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
SG on X
$JRSH reports record sales, some margin compression. Overall positive imo. https://t.co/VeHMq7Lo7F https://t.co/hqRrqoGRaP
SG on X
$SB #sugar what a day! https://t.co/kWAiFObTRd https://t.co/zeODI0xbe5
SG on X
have to admit I did not think $NRGV would ever reach this level of revenue https://t.co/QSPwlU6M3e
SG on X
Market didn't like $MKTW report--shares are down 5%. I thought it was fine, especially the raise in guidance. Tell me why this business won't thrive over time? https://t.co/AOPkGU3D5Y
SG on X
Serve's 2,000-robot fleet generated $3.2 million of Q2 revenue, more than $64 million in losses, and lower quarter-over-quarter utilization.
SG on X
This is the right explanation for $DOCS climb AH yest, which may continue today. Doubt it holds past next week. https://t.co/pdg84pbJcm
SG on X
$RILY decent results at first glance https://t.co/pv1rPogLFA
SG on X
$RILY reports after close today. I'm long from about the current price. 😳 https://t.co/2IhUsHo2gP
Investor Letters
All letters- Sequoia Fund 2025 GOOGL $4.2T
- Sequoia Fund first quarter of 2026
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Maran Capital Management second quarter SPCX
- Patient Capital Management 2Q25 BABA $289B
- Patient Capital Management 3Q25 PGEN $2.6B
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 $650 billion commitments falling…
Atlas Engineered Products ($AEP.V) FINS Review
Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…
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…
The Junk (Mail) Merger Arb
Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.
$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…
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Stock Trade Compilation Diez
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The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
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