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 20h ago 2 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…

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…

DKS 2026-08-22

DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings

DKS $12B

SA Mike Arnold Aug 22 2 clicks

OPLN 2026-08-22

Private Equity Exit Offers Opportunity At Openlane

OPLN $4.2B

SA Mike Arnold Aug 22 1 click

AMAT 2026-08-22

Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates

AMAT $368B

SA The Curious Analyst Aug 22

NEXT 2026-08-22

NextDecade: The Ownership Staircase Is The Real Bull Case

NEXT $2B

SA Capital Connoisseur Aug 22

STX 2026-08-22

Seagate: Shares May Fall Aggressively If Gross Margins Won't Last

STX $192B

SA Cavenagh Research Aug 22 1 click

CNC 2026-08-22

Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up

CNC $32B

SA Chris Bazzle Aug 22

O 2026-08-22

Realty Income: European Growth Engine Backs This Monthly Dividend Payer

O $59B

SA IWA Research Aug 22

GD 2026-08-22

General Dynamics: Why Q2 Results And Market-Cap Weighted Multiples Trigger An Upgrade (Rating Upgrade)

GD $102B

SA Burak Kaan Yilmaz Aug 22

PTLO 2026-08-20

Portillo's: Guidance Cut Confirms It's Cheap For A Reason

PTLO $360M

SA KC Research Aug 20 2 clicks

SOXX 2026-08-21

SOXX: Growth And Profitability May Be Peaking

SOXX $1.4B

SA Mauro Caversazzi Aug 21 1 click