# 2q26 — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover 2q26. Page: Feed: --- ## [Reporte especial: Rumbo electoral III](https://mirandaintelligence.substack.com/p/reporte-especial-rumbo-electoral-d77) _2026-08-19 · Miranda Intelligence · Miranda Intelligence_ Tercera parte de una serie que busca esclarecer el panorama de las próximas elecciones que definirán 17 gobernaturas y la composición de la Cámara de Diputados. ## [Airbnb Model Update (2026)](https://mbideepdives.substack.com/p/airbnb-model-update-2026) _2026-08-19 · MBI Deep Dives · MBI Deep Dives_ The last time I shared my updated Airbnb model was October 2025. As the stock has gone up ~50% since then, investors need to re-underwrite the assumptions today. As promised last week, I am going to share my updated model and lay out what you need to believe to get to a reasonable IRR from current price behind the paywall. ## [Mexico Podcast Chatter](https://mirandaintelligence.substack.com/p/mexico-podcast-chatter-617) _2026-08-19 · Miranda Intelligence · Miranda Intelligence_ Desentrañando el súper peso; Transformaciones tecnológicas, financieras y de consumo; Cancelación de la visa de Andy López Beltrán; Reducción de homicidios; Literatura para el cambio político y social ## [Mexico Energy Chatter](https://mirandaintelligence.substack.com/p/mexico-energy-chatter-a36) _2026-08-19 · Miranda Intelligence · Miranda Intelligence_ Fracking committee delivers first conclusions at Sheinbaum's “Mañanera”; Pemex’s refining capacity grows, but fuel imports rise; Braskem Idesa files for Chapter 11; SHCP cuts fuel subsidies ## [Deep|Optics: 6D Torus Points to a 4x Uplift in Optical Content per TPU](https://fundaai.substack.com/p/deepoptics-6d-torus-points-to-a-4x) _2026-08-19 · FUNDA_ Key takeaway ## [Meta Platforms: AI Product Roadmap](https://outperformingthemarket.substack.com/p/meta-platforms-ai-product-roadmap) _2026-08-19 · Simple Investing · Outperforming the Market_ While the market has been concerned about the returns on investment as Meta has been investing heavily in AI infrastructure, I think we are starting to see more monetization opportunities and greater clarity on its product roadmap. ## [Rethinking the Data Moat](https://mbideepdives.substack.com/p/rethinking-the-data-moat) _2026-08-18 · MBI Deep Dives · MBI Deep Dives_ I want to highlight a couple of pieces which I found to be quite intriguing. ## [Pangram: A Reminder to Analyst Firms to Differentiate and Be Transparent](https://lusheradvisory.substack.com/p/pangram-a-reminder-to-analyst-firms) _2026-08-18 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ Don’t let Pangram, Claude watermarking, and other AI detection technologies tell your AI story for you. ## [Mexico Public Affairs Chatter](https://mirandaintelligence.substack.com/p/mexico-public-affairs-chatter-0f7) _2026-08-18 · Laura Camacho · Miranda Intelligence_ Supreme Court upholds UIF's power to block or suspend bank accounts; Mazzucato's Report: State Transformation for Plan México; First mobile number registration deadline ## [Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge](https://mbideepdives.substack.com/p/why-doordashs-autonomous-strategy) _2026-08-17 · MBI Deep Dives · MBI Deep Dives_ Uber’s decision to divest its stake in Serve, the autonomous delivery robot company that was spun out of Uber in 2021, was more interesting than it may appear at first glance. ## [Real SIMs for AI Agents (Sponsored)](https://crawlproof.com/a/3ph5tJEDD10j) _2026-08-17 · **Sponsored**_ Pass 2FA and verifications with real carrier numbers via our API. ## [Mexico Market Chatter](https://mirandaintelligence.substack.com/p/mexico-market-chatter-f24) _2026-08-17 · Miranda Intelligence · Miranda Intelligence_ Nu Holdings reports