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...
Topic
technology
Everything our editor has picked under this tag, best first.
BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
Raging Capital Ventures on X
@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.
Raging Capital Ventures on X
@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)
Raging Capital Ventures on X
Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.
NVDA 2026-08-22 Nvidia: It's All About SpaceX Now
Uttam Dey AMAT 2026-08-22 Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates
The Curious Analyst STX 2026-08-22 Seagate: Shares May Fall Aggressively If Gross Margins Won't Last
Cavenagh Research Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
SOXX 2026-08-21 SOXX: Growth And Profitability May Be Peaking
Mauro Caversazzi VISN 2026-08-21 Vistance Networks: The Valuation Makes This Stock A Strong Buy
Investor Overview PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Quantryon Capital GFS 2026-08-21 Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Jason Ditz PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Elizabeth Pramila Raging Capital Ventures on X
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
NBIS 2026-08-20 Nebius: The Market Is Arguing About The Wrong Number
The Quality Growth Investor ANET 2026-08-20 Arista Networks: Q2 2026 Justifies A Higher Price Target
The Curious Analyst APP 2026-08-19 AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
KL Research CRWV 2026-08-19 CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)
Future Stack Investment QNT 2026-08-19 Quantinuum: Trapped-Ion Quantum Computing Looks To Break Out Of The Quantum Silo
Marc Gerstein 
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Perfect CORP
Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…
Ian Bezek on X
@SandBrandyn I bought a basket of software and adjacent in Feb/March. $TEAM most ridiculous example both to the down and now upside... I don't trust the management teams enough to make a concentrated bet on any of these.
