Monday, August 17, 2026

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing Brazilian lender.

NU $74B

Yet Another Value Podcast Aug 17 10 clicks

Aug 17 DASH $83B

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

MBI Deep Dives 5 clicks

Aug 16 GOOGL $4.2T

The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville

The Monetary Matters Network 11 clicks

From X

@RagingVentures Aug 17 5 clicks

Raging Capital Ventures on X

Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB

@ChrisCamillo Aug 17 2 clicks

Chris Camillo on X

@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.

@orrdavid Aug 16 4 clicks

David Orr on X

@keisan_15 Yes that is why I liked $MEDP

@orrdavid Aug 16 3 clicks

David Orr on X

I privately told a few fund managers I respect these investing themes/theses privately: "AI is going to drive far more medical/biotech research in pursuit of age reversal technologies than we had before. In fact, at least a couple of these are reasonably likely to be the most valuable companies on the planet in 10-20 years." and related, "Many of the old medical research companies are dinosaurs, since their tech will not keep up with the new age of AI driven medical research." I told them this at the start of 2025, and for example mentioned they avoid shorting $ARKG type stocks. I could tell they thought I was completely retarded, out of my mind, etc. A couple thoughts: 1. I bet those people don't think the idea is stupid at all today. and 2. Having a thesis that seems insane but is often wrong is *awesome*. It's a heads you win, tails you lose nothing situation. Besides $MEDP long, I didn't really know how to play the idea other than avoiding a bunch of shorts. These are theses I still very much believe today, and still today I don't see people talking about them.

@orrdavid Aug 16 3 clicks

David Orr on X

@olliejmorgan $MEDP was like this.

@irbezek Aug 16 3 clicks

Ian Bezek on X

@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.

@AltayCapital Aug 16 3 clicks

AltayCap on X

New writeup on the 'Stack. MegaChips (TYO 6875). After-tax stake in $SITM in the U.S. + NCAV is ¥19,842 vs ¥11,250 stock price. Operating biz is capital light and management aims for ¥10bn in OP in FY30. There's other financial assets too. mcap: ¥158.3 billion ($1 bn USD) https://t.co/gPhHG8P5nY

@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

Will Hubspot go the way of the Dodo?

HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…

HUBS $12B

The Oak Bloke Aug 16 10 clicks

AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…

MSFT $3.9TAMZN $2.7T

Steve Eisman Aug 14 11 clicks

The AI Compute Squeeze

CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…

CRWV $46BNBIS $60B

MBI Deep Dives Aug 14 9 clicks

Why I am going to utilize options more to manage my portfolio

Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.

META $1.8TAMZN $2.7T

MBI Deep Dives Aug 13 8 clicks

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

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

ZTS $30B

scuttleblurb Aug 13 10 clicks

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

Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…

CPRT $25B

Bearhold Research Aug 13 10 clicks

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…

GFL $15B

310 Value’s Newsletter Aug 12 12 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…

SCHW $168BLPLA $26B

Steve Eisman Aug 10 14 clicks

Alphabet Inc. ($GOOGL) - Deep Dive

Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.

GOOGL $4.2T

Bearhold Research Aug 10 13 clicks

[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…

V $696BMA $503B

scuttleblurb Aug 10 10 clicks

ASTS · short

Ast Spacemobile INC

AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.

ASTS $22B

Value Investors Club Apr 29 11 clicks

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…

UBER $140B

Speedwell Memos Jan 16 3 clicks

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…

IDCBF $416B

John Hempton's Newsletter Nov 16 1 click

Thinking aloud about Google remedies

Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…

GOOGL $4.2T

John Hempton's Newsletter Oct 9 5 clicks

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.

ALNY $30B

John Hempton's Newsletter Sep 12 1 click

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville

From X

Raging Capital Ventures on X

Chris Camillo on X

David Orr on X

David Orr on X

David Orr on X

Ian Bezek on X

AltayCap on X

Ian Bezek on X

Investor Letters

Will Hubspot go the way of the Dodo?

AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

The AI Compute Squeeze

Why I am going to utilize options more to manage my portfolio

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

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

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Alphabet Inc. ($GOOGL) - Deep Dive

[V, MA] The more things change, the more they stay the same

Ast Spacemobile INC

Uber Stock Breakdown (Five Minute Money)

Industrial and Commercial Bank of China

Thinking aloud about Google remedies

Does anyone remember when Alnylam went up 50 percent in a day on a phase three result

Publications we follow

YouTube 4

Blogs 12

Seeking Alpha 44 of 215

X accounts we follow

Investor letters we follow

Sectors

Monday, August 17, 2026

Raging Capital Ventures on X

Chris Camillo on X

David Orr on X

David Orr on X

David Orr on X

Ian Bezek on X

AltayCap on X

Ian Bezek on X

Investor Letters

Publications we follow

Newsletters 92

YouTube 4

Blogs 12

Seeking Alpha 44 of 215

X accounts we follow

Investor letters we follow

Sectors