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 7 clicks

Sep 28 ZS $35B

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

Cestrian Capital Research 4 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 2 clicks

From X

@majgeoinvesting Aug 7 1 click

Maj Soueidan on X

More significant development than most probably assume… $OCC . Great InfoArb by Sergi.. @InfoArbMonitor https://t.co/RF1NLYjcVS

@BlueDuckCap Aug 7 2 clicks

BDC on X

Had to re-listen to $STLN (frmr $TOI) call this am. Outstanding results, execution, and overall outlook. Numbers going way higher. The multiple should too. Dan and Rob turned this from a distressed equity to a best in class growth story with ripping revenues, positive FCF and ebitda, a debt refi, rebrand, and multiple market launches on the come. Just incredible execution. Well done! FWIW - and this is not advice, but we think $STLN headed to mid teens in the next 6-12 months....150-250% upside based on our math, which is just an opinion.

@OddDiligence Aug 7 1 click

Odd Diligence on X

Good for $CCXI https://t.co/jd6gn1NhS6

@stockgutter Aug 7

SG on X

They told you $SERV would generate $60-$80m in revenue this year. It's easy to lie about the future. Now 2026 is here. Serve has its 2,000 robot fleet. Its numbers still suck. In Q2, Serve did $3.2m in revenue and generated over $64m in losses. And fleet utilization dropped quarter-over-quarter.

@majgeoinvesting Aug 7 1 click

Maj Soueidan on X

This is what strong operating leverage does not look like: $RCAT The only thing red about Redcat is always being in the red.. https://t.co/ro1m8Hpgak

@stockgutter Aug 7

SG on X

This is the right explanation for $DOCS climb AH yest, which may continue today. Doubt it holds past next week. https://t.co/pdg84pbJcm

@majgeoinvesting Aug 6 4 clicks

Maj Soueidan on X

My faves from this list: $LEAT Protective sports equipment $ACFN Remote monitoring Also watching $MLR Towing equipment $PSIX Engines + Data center (generator enclosures) $EZPW Pawn shops $MITK Fraud detection $PKOH supply chain logistics I love earnings season🫠 https://t.co/PK2ffxpVYY

@ActAccordingly Aug 6 1 click

PAA Research on X

I don't know what people expected for the $RKT print and guide. Always puts and takes, but this was a solid print in this environment. $UWMC just went through the windshield and my guess is that $RKT has some share gains to be had there. Gain on sale in the Pro channel was tight in the quarter so perhaps that reflects some of that.

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 $83B

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 $1.6BMOD $9.7B

Value Don't Lie Sep 28 5 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 $1.1TMETA $1.8T

SixSigmaCapital: Navigating the Financial Markets Sep 28 4 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 $429B

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 $51B

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 $5.6B

Investor Overview Sep 28 1 click

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

SFIX · long

Stitch Fix INC

Stitch Fix’s 2017 IPO rested on overly ambitious long-term growth expectations and an unrealistic definition of its addressable market.

SFIX $353M

Value Investors Club Jun 30 2 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 5 clicks

One Hour Analysis: What would it take to break $BPRE's NAV?

BPRE trades 45% below NAV as Saba and Bulldog press for buybacks or a manager change, challenging Bluerock’s incentive to preserve…

BPRE $1.8B

Investing 501 Sep 27 5 clicks

Greenland Energy Company: A Speculative Play On The Monetization Of Greenland

Greenland Energy Company holds 2.1 million acres in the Jameson Land Basin, but drilling permits, political risk and warrant dilution cloud…

GLND $114M

Ron Ferrie 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 $24B

Rebound Capital Sep 27 7 clicks

Neighborhood Intelligence Is Starting To Look Like A Mess

Neighborhood Intelligence, NXH, faces a cash shortfall after failed and restructured acquisitions, as losses and limited financing options…

NXH $161M

Vince Martin Sep 27 2 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,…

MSFT $3.9TAMZN $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 $79B

Daniel Schönberger Sep 26 4 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 $48B

D Invests Sep 26 14 clicks

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $702M

Substack von Philipp Sep 26 8 clicks

Monday, September 28, 2026

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