Sunday, August 30, 2026

MSFT 2026-08-30

Microsoft: A High-Quality AI Name That Is No Longer Misunderstood

MSFT $3.8T

Vinay Utham, CFA Aug 30 4 clicks

Aug 29 SBAC $20B

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

Philip Wang 4 clicks

Aug 29 VEEV $46B

Veeva 2Q’26: “SaaSpocalypse” Cancelled

MBI Deep Dives 8 clicks

From X

@LaughingH20Cap Apr 22 2 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 1/x) agree- same objectors in different clothing. We need real world tests to prove/disprove interference - $NN has been calling for those tests for 2 years b/c they know the answer. An NPRM can force testing. The real question though is why does RFID need 902-928 MHz?

@ToffCap Apr 21 1 click

ToffCap on X

Roughly one year and >500% later 🔥🔥 $NKTR https://t.co/sDDj8XfxkL

@ToffCap Apr 20

ToffCap on X

Excelsior Cap $ECL is a good example of why I like small and micro-cap liquidations stocks. The good ones look like this. Big step-change moves and otherwise stable. https://t.co/CrSEoHnShP

@Fierce__beast Apr 18

Fierce_beast on X

how is this not the end for $wix and $gddy? https://t.co/nY1p4vAMfN

@LaughingH20Cap Apr 17 3 clicks

Laughing Water Capital on X

$NN https://t.co/rn1GCqqeWI

@mavix_leon Apr 14 1 click

mavix on X

Shelly Group $SLYG announces revenues of EUR 33.4 million (+26%) for Q1 2026. The Company’s liquidity position developed positively in the first quarter of 2026. Cash and cash equivalents increased by approximately 45% compared to year-end 2025 to EUR 19.9 million, https://t.co/rbBjwNHc8T

@LaughingH20Cap Apr 14

Laughing Water Capital on X

@endless_frank @AST_SpaceMobile Hi - no position but have been following along. How do you think about the advantages that SpaceX and $AMZN have in terms of name recognition, distribution, and cost of capital? How do you think about pricing in a 3 player market? Is it a race to the bottom out of the gate? TYIA

@mavix_leon Apr 9 2 clicks

mavix on X

Shelly Group $SLYG will be included in the SDAX and thereby become part of Germany’s DAX index family, effective 10 April 2026. "We are proud to have been the first Bulgarian company to be admitted to trading on XETRA and now also the first Bulgarian company to be included in the SDAX.”

Microsoft ($MSFT) - Deep Dive

Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…

MSFT $3.8T

Bearhold Research Aug 29 7 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

BE $62B

Valuation Rewind Aug 29 5 clicks

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…

META $1.5TRBLX $27B

MBI Deep Dives Aug 28 8 clicks

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…

SNDK $217B

Bristlemoon Capital Aug 28 9 clicks

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…

UWMC $2.4B

Yet Another Value Podcast Aug 27 16 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 9 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.

PRGS $2.1B

Triple S Special Situations Investing Aug 27 7 clicks

AMZN 2026-08-26

[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 $2.8T

scuttleblurb Aug 26 9 clicks

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.4B

Yet Another Value Podcast Aug 20 16 clicks

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

CCC $4.4B

scuttleblurb Aug 20 21 clicks

CRM 2026-08-28

Why Salesforce's Alliance With Anthropic Changes Everything

CRM $212B

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

Ivana Delevska Aug 28 5 clicks

MU 2026-08-28

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

MU $1.1T

Prakhar Agarwal, CFA Aug 28 6 clicks

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 8 clicks

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…

AMZN $2.8T

MBI Deep Dives Aug 25 9 clicks

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…

ADYEY $38B

MBI Deep Dives Aug 24 8 clicks

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $7.7B

The Oak Bloke Aug 19 16 clicks

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…

IREN $14B

Yet Another Value Blog Aug 18 14 clicks

$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…

NU $72B

Yet Another Value Podcast Aug 17 11 clicks

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…

GOOGL $4.1TMETA $1.5T

The Monetary Matters Network Aug 16 11 clicks

Microsoft: A High-Quality AI Name That Is No Longer Misunderstood

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

Veeva 2Q’26: “SaaSpocalypse” Cancelled

From X

Laughing Water Capital on X

ToffCap on X

ToffCap on X

Fierce_beast on X

Laughing Water Capital on X

mavix on X

Laughing Water Capital on X

mavix on X

Investor Letters

Microsoft ($MSFT) - Deep Dive

Bloom Energy: 5 Links That Cannot Break

Meta Buys Away its Distraction at Minimal Cost

Making sense of Sandisk’s long-term financial model

Late August 2026 Random Ramblings

Nvidia Climbing the Wall of Worries

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

[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

CCC Is in the Middle of the Wreckage

Why Salesforce's Alliance With Anthropic Changes Everything

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

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

Nvidia’s Long-Term Margin Question

Big Tech Off-Balance Sheet Concerns

Stripe’s “Singularity” and the Divergence from Adyen

NCLH or her grandma Saga?

Shitcos, Griftcos, and alignment versus enrichment at $IREN

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville

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