Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Wednesday, October 7, 2026

Back to today

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $430M
Stock Thoughts 2 clicks

From X

@convequity

Convequity on X

$NTSK began as a CASB vendor, governing how employees use SaaS applications at the point of use. Years of that work gave it application-specific knowledge of user behavior, data movement, and risk inside cloud apps. That knowledge carries over to AI. Netskope inspects prompts, responses, and file transfers inline and in real time, and it can respond with something more precise than a block: preventing a risky copy-and-paste, stepping up authentication for a sensitive interaction, or coaching the user as they work. The part that matters more comes after the prompt. AI adds autonomy and chaining, so a single human interaction can trigger many machine-executed actions across tools, data stores, and services, often outside one user session. If data is over-permissioned and tools are loosely scoped, an agent can stay inside its allowed permissions and still cause harm faster than a person can intervene. The context Netskope gathers at the interaction can be carried forward to constrain that downstream execution: who the user is, what data is involved, which action was taken, and how risky it looks. So Netskope's edge is that it already knows the user, the data and the action at the moment of the prompt, and it can use that context to limit what an agent does next. It is now building the agent side directly. Its Agentic Broker rates agent actions by risk before they run, and its AI posture management for agents built on AWS, Azure and GCP is still in preview. That is the part to watch.

Investor Letters

All letters

Research Roundup Vol. LV

OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…

SNPS $96B
Monte Independent Investment Research

New Position (ONON): Game is On

On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.

ONON $12B
Aurelion Research 3 clicks
SIRI · long

Sirius Xm Holdings INC

SiriusXM, SIRI, combines a 32% EBITDA margin with 3.6x net leverage and a 16% free-cash-flow margin despite elevated capex.

SIRI $8.9B
Value Investors Club 1 click

WhatsApp's New Era

WhatsApp named CRED founder Kunal Shah to replace Will Cathcart after Meta bought a 20% CRED stake for $900 million, signaling a push to…

META $1.8T
MBI Deep Dives 1 click

THE MEMORY MACHINE

Samsung, SK Hynix and Micron face an antitrust suit alleging coordinated memory supply cuts drove contract prices up 697% since late 2024…

MU $1.2T
Kakashii's Materials

Artificial Bloom

Bloom Energy’s AI data-center fuel-cell growth plans face scrutiny over scandium supply, with Hunterbrook alleging China dependence and…

BE $83B
Doomberg

What Amazon Can't Buy

Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…

BWMX $645M
Phynvesting 1 click

Publications we follow

Every publication on this site, hand-picked.

128 publications

Newsletters 106

YouTube 4

Blogs 17

Seeking Alpha 47 of 224

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

84 accounts
Nominate an account

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.