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.
Saturday, August 15, 2026
Back to today 
From X
JabroniCoin.USD on X
Semrush found that Reddit citations collapsed in ChatGPT through 2025. And in AI responses in general. Different reasons have been proffered, but I for one am glad SEO spam and human-generated nonsense is being weighted less $RDDT https://t.co/J1qIjVsvlO
David Orr on X
@FixedIncQuant @nickgiva1 $IBIT has a $46 billion AUM.
Raging Capital Ventures on X
Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.
Raging Capital Ventures on X
Another ugly quarter at $MO. Still struggling to gain traction in the all-important new smokeless markets, while Marlboro bleeds market share and overall smoking volumes continue to collapse. This has been a good trading short with all of the funky rotation and factor moves. https://t.co/SK4WwXsiiZ
Raging Capital Ventures on X
OpenAI “ARR” apparently run rating at $60 b, and (for the most part) they haven’t yet monetized their 1 billion weekly consumer actives. Bullish $ORCL. https://t.co/pBDIrTTAqV
Ian Bezek on X
@taobanker I half heartedly pitched $jd the week it bottomed with an apology attached to it for buying such a hated stock. Sure enough straight up
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
Raging Capital Ventures on X
OpenAI’s CFO Sarah Friar also on a media tour spreading the good cheer… bullish $ORCL https://t.co/oymK8c7nVc
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.
CHRW · long C H Robinson Worldwide INC
C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.
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…
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.
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…
[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…
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…
[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
Synopsys and Cadence retain EDA pricing power through entrenched design flows, foundry relationships and high switching costs; AI-driven…
$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest
Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…
Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
Under The Hood - Rollins ($ROL)
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
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