RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research Wednesday, August 26, 2026
RKLB 2026-08-26 Pythia Research 
From X
Maj Soueidan on X
Chartwell buys properties from companies that overpaid and kept rents low, then raises rents after acquiring them below market prices.
Maj Soueidan on X
Monster Beverage, then Hansen Natural, was sold after a quick 2x during its early energy-drink launch despite its later success.
Maj Soueidan on X
$SIF has returned to the watchlist after years on a do-not-buy list; $OML.V’s long-standing gross-margin expansion target remains unproven.
Maj Soueidan on X
RTX’s $22.9 billion, seven-year Tomahawk contract requires supplier investment; SIF lists Raytheon as a customer and supplies military-aerospace forgings for missile and ordnance applications.
Maj Soueidan on X
Leatt’s non-promotional execution and substantial operating leverage stand out after a competitor’s bankruptcy.
Maj Soueidan on X
Lots of information arbitrage homework to do this weekend… $LEAT is probably my favorite set up right now from the latest batch of Delta Sheets.. Also closely watching $PRPO sales/scale expansion strategy. https://t.co/jsup7PKOb7
Maj Soueidan on X
KLNG shareholders are regretting sales, while SIF panic sellers treated weak GAAP EPS as its underlying earnings power.
SG on X
It should be no surprise that as the reality of commencing operations gets closer, investors are less doe-eyed about $EVTL https://t.co/4Q8ETMvQLM
Investor Letters
All letters- Sequoia Fund year ended December 31, 2025 +22.1%
- Palm Harbour Capital 2022 Q4
- Palm Harbour Capital first quarter of 2023
- Royce Investment Partners Year-to-Date Through 6/30/26 +13.7%
- Maran Capital Management 2Q 2026 +5.4%
- Patient Capital Management 2Q25 +15.3%
- Patient Capital Management 3Q25 +14.1%
- Intrepid Capital 2Q 2026 +6.6%
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 
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…
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…
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 $400 million, in exchange for no further equity grants until…
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$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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