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 
SYK · long Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…
Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…
Meta grew first-quarter revenue 33% as AI lifted engagement and ad conversion, while data-center depreciation cut margins and personalized…
SharkNinja, spun off from Hong Kong-listed JS Global Lifestyle and listed at $42.31 in July 2023, is pitched as a 40% upside compounder.
Ulta Beauty’s 46 million-member loyalty model drove strong historical cash flow, but earnings have stalled since fiscal 2022 as SG&A rose;…
Apple’s Kalshi earnings-call contracts price mentions of “foldable” and “glasses,” while its 24-year transcript record indicates management…
Booking Holdings generated $9.1 billion in 2025 free cash flow and targets 15% annual EPS growth, trading at 16.8x forward 2026 earnings.
HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…
Apple Pay reaches 785 million users and has become Apple’s springboard into cards, transfers and savings, giving it a fintech advantage…
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
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