CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 8 clicksFriday, August 28, 2026
CRM 2026-08-28 Elina Selianska 8 clicks
From X
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.
Raging Capital Ventures on X
Charter Communications trades near 2x pro forma 2028 free cash flow per share ahead of its Cox acquisition, with buybacks, swaps, wireless growth and pricing offsetting broadband pressure.
Raging Capital Ventures on X
I’ve been legging into $AMD short https://t.co/XWmhyYgpFC
BDC on X
Meta’s committed AI capex risks exceeding financeable demand as capital costs rise, forcing a pivot from excess capacity.
Ian Bezek on X
@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.
BDC on X
Internet analysts once focused on Google Search, Meta advertising, Netflix subscribers and AWS growth. AI-era capex has made those earnings calls more complex.
BDC on X
@FrostByte123456 Yes. $GOOGL needs to feed TWO capex intensive businesses: 1. Search (Gemeni) and 2. Cloud. $AMZN needs to only feed one, which is AWS.
BDC on X
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
Investor Letters
All letters- Protean Funds July 2026 DVYSR $105M
- Hayden Capital Q2 2026 AMZN $2.8T
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $80B
- 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 5 clicks
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…
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Max Greve 2 clicks HEI 2026-08-28 HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'
Marc Gerstein 3 clicks MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 3 clicks VRT 2026-08-27 Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
LL Insights 2 clicks GM 2026-08-27 General Motors: The Billion Mile Moat
Muhammad Cheema 2 clicks KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire 4 clicksRoyal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research 6 clicks KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo 3 clicks CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 4 clicksPublications we follow
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