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 6 clicks

Sep 28 ZS $33B

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

Cestrian Capital Research 4 clicks

Sep 28 META $1.9T

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

Hunterbrook 2 clicks

From X

@ChrisCamillo Aug 14 1 click

Chris Camillo on X

@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.

@stockgutter Aug 13 1 click

SG on X

$NU strong report imo. LFG. I'm long and may add. https://t.co/8sNxzwFADh

@BlueDuckCap Aug 13 1 click

BDC on X

Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh

@TimyanBankAlert Aug 13 2 clicks

Timyan Bank Alert on X

Citi $C Expands Customer Engagement and Commerce Media Capabilities With Addition of Kard - https://t.co/A0DL3zGdiS

@stockgutter Aug 13 2 clicks

SG on X

$INTU strong rebound. Not a zero like the bashers said. I'm long, covered by Jan 400 calls. https://t.co/yuYhxU6OIa

@junkbondinvest Aug 13 1 click

junkbondinvestor on X

Workday employees learning their new owner's first workstream will be headcount reduction $WDAY https://t.co/AIvTDIXGdo

@BrokenMoats Aug 13 1 click

Broken Moats on X

who is financing an LBO of $WDAY at this valuation....one of the more baffling capital allocation decisions across the spectrum I could imagine. Seems like a very levered play to try and change marks on private credit and then move to open refinancing or the IPO market to dump all the bags and use "WDAY" as mark/proof. Whole thing is sketchy.....

@kab604 Aug 13

kab60 on X

If PE wants to own SW, go get $FIS. Sticky as fuck, could cut employees in half and shit is already levered to the tits and ready to go!!

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 3 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 $46B

Cestrian Capital Research Sep 28 5 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 $5.8T

Perseus Perspectives Sep 28 4 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 $1.9T

SixSigmaCapital: Navigating the Financial Markets Sep 28 3 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 $248B

Vishal Jadaun Sep 28 4 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 $11B

TSOH Investment Research Sep 28 5 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 $439B

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.

MU $1.2TNKE $50B

Latticework by MOI Global Sep 28 4 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 $1.9T

PETITION Sep 27 3 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 7 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 4 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 10 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 $75B

Daniel Schönberger Sep 26 3 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…

HONA $49B

D Invests Sep 26 14 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…

META $1.9TORCL $439B

Steve Eisman Sep 25 6 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 $29B

Hated Moats Sep 25 8 clicks

The Agents Revolt

Meta’s Muse reached 2.8 million downloads in two weeks, using AI agents to automate insurance shopping and erode customer inertia that…

META $1.9T

Net Interest Sep 25 7 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 $22BDIS $180B

TSOH Investment Research Sep 25 6 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 $17B

Deep Value Investing Sep 25 2 clicks

Monday, September 28, 2026

Chris Camillo on X

SG on X

BDC on X

Timyan Bank Alert on X

SG on X

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Broken Moats on X

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