Monday, August 24, 2026

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including OpenRouter and Metronome.

ADYEY $31B

MBI Deep Dives Aug 24 6 clicks

Aug 23 ABNB $99B

Core Memory

MBI Deep Dives 11 clicks

Aug 22 DASH $83B

The Non-linear Economics of Grocery Delivery Basket

MBI Deep Dives 10 clicks

From X

@RagingVentures Aug 24 3 clicks

Raging Capital Ventures on X

$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw

@orrdavid Aug 24 5 clicks

David Orr on X

@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...

@ChrisCamillo Aug 24 7 clicks

Chris Camillo on X

@JakeNapppoa4 i don’t look at price but currently long $BE

@ChrisCamillo Aug 24 8 clicks

Chris Camillo on X

Whether it’s AI demand or player sentiment heading into the GTA VI release, you’ll never get to ground truth by lazily relying on what algorithms surface: copy/paste headlines and viral investor takes often driven by confirmation bias. Go to the source. Small accounts. Real people who actually consume the product, not those clouded by the trade. $TTWO

@RagingVentures Aug 24 5 clicks

Raging Capital Ventures on X

@TheValueist No, the best capital allocation for both $MU and $SNDK would be to either dividend back cash or sit on the cash until the cycle turns down. Buying back stock at around the peak of the cycle and at (give or take) 20x the value of their invested capital base is not smart.

@orrdavid Aug 23 5 clicks

David Orr on X

A rhetorical thought experiment: Someone was all in $GME or $AMC stock on Jan 1st, 2021. They sold all of their stock right near the top. That's +1,600% for $GME and +2,500% for $AMC. They simply did nothing for the next 5 years. $GME guy still has a 65% CAGR, $AMC guy an 80% CAGR. These skilled investors?

@AltaFoxCapital Aug 23 6 clicks

Connor Haley on X

@tomicki @Biohazard3737 What’s your $CRL thesis?

@irbezek Aug 23 8 clicks

Ian Bezek on X

@davey_juice What did we learn from the all-in $pdd guy crashing out? Not much, apparently.

NVDA 2026-08-22

Nvidia: It's All About SpaceX Now

Nvidia’s exclusive SpaceX partnership targets a 10 GW data-center buildout and could add $120 billion to $230 billion of revenue beyond…

NVDA $5.5T

Uttam Dey Aug 22 2 clicks

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…

IREN $15B

Yet Another Value Blog Aug 18 13 clicks

$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…

NU $74B

Yet Another Value Podcast Aug 17 10 clicks

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 $1.8T

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

[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

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.

CHRW $16B

Value Investors Club May 17 1 click

Danaher 2Q'26: Yet Another "Meh" Quarter

Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…

DHR $153B

MBI Deep Dives Jul 22 4 clicks

TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle

TSMC’s 2Q 2026 operating margin exceeded 60% as AI-driven demand for advanced chips pushed profitability beyond the prior cycle’s…

TSM $2.4T

MBI Deep Dives Jul 17 4 clicks

ASML 2Q'26: Time to Flex Pricing Power

ASML’s 2Q’26 commentary signals a shift from measured pricing toward flexing its chip-equipment pricing power.

ASML $693B

MBI Deep Dives Jul 16 3 clicks

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…

NKE $51B

Bearhold Research Apr 5 2 clicks

Under the Hood, Copart ($CPRT)

Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…

CPRT $25B

Bearhold Research Apr 3 2 clicks

Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance

AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.

AER $22B

Bristlemoon Capital Mar 2 2 clicks

Copart: 2Q26 Business Recap

Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…

CPRT $25B

Speedwell Memos Feb 21 1 click

Airbnb 4Q25: Business Update

Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…

ABNB $99B

Speedwell Memos Feb 14 3 clicks

Adobe Stock Breakdown (Five Minute Money)

Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…

ADBE $90B

Speedwell Memos Feb 12 1 click

Raging Capital Ventures on X

David Orr on X

Chris Camillo on X

Chris Camillo on X

Raging Capital Ventures on X

David Orr on X

Connor Haley on X

Ian Bezek on X

Investor Letters

Publications we follow

Newsletters 92

YouTube 4

Blogs 12

Seeking Alpha 44 of 216

X accounts we follow

Investor letters we follow

Sectors