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?

@John_Hempton Sep 28

John_Hempton on X

@stubmt I lost 0.02 percent on $AMC today. Position is tiny.

@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 2 clicks

Barbarian Capital on X

Burford Capital to gain up to $1.4 bn from Apple patent defeat $BUR https://t.co/FijYGEP3fo

@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 1 click

Barbarian Capital on X

AAR to Pay $1.8 Billion for Stake in Aircraft-Maintenance Company $AIR https://t.co/y3DZLQRhaO

@BarbarianCap Sep 28 1 click

Barbarian Capital on X

Vail Resorts Loss Widens After a Year of Tough Weather $MTN https://t.co/8UH8LNPKDb

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

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…

THRM $1BMOD $9.9B

Value Don't Lie Sep 28 3 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 1 click

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

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.

MU $1.2TNKE $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

FOUR · long

Shift4 Payments INC

Shift4 Payments trades at roughly 5 times a $7.50 2029 free-cash-flow-per-share estimate after stock compensation.

FOUR $2.9B

Value Investors Club Jun 18 2 clicks

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.8B

scuttleblurb Aug 31 5 clicks

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $1.7B

Mayank Marwah Aug 31 5 clicks

Palantir Q2 - We Move To “Distribute” Rating For 48hrs, Then To “Do Nothing”.

Palantir shares at $183 exceed Cestrian’s $177 target after Q2 revenue grew 93%, prompting a 48-hour Distribute rating as Q3 growth…

PLTR $455B

Cestrian Capital Research Aug 31

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

DLTR $21B

TSOH Investment Research Aug 31 1 click

PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options

PayPal's failed Stripe and Advent bid leaves a Venmo spin-off or aggressive buybacks as value-unlocking options amid slowing growth and a…

PYPL $45B

The Asian Investor Aug 31 5 clicks

Salesforce Q2 - Hold - Destination Unknown - STP<$165

Salesforce trades at 14x trailing unlevered pretax free cash flow after Q2, with 10.8% revenue growth and unproven agentic AI adoption.

CRM $193B

Cestrian Capital Research Aug 31

Preview of the Week Ahead: W/C August 31, 2026

The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…

AMZN $2.7TCOIN $50B

SixSigmaCapital: Navigating the Financial Markets Aug 30

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.5B

Hated Moats Aug 30

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.9B

Manimala Misra Aug 30 2 clicks

Monday, September 28, 2026

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