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 $5.5T

SixSigmaCapital: Navigating the Financial Markets Sep 30 6 clicks

Sep 30 CVX $407B

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

Cestrian Capital Research

Sep 30 MU $1.2T

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

Cestrian Capital Research 4 clicks

From X

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 @ishedtruth444 I know you were not talking to me. But I hope you buy more $AMC anyway.

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 @ishedtruth444 I am not mad about you buying $AMC. I have tried to encourage it. Please buy more.

@DeepSailCapital Sep 30 1 click

Deep Sail Capital on X

@P_Remarks $THEON $DLO $TOI.NE

@stockgutter Sep 30

SG on X

Happy $MKTW dividend day for those who celebrate ( $PAGS $EVC too)

@convequity Sep 30

Convequity on X

$PANW and $DDOG both put something real inside the customer's systems that an AI lab cannot recreate by calling SaaS APIs. Palo Alto's install is still harder to replace with AI. 1. Datadog's agents mostly sit outside the traffic and watch production. A bad agent version rarely takes the business down the way a bad firewall rule can. 2. Palo Alto's firewalls and SASE cloud gateways sit inside the traffic and decide what to allow, deny, decrypt or inspect. A wrong allow or deny hits live traffic and live machines. 3. Many Datadog users start the day in a coding agent and open Datadog when something looks wrong. Many Palo Alto users start in its console and stay there through alerts, triage and response. For them, an outside AI agent is an add-on. Cybersecurity work splits two ways on AI risk. Work done before code ships ("shift-left") or from outside the traffic, such as scanning code, checking cloud settings and sorting collected alerts, gives answers that are easy to check. AI agents are already taking over more of it. Work in live traffic and on live machines ("shift-right") means judging whether an attacker is still inside and whether blocking them is safe. That is more ambiguous and mistakes cost more, so enterprises move slower and demand earned trust. Palo Alto is not risk-free. In our view its exposure is the easily checked detection and vulnerability work inside its platform, which AI agents can take over sooner. The threat is not an AI-native firewall startup.

@KEDM_COM Sep 30

KEDM.com on X

American Assets Trust’s $AAT Chairman Rady continues to buy shares, now already owning 38% of s/o. The 13D also mentions that he may ‘discuss or encourage extraordinary transactions - including mergers, take‑private deals, asset sales, recapitalizations or board/management changes.’

@stockgutter Sep 30

SG on X

@grok compare the revenue $RGTI has earned ytd with the proceeds of $RGTI insider stock sales ytd

@leevalueroach Sep 30

Lee Roach on X

Pretty good thesis on $MNRO here. I think it gets sold soon. https://t.co/nx6knvA1Ng

Investor Letters

All letters

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $553M

Calvin Blissett Sep 30 4 clicks

Undercovered Dozen: Vicor, Rayonier, Accenture And More

Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.

VICR $14BRYN $5.5B

The Undercovered Dozen Sep 30 4 clicks

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 $1TNVDA $5.5T

The Monetary Matters Network Sep 30 4 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 $31B

Cestrian Capital Research Sep 30 1 click

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 $3.8T

Khaveen Investments Sep 30 2 clicks

3 Mergers and 1 Liquidation in the Danger Zone

Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…

STRS $147MIMXI $349M

Triple S Special Situations Investing Sep 30

💥Yield!💥

Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…

BYND $138M

PETITION Sep 30

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 $6.8BKNF $2.9B

Monte Independent Investment Research Sep 30

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 $15B

Andres Veurink Sep 30

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 $24B

Asian Century Stocks Sep 29 1 click

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $924M

Value Investors Club Jun 26 2 clicks

Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)

Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…

UCTT $3.5B

Monte Independent Investment Research Sep 18 2 clicks

Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait

Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…

ATEX $1.5B

The Market Auditor Sep 18 2 clicks

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

COO $11BRGR $699M

Latticework by MOI Global Sep 18 1 click

House of Weichai

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from…

PSIX $1.1B

Maius Partners Sep 17 2 clicks

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $446M

Crimson And Gold Research Sep 17 4 clicks

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

STM $52BNVTS $3.1B

SixSigmaCapital: Navigating the Financial Markets Sep 17 4 clicks

Diamond Estates: Research Note

Diamond Estates Wines & Spirits plans to expand grocery and export sales, invest in six brands, and improve winery operations through FY29.

LSDAF $1.1B

Atrium Research - Equity Research Sep 17 2 clicks

The Offshore Message From Oslo

Offshore drillers have secured 105 rig-years by September, 42% above all of 2025, as national oil companies lock up long-term capacity.

RIG $5.8B

Cannibal Stocks Sep 17 1 click

A special situation bet on the power of incentives with 10x upside in a mandated year timeframe.

Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…

BBGI $21M

Calvin Blissett Sep 17 1 click

Wednesday, September 30, 2026

John_Hempton on X

John_Hempton on X

Deep Sail Capital on X

SG on X

Convequity on X

KEDM.com on X

SG on X

Lee Roach on X

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