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 after 2030.
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11h ago STNE $2.3B StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
IWA Research 11h ago SBLK $3.4B Star Bulk Carriers: You Don't Need The Record Quarter
Kevin Avroutskii From X
marginofdanger on X
@blondesnmoney $OPBK solid
Tim Eriksen on X
@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP
marginofdanger on X
FMBL adjourned votes to lower proposal thresholds to 60% after falling 2.5% to 3% short, with management expecting approval when the meeting resumes in late August.
Tim Eriksen on X
$STLE Steele Bancorp posted another strong quarter. Reported earnings are $0.20 below cash earnings due to intangible amortization. At a $7 annual cash EPS run rate. Trading at just over 6x cash earnings. 3.5% dividend yield. https://t.co/uY7m0VofSe
marginofdanger on X
If a company is OTC listed and consistently reducing its share count, it seems like a high percentage of the time, it works out well... $MCEM $WEBC $APTL $FMBL $BWEL(?)
Tim Eriksen on X
Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP
marginofdanger on X
MLP was sold despite substantial asset value, as delayed monetization, high realization costs and Steve Case’s margin loans weakened the thesis.
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.
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WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
Miletus Research 
Stripe’s “Singularity” and the Divergence from Adyen
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Core Memory
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CCC Is in the Middle of the Wreckage
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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…
$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…
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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The Oak Bloke
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
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$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
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