The Next Consumer is a Computer
Meta’s Muse illustrates how persistent AI agents shift compute from per-query to per-user, driving heavier GPU, CPU and memory demand.
Wednesday, September 30, 2026
Back to today 
From X
DOMO Capital Management, LLC on X
Agreed, this was PCIs largest market.... this is an enormous win for $PBI ... I think PCI was might be the one's that were targeting Pitneys customers. Definitely didn't work out the way they thought it would. PBI should get a lot of customers back. PCI handles over a billion pieces nationally...
Lee Roach on X
@Uzocapital Thoughts on $TTD here?
Broken Moats on X
who is financing an LBO of $WDAY at this valuation....one of the more baffling capital allocation decisions across the spectrum I could imagine. Seems like a very levered play to try and change marks on private credit and then move to open refinancing or the IPO market to dump all the bags and use "WDAY" as mark/proof. Whole thing is sketchy.....
kab60 on X
If PE wants to own SW, go get $FIS. Sticky as fuck, could cut employees in half and shit is already levered to the tits and ready to go!!
kab60 on X
Not saying I told you so, but I did tell you this shitco was a better shitco than $FISV (ignore my posts about $FOUR, that's just a temporary 'mark to market'/'ya, so that's just your opinion man, it really ties the portfolio together'
kab60 on X
Mkt feeling frothy, we're approaching 6xFCF $gpn https://t.co/v8JZBAHFfU
junkbondinvestor on X
*SILVER LAKE IN TALKS TO BUY WORKDAY: REUTERS ~$43B enterprise value...would be one of the largest software buyouts EVER! $WDAY
Lee Roach on X
What price would you guys buy $LFTO at? https://t.co/KotrBWwRVj
Investor Letters
All letters- Quercus Fund 2026 (Jan-Aug) FCODF $4.8B
- Asset Value Investors Ltd August 2026 MSLOF $15B
- Guinness Global Investors August 2026 AFL $56BCRM $193B
- Protean Funds August 2026 BVNKF $2.5B
- PenderFund Capital Management Ltd. July 2026 KXS $3.4BMDA $4.7B
- Janus Henderson Investors July 2026 KLAC $270BMCK $107B
- Pendelhaven Asset Management B.V. July 2026 ALM $3.9BJXN $9.2B
- Asset Value Investors Ltd July 2026 UNVGY $26B
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Robinhood: The Market Is Pricing In A Lot, But Not Really Everything
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Jensen Huang Press Q&A: 'Nvidia Stock Is Undervalued'
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