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1257 articles about companies over $2B

Nvidia Climbing the Wall of Worries

Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…

NVDA $5.4T

MBI Deep Dives Aug 27 9 clicks

@BlueDuckCap Aug 27 3 clicks

BDC on X

Specs - we are coming to a tipping point one way or the other. Will it be a disaster despite 7k patents filed and $3.5B of sunk cost over a decade and some really cool cutting edge functionality? Probably. That's because there's a limited TAM at the $2.1k price point and given that the specs look absurd. So what will Evan do if sales are horrible? $SNAP

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

BHVN $2.4B

Edmund Ingham Aug 27 5 clicks

@BrokenMoats Aug 27 3 clicks

Broken Moats on X

Always fascinating people willing to pay over 2x multiple for a company like $TEAM which at current levels hard to argue is pricing in much disruption threat v. an $AMZN which has a higher growth rate too

@BlueDuckCap Aug 27 1 click

BDC on X

Subs are the $SNAP inflection nobody has cared about, yet: H/T @Jack64128896 for the find on memories https://t.co/c5FVBZfK4c

@John_Hempton Aug 27

John_Hempton on X

@AMCOracle I get it. Apes think I am stupid. Buy more $AMC. It is good to trade against stupid people.

@negligible_cap Aug 27

Negligible Capital on X

$META has been pulling back on their Anthropic spending a bit this summer but is still spending hundreds of millions per month "Nat Friedman, Meta’s head of A.I. product, has told some employees that if Meta uses only its own coding tools or ones from OpenAI, it could lower Anthropic’s revenue before its public offering, the people said." -- NYT Curious what the S-1 will have to say about this

@negligible_cap Aug 27

Negligible Capital on X

*META COULD SPEND UP TO $10B/YEAR ON ANTHROPIC AI: NYT So $META is like 15%+ of Anthropic's ARR? "At one point this year, Meta internally projected that it could spend as much as $10 billion annually on Anthropic’s A.I. models, said two of the people, who declined to be identified discussing private information. That would have formed a major chunk of Anthropic’s yearly revenue, which the start-up estimated in July would pass $65 billion." - NYT

@negligible_cap Aug 27

Negligible Capital on X

Not only are $IGV and $SOXX both green today, but $IGV just flipped positive YTD, led higher by $CRM up 20%, and cybersecurity names ripping after $CRWD and $OKTA Software and Semis are friends again https://t.co/pYgkP9Rtsw

Late August 2026 Random Ramblings

Higher rates threaten equity multiples and AI data-center economics, while UWMC and Cogent raise questions about CEO-driven capital…

UWMC $2.4B

Yet Another Value Blog Aug 27 2 clicks

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACIW $5.4B

SiliconBytes Insights Aug 27 5 clicks

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

MIAX $4.3B

Sylence Capital Aug 27

@stockgutter Aug 27 2 clicks

SG on X

$MRNA offering $2B of Rule 144 convertible notes but says conversion price tbd. No 8-K so far. Great governance, guys. Keep up the insider sales. https://t.co/JK9PyjstS4

@pennycheck Aug 27 2 clicks

⚽️📡 on X

$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ

@negligible_cap Aug 27

Negligible Capital on X

70% FY28 revenue growth is incredible, but if you were an $NVDA bear before that call, it’s very unlikely that view has changed (sure maybe funding shorts get covered) The bear argument is more intact than ever. Nvidia’s demand, while very robust, still comes in part from largely unprofitable companies/labs which are of course dependent on Nvidia for financing Jensen addressed these concerns directly, saying "frontier labs sales are skyrocketing, their margins are fantastic…they're generating profitable tokens…they're only limited by the amount of compute” The bear argument isn't going to be solved by fantastic numbers in any given quarter, it will take lots of time to be proven right or wrong