Saturday, August 29, 2026

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

BE $64B

SA Valuation Rewind 22h ago 4 clicks

CRM 2026-08-28

Why Salesforce's Alliance With Anthropic Changes Everything

CRM $206B

SA Elina Selianska 36h ago 8 clicks

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…

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…

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…

[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.

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…

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…

The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville

Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…

Will Hubspot go the way of the Dodo?

HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RKLB 2026-08-26

Rocket Lab Is Becoming Much Bigger Than Neutron

RKLB $39B

SA Pythia Research Aug 26 6 clicks

Nvidia’s Long-Term Margin Question

Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

KMI $70B

SA Steven Fiorillo Aug 26 3 clicks

CBRS 2026-08-26

Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors

CBRS $43B

SA Star Investments Aug 26 4 clicks

WDS 2026-08-26

Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet

WDS $44B

SA High Alpha Professor Aug 26 5 clicks

Arista Networks INC

Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…

Sterling Infrastructure INC

Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…

Big Tech Off-Balance Sheet Concerns

Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…

TTMI 2026-08-25

TTM Technologies: Priced Like A Board Shop, Booked Like A Defense Prime

TTMI $13B

SA Jaden Mealy Aug 25 2 clicks