Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
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mavix on X
Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150
Charles Frischer on X
@JohnTwomey16 I think the podcast speaks for itself. The FCC is trying to light all available spectrum. Likely includes the 900 MHz owned by $NN.
Deep Sail Capital on X
$OUST was really strong, Rev8 has some serious legs. $ZDC.v another solid quarter, good momentum in US.
STNE 2026-08-25 StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
IWA Research 7 clicks SBLK 2026-08-25 Star Bulk Carriers: You Don't Need The Record Quarter
Kevin Avroutskii 4 clicks WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
Miletus Research 3 clicks TTMI 2026-08-25 TTM Technologies: Priced Like A Board Shop, Booked Like A Defense Prime
Jaden Mealy 2 clicks ARQQ 2026-08-25 Arqit Quantum: The Little Boat That Couldn't
Luis Cortes Dequidt 2 clicks GEN 2026-08-25 Gen Digital: MoneyLion Opens A New Growth Channel At A Low Valuation
Manimala Misra 2 clicks DNTH 2026-08-25 Dianthus Therapeutics: The C1s Shakeout Strengthens The Bull Case
Equity Eagle 2 clicksCharles Frischer on X
$NN. This podcast is must listening. Doesn’t mention NN by name, but amazing insights into FCC strategy under Chairman Carr. This Week: The FCC's Spectrum Pipeline with Arpan Sura - The Week with Roger | Podcast on Spotify https://t.co/tSebqMRetN
Raging Capital Ventures on X
$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw
PAA Research on X
@herbgreenberg @ParagonIntelNYC As it turns out we've had a short call out on $LOPE since the start of the year...
Prepared Remarks on X
$celh https://t.co/apPT4ADdcm https://t.co/kGhsFi95q7
Broken Moats on X
$TGT continues to run post earnings now at 17x next year before considering net debt load with earnings expected to shrink next year on less than 3% growth Tough weekend too. ATF with 1.8m members (teachers union) announced a boycott for back to school of Target last week and today are having to make public comments about a racially insensitive clown costume….. might seem on the margin but prior issues with pride and other campaigns were a key contributor to TGTs foot traffic problems
US-Canada Tariffs: Finding Investment Opportunities
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
Cluseau Investments on X
If the $BHF deal goes through the SEC needs to investigate whoever bought 500 of the September 55's for $1.30 today
Evan Tindell on X
Ziff Davis $ZD on their Q2 earnings call: "We've seen huge increases in the amount of code generated by AI. We shipped 24% more code in the second quarter and we expect nearly 100% of new code to be generated by AI by the end of the year"
Farmer on X
Was also wondering if $WMT could use some of that electricity. e.g. would the grid destabilize if their usage increased 20-50%. The bolt-a-GPU-on-your-house thing seems a little silly, but maybe it makes more sense on commercial buildings? The scale of those Nebius/Coreweave numbers seems hard to believe...
David Orr on X
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
PAA Research on X
Someone just sent me a brief slide deck on $MCD and it made me realize that I never, I mean never hear anyone talk about it on this platform. Not even @jeffmacke mentions $MCD at his 3:45AM Denny's sessions and he likes to keep everyone on their toes about monster consumer franchises that receive little investor attention in this tech driven era. It did remind me that Ron Dottin called the bottom in this stock in late 2002 after $MCD went through 3-CEOs in a few years (one of which who died) and the company was seemingly in shambles. The stock went up 5x in 5-years. That was back when that meant something. On paper, $MCD looks like the least interesting setup (long or short) I've seen in a really long time.
NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
Equity Eagle 3 clicksDeep Sail Capital on X
With all the analysts updating their models post the Q2 earnings beat, $CLS is now trading at 13x EBITDA NTM consensus while growing topline 65%.
