Friday, August 7, 2026

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational Awareness hedge fund.

PLTR $440B

Steve Eisman Aug 7 14 clicks

Aug 7 HIMS $7.1B

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

Yet Another Value Podcast 9 clicks

Aug 7 SLNG $97M

These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%

The Monetary Matters Network 9 clicks

Airbnb 2Q'26: Widening the Gap with Booking

Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…

ABNB $90BBKNG $117B

MBI Deep Dives Aug 7 6 clicks

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…

BKNG $117B

scuttleblurb Aug 7 9 clicks

My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference

Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.

BUKS $262M

The Value Road Aug 6 8 clicks

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

DASH $84B

MBI Deep Dives Aug 6 2 clicks

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $983M

The Oak Bloke Aug 6 7 clicks

Coupang: 2Q26 Business Recap

Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…

CPNG $26B

Speedwell Memos Aug 5 8 clicks

Spotify 2Q'26: Pressing the Monetization Lever

Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…

SPOT $103B

MBI Deep Dives Aug 5 3 clicks

Perimeter Solutions: 2Q26 Business Recap

Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…

PRM $4.9B

Speedwell Memos Aug 5 9 clicks

Floor & Decor: 2Q26 Business Update

Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…

FND $5B

Speedwell Memos Aug 4 8 clicks

A Venezuela Lottery Ticket for 41 Cents

Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…

CUB $284M

Triple S Special Situations Investing Aug 3 7 clicks

PPTA · long

Perpetua Resources CORP

Perpetua Resources (PPTA) is a development-stage gold mining project.

PPTA $2.9B

Value Investors Club May 3 2 clicks

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.

GLIBA $980M

Clark Street Value Jul 16 2 clicks

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

NSTS Bancorp’s three-year thrift-conversion anniversary could clear the way for a potential sale.

NSTS $74M

Clark Street Value May 22 1 click

Brookfield's New Lawsuit

Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…

BN $85B

310 Value’s Newsletter May 15 3 clicks

When extend and pretend is a virtue

Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…

UPST $2.5B

John Hempton's Newsletter May 6 2 clicks

Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)

Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…

HNRG $708M

Multibagger Monitor Apr 22 8 clicks

Brookfield Corp. - Get a Buck for Fifty Cents

Brookfield Corp. trades at 13.2x 2025 distributable earnings and $45.97 against management’s $91.76 sum-of-the-parts Plan Value, discounted…

BN $85B

310 Value’s Newsletter Apr 10 3 clicks

Comeback Season: Evolv Eyes Positive FCF, 40% ARR Growth, and Reputational Revival in '25 ($EVLV)

Evolv ($EVLV) targets positive free cash flow and 40% ARR growth in 2025 as delayed filings, an FTC resolution, and leadership changes seek…

EVLV $880M

Multibagger Monitor Apr 7 8 clicks

CYD and H22 Results First Take:

CYD’s FY24 earnings miss reflected ¥200m of one-offs; adjusted net income reached roughly ¥430m and operating cash flow rose 40%.

CYD $1.3B

Maius Partners Feb 27 2 clicks

Insureco w/ Potential Strat Alts Announcement Soon + 100% Upside on Buyout ($TIPT)

Tiptree ($TIPT) is positioned around a potential Fortegra sale announcement; Fortegra generates substantially all revenue.

TIPT $651M

Multibagger Monitor Feb 25 7 clicks