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 Sep 5 13 clicks

Sep 5 META $1.6T

Bypassing RevenueBench to Buy the Feedback Loop

MBI Deep Dives 9 clicks

Sep 4 NVDA $5.5T

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

Steve Eisman 18 clicks

From X

@cfrischer1 Jul 27

Charles Frischer on X

$NN An investor bought 5,000 Sept $15 option contracts today for $1.40. Assuming shares were $25 post NPRM, these have a 7x return or an implied 15% chance of happening. I think at $1.40, these options were priced far below intrinsic value. I like this trade very much. Very smart

@eriksen_tim Jul 27 1 click

Tim Eriksen on X

@TreyHenninger $THVB is similar to TRUX. I was taught to be skeptical of the SBA loan sellers. There are a few banks that have maintained decent mortgage origination income.

@eriksen_tim Jul 27 2 clicks

Tim Eriksen on X

Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT

@TheBenSchmark Jul 27 1 click

JabroniCoin.USD on X

Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O

@BlueDuckCap Jul 26

BDC on X

I think the worry is that the committed capex toward current RPO could be in excess of the demand that the market will ultimately finance. Demand is there now. But capital financing is getting more expensive and Frontier lab revenues better keep ripping. In $meta case they really need to pivot on their excess capacity

@irbezek Jul 25 2 clicks

Ian Bezek on X

@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.

@TheBenSchmark Jul 25

JabroniCoin.USD on X

“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW

@BlueDuckCap Jul 24 2 clicks

BDC on X

Remember the good ole days when covering internet meant you just needed to have a view on: - If $GOOGL Search was going to accelerate or decelerate and what the opex was likely to be - $META fxn ad revs...how big a beat? Opex? - $NFLX are they going to beat on subs? - $AMZN AWS to accelerate? How much? Margins? EBIT guide? - $BKNG room nights ! I started my career covering these companies and a bunch of other internets....at that time capex was not something we cared about bc it didn't matter. It was a simpler time.

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 $6.1B

The Value Road Sep 4 37 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 $1.8T

MBI Deep Dives Sep 4 19 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 $404B

TSOH Investment Research Sep 4 9 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 $1.8T

Simple Investment Ideas Sep 4 6 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 $43BCRM $214B

scuttleblurb Sep 3 36 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 $100B

First Strike Research Sep 3 19 clicks

Selling Where They Ain’t

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

DG $29BWMT $850B

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

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $954MBRBR $1.2B

The Value Road Sep 2 22 clicks

Chevron Stock Is A Bargain Amid Venezuela Deal

Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.

CVX $412B

Bay Area Ideas Sep 2 4 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 $1.8T

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 5 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…

DASH $87B

MBI Deep Dives Sep 2 16 clicks

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…

IREN $18B

Quantryon Capital Sep 2 10 clicks

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $18B

Rebound Capital Sep 2 3 clicks

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…

AMZN $2.8T

Substack von Philipp Sep 2 7 clicks

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…

RDDT $30B

Krzysztof Bogdanski Sep 2 7 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $772M

Nat Stewart - Stock Picking Newsletter Sep 1 25 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $591M

Yet Another Value Podcast Sep 1 19 clicks

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $7B

Cestrian Capital Research. Sep 1 1 click

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

Charles Frischer on X

Tim Eriksen on X

Tim Eriksen on X

JabroniCoin.USD on X

BDC on X

Ian Bezek on X

JabroniCoin.USD on X

BDC 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

A Busted Businesses or a Cyclical Bottom?

Chevron Stock Is A Bargain Amid Venezuela Deal

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

Notes from a Dasher Shift, and the Drone Delivery Future

IREN's Customers Are Starting To Fund The Build

Top 8 Rebound Stocks for Sep’26

Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model

Reddit: Rapid Earnings Growth With Room For An AI Expansion

EVC Update

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 13 of 107

X accounts we follow

Sectors

Saturday, September 5, 2026

Charles Frischer on X

Tim Eriksen on X

Tim Eriksen on X

JabroniCoin.USD on X

BDC on X

Ian Bezek on X

JabroniCoin.USD on X

BDC on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 13 of 107

X accounts we follow

Sectors