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

@finphysnerd Sep 28 1 click

Myles on X

Have gone long a chunk of this. Probably also going long some $XSHQ, down 8% from the highs. https://t.co/M9S08ooUrg https://t.co/lWfXSlTVuh

@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.

@leevalueroach Sep 28

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 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

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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 2 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 $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

CDNL · short

Cardinal Infrastru Group INC

Cardinal Infrastructure Group faces an IPO lockup expiration amid stretched valuation and reported metrics, with an Up-C structure…

CDNL $1.3B

Value Investors Club Jun 5

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…

SPCX $1.8TPLTR $455B

Steve Eisman Aug 7 14 clicks

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

HIMS $7.1B

Yet Another Value Podcast Aug 7 9 clicks

Novo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?

Novo Nordisk’s Q2 adjusted sales rose 7% and operating profit 11%, prompting a 0% to -6% 2026 outlook as commercial recovery outpaces…

NVO $169B

Hated Moats Aug 7

OXY's Plan for Financial FREEDOM

Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…

OXY $55B

Open Insights Aug 7

These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%

Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…

SLNG $90M

The Monetary Matters Network Aug 7 9 clicks

BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal

Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…

DAKT $835M

Hunterbrook Aug 7

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

ABNB $94BBKNG $120B

MBI Deep Dives Aug 7 6 clicks

TSOH Weekly Roundup (08/07/2026)

TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…

CROX $5.7BRBLX $30B

TSOH Investment Research Aug 7

A merciless market (and the reason behind the drop?)

Shift4 fell 19% after cutting FX-neutral guidance by 100 basis points, despite Q2 revenue, EPS and EBITDA beats.

FOUR $2.9B

Best Anchor Stocks Aug 7

Monday, September 28, 2026

Myles on X

Negligible Capital on X

John_Hempton on X

Lee Roach on X

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Barbarian Capital on X

Barbarian Capital on X

Barbarian Capital on X

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