What I've Been Reading (7/5-7/12) - by Uncovering Value
thestockthoughts.com · 1,846 words · saved by 1 readers
Software in no-man's land, agentic AI use at Citadel, and more
What I've Been Reading (7/5-7/12) Software in no-man's land, agentic AI use at Citadel, and more Uncovering Value Jul 13, 2026 2 Share 7/5-7/12 News, filings, etc. CMCSA Peacock to be profitable in 2Q ( link ) Versant buying golf simulator company Full Swing for $530m “GFL Environmental (GFL) has held discussions with Apollo Global Management (APO) regarding a potential investment or takeover, Canadian newspaper The Globe and Mail reported Sunday, citing a source familiar with the talks.” (MT Newswires) “Morgan Stanley analyst Sean Diffley and his team now expect Starlink to reach about 16 mil
saved by
related reading
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- AI Is Slowing Downwheresyoured.at
- The Short Case for Nvidia Stock | YouTube Transcript Optimizeryoutubetranscriptoptimizer.com
- Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fastcloudedjudgement.substack.com
- Power in the Age of Intelligencenotboring.co
- Clouded Judgement 7.24.26 - The World Isn’t Zero Sumcloudedjudgement.substack.com
- OpenAI & Grand Strategy - Not Boring by Packy McCormicknotboring.co
- Attention is All You Neednotboring.co
- CNBC Halftime Report with Brad Gerstner - October 15th, 2026youtube.com
- Deep Diveschamath.substack.com
- Shield AI Air Force Deal, Google's TurboQuant, and Meta's Brain-Predictive AIchamath.substack.com
- [AINews] Sam Altman's AI Combinator - Latent.Spacelatent.space