The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across operators.
Friday, August 14, 2026
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From X
Chris Camillo on X
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
JabroniCoin.USD on X
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
Chris Camillo on X
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
Chris Camillo on X
@eager28 No I’m invested indirectly via $SKM
JabroniCoin.USD on X
For FY 2027, the Company expects net sales in the range of $65.0 billion to $72.0 billion. Net sales in the range of $14.5 billion & $15.5 billion for the first quarter of FY 2027 ending September, 2026, and non-GAAP net income per diluted share of $1.01 to $1.10 $SMCI 👀 https://t.co/BMrEvmCbQj
JabroniCoin.USD on X
@Borlaug_ @SouthernValue95 Thanks. How do you think this dynamic sets up for Halozyme $HALO?
Chris Camillo on X
@Emotionallkrs I think in terms of information parity not price targets. Long $BE
Investor Letters
All letters- Protean Funds July 2026 EVGGF $17BNVO $175B
- White Falcon Capital Management Q2 2026 NU $67B
- Merion Road Capital Q2 2026 HONA $53B
- Distillate Capital 2026 Q2 ACN $111BORCL $446B
- O'Keefe Stevens Advisory Q2 2026 GLW $137BQCOM $203B
- CrossingBridge Advisors Q2 2026 ORCL $446BWBD $77B
- GreensKeeper Asset Management Q2 CFRHF $121BELV $87B
- LVS Advisory first half of 2026 HKTGF $11B
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…
[V, MA] The more things change, the more they stay the same
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…
Coupang: 2Q26 Business Recap
Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…
Under the Hood - Adobe Inc. ($ADBE)
Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…
Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
QXO · long QXO, Inc.
QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…
Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…
Uber Stock Breakdown (Five Minute Money)
Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…
Industrial and Commercial Bank of China
ICBC’s chairman describes embedding Chinese Communist Party leadership, anti-corruption campaigns and Xi Jinping Thought into governance at…
Does anyone remember when Alnylam went up 50 percent in a day on a phase three result
Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.
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