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
JabroniCoin.USD on X
Semrush found that Reddit citations collapsed in ChatGPT through 2025. And in AI responses in general. Different reasons have been proffered, but I for one am glad SEO spam and human-generated nonsense is being weighted less $RDDT https://t.co/J1qIjVsvlO
JabroniCoin.USD on X
$THC smoked the hospital narrative and HCA, with a beat, raise and $2 Bn additional buyback. Bears might not be ambulatory for long… https://t.co/Jqp3snqr1l
JabroniCoin.USD on X
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj
JabroniCoin.USD on X
The basin isn’t that deep. Bullish $EQT. Low investment + LNG + datacenter demand = convexity https://t.co/USzDD8u9uB
Rusholme Capital on X
Software, semiconductors and financials look expensive, while CDW returned to revenue growth. High-ticket consumer goods and transport are weak, but travel and Canadian housing show strength.
Chris Camillo on X
@Anointed_Ape Inconsequential. $AMZN no small cap
Chris Camillo on X
Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL
Raging Capital Ventures on X
@pradeeepk $AMD + ASICs will eat $NVDA margins
Investor Letters
All letters- Protean Funds July 2026 DVYSR $107M
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $81B
- First Eagle Investments second quarter 2026 032830 $41B
- Oakmark Funds 2Q 2026 META $1.5T
- Greenhaven Road Capital second quarter ANAB $1.7B
- RGA Investment Advisors Q2 2026 ADBE $114B
- Royce Investment Partners Year-to-Date Through 6/30/26 ACA $7.1B
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 $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
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Older Stories
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Bearhold Research
Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
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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