CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 6 clicksFriday, August 28, 2026
CRM 2026-08-28 Elina Selianska 6 clicks
From X
Clark Square Capital on X
Interesting development at $GRVY https://t.co/xvjalTHgN7
Chris Camillo on X
@PostmodernRogue @fkon1u @DumbMoneyTV what exactly do you think is priced in? >37M launch-quarter units? >45M? >50M? what ARPU? “priced in” isn’t an argument without numbers. There is upside and downside. Been crushing $TTWO GTA trades since ’99. Always happy to compare notes.
SG on X
On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ
PAA Research on X
DRAM sentiment cooled after Nvidia’s reported $160 billion quarter-on-quarter supply and purchase agreements, testing a crowded memory-chip trade.
SG on X
I know one company that won't be sad August is coming to an end $BURL https://t.co/uOtSFz7nCf
David Orr on X
Google, Amazon and Microsoft rose after the earnings beat, while lower-cost neocloud compute providers could offer stronger risk-adjusted returns.
David Orr on X
$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.
Chris Camillo on X
@Kcon2026 didn’t miss that. i was long calls going into $NVDA earnings. my comment was about other investors making outsized bets long or short based mostly on vibes.
Investor Letters
All letters- Polaris Capital Management First Quarter 2026 ALSN $11B
- Broyhill Asset Management 2026.Q1 IQV $43B
- Horizon Kinetics 1st Quarter 2026 TPL $25B
- O'Keefe Stevens Advisory Q1 2026 BABA $285B
- Patient Capital Management 1Q26 ADBE $114B
- Hayden Capital Q1 2026 SE $74B
- Alluvial Capital Management First Quarter 2026 FTLF $94M
- RGA Investment Advisors Q1 2026 AMZN $2.8T
- Heartland Advisors 1Q26 ALGT $2.3B
- Palm Valley Capital First Quarter 2026 CHRD $7.7B
- Artisan Partners Q4 2025 ARGNF $66B
- Hayden Capital 4th Quarter EDU $9.3B
- Sequoia Fund 2025 GOOGL $4.2T
- Rowan Street Capital 2025 META $1.5T
- Greenhaven Road Capital fourth quarter HKHC $487M
- RGA Investment Advisors Q4 2025 LSCC $16B
MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
Prakhar Agarwal, CFA 1 click
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…
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Max Greve 1 click HEI 2026-08-28 HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'
Marc Gerstein 1 click AMPX 2026-08-28 Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)
Kurt Christensen 1 clickVse CORP
VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.
Hawkins INC
Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
Photronics INC
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham 3 clicks
Late August 2026 Random Ramblings
Higher rates threaten equity multiples and AI data-center economics, while UWMC and Cogent raise questions about CEO-driven capital…
ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
SiliconBytes Insights 4 clicks MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
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