David Orr on X
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
Topic
ai
Everything our editor has picked under this tag, best first.
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…
AMRC 2026-08-23 Ameresco: A $1.5 Billion AI Power Backlog Changes The Story
Eudaemon Research Raging Capital Ventures on X
@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.
Raging Capital Ventures on X
Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.
AMAT 2026-08-22 Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates
The Curious Analyst IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
Equity Eagle NBIS 2026-08-20 Nebius: The Market Is Arguing About The Wrong Number
The Quality Growth Investor TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
Robert J. Lake PGY 2026-08-19 Pagaya Technologies: A Fast-Growing Industry Disruptor Trading At A P/E Of 6.6x
Akim Guerreiro CRWV 2026-08-19 CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)
Future Stack Investment ZETA 2026-08-19 Zeta Global's AI Story Just Became Measurable (Rating Downgrade)
Alpha Line JabroniCoin.USD on X
Steadily down, then suddenly. H/T @forgebitz Semrush showed signficant decline for $RDDT citations last year, and now a sudden further plummet. Perhaps human shitposting and SEO AI slop fest isn’t indispensable data… https://t.co/aSIBSTBUfE https://t.co/z0EEAvAm7E
Adobe INC
Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.
Cadence Design Systems INC
Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.
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…
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.
$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…
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…
David Orr on X
AI-driven biotech research and age-reversal technologies could produce the world’s most valuable companies within 10 to 20 years, while legacy medical research firms fall behind.
Ian Bezek on X
NBIS is criticized as a stock promotion rather than a viable for-profit business, with its prospects compared unfavorably to Oklo.
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…
catechwilliams on X
$ANDG. Resurrected Arthur Andersen of Enron fame. Provides small business valuation and tax services—being disintermediated by AI, highly competitive. Ironically reported a material weakness in internal controls. Aggressive growth and valuation. Multiple other red flags.
catechwilliams on X
AI data-center vacancy rates are 2-3% as tenants scramble for compute capacity; a customer loss raises doubts that WYFI can replace it after NC-1 performance issues.
