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
Maj Soueidan on X
HireQuest, HQI, reported a business recovery that strengthened through Q2 despite a difficult staffing market. MPAA's Chapter 11 asset purchase remains a catalyst.
Maj Soueidan on X
SIFCO Industries reported sales up 18%, a higher backlog and adjusted EPS of 51 cents, while management’s EBITDA includes a one-time gain.
Maj Soueidan on X
SIFCO Industries faces a predicted 35% pullback despite its best quarter, with the bearish case resting on detailed filings rather than headlines.
Maj Soueidan on X
Motorcar Parts of America reported a weak Q1 but reaffirmed guidance, with benefits from a competitor bankruptcy and share repurchases in focus.
Maj Soueidan on X
HireQuest’s buyback and a possible staffing-industry bottoming, plus Motorcar Parts of America’s bankrupt competitor, put both microcap earnings calls in focus.
Maj Soueidan on X
An unnamed executive completed six CEO or COO exits, including CASM, and is described as a turnaround specialist with a weaker board-level record.
Maj Soueidan on X
Tom Patton’s medical-device CEO record is framed as a missed opportunity for KRMD during its board battle.
Maj Soueidan on X
KRMD's CEO departs after building its pharma-partner platform, infusion products and modest profitability; the company is described as a recurring-revenue acquisition candidate.
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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