Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
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Chris Camillo on X
@sp3cul8r No. Been a bit since I’ve thought deeply about the short-term risk/reward on $NVDA.
Chris Camillo on X
Too many of you are revving up to make an outsized bet on $NVDA earnings based mostly on vibes. Conviction without an information edge is just confidence dressed up as research.
BDC on X
$xgn is our largest position. Had a great call with mgmt, who I think is world class. not advice, just candor on what we own. https://t.co/z57ubc1dru
mavix on X
Will be interesting to finally see the first look of the new Shelly Camera! $SLYG https://t.co/dWIQfPA150
Raging Capital Ventures on X
$META prepares to launch consumer AI offerings https://t.co/cB3kWOricw
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...
Chris Camillo on X
@JakeNapppoa4 i don’t look at price but currently long $BE
Chris Camillo on X
Take-Two’s GTA VI outlook requires direct player feedback, not algorithm-amplified investor narratives.
Investor Letters
All letters- Royce Investment Partners Year-to-Date Through 6/30/26 +13.7%
- Maran Capital Management 2Q 2026 +5.4%
- 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%
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…
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…
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