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

@RagingVentures Aug 5 2 clicks

Raging Capital Ventures on X

@puppyeh1 It’s dumb to buyback $SNDK stock. Dividends a good idea, or even better just sit on the cash for the next 18 months and see how things develop.

@majgeoinvesting Aug 5

Maj Soueidan on X

$TPC came through with a nice quarter and 50% dividend increase. Visibility seems to be improving, drastically.. https://t.co/MX5EloaL6I

@majgeoinvesting Aug 5

Maj Soueidan on X

@MicrocapDr The key question with $OESX is if they can ever get consistency in any of the categories they’re selling into? They have yet to prove they can. Still, it’s interesting to track.

@DOMOCAPITAL Aug 5 1 click

DOMO Capital Management, LLC on X

That said... I don't expect them to be using it at these levels. I think there are a lot of near-term catalysts that will take shares to new highs. Additionally, I don't know what the short seller thesis is from here. The profitability of $ALTO has completely shifted. The shorts need to cover a lot of shares. I don't know how they're going to do it without moving the stock up a lot. If they wait for the #E15 news they are toast....

@DOMOCAPITAL Aug 5 1 click

DOMO Capital Management, LLC on X

My guess is that $ALTO noticed the massive increase in short interest and is being prudent in case there is a massive short squeeze in the stock. Definitely possible with #E15 odds continuing to increase. https://t.co/sSmfB9fwFC

@DOMOCAPITAL Aug 5 1 click

DOMO Capital Management, LLC on X

Huge double beat by $ALTO - expect some very positive commentary on the call. Excluding derivatives - EPS of $0.20 for the quarter!

@TimyanBankAlert Aug 5 1 click

Timyan Bank Alert on X

The Pipeline: Regulatory shift, M&A catalyze investor activism for US banks | S&P Global Market Intelligence $UBAB $CSHX https://t.co/LJ9OJR1WrX

@TheBenSchmark Aug 5 1 click

JabroniCoin.USD on X

$ACMR https://t.co/iEnipv5cD6

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 6 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

Raging Capital Ventures on X

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Maj Soueidan on X

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DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

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