Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
Wednesday, August 26, 2026
Back to today 
From X
⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Raging Capital Ventures on X
CEO of $PANW https://t.co/GtFSdnj25W
JabroniCoin.USD on X
How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
⚽️📡 on X
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
JabroniCoin.USD on X
YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $179M082920 $821M
- Protean Funds July 2026 DVYSR $86MEVGGF $15B
- Royce Investment Partners first half of 2026 AAP $2.6BBRSL $1.8B
- Intrepid Capital 2Q26 GOOGL $4.3T
- Polaris Capital Management Second Quarter 2026 ENI $87BIX $40B
- First Eagle Investments second quarter 2026 032830 $41BBABA $276B
- Oakmark Funds 2Q 2026 META $1.9TORCL $429B
- Greenhaven Road Capital second quarter 2026 ANAB $1.4BBUR $764M
STNE 2026-08-25 StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.
IWA Research 3 clicks
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…
$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…
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…
BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…
On the Pulse 1 click
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 $400 million, in exchange for no further equity grants until…
IQV · long Iqvia Holdings INC
IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
China Yuchai: Deep Value Meets Growth (NYSE:CYD)
China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…
A 4x in 4 Years Surfing the Data Center Tsunami? ($TGEN)
Tecogen ($TGEN) sells gas-or-electric chillers that management says cut data-center cooling costs 30–40%, with factory utilization offering…
The Strategic Value of eDreams
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
Thinking aloud about Google remedies
Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…
Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)
IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…
Nvidia, Nano-X and the interpretation of 13F filings
Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
Sarepta Risk and the FDA
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
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