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 
From X
Lee Roach on X
Liftoff $LFTO just reported. Good quarter. No sequential growth too. Market doesn’t like it. Seems fine to me. https://t.co/Qyjt4sdpsi
Lee Roach on X
What price would you guys buy $NCMI at? Stock plunging from terrible acquisition. But there’s a price for everything. Last terrible acquisition I followed was $BTU and their stock collapsed too and they got out of the deal. Stock re-rated hard. https://t.co/ecUOLwfD4H
Lee Roach on X
@CapitalFang Worked for $BTU. Not sure if something will work here.
JabroniCoin.USD on X
JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm
mavix on X
Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk
SG on X
Jun28 $BE 85P x 510C strangle currently fetches about $100. Tempted to sell a few.
Lee Roach on X
The CEO of $HOG bought $250k of shares in the open market yesterday and you morons are selling it off today? https://t.co/gjtDirn6Hp
Investor Letters
All letters- Asset Value Investors Ltd August 2026 MSLOF $15B
- Guinness Global Investors August 2026 AFL $56BCRM $193B
- Protean Funds August 2026 BVNKF $2.5B
- Janus Henderson Investors July 2026 KLAC $270BMCK $107B
- Pendelhaven Asset Management B.V. July 2026 ALM $3.9BJXN $9.2B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 VNP $2.1B
- Kernow Asset Management July 2026 CKNHF $2BCMCX $2.5B
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…
Quick Value #332 - Gentherm (THRM)
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…
On’s Premium Playbook
On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…
Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)
Oracle faces rising credit and spending risks as OpenAI-linked backlog, Project Jupiter delays and higher component costs threaten FY27…
Tech Stock Pros 2 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.
Campbell's: Profit Continues To Fall, But The Stock Is Becoming Interesting
Campbell’s $500 million savings program and Rao’s growth could lift EBIT despite weak FY2027 guidance, while volume declines and inflation…
Investor Overview 
An open letter to Senator Elizabeth Warren
NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…
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
CBOE · long Cboe Global Markets INC
Cboe Global Markets trades near $232, with a roughly $24.3 billion market cap, net cash and a 16-17x forward P/E.
Sezzle: The Market Is Underestimating This High-Growth Fintech
Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…
Blake Winiecki 1 click
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.
Oklo: Shares Have Plunged, But I'm Still Bearish
Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.
Ian Bezek 5 clicks
TSOH Weekly Roundup (09/25/2026)
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
IonQ: Nvidia QPU Catalyst Isn't Enough
IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…
Deep Value Investing 2 clicks
Single Stock Spotlight #15: Rocket Companies (RKT)
Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…
Eckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price
Eckert & Ziegler trades near €12, about 14 times expected earnings, as its isotope supply business expands with radiopharma demand despite…
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