Friday, August 28, 2026

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

MU 2026-08-28

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

MU $1.1T

SA Prakhar Agarwal, CFA 27h 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…

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.

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

Adobe INC

Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.

Cadence Design Systems INC

Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.

Tva Group INC -cl B

TVA Group, a C$61 million market-cap Quebec French-language media company, is presented as a highly asymmetric long opportunity for…

Jumia

Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…

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…

Coursera INC

Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…

Iqvia Holdings INC

IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.

Nxp Semiconductors NV

NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.

Galaxy Digital INC

Galaxy Digital (GLXY) is presented as a long investment idea.

Puregold Price Club INC

PureGold Price Club, the Philippines’ largest food retailer, operates hypermarkets, supermarkets, minimarts and S&R membership warehouses.