"CFOs don't wake up wanting yield. They want better cash management." Harris Leow of @ReapGlobal on turning corporate treasury into infrastructure where liquidity stays productive and instantly spendable.

"CFOs Meet LLMs", Cool but: - I wouldn't trust LLM to suddenly forget what's after the "cutoff"; hence IMO forecasts are biased. - LLMs were trained on all this CFO Survey data anyway, which could explain the similarities described.

$DLTR CFO: Shrink improved materially "Shrink was much better than last year and even better than we expected. Shrink also, by the way, benefited from a cumulative adjustment to the reserve, which provided a benefit in the quarter. And just to help with that, the split here is about 2/3 from the inventory results and about 1/3 from the reserve adjustment"

$NVDA CFO on memory, supply and margins: “We are experiencing extreme pricing conditions in memory. The magnitude of the price increase has exceeded our prior expectations and is headed even higher into next year.” Nvidia expects supply to remain a bottleneck through at least the end of FY28. Gross margins: Q3: 74% ±50 bps Q4: bottom at 71%-72% FY28: settle around 72%-73% (Est. 74%) “As executed price increases take effect in Q1.” “Memory scarcity today is being driven in large part by the AI buildout itself... tighter memory supply is a symptom of the same demand surge that’s driving our own growth.”

$NVDA CFO ON NEOCLOUDS: Neocloud partners are expected to exit the year with 8 GW of installed capacity, up from roughly 3 GW at the end of 2025. Nvidia is also introducing a new financing structure where it provides take-or-pay commitments on a portion of capacity, helping lenders underwrite projects without Nvidia making loans. In return, Nvidia gets paid twice: once on the hardware sale, and again through a share of rental revenue above the guaranteed floor. Nvidia says this model could create billions in additional recurring revenue over the medium to long term.