Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling after 2030.
Tuesday, August 25, 2026
Aug 25 STNE $2.3B StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
IWA Research Aug 25 SBLK $3.4B Star Bulk Carriers: You Don't Need The Record Quarter
Kevin Avroutskii From X
mavix on X
Shelly Group reported Q1 2026 revenue of EUR 33.4 million, up 26%, with cash and equivalents rising 45% from year-end to EUR 19.9 million.
mavix on X
Shelly Group joins Germany’s SDAX on 10 April 2026, becoming the first Bulgarian company included in the DAX index family.
mavix on X
Evolution seeks to add Playtech to its US defamation lawsuit, alleging a campaign to suppress North American competition and accusing Playtech of trade libel, fraud and racketeering.
Chris Camillo on X
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
Laughing Water Capital on X
NextNav ($NN) does not seek 907 to 918 MHz, despite RFID’s strongest signal at 915 MHz and narrower RFID allocations in Europe and China.
Laughing Water Capital on X
NextNav calls for interference testing in the 902-928 MHz band and questions RFID’s use of the spectrum. An NPRM could require real-world tests.
Laughing Water Capital on X
$NN https://t.co/rn1GCqqeWI
Investor Letters
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WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
Miletus Research 
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…
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
$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…
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…
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…
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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Will Hubspot go the way of the Dodo?
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AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
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