Wednesday, September 30, 2026

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.

META $1.8TNVDA $5.8T

SixSigmaCapital: Navigating the Financial Markets Sep 30 7 clicks

Sep 30 CVX $416B

Chevron (NYSE: CVX) Stock Rating: Move To Distribute After Q2 FY12/26 Earnings - Near-Peak Margins And The Iran War

Cestrian Capital Research 2 clicks

Sep 30 MU $1.2T

Micron (NASDAQ: MU) Stock Rating: Hold After Q4 FY8/26 Earnings - No Change To Rating

Cestrian Capital Research 5 clicks

From X

@LaughingH20Cap Jun 16 2 clicks

Laughing Water Capital on X

@darkstarsats 2/x) $NN can play a video for congress of them running tests right outside the capital building, or maybe even inside, and say "see, no interference."

@LaughingH20Cap Jun 16 2 clicks

Laughing Water Capital on X

@darkstarsats 1/x) the point is that next time $NN is front of congress, when the opposition claims interference, Miriam can say "congressman, did you notice your key card not working?" "Sergeant at Arms, were there any issues w/ electronic security?" etc etc

@LaughingH20Cap Jun 16 4 clicks

Laughing Water Capital on X

I think there is signal value here. No way the FCC runs $NN tests at the literal capital building unless they have sign-off from the highest levels. To much risk of this being labeled a “stunt” unless the FCC and higher powers are strongly supportive. https://t.co/Eaxyu0UbS4

@Mike10947310 Jun 16 1 click

Mike on X

I haven’t followed $WULF much but with the news that Anthropic is pursuing DC leases and with Century Aluminum sharing that Terrawulf believes they will have a tenant announcement by end of June… aren’t the pieces kind of fitting together and if so what’s the blue sky upside look like?

@ActAccordingly Jun 15 1 click

PAA Research on X

While I'm quick to criticize @elonmusk and how he manages the Street (another area where he's clearly brilliant), but this interview is one of the many reasons why he deserves our universal respect for all that he's accomplished and what he could do for humanity going forward. THIS INTERVIEW IS ALMOST 20-YEARS OLD! $SPCX $TSLA https://t.co/uNjq2u089f

@marginofdanger Jun 15 3 clicks

marginofdanger on X

@BillAckman Literally every asset that’s managed by you including $HHH $PSHZF and now $PSUS has always traded at a discount. Why would this one be any different?

@ActAccordingly Jun 15 1 click

PAA Research on X

This is the "funding secured" moment for $SPCX. Will it matter for @elonmusk or the company? Probably not. We've been down this path before and the SEC blinked when there was a moment to enforce the rules we have in place with $TSLA. No question that no other executive gets away with this aside from Elon. This is a clear violation of the "quiet period" surrounding IPOs. To me the more interesting question is: why does Elon feel the need to provide 2030 guidance for his company a couple of days after the first trading day for $SPCX?

@cfrischer1 Jun 15 2 clicks

Charles Frischer on X

$NN I have received a few questions about my Part 15 tweets from last night. I remain incredibly bullish. In fact, I am more confident about the upside today than ever. My sole point is that I believe Part 15 users are not going to be interfered with by NN.

Why AMD Is the Most Overhyped Chip Stock | Ben Pouladian on Meta’s Muse, Anthropic IPO, & Semis

Ben Pouladian argues AMD’s Helios racks cannot match NVIDIA GPUs’ fungibility and financing appeal as agentic AI shifts the bottleneck to…

AMD $1.1TNVDA $5.8T

The Monetary Matters Network Sep 30 5 clicks

EQT Corporation (NYSE: EQT) Stock Rating: Hold After Q2 FY12/26 - Why Europe's Gas Shortage Has Not Lifted The Stock

EQT remains tied to roughly $3 Henry Hub gas despite European prices near $23 per MMBtu, with US LNG export capacity limiting overseas…

EQT $33B

Cestrian Capital Research Sep 30 4 clicks

Microsoft: The Xbox Segment Revamp

Microsoft plans to rebuild Xbox after FY2026 through studio cuts, higher hardware prices, Game Pass growth, exclusive releases and the 2028…

