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.
Monday, August 24, 2026
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From X
Raging Capital Ventures on X
$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw
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...
Chris Camillo on X
@JakeNapppoa4 i don’t look at price but currently long $BE
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
BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
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.
Connor Haley on X
@tomicki @Biohazard3737 What’s your $CRL thesis?
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $178M082920 $961M
- Protean Funds July 2026 DVYSR $89MEVGGF $15B
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $85BIX $40B
- First Eagle Investments second quarter 2026 032830 $41BBABA $276B
- Oakmark Funds 2Q 2026 META $1.8TORCL $429B
- Greenhaven Road Capital second quarter 2026 ANAB $1.4BBUR $772M
- RGA Investment Advisors Q2 2026 ADBE $90BADYEN $31B
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…
Uttam Dey 2 clicks
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
BAC 2026-08-20 Bank of America Preferreds: Better Propositions Available Than Series GG
Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…
Prakhar Agarwal, CFA 1 click
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
Jumia
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
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…
$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…
NPWR · long NET Power Inc
NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.
Matan on Stitch Fix
Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…
Meta On the Offense!
Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…
Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
Apollo and what even is private credit?
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
AnaptysBio (ANAB)
AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.
Under The Hood - Rollins ($ROL)
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…
Braemar Hotels & Resorts: Internalizing Management
Braemar Hotels & Resorts is internalizing its management.
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Deep Sail Capital
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DOMO Capital Management, LLC
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