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

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 1/x $NN) you note that carriers "control" ~50 mhz of low-band each. respectfully, "control" is clearly not the relevant variable. how much they have AVAILALBLE is what matters. $T commented that they were capacity constrained on low band.

@ChrisCamillo Sep 24

Chris Camillo on X

He who doesn’t take risks doesn’t drink champagne. $META $AMZN

@Fierce__beast Sep 24

Fierce_beast on X

Shorting low P/Es sometimes works: $SSTK and $GETY https://t.co/aRCDW2nrC2

@leevalueroach Sep 24

Lee Roach on X

GameStop $GME just extended all stores hour to open earlier and close later. Wall Street suits are drooling all over their fat bellies and don’t understand foot traffic is through the roof. https://t.co/P0WXv5QKT3

@leevalueroach Sep 24

Lee Roach on X

This is the short thesis on $GME btw. https://t.co/punvkn77Jo

@Adam_Wyden Sep 24 2 clicks

Adam D. Wyden on X

King William as my son likes to refer to him out with his first public position. Don’t sleep on him. $LIFE https://t.co/598FwOWcDh

@negligible_cap Sep 24

Negligible Capital on X

$SOXX – Semis have underperformed the Nasdaq 100 by about 14% since the start of July, putting semis on track for their biggest quarter of underperformance relative to the broader tech index since 2007 per Bloomberg. Really puts into perspective how wild Q2 was: https://t.co/LpGHKEZKu3

@BlueDuckCap Sep 24

BDC on X

"The underlying tech is insane" Yes. But we are at least 1-2 years away from mass market potential (maybe longer). Bring in external minority investors. Get a SOTP mark. No brainer. $snap https://t.co/otKSFqAFjP

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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 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

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 $347M

Value Investors Club Jun 30 1 click

💥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 2 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 4 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 $227M

Ron Ferrie Sep 27

Hindsight Capital

Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…

TDG $60BTPL $23B

Rebound Capital Sep 27 6 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 $273MFTHM $14M

Vince Martin Sep 27 1 click

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 $3.8TAMZN $2.7T

Cassandra Unchained Sep 26 9 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 $72B

Daniel Schönberger Sep 26 2 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 $49B

D Invests Sep 26 13 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 $720M

Substack von Philipp Sep 26 5 clicks

Monday, September 28, 2026

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