Offshore
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Lumida Wealth Management
COREWEAVE CEO ON WHY SILICON VALLEY DOESN'T UNDERSTAND INFRASTRUCTURE
Michael Intrator: "Silicon Valley has moved violently to the equity side of the balance sheet.
They've never needed to use debt because tech is so powerful that it throws off enough cash to finance everything through equity.
It's actually incredibly inefficient, but the technology is so world-changing that they can get away with it.
But when you're building physical infrastructure, that's capital-intensive?
You can't do that. The debt markets have ONE rule: pay me my goddamn money back.
Software belongs in Silicon Valley. Infrastructure needs Wall Street. Different problems need different money."
This is why most AI infrastructure companies are
struggling to scale, they're trying to finance physical buildouts like software companies.
Here are highlights from a recent interview with Michael Intrator by @barronsonline
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COREWEAVE CEO ON WHY SILICON VALLEY DOESN'T UNDERSTAND INFRASTRUCTURE
Michael Intrator: "Silicon Valley has moved violently to the equity side of the balance sheet.
They've never needed to use debt because tech is so powerful that it throws off enough cash to finance everything through equity.
It's actually incredibly inefficient, but the technology is so world-changing that they can get away with it.
But when you're building physical infrastructure, that's capital-intensive?
You can't do that. The debt markets have ONE rule: pay me my goddamn money back.
Software belongs in Silicon Valley. Infrastructure needs Wall Street. Different problems need different money."
This is why most AI infrastructure companies are
struggling to scale, they're trying to finance physical buildouts like software companies.
Here are highlights from a recent interview with Michael Intrator by @barronsonline
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Offshore
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Javier Blas
CHART OF THE DAY: US benchmark natural gas prices have fallen back to pre-cold blast levels, hovering just above $3.5 per mBtu.
(The expiring Feb 2026 contract, then the front-month, rose above $7.5 per mBtu less than a week ago. The current front-month contract is March 2026) https://t.co/BDTHeQi0IU
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CHART OF THE DAY: US benchmark natural gas prices have fallen back to pre-cold blast levels, hovering just above $3.5 per mBtu.
(The expiring Feb 2026 contract, then the front-month, rose above $7.5 per mBtu less than a week ago. The current front-month contract is March 2026) https://t.co/BDTHeQi0IU
A **reminder** that the relatively illiquid front-month Feb 2026 Henry Hub nat gas contract **expires Wednesday**.
That contract is up ~40% today (and 125% over last five days) trading >$7 per mBtu. The more liquid March 2026 contract is up 7% today to less than $3.8 per mBtu. tweet
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The Transcript
Tyson Foods CEO: "Prepared Foods delivered top & bottom-line growth while Chicken reported its fifth consecutive quarter of Y/Y volume gains...protein demand continues to increase..."
$TSN: +3% PM https://t.co/UQgMk2canB
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Tyson Foods CEO: "Prepared Foods delivered top & bottom-line growth while Chicken reported its fifth consecutive quarter of Y/Y volume gains...protein demand continues to increase..."
$TSN: +3% PM https://t.co/UQgMk2canB
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The Transcript
Disney CEO: "We are pleased with the start to our fiscal year, and our achievements reflect the tremendous progress we’ve made."
$DIS: +1% Pre-Market https://t.co/IFtkTfIa6b
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Disney CEO: "We are pleased with the start to our fiscal year, and our achievements reflect the tremendous progress we’ve made."
$DIS: +1% Pre-Market https://t.co/IFtkTfIa6b
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Offshore
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Javier Blas
BREAKING: US shale oil and gas companies Devon and Coterra merge in an all-stock deal. After the transaction, Devon shareholders would own ~54% of the combined entity and Coterra holders ~46%.
Press release: https://t.co/K98BVTdWY3
Slide deck: https://t.co/73X1KThfl6 https://t.co/NfRo3tLvf5
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BREAKING: US shale oil and gas companies Devon and Coterra merge in an all-stock deal. After the transaction, Devon shareholders would own ~54% of the combined entity and Coterra holders ~46%.
