CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 7 clicksFriday, August 28, 2026
CRM 2026-08-28 Elina Selianska 7 clicks
From X
Broken Moats on X
Zillow faces commission-model disruption, rental competition and MLS exclusivity litigation that could weaken its home-search audience and advertising revenue.
PAA Research on X
Zillow resolved the FTC’s antitrust case over its Redfin rentals syndication deal, preserving the partnership while Redfin builds its own listings platform and Zillow waives non-competes.
Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
SG on X
👀 have been out of $WU for a short time. A sale would not surprise me, but probably makes more sense after it digests $IMXI. https://t.co/bno9ZATJ4I
SG on X
$PSFE bizarre pivot. I'm long rn, and at first glance don't like the move. https://t.co/K2ZMLhQcro
Broken Moats on X
SUJA's collapsed IPO masks years of negative free cash flow, high debt and a capital-intensive prebiotic soda push, while sponsor ownership creates lockup risk.
Maj Soueidan on X
@sidecarcap @GeoInvesting I should’ve also added $RWWI to this list
Maj Soueidan on X
@sidecarcap Here’s a few non promotional microcaps we’ve covered at @GeoInvesting throughout the years: $SCIA $MOJO $SIF $ESP $PXHI $KEQU $MUEL $TBTC $RAVE $CRAWA(acquired last year).
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $135M
- Protean Funds July 2026 DVYSR $107M
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
- Intrepid Capital 2Q 2026
- Polaris Capital Management Second Quarter 2026 ENI $81B
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)
Prakhar Agarwal, CFA 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…
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 1 click AMPX 2026-08-28 Amprius: A Better Entry Point After A 50%+ Decline (Rating Upgrade)
Kurt Christensen 2 clicks INMB 2026-08-28 INmune Bio: CORDStrom In The Lead After Signs Of UK Regulatory Alignment
Tejo Strategy Investing 1 clickVse 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 3 clicks KSTR 2026-08-27 KSTR: Exposure To China's Chips And Potential Diversifier For SOXX
Chetan Woodun 4 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…
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