Monday, July 27
Monday, July 27, 2026
Everything we published on this day.
2 picks
ai The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Steve Eisman, Dan Ives and Gil Luria debate AI’s changing trade, its winners and losers, and political pressure on data-center development.
Steve Eisman
ai July 2026 Random Ramblings
A value investor tests a three-year sell rule, reflects on missing AI and Nvidia, and weighs London takeovers against cheap stocks that…
Yet Another Value Podcast