Press release: https://t.co/K98BVTdWY3
Slide deck: https://t.co/73X1KThfl6 https://t.co/NfRo3tLvf5
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Offshore
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Bourbon Capital
RT @BourbonCap: 5 Undervalued Software Application Companies
Over the past year, the software application sector has faced meaningful headwinds, including macroeconomic pressure, slower growth in certain subsegments, and fears of AI-driven disruption. This environment has created a disconnect in which many companies continue to deliver solid operating results, yet their stock prices remain in prolonged downtrends. As market sentiment toward the sector improves, this setup presents a compelling opportunity for select high-quality software names.
1. $ADBE - Adobe
Adobe shares have declined more than 30% over the past year, largely driven by concerns that AI-native tools could disrupt its position in creative software. Despite these fears, Adobe continues to dominate the creative and digital marketing software market through flagship products such as Photoshop, Illustrator, and Premiere Pro.
Approximately 74% of Adobe’s revenue comes from its Digital Media segment, a subscription-based model that delivers recurring revenue, strong customer retention, and highly predictable cash flows.
Adobe has aggressively expanded integrations across major platforms, including AWS, Azure, Google, Microsoft Copilot, and OpenAI. Its Model Context Protocol (MCP) enables tools like Photoshop and Adobe Express to integrate directly with platforms such as ChatGPT, reinforcing Adobe’s relevance in an AI-driven workflow.
Digital content creation and marketing automation remain powerful secular growth trends. Adobe’s expanding AI capabilities should further boost productivity, enhance customer value, and sustain long-term demand.
AI-powered productivity and video-editing tools could allow Adobe to capture up to 20% of the $10 billion video software market by 2035, extending its leadership position.
Despite consistent quarter-over-quarter revenue growth since 2021, Adobe’s stock trades near its 2022 lows, highlighting a potentially undervalued setup.
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RT @BourbonCap: 5 Undervalued Software Application Companies
Over the past year, the software application sector has faced meaningful headwinds, including macroeconomic pressure, slower growth in certain subsegments, and fears of AI-driven disruption. This environment has created a disconnect in which many companies continue to deliver solid operating results, yet their stock prices remain in prolonged downtrends. As market sentiment toward the sector improves, this setup presents a compelling opportunity for select high-quality software names.
1. $ADBE - Adobe
Adobe shares have declined more than 30% over the past year, largely driven by concerns that AI-native tools could disrupt its position in creative software. Despite these fears, Adobe continues to dominate the creative and digital marketing software market through flagship products such as Photoshop, Illustrator, and Premiere Pro.
Approximately 74% of Adobe’s revenue comes from its Digital Media segment, a subscription-based model that delivers recurring revenue, strong customer retention, and highly predictable cash flows.
Adobe has aggressively expanded integrations across major platforms, including AWS, Azure, Google, Microsoft Copilot, and OpenAI. Its Model Context Protocol (MCP) enables tools like Photoshop and Adobe Express to integrate directly with platforms such as ChatGPT, reinforcing Adobe’s relevance in an AI-driven workflow.
Digital content creation and marketing automation remain powerful secular growth trends. Adobe’s expanding AI capabilities should further boost productivity, enhance customer value, and sustain long-term demand.
AI-powered productivity and video-editing tools could allow Adobe to capture up to 20% of the $10 billion video software market by 2035, extending its leadership position.
Despite consistent quarter-over-quarter revenue growth since 2021, Adobe’s stock trades near its 2022 lows, highlighting a potentially undervalued setup.
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Bourbon Capital
$MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2
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$MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2
Micron Technology $MU projected revenue growth for 2026, 2027 and 2028 https://t.co/MFpz79GErO tweet
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Pristine Capital
$ES_F S&P 500 hit an overnight low of $6,865 before bouncing hard into the weekly value area low https://t.co/IwSVAKIT4H
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$ES_F S&P 500 hit an overnight low of $6,865 before bouncing hard into the weekly value area low https://t.co/IwSVAKIT4H
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