Tuesday, August 18, 2026

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until fiscal 2031.

IREN $15B

Yet Another Value Blog Aug 18 13 clicks

Aug 17 NU $73B

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

Yet Another Value Podcast 10 clicks

Aug 17 DASH $83B

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

MBI Deep Dives 5 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

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

Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…

GOOGL $4.2TMETA $1.9T

The Monetary Matters Network Aug 16 11 clicks

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 $63B

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 $1.9TAMZN $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 $167BLPLA $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

ACN · long

Accenture PLC

Accenture has been repriced as an AI loser despite its expected near-term benefit from AI adoption.

ACN $118B

Value Investors Club May 11 2 clicks

DoorDash: The Infrastructure of Local Commerce

DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…

DASH $83B

MBI Deep Dives Jul 28 4 clicks

DoorDash

DoorDash positions itself as infrastructure for local commerce.

DASH $83B

MBI Deep Dives Jul 28 3 clicks

The Fleet Owners' Push for Aggregating Demand

Uber’s hybrid-network proposal would keep AVs and human drivers on its dispatch platform, while Waymo and Tesla pursue vertically…

UBER $140B

MBI Deep Dives Jul 27 3 clicks

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

VRSK $23B

scuttleblurb Jun 8 2 clicks

Infineon Technologies (IFX GY): Power Overwhelming

Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…

IFNNY $86B

Bristlemoon Capital Jun 4 2 clicks

Under The Hood, Universal Health Services - $UHS

Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…

UHS $10B

Bearhold Research Jun 4 4 clicks

Too Many Cooks Spoil The Pot

Baron’s BARAX and BGAFX hold SpaceX at a $1.25 trillion valuation, creating a potential NAV uplift if its IPO prices higher.

SPCX $1.8T

Cluseau Research Jun 3 6 clicks

[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR

Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…

SPOT $99B

scuttleblurb Jun 1 6 clicks

The last Bristol Myers' blog post was wrong on the core thesis

Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…

SMMT $14B

John Hempton's Newsletter May 31 9 clicks

Tuesday, August 18, 2026

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