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 META $1.8T

Dox for Me, O Muse: Meta’s New AI Agent Built Lists of People in Vulnerable Groups on Request

Hunterbrook 1 click

From X

@negligible_cap Sep 28

Negligible Capital on X

So 25% of Anthropic’s revenue comes from 2 customers according to Reuters. One is probably $META based on recent reports (who probably pulls back the spending soon if Watermelon ends up being any good) Who’s the second?

@calvinblissett Sep 28

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

@BarbarianCap Sep 28 1 click

Barbarian Capital on X

Meta launches enterprise AI business seeking to cash in on vast spending $META https://t.co/YsP5NnbgVz

@BarbarianCap Sep 28

Barbarian Capital on X

Northern Star Rejects $27 Billion Takeover Proposal From Gold Fields $GFI https://t.co/loTzZWh7IZ

@BarbarianCap Sep 28

Barbarian Capital on X

Raytheon Gets $20.7 Billion Contract to Accelerate AMRAAM Missile Production $RTX https://t.co/qzm27WPV1F

@BarbarianCap Sep 28

Barbarian Capital on X

AstraZeneca to Invest $2 Billion in Summit Therapeutics, Collaborate on Cancer Drugs $AZN https://t.co/6MhBe4m8cP

@blondesnmoney Sep 28

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

@DeepSailCapital Sep 28

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.

Uber: The Aggregator on Trial

Uber's $193 billion in gross bookings and $10 billion in free cash flow contrast with modest stock gains as autonomous vehicles and…

UBER $140BDASH $81B

MBI Deep Dives Sep 28 2 clicks

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

Nvidia: The Valuation Has Gotten Too Cheap, I'm Upgrading To A Buy

Nvidia trades at a 0.36x PEG and about half its 10-year average P/E while retaining more than 75% of the AI accelerator market.

NVDA $5.5T

Perseus Perspectives Sep 28 2 clicks

Inside AMD and Meta’s Equity-for-Compute Deal

AMD granted Meta warrants for nearly 10% of its shares tied to a 6 GW compute commitment, creating roughly $100 billion of potential…

AMD $1TMETA $1.8T

SixSigmaCapital: Navigating the Financial Markets Sep 28 2 clicks

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…

RTX $250B

Vishal Jadaun Sep 28 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.

MU $1.2TNKE $53B

Latticework by MOI Global Sep 28 3 clicks

💥A Bright Line to Bankruptcy💥

U.S. Treasury yields climbed above 5% as markets priced further Fed tightening, while Meta’s AI-agent announcement lifted risk appetite…

META $1.8T

PETITION Sep 27 2 clicks

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

The Brookfield Moat Masterclass

Brookfield’s BN, BAM, BIP, BEP and BBUC span asset management, infrastructure, renewables and private equity, with BN valued at a 15–20%…

BN $82B

Brad Thomas Sep 27

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,…

MSFT $3.8TAMZN $2.7T

Cassandra Unchained Sep 26 9 clicks

Blackstone's Subs - Inside the Jersey Mike's IPO.

Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…

BX $84B

First Strike Research Jul 5 1 click

Let's Break Down Where NVIDIA's Datacenter Demand' Actually Comes From

Nvidia reported more than $75 billion in fiscal Q1 2027 data center revenue and reorganized reporting around hyperscalers and AI clouds,…

NVDA $5.5T

Kakashii's Materials Jul 5

Microsoft: Undervalued & Undisruptable!

Microsoft is framed as an undervalued, durable business whose competitive position is unlikely to be disrupted.

MSFT $3.8T

Capitalist Letters Jul 5

What I’m Doing in This Market Correction

AI semiconductor stocks sold off as Meta’s planned compute business revived overcapacity fears, sending SOXX down 13% in two sessions and…

META $1.8TMU $1.2T

Daniel Romero Jul 4

SAP: Deep Dive Analysis

SAP’s deeply embedded ERP suite creates high switching costs as it moves customers to cloud subscriptions and embeds AI in core workflows.

SAP $241B

Hated Moats Jul 3

PDD

PDD uses group buying and daily app rewards to turn shoppers into distributors, then monetizes merchant attention through advertising and…

PDD $107B

Bearstone Jul 3

Stretch Marks

Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…

MSTR $61B

Net Interest Jul 3

[Market Memo] Hot Summer Topics

Applied Materials’ DRAM and CPO claims face scrutiny, while high-bandwidth flash needs SLC NAND and a solution for base-die heat.

AMAT $406BSNDK $255B

Irrational Analysis Jul 1

Sleep Well Portfolio (June 2026) - Software continues to stabilise? Latest pick up 75%

Pro Medicus is up 75% since purchase, while Intuitive Surgical joins the portfolio and SaaS holdings recover 10% to 20%.

ISRG $145B

Sleep Well Investments Jul 1

Regal Rexnord: Data Centers. Robotics. AI. Oh My!

Regal Rexnord transformed from an HVAC-heavy cyclical business through two major acquisitions, building industrial power-transmission and…

RRX $10B

Kerrisdale Capital Jun 30

Monday, September 28, 2026

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