Monday, September 28, 2026

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.

CSCO $441B

Steve Eisman Sep 28 5 clicks

Sep 28 ZS $33B

Zscaler (NASDAQ: ZS) Stock Rating: Accumulate After Q4 FY7/26 Earnings

Cestrian Capital Research 3 clicks

Sep 28 UBER $140B

Uber: The Aggregator on Trial

MBI Deep Dives 2 clicks

From X

@Adam_Wyden Sep 24 2 clicks

Adam D. Wyden on X

King William as my son likes to refer to him out with his first public position. Don’t sleep on him. $LIFE https://t.co/598FwOWcDh

@BlueDuckCap Sep 24

BDC on X

"The underlying tech is insane" Yes. But we are at least 1-2 years away from mass market potential (maybe longer). Bring in external minority investors. Get a SOTP mark. No brainer. $snap https://t.co/otKSFqAFjP

@P_Remarks Sep 24 3 clicks

Prepared Remarks on X

$orcl https://t.co/LsFi1hM04V

@valuedontlie Sep 24 2 clicks

Colin King on X

Just covered the $CTVA $VYLR spin-off... could be interesting, but not likely pre-spin... Going to unpack the THRM/MOD spin/RMT next week https://t.co/8w2zrsxlNd https://t.co/bxh5z5LpNc

@calvinblissett Sep 24

Calvin Blissett on X

$SLM Effective July 1st 2026 H.R.1 parent plus loans now capped, elimination of grad plus loans, universal lifetime federal caps. Takeaway: TAM expands Started late 2025: They are selling the loans instead of keeping them. Boosting ROE and maintaining servicing fee income. It’s like what Peter Lynch noticed about Fannie Mae Also just continued massive cannibilization with a ASR June 2026 and many more over past 2 years

@negligible_cap Sep 24

Negligible Capital on X

$WIX likes https://t.co/yt0C56mFmb

@negligible_cap Sep 24 1 click

Negligible Capital on X

*GODADDY GETS TAKEOVER OFFER FROM GEN DIGITAL: FT $GDDY halted after apparently receiving takeover offer from $GEN

@ActAccordingly Sep 24 2 clicks

PAA Research on X

This is one of my favorite charts. It's amazing how small caps went from modestly overbought to NEARLY VIOLENTLY oversold. The picture below tells the story. In general buying when the percentage of Russell 2000 stocks trading above their 50-day moving average drops below 20 has been a massive driver of returns. Conversely selling when the percentage exceeds 70% has preserved capital. The headline here: We're oversold in small caps following the spike in interest rates and crude oil prices. We're not at a clear buy signal yet, but it's close. $IWM

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…

VEEV $45B

Cestrian Capital Research Sep 28 4 clicks

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…

MOD $9.9B

Value Don't Lie Sep 28 3 clicks

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…

ONON $9.8B

TSOH Investment Research Sep 28 4 clicks

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…

ORCL $419B

Tech Stock Pros Sep 28 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.

NKE $53B

Latticework by MOI Global Sep 28 3 clicks

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…

CPB $5.9B

Investor Overview Sep 28

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…

BHF $2.9B

Mispriced Assets Sep 27 1 click

Hindsight Capital

Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…

TDG $60BTPL $23B

Rebound Capital Sep 27 6 clicks

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,…

ORCL $419B

Cassandra Unchained Sep 26 9 clicks

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…

INTU $72B

Daniel Schönberger Sep 26 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.

CBOE $29B

Value Investors Club Jun 30 3 clicks

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…

SEZL $3.6B

Blake Winiecki Sep 27 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…

HONA $49B

D Invests Sep 26 13 clicks

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…

ORCL $419B

Steve Eisman Sep 25 5 clicks

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.

RDDT $28B

Hated Moats Sep 25 7 clicks

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.

OKLO $6.7B

Ian Bezek Sep 25 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…

RL $21BPTON $2.2B

TSOH Investment Research Sep 25 5 clicks

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…

IONQ $18B

Deep Value Investing Sep 25 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…

RKT $33B

Hidden Rock Capital's Newsletter Sep 25 6 clicks

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…

NVS $271B

Substack von Philipp Sep 25 3 clicks

Monday, September 28, 2026

Adam D. Wyden on X

BDC on X

Prepared Remarks on X

Colin King on X

Calvin Blissett on X

Negligible Capital on X

Negligible Capital on X

PAA Research on X

Investor Letters

Publications we follow

Newsletters 93

YouTube 4

Blogs 12

Seeking Alpha 41 of 198

X accounts we follow

Investor letters we follow

Sectors