Wednesday, September 2, 2026

Notes from a Dasher Shift, and the Drone Delivery Future

DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to scaling GOV 4 to 5 times.

DASH $84B

MBI Deep Dives Sep 2 5 clicks

Sep 1 AMZN $2.7T

The Bid Shading Threat to Amazon Advertising

MBI Deep Dives 6 clicks

Aug 31 WAY $5.3B

[WAY – Waystar] Healthcare is a very complicated invoice

scuttleblurb 5 clicks

From X

@junkbondinvest Aug 17

junkbondinvestor on X

Hyperscalers need so much capital they're exporting their financing needs to...Australia $GOOG just mandated its first AUD deal. Issuance (called Kanagroo bonds) is up 40% y/y to ~A$60B (a new record) https://t.co/ZIypM3QiFx

@ChrisCamillo Aug 17 2 clicks

Chris Camillo on X

@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.

@leevalueroach Aug 17

Lee Roach on X

Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG

@orrdavid Aug 16 3 clicks

David Orr on X

@keisan_15 Yes that is why I liked $MEDP

@orrdavid Aug 16 3 clicks

David Orr on X

I privately told a few fund managers I respect these investing themes/theses privately: "AI is going to drive far more medical/biotech research in pursuit of age reversal technologies than we had before. In fact, at least a couple of these are reasonably likely to be the most valuable companies on the planet in 10-20 years." and related, "Many of the old medical research companies are dinosaurs, since their tech will not keep up with the new age of AI driven medical research." I told them this at the start of 2025, and for example mentioned they avoid shorting $ARKG type stocks. I could tell they thought I was completely retarded, out of my mind, etc. A couple thoughts: 1. I bet those people don't think the idea is stupid at all today. and 2. Having a thesis that seems insane but is often wrong is *awesome*. It's a heads you win, tails you lose nothing situation. Besides $MEDP long, I didn't really know how to play the idea other than avoiding a bunch of shorts. These are theses I still very much believe today, and still today I don't see people talking about them.

@orrdavid Aug 16 2 clicks

David Orr on X

@olliejmorgan $MEDP was like this.

@irbezek Aug 16 2 clicks

Ian Bezek on X

@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.

@AltayCapital Aug 16 2 clicks

AltayCap on X

New writeup on the 'Stack. MegaChips (TYO 6875). After-tax stake in $SITM in the U.S. + NCAV is ¥19,842 vs ¥11,250 stock price. Operating biz is capital light and management aims for ¥10bn in OP in FY30. There's other financial assets too. mcap: ¥158.3 billion ($1 bn USD) https://t.co/gPhHG8P5nY

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…

VEEV $51B

MBI Deep Dives Aug 29 11 clicks

Microsoft ($MSFT) - Deep Dive

Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…

MSFT $4T

Bearhold Research Aug 29 11 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $70B

Valuation Rewind Aug 29 3 clicks

Making sense of Sandisk’s long-term financial model

Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…

SNDK $214B

Bristlemoon Capital Aug 28 9 clicks

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $75B

Max Greve Aug 28 1 click

[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX

AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.

AMZN $2.7T

scuttleblurb Aug 26 6 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…

ELALF $3.5B

Yet Another Value Podcast Aug 20 13 clicks

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…

BAC $377B

Prakhar Agarwal, CFA Aug 20 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…

CCC $4.5B

scuttleblurb Aug 20 18 clicks

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…

NCLH $6.8B

The Oak Bloke Aug 19 13 clicks

KRYS · short

Krystal Biotech INC

Krystal Biotech is a profitable commercial-stage biotech with an $8.7 billion enterprise value and one FDA-approved topical gene therapy,…

KRYS $9.4B

Value Investors Club Jun 3

Aurora Innovation: Built To Win With Less Than 1% Of The Market

Aurora Innovation targets 200 driverless trucks by Q4 2026 and FCF breakeven in 2028; 0.6% of US combination trucks by 2030 supports 20%…

AUR $9.7B

Andras Tory Aug 31

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

META $1.9TRBLX $35B

MBI Deep Dives Aug 28 7 clicks

Nvidia Climbing the Wall of Worries

Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…

NVDA $5.2T

MBI Deep Dives Aug 27 5 clicks

ACIW 2026-08-27

ACI Worldwide: An Undercovered Payments Compounder Getting Better

ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…

ACIW $5.3B

SiliconBytes Insights Aug 27 1 click

Nvidia’s Long-Term Margin Question

Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.

NVDA $5.2T

MBI Deep Dives Aug 26 5 clicks

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $74B

Steven Fiorillo Aug 26 1 click

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 $12B

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 $75B

Yet Another Value Podcast Aug 17 9 clicks

The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville

Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…

GOOGL $4.3TMETA $1.9T

The Monetary Matters Network Aug 16 10 clicks

Wednesday, September 2, 2026

junkbondinvestor on X

Chris Camillo on X

Lee Roach on X

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AltayCap on X

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