Monday, September 7, 2026

P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help story.

TRV $75BAIG $40B

Steve Eisman Sep 7 7 clicks

Sep 7 UBER $142B

A quick update on Deep Dives

MBI Deep Dives 5 clicks

Sep 7 CELH $7.1B

Celsius: The Pepsi Put

TSOH Investment Research 8 clicks

From X

@cfrischer1 Jun 14

Charles Frischer on X

$NN They won’t do that because they really don’t believe the problem exists. If they did, they could solve this problem in one phone call to the CEO of $ATEX. They will never make that phone call because deep down, they don’t believe in their own claims of interference.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The main opposition at this point of the process is from Part 15 devices. They claim that the NN proposal will destroy the U.S. because of potential interference. Part 15 devices are too vital to America to allow NN to modernize the 900 MHz band.

@cfrischer1 Jun 14

Charles Frischer on X

$NN The opposition claims that the entire economy is reliant on Part 15 devices and that potential interference, which they have not proven at all, will bring down the GDP of the country. They believe we can’t let this happen.

@cfrischer1 Jun 14

Charles Frischer on X

$NN Giant important companies have joined in this chorus. If this were potentially true, what if a relatively simply, cheap, solution could be found to solve this problem. Would’t these big, giant companies try to control the entire economic production of Part 15 devices.

@ActAccordingly Jun 12 1 click

PAA Research on X

Is the price action in every other space related company today a cautionary tale for $SPCX as to what could happen with $MAGS and other tech leaders when #anthropic and #OpenAI go public later this year or does it simply reflect an uninspired pricing on $SPCX and a stock that might not be up in the absence of $GS support? $RKLB $LUNR $ASTS $PL $RDW

@BrokenMoats Jun 12

Broken Moats on X

what part of the cycle is it when CAVA starts going up 30% in a week on no news? Screwworm, savings rate declines, ridiculous valuation, and unwanted then a 30% snap in 3 days? Bizarre market moves. $TGT, the private credit exposed names like $ARES, etc all similar relentless moves from late in the week

@psyopcapital Jun 11

Psyop Capital on X

What’s the $BR mega bear case?

@cfrischer1 Jun 11

Charles Frischer on X

$NN Fantastic day for NN. With today’s close above 20.10, we have now closed above this level for 20 of the last 30 days. Company can now convert $190 million in debt into common. We now have 250 million in cash and no debt. Will take 45 days to finalize. Fortress balance sheet.

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 $2.8TCOIN $52B

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 $2.8T

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 $249B

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 $1.9T

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 $2.5B

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 $5.4TMETA $1.9T

Steve Eisman Sep 4 18 clicks

SPSC · long

Sps Commerce INC

SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.

SPSC $2.9B

Value Investors Club Jun 8

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 27 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 10 clicks

Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)

Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.

EQNR $104B

Zoltan Ban Sep 4 4 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 $7.1BCOST $398B

TSOH Investment Research Sep 4 5 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 3 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 $44BCRM $191B

scuttleblurb Sep 3 24 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 $98B

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 $27BWMT $874B

TSOH Investment Research Sep 3 1 click

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 1 click

Monday, September 7, 2026

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

PAA Research on X

Broken Moats on X

Psyop Capital on X

Charles Frischer on X

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