RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research 6 clicksWednesday, August 26, 2026
RKLB 2026-08-26 Pythia Research 6 clicks
From X
Broken Moats on X
Netflix's 200-day support sits near $70, with hosting costs and World Cup viewership pressure driving near-term negative momentum.
Laughing Water Capital on X
@snack8812 @CalgaryLeveen Hi - could you explain why you think the "admin in office" is against $NN? Is this just because of the OIRA delay? Or are there other reasons? TYIA
Broken Moats on X
Micron and Sandisk rely on large-cap tech’s rising equity, creating a circular spending trade vulnerable to capex cuts.
Charles Frischer on X
@ACapitalLP Our improved balance sheet, no debt and $250 million in cash, will reflect in $NN 2nd quarter Q. It may take until August 15th until the quants fully factor in this dramatic improvement. NN could potentially see meaningful short covering due to this transformation.
Broken Moats on X
Butterfly Network faces questions over Midjourney’s 50,000-unit ultrasound plan, whose pool-based body-composition spas cannot replace CT or MRI diagnostics and may carry heavy maintenance and capital costs.
Broken Moats on X
CarMax cut vehicle prices to lift sales, but lower gross profit, weak auto loans and Carvana competition leave significant challenges after earnings.
Laughing Water Capital on X
GSK faces a July 14 trial over Jemperli, with AnaptysBio claiming rights that could restrict PD-1 partnerships. The dispute could end in a settlement or acquisition.
Broken Moats on X
Boston Scientific's revenue doubled and EBIT rose from $1.4 billion to $4.1 billion over five years, while Farapulse and Watchman growth slows and valuation embeds substantial expectations.
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $135M
- Protean Funds July 2026 DVYSR $107M
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $81B
- First Eagle Investments second quarter 2026 032830 $45B
- Oakmark Funds 2Q 2026 META $1.5T
- Greenhaven Road Capital second quarter ANAB $1.7B
KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
Steven Fiorillo 3 clicks CBRS 2026-08-26 Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors
Star Investments 4 clicks
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…
SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue 3 clicks WDS 2026-08-26 Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet
High Alpha Professor 5 clicksArista Networks INC
Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…
Sterling Infrastructure INC
Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
STNE 2026-08-25 StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
IWA Research 7 clicks SBLK 2026-08-25 Star Bulk Carriers: You Don't Need The Record Quarter
Kevin Avroutskii 4 clicks WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
Miletus Research 3 clicks TTMI 2026-08-25 TTM Technologies: Priced Like A Board Shop, Booked Like A Defense Prime
Jaden Mealy 2 clicks ARQQ 2026-08-25 Arqit Quantum: The Little Boat That Couldn't
Luis Cortes Dequidt 2 clicks GEN 2026-08-25 Gen Digital: MoneyLion Opens A New Growth Channel At A Low Valuation
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