Thursday, August 27, 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 $32B

MBI Deep Dives Aug 24 5 clicks

Aug 23 ABNB $90B

Core Memory

MBI Deep Dives 9 clicks

Aug 22 DASH $84B

The Non-linear Economics of Grocery Delivery Basket

MBI Deep Dives 9 clicks

From X

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

@LownTrevor if you believe that’s the consensus then $TTWO not for you

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

Please let $TTWO open flat tomorrow because tonight’s GTA VI reaction is “priced in” test me

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO

@RagingVentures Aug 27 1 click

Raging Capital Ventures on X

I agree there are differences in HBM vs. NAND. I said we are “around” the peak of the cycle, with $SNDK much more at risk. Memory is an intensely cyclical business with a long history of booms and busts. Cyclical peaks are typically associated with double and triple+ ordering, as we are seeing today. Paybacks on new capacity are 1 year or less; capacity will come. $ASML is the primary limiter of capacity growth for DRAM/HBM, which is bullish for limiting supply growth in those markets. NAND is far less defensible. Memory is the biggest pain point in the ecosystem today and many entrepreneurs and engineers are intensively focused on solving this problem with innovation and other adjustments. De-speccing is already commonplace and memory pooling is coming. Finally, I am not saying it is time to short these stocks (although I am short some $SNDK). What I am saying is it is very poor capital allocation for $MU, $SNDK, etc. to be buying back stock at these multiples of invested capital.

@ChrisCamillo Aug 27

Chris Camillo on X

13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL

@ChrisCamillo Aug 27

Chris Camillo on X

GTA VI gameplay reveal reactions coming in 10/10. You know what I did. $TTWO

@pennycheck Aug 27 1 click

⚽️📡 on X

SILC is the only pure play hardware pics and shovels for cybersecurity with $FTNT $NTSK $AVGO $CSCO $DELL etc, etc, as customers With a edge ai CustomNIC biz deals w/ hyperscalers just starting to grow Very uniquely positioned and favorable evaluation building upon multiple Qs of growth

DKS 2026-08-22

DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings

DICK’S Sporting Goods trades at 12.8 times FY26 EPS after breaking multi-year support, while maintaining $13.50 to $14.50 FY guidance amid…

DKS $11B

Mike Arnold 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 $19B

Yet Another Value Blog Aug 18 12 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 $67B

Yet Another Value Podcast Aug 17 9 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 $11B

The Oak Bloke Aug 16 9 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 9 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 $27B

Bearhold Research Aug 13 9 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 11 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 $182BLPLA $26B

Steve Eisman Aug 10 13 clicks

[V, MA] The more things change, the more they stay the same

Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…

MA $487B

scuttleblurb Aug 10 9 clicks

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…

PLTR $440B

Steve Eisman Aug 7 14 clicks

GPC · long

Genuine Parts CO

Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.

GPC $18B

Value Investors Club May 6 2 clicks

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Thursday, August 27, 2026

Stripe’s “Singularity” and the Divergence from Adyen

Core Memory

The Non-linear Economics of Grocery Delivery Basket

From X

Chris Camillo on X

Chris Camillo on X

Chris Camillo on X

Chris Camillo on X

Raging Capital Ventures on X

Chris Camillo on X

Chris Camillo on X

⚽️📡 on X

Investor Letters

DICK'S Sporting Goods Stock Is Hanging On By A Thread But Looks Like A Buy Ahead Of Q2 Earnings

Shitcos, Griftcos, and alignment versus enrichment at $IREN

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Will Hubspot go the way of the Dodo?

[scuttleslops] ZTS, APO, FISV, TTD, RELY

The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

[V, MA] The more things change, the more they stay the same

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

Genuine Parts CO

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Thursday, August 27, 2026

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Seeking Alpha 29 of 159

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