Thursday, August 27, 2026

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACIW $5.4B

SA SiliconBytes Insights 46h ago 4 clicks

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.

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

MT $56B

SA Capital Connoisseur Aug 27 3 clicks

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.

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…

$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…

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…

Shopify 2Q'26: Sustained Miraculous Growth

Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Hims & Hers investor Paul Cerro is long again on labs and patient data raising retention and LTV, despite stagnant subscribers, GLP-1…

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

Otis Worldwide CORP

Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…

Zoetis INC

Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.

Brinks CO

Brink’s $6.6 billion cash-and-stock acquisition of NCR Atleos underpins the long case, citing strategic and financial rationale.