Friday, August 28, 2026

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

MU $1.1T

SA Prakhar Agarwal, CFA 22h ago 3 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…

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…

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…

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…

SA 2026-08-20

Seabridge Gold: Fairly Valued Now But Big Upside

SA $3.7B

SA Redfern Research Aug 20

APP 2026-08-19

AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating

APP $104B

SA KL Research Aug 19 1 click

AZN 2026-08-19

AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?

AZN $255BBMY $135B

SA ALLKA Research Aug 19 1 click

CRWV 2026-08-19

CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)

CRWV $48B

SA Future Stack Investment Aug 19

RDDT 2026-08-19

Reddit: Curb Your Enthusiasm About The Index Effect

RDDT $29B

SA Dilantha De Silva Aug 19

ZETA 2026-08-19

Zeta Global's AI Story Just Became Measurable (Rating Downgrade)

ZETA $7.1B

SA Alpha Line Aug 19 1 click

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al’s wartime near-monopoly has produced net cash, owned aircraft and a 2x EBITDA valuation, while regulatory obligations, customer float…

Instacart’s Unit Economics, and Implications for DoorDash

Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.

Doordash INC

DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…

Airbnb Model Update (2026)

Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.