Elliot’s Musings
ElliotOne mans opinion and not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 128 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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alphaseeker84.substack.comLatest Issues
A Great Quarter for CRWV's Lenders
CRWV just printed the quarter the bulls were waiting for. Adjusted operating income came in at $128M against a $30-90M guide, 42% above the high end, the second straight quarter management beat its own margin promise. Revenue backlog hit $1...
An Early Read on Software Earnings: Everyone Beat, Half Got Sold
For the better part of two years, the argument about application software has been whether AI agents would eat seats. That single fear cut the group’s multiples in half. The preview here, a few weeks back, made the case it was already falsi...
Weekly Market Review — Week of 2026-08-03 to 2026-08-07
The Week in Review
The week opened with the de-escalation trade doing the Fed’s work. Monday, renewed US–Iran talks knocked WTI down 5.5% in a session, and with markets still pricing one to two hikes by year-end, a falling oil price w...
Which AI Buildouts Actually Earn Their Cost of Capital
The AI buildout has produced a genuine standoff between serious investors, and both sides are arguing about one thing. On the bull side, people like Gavin Baker of have made the case that the hyperscalers’ return on capital is actually high...
Same AI Bill, Opposite Verdicts (META/MSFT)
MSFT and META reported within an hour of each other Tuesday night, both defending the same thing: an AI infrastructure bill so large it is now bending their cash flows out of shape. Both quarters, once you get underneath the headline, were...
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This is a personal blog and not investment advice
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