Steve Eisman, Vincent Daniel and Porter Collins discuss Treasury buybacks, OpenAI risk, gold, hedge fund shorting, and live short ideas including Golar and Glass House.
@BigIdeasCapital I agree with the logic and own both $CHTR and $CMCSA, but what if cell phones are stickier than broadband lines? $T’s fiber “loss leader” offering might be more attractive than cable’s cheap wireless service?
*INSTINCT IN TALKS FOR $10B VALUATION: INFORMATION Instinct rocks. It’s probably not better than Muse but I find myself using it way more often. When $AAPL or $GOOG buy Instinct?
@Pembrokestcap @NewcomerInvest Fine. Just mark the NAV off $BAM. At least that’s a liquid, observable mark. https://t.co/cAJsIPxM8x
$orcl https://t.co/lv6A1lGqQp
WATCH WHAT THEY DO, NOT WHAT THEY SAY $orcl https://t.co/BnsdNWZoNH
$Orcl the second derivative flipping in October https://t.co/eFSw29j5s2
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.
Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…
Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…
Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion…
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.
Corning targets AI data-center optical interconnect demand, backed by customer-funded supply agreements and operating margins above 20%.
Alpha Mantra 
The week of September 14 features the FOMC decision, retail sales and housing data after the S&P 500 fell 0.8%.
Netflix is using AI visual effects and dubbing to cut production costs, expand global distribution and reinforce its recommendation-driven…
Booking Holdings trades at 19x earnings, its lowest since 2022, after a 20% annual decline, with the thesis resting on durable online…
Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…
LL Insights 
TYL · long Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.
TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…
Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…
AppLovin trades at 18 times EBITDA after a 57% drop, despite 84% EBITDA margins, rapid growth and a machine-learning advertising platform.
TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…
Gaming and Leisure Properties raised AFFO guidance and dividends after Q2, trading at 10.2 times forward AFFO with an 80% payout ratio and…
Meta’s Muse personal agent connects multiple Gmail accounts, automates recurring tasks and offers free usage capped at 100 million weekly…
ServiceNow expects AI to rise from 9.5% to 30% of revenue by 2030, supporting $30–32 billion in subscription revenue and margins above 80%.
Louis Gerard 2 clicks
Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.
Intercontinental Exchange's valuation case rests on 5% Q2 revenue growth, a 61% adjusted margin and $100 million of MarketAxess synergies.
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