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 
ASTS · short AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…
Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…
RELX and Sage have fallen 46% and 35% as markets label them AI losers, creating potential value opportunities alongside risks of genuine…
CrowdStrike faces a renewal cliff after its July 2024 outage, with Microsoft Defender bundling, litigation, SEC and DOJ scrutiny, and a…
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