Monday, September 7, 2026

@bigpoppad66 i’ve invested in a bunch and would love nothing more than to lever into $TSLA on real optimus traction, meaning capabilities of the hardware, that i have yet to see or hear about from my network

@leevalueroach Sep 7 2 clicks

Lee Roach on X

I think I’ll do a deep dive on $FICO. I get they lost their monopoly by neop baby Bill Pulte but Jeeze this is low. https://t.co/g43xw6Lu1c

@ChrisCamillo Sep 7 2 clicks

Chris Camillo on X

@RajDuncan @topazbenj @tslaming @Jason i have my channels on intel and when i’m convinced ill go all in on $TSLA. i sincerely want every company in the sector to succeed as its a net positive for humanity.

@ChrisCamillo Sep 7 2 clicks

Chris Camillo on X

@topazbenj @RajDuncan @tslaming That is factually wrong and not how I invest. One of my top future opportunities is a levered long $TSLA trade the second I identify meaningful positive traction in Optimus. important not to become emotionally attached to stocks or your any thesis

@leevalueroach Sep 7

Lee Roach on X

Growth investors who bought Nike $NKE at a 0.05% free cash flow yield at the peak. https://t.co/onptAiCXtu

@leevalueroach Sep 7 2 clicks

Lee Roach on X

@JacobWolinsky Yeah it was so hyped I didn't even bother to read it. Might read it now that $NKE is crashing.

@leevalueroach Sep 7 3 clicks

Lee Roach on X

I remember back in the day all of the growth investors and VC dorks were talking up this book so much. It was literally the Bible for growth investors. But now that $NKE is in the dumps and the stock has cratered I don't see anyone diving in here trying to buy this company on the cheap. But I guess when it had a 1% free cash flow yield that was all good.

On Holding $ONON: I Bought the Shoes First, Then the Stock

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…

ONON $9.9B

Substack von Philipp Sep 7 5 clicks

Preview of the Week Ahead: W/C September 7, 2026

U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…

AMZN $2.7TCOIN $51B

SixSigmaCapital: Navigating the Financial Markets Sep 6 2 clicks

AppLovin Deep Dive: Not A No Brainer

AppLovin is down 48% YTD after its first guidance miss, with revenue 1% below expectations and EPS 2.5% short, reviving fears of an adtech…

APP $104B

Capitalist Letters Sep 6 6 clicks

RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)

RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…

RBC $16B

Daniel Jones Sep 6 1 click

Amazon’s AI Economics

Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…

AMZN $2.7T

Modern Value Investing Sep 6 7 clicks

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…

NFLX $511B

Bearhold Research Sep 5 8 clicks

Wells Fargo: Stick To High-Yield Preferred Shares During Interest Rate Volatility

Wells Fargo Series L preferred shares yield 6.55%, with preferred dividends consuming 4% of Q2 2026 profit and no call risk.

WFC $262B

The Investment Doctor Sep 5 1 click

Bypassing RevenueBench to Buy the Feedback Loop

Meta’s free model strategy lifted OpenCode token share from 25% to 40%, building coding-data feedback loops and reducing reliance on…

META $1.7T

MBI Deep Dives Sep 5 2 clicks

Innodata: Expensive Today But The Growth Story Is Getting Stronger (Rating Upgrade)

Innodata's Q2 2026 revenue rose 58% to $92.1 million as AI datasets lifted margins, though two clients still supplied 71% of sales.

INOD $2.1B

Investor Overview Sep 5 1 click

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.

NVDA $5.5TMETA $1.7T

Steve Eisman Sep 4 18 clicks

EQPT · long

Equipmentshare.com INC

EquipmentShare.com, EQPT, is presented as a long idea and potential multibagger following its recent IPO, with a setup compared to Carvana.

EQPT $4.6B

Value Investors Club May 26

Adobe Business History

Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…

ADBE $99B

Speedwell Memos Jun 25 1 click

Micron’s Profits Are Exploding. Is This the Top of the Cycle?

Micron’s $1.37 trillion valuation prices in durable HBM and AI-driven memory profits, despite Q3 guidance for $33.5 billion revenue and an…

MU $1.2T

Hated Moats Jun 23 1 click

Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?

Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…

CHTR $15BCMCSA $81B

Base Hit Investing Jun 22

Apollo and what even is private credit?

Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…

APO $74B

scuttleblurb Jun 19 1 click

Deep Dive: Netflix ($NFLX)

Netflix's 325 million memberships and advertising business, guided to $3 billion of 2026 revenue, underpin a case for mid-teens…

NFLX $511B

Rebound Capital Jun 16

Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)

Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.

AVAL $6BCBOE $28B

Ian’s Insider Corner Jun 15 1 click

Quick Value #318 - Campbell's (CPB)

Campbell's trades at 10-11x earnings and a 7% yield after shares fell over 50%, while 4x leverage, weaker volumes and margin pressure…

CPB $6B

Value Don't Lie Jun 15

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

DG $28BEXPE $34B

Stock Thoughts Jun 15

The Cheapest Toll Road in the AI Economy?

A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…

CHTR $15B

Modern Value Investing Jun 14

Monday, September 7, 2026

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