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
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.
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.
David Orr on X
@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...
Lee Roach on X
PayPal’s $42.6 billion enterprise value against $6 billion of free cash flow implies a 14% free-cash-flow yield after a failed buyout.
Investor Letters
All letters- Protean Funds July 2026 DVYSR $107M
- Hayden Capital Q2 2026 AMZN $2.8T
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $81B
- First Eagle Investments second quarter 2026 032830 $45B
- Oakmark Funds 2Q 2026 META $1.5T
- Greenhaven Road Capital second quarter ANAB $1.7B
- RGA Investment Advisors Q2 2026 ADBE $114B
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…
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…
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.
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…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
FUTU 2026-08-23 Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report
Emanuel Nemec 4 clicksRoblox CORP
Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.
Paypal Holdings INC
PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…
LLY 2026-08-22 Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk
The Non-linear Economics of Grocery Delivery Basket
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
NVDA 2026-08-22 Nvidia: It's All About SpaceX Now
Uttam Dey 2 clicks DKS 2026-08-22 DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings
Mike Arnold 2 clicks 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 1 click CNC 2026-08-22 Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up
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