When Anyone Can Make a Movie, Netflix Still Wins
Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers with synthetic content.
Saturday, September 5, 2026
From X
Ian Bezek on X
@sigmazerocap I own a small position in $CRM (thankfully lower cost base), and no $META, so $CRM it is. Clicks results. Wow, guess CRM is going up another 25% next quarter. Love when everyone is positioned wrongly.
Chris Camillo on X
@ryanTesling @piques15 added to $AMZN today, no surprise there
Chris Camillo on X
@ryanTesling don’t care as i’m not focused on $AMZN short term trading rn
Chris Camillo on X
@Spykex02 no. currently just holding $TTWO equity. i did have a large one-day weekly call position i entered on thursday’s dip and exited friday. down a bit more today than i made last wk but im fine!
Chris Camillo on X
@piques15 $TTWO could drop 30% this week and my ’26 ROI would barely notice. I’ve had worse Mondays this past month. https://t.co/meivfWSxx6
Chris Camillo on X
apparently $TTWO wanted to make sure this quote still holds up. https://t.co/09z8jddmcH
AltayCap on X
Seems like im the only one blown away by these numbers. $ttwo had an incredibly storied history with many successful games and over a decade of high margin gta5 online numbers, but even pre Zynga writedown barely had any profit. Will gta6 be different? https://t.co/CivKO6DyFX
Multiples Capital on X
@erik_ywr Absolutely, that's why I been long $sbux and long @erik_ywr 😄
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $503MALM $5.1B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $509B
- Bristlemoon Capital Q3 2026 SNDK $227B
- Fred Alger Management, LLC Q3 2026 AMZN $2.8TGOOGL $4.2T
- Janus Henderson Investors July 2026 KLAC $242BMCK $106B
- Asset Value Investors Ltd July 2026 079940 $421MUNVGY $26B
- Forager Funds Management July 2026 4733 $4.1BSGE $13B
- PenderFund Capital Management Ltd. July 2026 AUTO $5.3BGNRC $11B
Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
OpenAI's potential failure could expose the US economy's growing dependence on AI capital spending, according to Steve Eisman.
HONA 2026-09-04 Looking For A 2027 Defense Play: Honeywell Fits The Bill
Petri Dish Reports 2 clicks
Spare a Thought for Broadcom Shareholders
Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…
INTU 2026-09-03 Intuit: The Recovery Is Only Beginning
Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
Treading Softly 3 clicks
Perpetual Futures and CME: What the Early Data Shows
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
Selling Where They Ain’t
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.
Broadcom reported $29.6 billion Q3 revenue, up 86%, with AI semiconductor sales up 221% to $16.7 billion, and guided Q4 revenue to $34.8…
META 2026-09-02 Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators
Meta Platforms’ 7.1% long bonds set a high return hurdle for equity as user growth nears saturation and the stock trades at 6.5 times sales.
Tariq Dennison 3 clicks
Notes from a Dasher Shift, and the Drone Delivery Future
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
IREN 2026-09-02 IREN's Customers Are Starting To Fund The Build
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
Quantryon Capital 8 clicks
Top 8 Rebound Stocks for Sep’26
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
Amazon reported $200.6 billion in quarterly revenue and $27.5 billion in operating income as AWS grew 36.7% and advertising 26%, making its…
RDDT 2026-09-02 Reddit: Rapid Earnings Growth With Room For An AI Expansion
Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…
Krzysztof Bogdanski 5 clicks
CrowdStrike (NASDAQ: CRWD) Stock Rating: Do Nothing After Q2 FY1/27 Earnings
CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…
The Bid Shading Threat to Amazon Advertising
Amazon’s $69 billion advertising business faces an FTC lawsuit over alleged bid shading, threatening a revenue stream that grew roughly…
WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks
LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…
HPE 2026-08-31 Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders
Hewlett Packard Enterprise’s Q3 hinges on converting AI-networking orders while preserving its 21.6% segment margin, after booking $1.8…
Deep Value Investing 3 clicks
Palantir Q2 - We Move To “Distribute” Rating For 48hrs, Then To “Do Nothing”.
Palantir shares at $183 exceed Cestrian’s $177 target after Q2 revenue grew 93%, prompting a 48-hour Distribute rating as Q3 growth…
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