Negligible Capital on X
@PumpCapitalLLC Yeah $CASY rocks. About the closest you can get to a public Bucky’s
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Prepared Remarks on X
Large cap software comps rerating higher OAI / codex accelerating Jensen saying he’s funding the labs next yr $orcl 🚀
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
Broken Moats on X
$CRM geez the bar must of been very low...raised guidance by .02% for the year organic. And Operating income ex the non strategic investment gain actually declined yoy. Slack is going well, and has been recently but what about the rest of the company? Still with slack momentum still at 14% rpo
⚽️📡 on X
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research 6 clicksBDC on X
Legal issues for social media is all the more reason for $SNAP and @evanspiegel to do right be long suffering shareholders and spin off Specs, which given the form factor and price point will be DOA wrt mass market appeal. The tech is cool and worth something, but its not a commercially viable product yet. Time to spin it and raise capital for it via minority investors, not SNAP shareholders.
Trevor Scott on X
Canadian Banks at 3x P/B again.. $RY ($FFH.to very close to 1x P/B when adjusted M2M) https://t.co/XwXAj84Mf0
JabroniCoin.USD on X
YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
BDC on X
$SNAP sub model pivot is underappreciated. Evan said subs can reach 7-12% of MAU, per their own case study analysis on paid penetration. At 971mn MAU as of Q2, that means 68mn subs at 7% penetration vs the current 3.3%. At the Q2 ARPU runrate, that implies just under $3B in annual revenue and suggests that there remains considerable runway on the subscription side vs the $1.2B sub revenue runrate in Q2.
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo 3 clicksDeep Sail Capital on X
RUM Group ($RUM) formerly Rumble - More dilution chasing that dragon https://t.co/TBLsCx23T6 https://t.co/AwdyTpN79I
CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 4 clicksPAA Research on X
Back to back days with 30%+ moves in the retail space. Today it's $ANF with a 30%+ move higher. This wasn't supposed to happen in the age of "alt data" and credit card panels. Instead, single stock vol in the retail space is higher than ever. Market structure is a big part of it (See my 5 "P"s" rubric). However, in this case you can't help but wonder how alt data is driving EXTREME levels of group think in individual stocks. One thing is certain, $ANF is a trader's delight, if you can get it right....
SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue 3 clicksNegligible Capital on X
*PALO ALTO'S ARORA EXPLORED ACQUIRING DATADOG: INFORMATION $DDOG currently a $80B company "Palo Alto Networks CEO Nikesh Arora has never shied away from deals, acquiring more than 40 companies in the eight years since he took the helm of the world’s biggest standalone cybersecurity firm. But over the past 18 months, Arora’s appetite for acquisitions has reached a new fever pitch as he expanded the company’s products to handle new AI threats as well as capture more revenue from existing customers. For instance, he explored acquiring Datadog, which sells software that helps businesses identify security threats and monitor how cloud applications perform, and Okta, which helps companies ensure workers have access to the right systems, according to two people with knowledge of the situation."
Negligible Capital on X
META AGREE TO SETTLE CLAIMS THAT PLATFORMS HARMED CHILDREN -- COURT FILING Does this mean $META can finally go up?
WDS 2026-08-26 Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet
High Alpha Professor 5 clicksNegligible Capital on X
$NKE is on track for its worst year since Michael Jordan's 1993 retirement. Ugly is an understatement https://t.co/Ydy9dPU1jY
SG on X
$STRL Sterling Infrastructure is struggling to find a bottom after filling the gap. I suspect soon but price will dictate. https://t.co/jaF1khaC03
Myles on X
A lot of software stocks looking like juicy shorts again after this bounce. $XRO.ax makes no sense to my mind at the current valuation. $ASAN up 40% in 3 months despite being unprofitable and a likely AI victim. $BL is super expensive still for low growth. To name a few.
Negligible Capital on X
META, STATES HAVE DISCUSSED SETTLING TEEN SOCIAL MEDIA CASE Possibility of a mid-trial settlement has reportedly been discussed between $META and the 29 states seeking financial penalties worth up to $1.4T
