Gerstein Aug 28 4 clicks

AMPX 2026-08-28

Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)

AMPX $1.4B

SA Kurt Christensen Aug 28 3 clicks

INMB 2026-08-28

INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment

INMB $67M

SA Tejo Strategy Investing Aug 28 2 clicks