RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research Wednesday, August 26, 2026
RKLB 2026-08-26 Pythia Research 
From X
⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Raging Capital Ventures on X
CEO of $PANW https://t.co/GtFSdnj25W
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
Broken Moats on X
Salesforce raised organic annual guidance by 0.02%, while operating income excluding nonstrategic investment gains declined year over year; Slack RPO momentum reached 14%.
⚽️📡 on X
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
BDC on X
Snap should spin off Specs and fund it with minority investors, shielding shareholders from a costly product the author says lacks mass-market viability.
BDC on X
Snap says subscriptions could reach 7% to 12% of MAUs. At 7% penetration, 68 million subscribers could generate nearly $3 billion in annual revenue.
SG on X
$STRL Sterling Infrastructure is struggling to find a bottom after filling the gap. I suspect soon but price will dictate. https://t.co/jaF1khaC03
Investor Letters
All letters- Giverny Capital 2025 +2.7%
- Biglari Holdings 2025
- Upslope Capital Management Q2 2026 -6.6%
- Rowan Street Capital The first half of 2025 +20.1%
- RGA Investment Advisors Q1 2026
- Massif Capital Fourth Quarter 2025 +9.6%
- Pershing Square Holdings Six-month period ended June 30, 2025 +15.5%
- Pershing Square Holdings 2025 +20.9%
- Horizon Kinetics 2nd Quarter 2024
- Berkshire Hathaway 2024 +25.5%
- Palm Valley Capital Third Quarter 2025 +2.4%
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 
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…
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…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
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Older Stories
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Bearhold Research
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310 Value’s Newsletter
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Steve Eisman
Alphabet Inc. ($GOOGL) - Deep Dive
Bearhold Research
[V, MA] The more things change, the more they stay the same
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