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1171 articles about companies over $2B

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

BE $64B

Valuation Rewind Aug 29 5 clicks

@TidefallCapital Aug 28

Trevor Scott on X

@DrewCohenMoney enjoyed your $APP video

@ChrisCamillo Aug 28 2 clicks

Chris Camillo on X

@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.

@ActAccordingly Aug 28 5 clicks

PAA Research on X

Man in just 48 hours we went from the $DRAM bulls tap-dancing and high fiving on the "incredible" $160B Q/Q (it is crazy) increase in supply and purchase agreements from $NVDA to: "The memory names have held up well on a relative basis the past two days".... Two golden rules apply here: 1) The market will pick the path of the most pain 2) Karma has everyone's address so please stop with your victory laps, lectures, and bear trouncing. This game is hard and unforgiving.

@stockgutter Aug 28 4 clicks

SG on X

I know one company that won't be sad August is coming to an end $BURL https://t.co/uOtSFz7nCf

@orrdavid Aug 28 4 clicks

David Orr on X

Market already confirming this idea. $GOOG $AMZN $MSFT up since that beat. "Neoclouds" should be big winners too. I prefer to bet on the proven big, scale advantaged operators. But if the neoclouds are much cheaper per unit of compute, they could be the better risk adjusted return.

@orrdavid Aug 28 3 clicks

David Orr on X

$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.

@ChrisCamillo Aug 28 1 click

Chris Camillo on X

@Kcon2026 didn’t miss that. i was long calls going into $NVDA earnings. my comment was about other investors making outsized bets long or short based mostly on vibes.

CRM 2026-08-28

Why Salesforce's Alliance With Anthropic Changes Everything

CRM $212B

Elina Selianska Aug 28 9 clicks

@John_Hempton Aug 28

John_Hempton on X

@420yooper69AMC Agree. Apes should buy more $AMC

NVDA 2026-08-28

Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion

NVDA $5.4T

Ivana Delevska Aug 28 5 clicks

@orrdavid Aug 28 4 clicks

David Orr on X

@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

META $1.5TRBLX $29B

MBI Deep Dives Aug 28 15 clicks

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

MU $1.1T

Prakhar Agarwal, CFA Aug 28 6 clicks

@stockgutter Aug 28 2 clicks

SG on X

$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb

@leevalueroach Aug 28 1 click

Lee Roach on X

Well looks like I’m going to get another chance to buy PayPal $PYPL as the market losses its entire ass because the buy out fell through. Back of envelope math here is $42.6 billion EV on $6 billion of free cash flow is a 14% free cash flow yield. Not bad! Growth hogs will piss their pants and cry about how there’s little growth.