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 after 2030.
Tuesday, August 25, 2026
From X
Maj Soueidan on X
I used to like $EML, but it was never able to sustain the momentum it was gaining prior to COVID, partly due to its exposure to the cyclical trucking market. It's recent acquisitions in the aerospace could make it interesting again. https://t.co/u7uvBGERlA
Maj Soueidan on X
Mistras Group ($MG) could gain from growth initiatives and lower leverage, supporting an upside surprise beyond its reasonable valuation.
Maj Soueidan on X
. @ChickenReaper did it again with $BDCO. He’s dialed in on this one. Great job with all the information arbitrage you found. https://t.co/n6fIYSh688
Little Owl Research on X
@PaulAndreola $RAVE. For anyone interested in learning more, check my pinned tweet.
Maj Soueidan on X
@InfoArbMonitor @BlackScholesMan @Mike10947310 @Diego_La_Torre_ @SimeonResearch_ @NickCortellucci I’ll kick this off… I think you all know mine … $SIF :) The Big misinterpretation👉 the non-cash LIFO charge, masking the record quarter the company reported.
Maj Soueidan on X
Fuel Tech is negotiating supply-chain guarantees with a data-center customer as its new CEO considers expense cuts and acquisitions using its $30 million cash balance.
Maj Soueidan on X
AI capital-spending skepticism contrasts with multiyear visibility at Sterling Infrastructure, Tutor Perini and CECO Environmental, including CECO’s backlog outlook through 2030.
Maj Soueidan on X
SURG surged from 25 cents to 43 cents premarket before closing at 28 cents, a risky penny-stock short setup driven by a press release.
Investor Letters
All letters
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