MSFT $3.9T

Khaveen Investments Sep 30 3 clicks

Research Roundup Vol. LIV

Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…

AAON $7.2BKNF $2.8B

Monte Independent Investment Research Sep 30 1 click

Annaly Capital Management: Rate Swaps Doing The Heavy Lifting For This REIT

Annaly Capital Management’s rate swaps and MBS expansion lifted earnings available for distribution 28% year over year, supporting its…

NLY $14B

Andres Veurink Sep 30 1 click

Toll roads in the sky

Asia's elevator boom favors maintenance and modernization providers, with Otis deriving nearly 90% of operating profit from after-sales…

OTIS $25B

Asian Century Stocks Sep 29 2 clicks

Portfolio and performance update, September 2026

Portfolio returned 65.7% through September 28 versus the S&P 500’s 13.2%, while backing Tourmaline, EQT, Athabasca and SLB on gas demand…

EQT $33B

Guardian Research Sep 29 6 clicks

FTAI Aviation (FTAI US) – The Engine Shop That Owns the Engines

FTAI Aviation’s engine-exchange model swaps CFM56 engines in days rather than 200-day overhauls, driving Aerospace Products adjusted EBITDA…

FTAI $17B

Bristlemoon Capital Sep 29 4 clicks

The Case for Meta Enterprise Platform

Meta’s Enterprise Platform creates a third-party compute outlet, reducing the cost of overbuilding AI infrastructure while adding…

META $1.8T

MBI Deep Dives Sep 29 3 clicks

Joby Vs. Archer: The Race Is No Longer About Who Certifies First

Archer Aviation's Insitu, Wisk and SkyGrid acquisitions add military and drone revenue, cutting FAA-certification dependence and leaving…

ACHR $3.6BJOBY $5.8B

The Alpha Analyst Sep 29 3 clicks

Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy

The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…

TTD $5.8B

Yet Another Value Blog Sep 29 7 clicks

Beam Therapeutics: Ignore The Anthropic Noise And Focus On Clinical Progress

Beam Therapeutics’ BEAM-302 AATD gene-editing program anchors its 2028–2029 upside, while a 2–3 year cash runway leaves dilution likely…

BEAM $2.6B

Robert J. Lake Sep 29 1 click

Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)

Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…

GPI $2.8BAMR $2.2B

Cannibal Stocks Sep 29 5 clicks

Monte Investments Market Brief Vol. CXXX

Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.

KRMN $4.4B

Monte Independent Investment Research Sep 29 2 clicks

Robinhood: The Market Is Pricing In A Lot, But Not Really Everything

Robinhood’s long-term value rests on retaining customer assets and becoming a primary financial platform beyond trading.

HOOD $98B

Thomas Veth Sep 29 1 click

Jensen Huang Press Q&A: 'Nvidia Stock Is Undervalued'

Nvidia CEO Jensen Huang says the company will buy back hundreds of billions of dollars of stock in coming years.

NVDA $5.8T

Key Context by Tae Kim Sep 29 5 clicks

Pfizer: Growth Portfolio And Cost Cuts Support A Buy Through The LOE Trough

Pfizer’s new products and $9.7 billion cost-cut plan target earnings support through COVID normalization and patent expiries, alongside a…

PFE $160B

Value Capital Research Sep 29 1 click

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

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

Zscaler posted 25% Q4 revenue growth to $898.2 million and a 24.3% operating margin, but guided FY27 growth down to 16.6%-17.5% as free…

ZS $33B

Cestrian Capital Research Sep 28 4 clicks

Dox for Me, O Muse: Meta’s New AI Agent Built Lists of People in Vulnerable Groups on Request

Meta’s Muse AI compiled dossiers on vulnerable Facebook and Instagram users, bypassing safeguards with minor prompt changes.

META $1.8T

Hunterbrook Sep 28 2 clicks

Wednesday, September 30, 2026

Laughing Water Capital on X

Laughing Water Capital on X

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