SBAC 2026-08-29 SBA Communications Corporation: Fast-Growing Dividend, Undervalued
Philip Wang 3 clicksSaturday, August 29, 2026
SBAC 2026-08-29 Philip Wang 3 clicks
From X
BDC on X
$AMZN incremental AWS margins are 57% and operating cash flow grew +40% against a much harder comp. These types of numbers show that ROIC is there on the capex.
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
BDC on X
I know I was poking some fun at $META last night but I think its a buy here in all seriousness. Not advice. But lots of ways to win in the end. Not advice, do own DD etc. I could be wrong.
Raging Capital Ventures on X
$META’s platform engagement is incredibly robust and healthy with a deep product pipeline. The business is fine. I understand the capex debate, and clearly the biz is today more capital intensive, but I’m sure Zuck will make the right decisions in the end. Weakness is likely a buying opportunity.
Raging Capital Ventures on X
OpenAI’s CFO Sarah Friar also on a media tour spreading the good cheer… bullish $ORCL https://t.co/oymK8c7nVc
Raging Capital Ventures on X
Sam Altman sounded a lot more at ease about his revenue ramp and was even bullish about his compute commitments (even saying they may have been too conservative) in this podcast. Given that he has been relatively quiet on the podcast circuit over the past year, I view this as a positive tell on OpenAI/$ORCL. https://t.co/yezInyb9XB
BDC on X
$MSFT is showing us how to have your AI cake and eat it too. Zuck should take notes
Investor Letters
All letters- Protean Funds July 2026 DVYSR $105M
- Alluvial Capital Management Second Quarter 2026 ZEG $5B
- Hayden Capital Q2 2026 AMZN $2.8T
- 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
- Greenhaven Road Capital second quarter ANAB $1.7B
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 5 clicks CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 9 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…
Cnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Agnico Eagle Mines LTD
NVDA 2026-08-28 Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion
Ivana Delevska 5 clicks MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
Prakhar Agarwal, CFA 6 clicks 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 MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 3 clicks VRT 2026-08-27 Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
LL Insights 3 clicks GM 2026-08-27 General Motors: The Billion Mile Moat
Muhammad Cheema 3 clicks KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire 4 clicksPublications we follow
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