CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska Latest News
CRM 2026-08-28 Elina Selianska 
From X
Raging Capital Ventures on X
Amkor at roughly $46 offers a 3 to 4 year setup built on scale, new capacity and advanced packaging demand, despite weak margins, ROIC and capital intensity.
Raging Capital Ventures on X
Despite my past skepticism, $GLW around its current $125 per share ($110 b cap) actually seems fairly compelling given the company’s scale, leading market position, and multi-year growth ramp.
Raging Capital Ventures on X
$AGYS does not see negative impact of AI on enterprise software companies, argues that they are "seeing the opposite effect." Also notes the cost/benefit analysis favors software subscriptions vs. investing in expensive AI development. https://t.co/W4qnsF26r4
Raging Capital Ventures on X
I pitched $ORCL at $285 as a short last October at my conference. Now at $120 think it is intriguing as a long… https://t.co/8QB7O3VSoH
Raging Capital Ventures on X
@retaox The $CHTR broadband offering is much more competitively priced today due to tech upgrades, limited pricing increases in recent years, aggressive retention incentives, and investments into the video/wireless bundle.
Raging Capital Ventures on X
Shorted a bunch of $AAPL and bought puts over last few days. Seems very overbought (was it a funding short?) and at a good level to find resistance. Edge AI models should ultimately be good for $AAPL, but company still has grossly mismanaged the AI opp and memory is a headwind.
Raging Capital Ventures on X
Meta is bought around $590 to $600 despite heavy AI capex, on Reels engagement gains, ad-network tailwinds and AI-driven operating efficiencies.
Raging Capital Ventures on X
Comcast’s Peacock, NBCU and theme parks are valued near its market cap, while a 6% dividend and a 2027 spin support the cable turnaround thesis.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $140M
- Protean Funds July 2026 DVYSR $107M
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $81B
- First Eagle Investments second quarter 2026 032830 $41B
- Oakmark Funds 2Q 2026 META $1.5T
MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
Prakhar Agarwal, CFA 
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
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…
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
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.
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
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…
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