Saturday, August 15, 2026 · Bullpen.News

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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.

CRWV $47BNBIS $59B

MBI Deep Dives Aug 14 8 clicks

Aug 13 ZTS $30B

[scuttleslops] ZTS, APO, FISV, TTD, RELY

scuttleblurb 9 clicks

Aug 13 CPRT $27B

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Bearhold Research 9 clicks

From X

@irbezek Aug 15 4 clicks

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 $FMX reports Bara data, it's growing double digits as well, albeit slower than $TBBB. https://t.co/hlJy1GhSnZ

@irbezek Aug 15 3 clicks

Ian Bezek on X

@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!

@ChrisCamillo Aug 14 1 click

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.

@BlueDuckCap Aug 13 1 click

BDC on X

Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh

@TheBenSchmark Aug 13 1 click

JabroniCoin.USD on X

So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj

@irbezek Aug 12

Ian Bezek on X

@Nobilis_Capital @boujee_banker @HettyGreen2020 I can walk to three different Ara's ($JRONY) from my place in Colombia. Omnipresent. If I run out of eggs, bread, milk or whatever just go grab it in a couple minutes rather than getting in my car to go to a big store.

@irbezek Aug 12 1 click

Ian Bezek on X

@boujee_banker @Nobilis_Capital @HettyGreen2020 I own $FMX and $JRONY (which owns one of the Colombian ones). $TBBB trading at a huge premium, but they get to 10000+ stores eventually will still work for you.

@ChrisCamillo Aug 11 1 click

Chris Camillo on X

@eager28 No I’m invested indirectly via $SKM

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…

310 Value’s Newsletter Aug 12 11 clicks

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…

Steve Eisman Aug 10 13 clicks

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…

MBI Deep Dives Aug 10 10 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…

MBI Deep Dives Aug 7 6 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…

Speedwell Memos Aug 5 8 clicks

[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO

Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…

scuttleblurb Jul 30

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…

Bearhold Research Jul 27 2 clicks

Under the Hood - Tractor Supply ($TSCO)

Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.

Bearhold Research Jul 23 1 click

Boston Scientific Has to Keep Buying the Future

Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…

scuttleblurb Jul 20 2 clicks

$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest

Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…

Yet Another Value Blog Jun 28 1 click

QXO · long

QXO, Inc.

QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…

Value Investors Club Apr 30 4 clicks

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