LongYield

Simplified Financial Research | Personal Opinions, Not Financial Advice | Anti-War Perspectives 🌍✌️ | Tips welcomed on my Patreon or @longyield on paypal

[LongYield @LongYield]

@Rhevolver Un puto imbecil el de la camara

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@jhaskinscabrera @JayCollinsFL Fishback 2026

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@Collinslayla @JayCollinsFL Fishback 2026

[LongYield @LongYield]

PANW’s “platformization” strategy looked risky in 2025.

Now?

$3.0B revenue, +31% YoY
$8.1B NGS ARR, +60%
$18.4B RPO
2,280 platformized customers
120% NRR in the platform cohort
The strategy is working. The stock may already know it.

https://t.co/zpuDQmgjuv

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@ByronDonalds Fishback 2026

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@Timcast @pulte This midget is retarded

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@believingmama Fishback 2026

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@zerohedge 🤦🏻‍♂️

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@Collinslayla @JayCollinsFL Fishback 2026

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Dell is no longer just a PC/server company.

Q1 FY2027 was a full identity shift:

• Revenue: $43.8B, +88% YoY
• AI server revenue: $16.1B, +757% YoY
• AI orders booked: $24.4B in one quarter
• FY2027 AI server guide: ~$60B
• SG&A grew only 6% while revenue grew 88%

The key debate is not whether Dell is benefiting from AI infrastructure.

It clearly is.

The real debate is whether this is a multi-year AI server supercycle or a hardware capex cycle that eventually normalizes.

Dell has become the AI era’s hardware assembly floor.

Thin gross margins, yes.

But massive operating leverage and real cash generation.

Full deep dive below.

https://t.co/TkMyEsSXPs

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@JayCollinsFL Fishback 2026

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@AaronParnas 🤦🏻‍♂️

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@JayCollinsFL Fishback 2026

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@JayCollinsFL Fishback 2026

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@MrsCroaky @ByronDonalds Fishback 2026

[LongYield @LongYield]

AI lab revenue may be the most important accounting question in tech today.

OpenAI and Anthropic are being valued near $1T while their largest investors are also cloud suppliers, resellers, and major commercial counterparties.

The question: how much ARR is real demand vs. recycled capital?
https://t.co/lfJfTQ1O5X

[LongYield @LongYield]

@CNN @QuiqueGodoy “Its invasion”

[LongYield @LongYield]

Copart’s Q3 looked boring on the surface: revenue +2.1% YoY.

But underneath:
• 37.5% operating margin
• $4.2B liquid assets
• zero financial debt
• $1.63B in buybacks
• international service revenue +18%
This is what a quiet compounder looks like in a digestion phase.

https://t.co/ZzJe9gq1uG

[LongYield @LongYield]

Marvell is no longer just a semiconductor turnaround story.

Record $2.4B quarter.
Data center now 76% of revenue.
FY2028 target raised to $16.5B.
NVIDIA partnership expanded.
AI infrastructure stack widening from XPUs to optics, switching, CPO/NPO, and CXL.
MRVL is becoming a full-stack AI infrastructure bet.

https://t.co/rCdoq5YlHc

[LongYield @LongYield]

Salesforce may finally be both: a margin-compounding software giant and a real AI growth story.

Agentforce hit $1.2B ARR, up 205% YoY.
AI + Data ARR surpassed $3.4B.
Non-GAAP margin reached a record 34.8%.
And buybacks are now massive.
The CRM re-rating debate is back.

https://t.co/mwx3xJr3HO