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 16 clicks

Sep 5 META $1.6T

Bypassing RevenueBench to Buy the Feedback Loop

MBI Deep Dives 12 clicks

Sep 4 NVDA $5.3T

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

Steve Eisman 22 clicks

From X

@ToffCap Apr 30 1 click

ToffCap on X

Lynrock using the strong share price move to take some chips off the table $RDCM https://t.co/Es7p8XSA9w https://t.co/2l52A8yPOB

@LaughingH20Cap Apr 30 2 clicks

Laughing Water Capital on X

if "MNO’s will never give SpaceX and Amazon low band" is true, then invert the logic and consider what SpaceX, $AMZN, and the MNOs would pay to prevent someone else from getting $NN's low band. This how you get the extreme upside case. Multiple parties that NEED to own it. https://t.co/EnjF9Wpc86

@ToffCap Apr 30 1 click

ToffCap on X

Vistance $VISN selling Ruckus for $1.85bn. Clean up continues https://t.co/and6BAfSyY

@cfrischer1 Apr 29

Charles Frischer on X

@DSacksCreative $NN The low band spectrum controlled by NN is quite valuable. $GSAT is a terrific comp. Sold for 11.6 billion. In many ways, our spectrum is extremely valuable and can carry more data and is more vital. Very desirable asset.

@DOMOCAPITAL Apr 29

DOMO Capital Management, LLC on X

Wow!!! $CBZ surprise, surprise... AI hasn't killed the #7 accounting firm in America. Shocking 😆 https://t.co/aMaOmLZK4B

@eriksen_tim Apr 29 1 click

Tim Eriksen on X

For those interested, Solitron Devices $SODI Annual Meeting from last week was recorded and is available on Solitron's IR page. https://t.co/2Ijmz7MnjL

@marginofdanger Apr 29 2 clicks

marginofdanger on X

Seems like $PSUS and $PS going to trade worse than I expected. Looks like PSUS could open at a 20% discount to NAV and PS to trade below the $10 bn valuation from the latest 3rd party pre-IPO raise. https://t.co/Ix6uqF61LJ https://t.co/F5UNDNNVMb

@marginofdanger Apr 29

marginofdanger on X

@EricTheUmpire If you want exposure, buy $PSH.LN (or $PSHZF) which is trading at around 70% of NAV (implies $35/share for $PSUS). https://t.co/oSFLPLfnqr

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 38 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 20 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 $7.5BCOST $404B

TSOH Investment Research Sep 4 10 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 7 clicks

MOH · long

Molina Healthcare

Molina Healthcare faces unprecedented Medicaid managed-care cost inflation and margin compression after its shares declined since October…

MOH $10B

Value Investors Club Jun 6

[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 $201B

scuttleblurb Sep 3 37 clicks

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…

INTU $87B

Treading Softly Sep 3 8 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 $99B

First Strike Research Sep 3 20 clicks

Selling Where They Ain’t

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

DG $29BWMT $842B

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

TOYO · short

Toyo CO LTD

TOYO CO LTD is the target of a short thesis.

TOYO $192M

Value Investors Club Jun 5

ENS · short

Enersys

EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.

ENS $6.5B

Value Investors Club Jun 5

CDNL · short

Cardinal Infrastru Group INC

Cardinal Infrastructure Group faces an IPO lockup expiration amid stretched valuation and reported metrics, with an Up-C structure…

CDNL $1.7B

Value Investors Club Jun 5

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 $1.1B

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 $423B

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 $19B

Rebound Capital Sep 2 3 clicks

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

ToffCap on X

Laughing Water Capital on X

ToffCap on X

Charles Frischer on X

DOMO Capital Management, LLC on X

Tim Eriksen on X

marginofdanger on X

marginofdanger 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

Molina Healthcare

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

Intuit: The Recovery Is Only Beginning

Perpetual Futures and CME: What the Early Data Shows

Selling Where They Ain’t

Netflix: A Second Monetization Cycle Is Just Getting Started

Toyo CO LTD

Enersys

Cardinal Infrastru Group INC

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

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 14 of 120

X accounts we follow

Sectors

Saturday, September 5, 2026

ToffCap on X

Laughing Water Capital on X

ToffCap on X

Charles Frischer on X

DOMO Capital Management, LLC on X

Tim Eriksen on X

marginofdanger on X

marginofdanger on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 14 of 120

X accounts we follow

Sectors