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
Back to today 
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John_Hempton on X
@stubmt I lost 0.02 percent on $AMC today. Position is tiny.
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
AAR to Pay $1.8 Billion for Stake in Aircraft-Maintenance Company $AIR https://t.co/y3DZLQRhaO
Barbarian Capital on X
Vail Resorts Loss Widens After a Year of Tough Weather $MTN https://t.co/8UH8LNPKDb
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
Investor Letters
All letters- Asset Value Investors Ltd August 2026 MSLOF $16B
- Guinness Global Investors August AFL $56BCRM $193B
- Protean Funds August 2026 BVNKF $2.5B
- Janus Henderson Investors July 2026 KLAC $270BMCK $100B
- Pendelhaven Asset Management B.V. July 2026 ALM $3.8BJXN $8.8B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 AUTO $4.6BGNRC $12B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.5B
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The Monday Morning Briefing: Micron and Nike Earnings on Deck
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Investor Overview 
An open letter to Senator Elizabeth Warren
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$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
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The AI Compute Squeeze
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Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark
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Coherent Q4 FY26 Earnings
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Research & Analysis: Riot Platforms (NASDAQ: RIOT)
Riot Platforms has 241MW of contracted data center capacity, including a 191MW, 20-year $9.8 billion frontier AI lab deal, as it shifts…
Are Department Stores Finally Shortable?
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BREAKING: Nebius Told Investors Vineland Data Center Was "On Track" Days After Undisclosed Stop Orders
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WillScot Q2'26: The Streak Is Over
WillScot Mobile Mini returned to revenue growth in Q2 2026, raised full-year targets and invested $114 million in fleet capacity for data…
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