Thursday, September 24, 2026

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

Long Opportunities In Semiconductor Capital Equipment Part I - ASML, AMAT, LRCX

[scuttleslops] AAPL, SHOP, Databricks, Lonza

Apple has ceded frontier AI to partners like Google while planning AI-native glasses, camera-equipped AirPods and a smart-home hub over the…

AMD: AI Agents Give Its Memory Advantage A Much Bigger Market

AMD’s MI455X offers 432 GB of HBM4, 50% more memory than Nvidia’s Rubin, positioning it for memory-intensive enterprise AI agents.

AMD $1T

SA Simple Investment Ideas Sep 24 3 clicks

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

Intel: The Party Is Only Getting Started

Intel reported Q2 2026 revenue of $16.13 billion, up 25.4%, as AI PCs and data-center CPUs lifted margins and narrowed foundry losses.

INTC $613B

SA Danil Sereda Sep 23 2 clicks

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…

Abbott: Quality Remains, But Exact Sciences Has Raised The Bar For Buy

Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…

ABT $171B

SA PV Research Sep 22 1 click

Meta's Muse Could be Big Win for Innodata

Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…

OTIS · long

Otis Worldwide CORP

Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…

Coupang 2Q26 Recap: Data Scandal Lingers on Growth

Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…

Spotify 2Q'26: Pressing the Monetization Lever

Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…

Portfolio Update July 2026

Portfolio update trimmed Greggs and Roper Technologies after earnings, with Roper raising guidance and Greggs reporting 7.2% revenue growth…

Deep Dive: Equifax ($EFX)

Equifax’s Workforce Solutions generated $2.58B in 2025 at more than 50% EBITDA margins, anchored by Work Number.

Genius Sports (GENI)

Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…

AMD Earnings and SpaceX Call Takeaways

SpaceX plans to build exclusively on Nvidia and lift compute toward 10 GW by end-2027, while Musk says AI memory demand is rising 200%…

FICO FY 3Q'26: Welcome to "Gaming"

FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.

Amazon Is Eating the World: 2Q Earnings Review

Amazon's AWS growth accelerated to 37%, while $220 billion of 2026 AI and AWS capex pushed trailing free cash flow to negative $7.6 billion.

You can’t sell the picks and doubt the miners

Amazon’s AWS grew 37% year over year, with $496 billion of backlog and plans to double power capacity by 2027, challenging doubts about…