What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
Cisco’s Sam Badri says roughly 90% of AI users remain at basic prompting, with few advancing to skills files or AI agents.
Monday, September 28, 2026
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From X
Calvin Blissett on X
@bull_moose26 @ConsensusGurus I'm saying to the GSEs, if there isn't differentiated pricing grid they don't need to use $FICO to sell $10m worth of loans to save say $300k due to pricing grids, its just parity now. No large incentive from that angle
Barbarian Capital on X
Northern Star Rejects $27 Billion Takeover Proposal From Gold Fields $GFI https://t.co/loTzZWh7IZ
Barbarian Capital on X
Raytheon Gets $20.7 Billion Contract to Accelerate AMRAAM Missile Production $RTX https://t.co/qzm27WPV1F
Barbarian Capital on X
AstraZeneca to Invest $2 Billion in Summit Therapeutics, Collaborate on Cancer Drugs $AZN https://t.co/6MhBe4m8cP
Cluseau Investments on X
> day in the life of Bill Pulte > wake up > check mortgages rates > 7.5% aw **** > buy another 1 billion in mbs > check $FICO price > there's some work to be done... > nuke FICO, scroll twitter to see growth baggies dig in > nuke FICO again for good measure > sleep
Deep Sail Capital on X
$TEM is being pumped by just about everyone on the recent FDA clearance on EKG-AI wins, but the revenue is far off and unsure if it materialises.
Prepared Remarks on X
There’s a special perk when you’re a shareholder where you can get aids $uber ‘d right to your house
Myles on X
@ArgonathCapital The real trade is $RSPD/ $QQQ. That's blown out completely.
Investor Letters
All letters- Asset Value Investors Ltd August 2026 MSLOF $16B
- Guinness Global Investors August AFL $56BCRM $191B
- Janus Henderson Investors July 2026 KLAC $270BMCK $100B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $52BSGGEF $12B
- Protean Funds July 2026 EVGGF $15BNVO $169B
- Long Cast Advisers 2Q26 ZBH $17B
Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank
Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…
RTX Corporation: Improving Margins Could Unlock More Value From Its Backlog
RTX’s $289 billion backlog and margin gains at Raytheon and Collins support its 2026 sales target of $95–96 billion, while Pratt & Whitney…
Vishal Jadaun 3 clicks
The Monday Morning Briefing: Micron and Nike Earnings on Deck
Micron and Nike earnings headline a weekly briefing featuring Exor’s NAV discount, Meta’s Muse agent and Bellway’s UK housing valuation.
Hindsight Capital
Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…
Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)
Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments,…
Intuit: Bargain Price, But With Some Risks
Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…
Daniel Schönberger 2 clicks
New Buy : Honeywell Aerospace $HONA
Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…
The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
Steve Eisman says AI companies are reviving Enron-era off-balance-sheet and circular financing, alongside concerns around Oracle and Blue…
Reddit: DCF Valuation
Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.
Energy Transfer: Strong Momentum Drives Upside
Energy Transfer's volume growth and data center demand support EBITDA above guidance, potential Q3 upgrades and distribution growth.
White Star Research 2 clicks
BSX · long Boston Scientific CORP
Boston Scientific, the interventional cardiac-device leader, is rated long after a share-price and P/E decline tied to slower market growth…
Power Semiconductors: The Follow-Up
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
Copart 4Q26 Business Update
Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…
Why I Think Uber Is Too Cheap
Uber trades at 14.5 times trailing free cash flow, while robotaxi competition and a Delivery Hero acquisition test its growth and leverage…
M&M Capital 
Copart 4Q26 Business Update: Thesis Shift?
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
Brad Jacobs and the QXO Thesis
QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…
Research Roundup Vol. LII
Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…
Tencent Music: The Market Is Pricing In Too Much Weakness
Tencent Music trades at about 8.8 times forward earnings, with membership revenue and Ximalaya integration supporting profitability despite…
LL Insights 1 click
GLP-1 winners and losers
GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects…
lululemon: A Fall From Grace, But I'm Still Holding On (Rating Downgrade)
Lululemon’s Q2 revenue fell 3.2% and core product sales dropped 20%, while tariff refunds masked worsening Americas margins and comparable…
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