CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 9 clicksFriday, August 28, 2026
CRM 2026-08-28 Elina Selianska 9 clicks
From X
Maj Soueidan on X
@MicrocapDr The key question with $OESX is if they can ever get consistency in any of the categories they’re selling into? They have yet to prove they can. Still, it’s interesting to track.
Timyan Bank Alert on X
The Pipeline: Regulatory shift, M&A catalyze investor activism for US banks | S&P Global Market Intelligence $UBAB $CSHX https://t.co/LJ9OJR1WrX
JabroniCoin.USD on X
$ACMR https://t.co/iEnipv5cD6
JabroniCoin.USD on X
Mark Barrocas: “Q2 was a blowout quarter for SharkNinja. We delivered our 13th consecutive quarter of double-digit net sales growth. And we didn't just sustain our pace, we accelerated to over 22% growth year-over-year. This is our fastest growth rate since Q4 2024.” $SN https://t.co/IPqHNlNfKJ
BDC on X
ESPN remains a disaster for $DIS https://t.co/IHc4sav9Et
Nat Stewart on X
@JohnHuber72 I believe $NRP's production jump in Appalachia was primary due to $ARLP's Tunnel Ridge mine, which should be a stable producer going forward.
PAA Research on X
Doug Bergeron of Verifone fame going activist on $ETD. As we pointed out here in the past, there's a ton of value in this business and there's no doubt that the brand has enormous potential. "Ethan Allen" still has tremendous brand equity.
Maj Soueidan on X
Here they come - ~50 microcap earnings calls today. I’m most interested in learning about: $FTEK - Growing data center pipeline that they can’t close. $OESX - Was huge Qtr from one time project awards? Data center initiatives timeline vs hype. $KRMD - New product adoption. https://t.co/ywCPDNODCl
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $136M
- Protean Funds July 2026 DVYSR $105M
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- 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
MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
Prakhar Agarwal, CFA 6 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…
CMCSA 2026-08-28 After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound
Max Greve 3 clicks HEI 2026-08-28 HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'
Marc Gerstein 4 clicks AMPX 2026-08-28 Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)
Kurt Christensen 3 clicks INMB 2026-08-28 INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment
Tejo Strategy Investing 2 clicksVse 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 5 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
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