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 $465B

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

@negligible_cap Sep 28 1 click

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 1 click

John_Hempton on X

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

@leevalueroach Sep 28 1 click

Lee Roach on X

The management team running $SGA is filled with idiots. These guys took 50 years to realize that radio was dying and then they decided to switch to a digital first strategy. And guess what their digital strategy is? Search and display ads for websites. Idiots. Probably something that is going to die faster than radio now that AI exists. CEO lives in Florida and calls Saga the greatest media company in the world. It’s deep value here. But you need an activist investor so bad. The board is filled with guys who probably still use a fax machine and use Outlook for their emails. Some really ancient guys running this company. Some would say the most ancient.

@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 2 clicks

Barbarian Capital on X

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

@BarbarianCap Sep 28 1 click

Barbarian Capital on X

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

@BarbarianCap Sep 28 2 clicks

Barbarian Capital on X

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

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

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 $985MMOD $9.7B

Value Don't Lie 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 4 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

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 2 clicks

NPWR · long

NET Power Inc

NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.

NPWR $114M

Value Investors Club May 22 1 click

Pershing Square U.S. and Pershing Square Inc. Dual Listings

Pershing Square plans dual IPOs of PSUS and management company PSI, granting 20 PSI shares for every 100 PSUS shares to counter closed-end…

PS $24B

Eagle Point Capital Mar 14 1 click

Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise

Lands’ End’s March 19 results could clarify the WHP IP joint venture, debt paydown and retained stake, supporting a rerating beyond the…

LE $309M

Rod’s Ruminations Mar 13 1 click

Single Stock Spotlight #4: Global Payments (GPN)

Global Payments trades below 6 times adjusted earnings and about 7 times free cash flow amid Worldpay, competition and debt concerns.

GPN $22B

Hidden Rock Capital's Newsletter Mar 13 1 click

MAPS: Fortifying the Record Before the Bid

MAPS reported $39.8 million of FY25 adjusted EBITDA and $62.4 million of cash as a holder builds a record around a possible affiliated bid.

MAPS $57M

Rod’s Ruminations Mar 13 1 click

✅ Buying AI Beneficiaries and Selling One AI-disrupted Business

Sleep Well Portfolio is selling SPS Commerce as AI-vulnerable and adding Veeva, Mercado Libre, Cellebrite and Sea, citing proprietary data,…

VEEV $46BCLBT $2.8B

Sleep Well Investments Mar 12

FactSet’s Take-Private Rumours

FactSet has drawn take-private interest from Thoma Bravo and Hellman & Friedman, with its recurring subscription revenue, 90% client…

FDS $9.6B

Global Outperformers Mar 11 1 click

Visa Inc update

Visa and Mastercard meet a 15% five-year IRR target at 25x and 26x 2026 earnings, while American Express needs more margin for…

V $676BMA $495B

Global Outperformers Mar 11 1 click

We Dramatically Improved our Machine Learning Model to Price Kalshi Earnings Contracts. It Went 11/13.

A two-layer machine-learning model correctly called 11 of 13 CrowdStrike earnings-word contracts on Kalshi, using historical transcripts…

CRWD $279B

First Strike Research Mar 7 1 click

Berkshire Hathaway: Willing and Abel

Berkshire Hathaway CEO Greg Abel will spend his after-tax $25 million salary buying Berkshire shares as he reshapes the conglomerate’s…

BRK.A $1.1T

Eagle Point Capital Mar 7

Monday, September 28, 2026

Negligible Capital on X

John_Hempton on X

Lee Roach on X

Calvin Blissett on X

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Barbarian Capital on X

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Barbarian Capital on X

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