Saturday, September 5, 2026

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.

NFLX $511B

Bearhold Research 30h ago 5 clicks

33h ago META $1.6T

Bypassing RevenueBench to Buy the Feedback Loop

MBI Deep Dives 4 clicks

Sep 4 NVDA $5.5T

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

Steve Eisman 15 clicks

From X

@orrdavid 27h ago 6 clicks

David Orr on X

$GS should have ponied up the money. https://t.co/isJsSGuEzB

@orrdavid 27h ago 5 clicks

David Orr on X

Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD

@ChrisCamillo 28h ago 4 clicks

Chris Camillo on X

@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.

@stockgutter 36h ago 3 clicks

SG on X

@rossiadam never thought of $TSLA FSD from the perspective of the elderly. Probably a great solution as FSD gets better but this has to be the worst demographic in terms of reaction time to grab the wheel if something goes wrong.

@ChrisCamillo Sep 4 2 clicks

Chris Camillo on X

@topazbenj he saw a video. if u been following me u know id love nothing more than to go all in on $TSLA with real optimus intel. believe me im on it

@TidefallCapital Sep 4 1 click

Trevor Scott on X

$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36

@TheBenSchmark Sep 4 1 click

JabroniCoin.USD on X

The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d

@ChrisCamillo Sep 4

Chris Camillo on X

hell of a week to own the future. $BE https://t.co/Un6jGv7rrR

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $6B

The Value Road Sep 4 31 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…

AVGO $1.7T

MBI Deep Dives Sep 4 14 clicks

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…

CELH $8BCOST $410B

TSOH Investment Research Sep 4 6 clicks

Broadcom: The AI Tollbooth Is Becoming An Earnings Machine

Broadcom's AI semiconductor revenue rose 221% year over year as custom silicon programs and VMware software cash flows fund further…

AVGO $1.7T

Simple Investment Ideas Sep 4 4 clicks

[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,…

VEEV $46BCRM $214B

scuttleblurb Sep 3 33 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.

CME $101B

First Strike Research Sep 3 16 clicks

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $29BWMT $845B

TSOH Investment Research Sep 3 3 clicks

Netflix: A Second Monetization Cycle Is Just Getting Started

Netflix targets $51–51.4 billion of 2026 revenue, $3 billion of advertising revenue and $12.5 billion of free cash flow as its second…

NFLX $511B

The Curious Analyst Sep 3 3 clicks

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…

AVGO $1.7T

Cestrian Capital Research. Sep 2 3 clicks

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.

META $1.6T

Tariq Dennison Sep 2 4 clicks

In Conversation: Cerebras Systems (CBRS)

Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…

CBRS $44B

Aurelion Research Jul 13

The Mega-Cap Opportunity: Meta & Microsoft!

Meta and Microsoft are framed as mega-cap opportunities based on business quality and valuation.

META $1.6TMSFT $3.8T

Capitalist Letters Jul 12

Salesforce Can Lose the Interface and Still Win

Salesforce's 8.62x forward cash flow valuation discounts AI seat cannibalization, while Agentforce, Data 360 and MuleSoft aim to retain…

CRM $214B

Modern Value Investing Jul 12

Deep Dive: Amazon (Updated)

Amazon’s AWS grew 28%, with a $364 billion backlog, supporting the case that up to $200 billion of annual AI capex can earn solid returns.

AMZN $2.8T

Rebound Capital Jul 11

Under The Hood - Sprouts Farmers Market, Inc.

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

SFM $7.4B

Bearhold Research Jul 11 2 clicks

MercadoLibre: Valuation Model

MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…

MELI $101B

Hated Moats Jul 10

Meta On the Offense!

Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…

META $1.6T

MBI Deep Dives Jul 10 1 click

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

UHAL $13B

scuttleblurb Jul 10 2 clicks

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…

CPRT $31B

scuttleblurb Jul 9 4 clicks

Deep Dive: Palantir ($PLTR)

Palantir’s forward-deployed engineering model underpins its AI software growth, but AWS, Microsoft and AI labs are copying it at scale as…

PLTR $434B

Rebound Capital Jul 7

Saturday, September 5, 2026

When Anyone Can Make a Movie, Netflix Still Wins

Bypassing RevenueBench to Buy the Feedback Loop

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

From X

David Orr on X

David Orr on X

Chris Camillo on X

SG on X

Chris Camillo on X

Trevor Scott on X

JabroniCoin.USD on X

Chris Camillo on X

Investor Letters

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Spare a Thought for Broadcom Shareholders

TSOH Weekly Roundup (09/04/2026)

Broadcom: The AI Tollbooth Is Becoming An Earnings Machine

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

Perpetual Futures and CME: What the Early Data Shows

Selling Where They Ain’t

Netflix: A Second Monetization Cycle Is Just Getting Started

AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.

Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators

In Conversation: Cerebras Systems (CBRS)

The Mega-Cap Opportunity: Meta & Microsoft!

Salesforce Can Lose the Interface and Still Win

Deep Dive: Amazon (Updated)

Under The Hood - Sprouts Farmers Market, Inc.

MercadoLibre: Valuation Model

Meta On the Offense!

U-Haul Bought at the Top

[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips

Deep Dive: Palantir ($PLTR)

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