Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
Latest
From X
Ian Bezek on X
@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom. https://t.co/ncNciDY8LS
Ian Bezek on X
@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.
Ian Bezek on X
@VolteFaceInvest $CBL is even more egregious than $SPG. At least SPG has the best tier of malls.
Ian Bezek on X
@b20220803 @OddStats $soxl dropped 90% during the 2024-25 dip. This one will be worse.
Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Ian Bezek on X
Citigroup $C ... is it a credit card issuer or an investment bank/broker? I think the market's making the wrong call here, but I could be mistaken. https://t.co/SlQxPnmuGc
catechwilliams on X
$DKNG Basically just said at the Craig Hallum Conference they are going to miss Q4 guidance. CEO: "literally had the worst stretch of the year, the last few weeks...sometimes that happens where you issue your guidance...So we'll see."
Ian Bezek on X
Smith bought Amazon near its 2021 peak after years of criticizing its low margins, then sold in 2023 for a 40% loss.
Investor Letters
All letters- Royce Investment Partners Year-to-Date Through 6/30/26 +13.7%
- Palm Harbour Capital second quarter of 2023
- Patient Capital Management 2Q25 +15.3%
- Patient Capital Management 3Q25 +14.1%
- Palm Harbour Capital third quarter
- Intrepid Capital 2Q 2026 +6.6%
- First Eagle Investments 3Q 2025 +9.2%
- Bireme Capital 2Q22 -1.4%
CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue 
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…
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…
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…
$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…
Stories are added via a curated list of writers we follow. Have a source we're missing?
Send your pickThe writers we follow
Every source on this site, hand-picked.
- JabroniCoin.USD
- MBI Deep Dives
- scuttleblurb
- BDC
- Seeking Alpha
- PAA Research
- SG
- Broken Moats
- Chris Camillo
- mavix
- Charles Frischer
- Maj Soueidan
- Wolf's Substack
- Lee Roach
- Raging Capital Ventures
- Farmer
- David Orr
- Triple S Special Situations Investing
- Connor Haley
- Ian Bezek
- Timyan Bank Alert
- AltayCap
- Yet Another Value Podcast
- Yet Another Value Blog
- Nat Stewart
- The Oak Bloke
- Mike
- junkbondinvestor
- Little Owl Research
- The Monetary Matters Network
- Steve Eisman
- Clark Square Capital
- Tim Eriksen
- Bristlemoon Capital
- Bearhold Research
- 310 Value’s Newsletter
- ToffCap
- marginofdanger
- The Value Road
- Capital Employed
- Fierce_beast
- Speedwell Memos
- Psyop Capital
- Laughing Water Capital
- The Mikro Kap
- catechwilliams
- Treasure Hunting
- Porter Collins
- Clark Street Value
- Cluseau Research
- John Hempton's Newsletter
- Undervalued Shares
- Value Investors Club
- smallvalue.
- Maius Partners
- Multibagger Monitor
- Altay Capital - Mostly Value Investing
- Nat Stewart - Stock Picking Newsletter
- Citrini Research
- Rusholme Capital
- Hunterbrook No stories
- Odds on Open No stories
- Sahil Khetpal No stories
- Sunday's Idea Brunch No stories
- ⚽️📡 No stories
Older Stories
Will Hubspot go the way of the Dodo?
The Oak Bloke
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
Yet Another Value Podcast
Are Department Stores Finally Shortable?
Bristlemoon Capital ZTS 2026-08-13[scuttleslops] ZTS, APO, FISV, TTD, RELY
scuttleblurbTopics
Ordered by how often our editor reaches for them.