revenue and net income above market expectations; Tiendas 3B registers accelerating SSS and continued store expansion; CFECapital requests CNBV authorization for public offering ## [Mexico Fintech Chatter](https://mirandaintelligence.substack.com/p/mexico-fintech-chatter-f2f) _2026-08-17 · Miranda Intelligence · Miranda Intelligence_ Nubank’s 2Q26 net income surpasses the US$1 B mark; Surge” in non-performing loans related to credit cards; Ualá faces challenges in Argentina and Mexico; Brazil seeks to export payment system Pix ## [Research|Optics & Power: OCP APAC Summit Takeaways](https://fundaai.substack.com/p/researchoptics-and-power-ocp-apac) _2026-08-17 · FUNDA_ We attended the OCP APAC Summit in Taipei this week. ## [Weekly newsletter 175](https://outperformingthemarket.substack.com/p/weekly-newsletter-175) _2026-08-17 · Simple Investing · Outperforming the Market_ All market and portfolio news for the week ## [Weekly|Scale-Across, Capacity Constraint Everywhere We Look, Memory ASP Normalization Is Healthy, GOOG Consolidation Over Brain Drain, LITE & COHR, NBIS, AMAT, AMD, SMTC, FUNDA Product Day](https://fundaai.substack.com/p/weeklyscale-across-capacity-constraint) _2026-08-17 · FUNDA_ Earnings season is winding down, and the striking thing about the tail of it is how uniform the message has become: the constraint is capacity, not demand, and it is the same constraint in every part of the stack we cover. ## [Mexico Culture Chatter](https://mirandaintelligence.substack.com/p/mexico-culture-chatter-8c2) _2026-08-15 · Miranda Intelligence · Miranda Intelligence_ From rewriting Mexico’s historical memory to Canal Once’s contested occupation, a new wave of Mexican stories on screen and a packed cultural calendar ## [Free webinar - Info-Tech: Challenging the Status Quo in the Analyst Ecosystem?](https://lusheradvisory.substack.com/p/free-webinar-info-tech-challenging) _2026-08-14 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ AR Intelligence: Live | Conversation with Greg Wind, ARInsights | September edition ## [The AI Compute Squeeze](https://mbideepdives.substack.com/p/the-ai-compute-squeeze) _2026-08-14 · MBI Deep Dives · MBI Deep Dives_ Programming Note: MBI Deep Dives will be off during the weekend and I will resume the daily posting cadence from Monday next week. ## [Research|SNDK Investor Day 2026: Focus Shifts to Earnings Sustainability](https://fundaai.substack.com/p/researchsndk-investor-day-2026-focus) _2026-08-14 · FUNDA_ The Long-Term Sustainable Model SanDisk presented at its Investor Day reinforces the view we set out in our takeaway from the Future of Memory and Storage Conference 2026 ## [Mexico Foreign Press Chatter](https://mirandaintelligence.substack.com/p/mexico-foreign-press-chatter-8a7) _2026-08-14 · Miranda Intelligence · Miranda Intelligence_ Mexico under the foreign lens: cartel violence, migration tensions and trade pressures shape the week’s coverage. ## [Auto-trade Cross-Exchange Gaps (Sponsored)](https://crawlproof.com/a/EENLvmWUciNu) _2026-08-14 · **Sponsored**_ Find cross-exchange spreads, backtest strategies, and execute automatically with risk controls. ## [FUNDA Product Day](https://fundaai.substack.com/p/funda-product-day) _2026-08-14 · FUNDA_ Recently investors are curious about the new Plays and keep asking to see them in more detail. ## [Follow 5 Friday – Here are five wicked smart AR pros to follow](https://lusheradvisory.substack.com/p/follow-5-friday-here-are-five-wicked-91b) _2026-08-14 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ The theme this week is “Hurrah for HCLTech” ## [Amkor Technology: Server AI CPU and Advanced Packaging Upside](https://outperformingthemarket.substack.com/p/amkor-technology-server-ai-cpu-and) _2026-08-14 · Simple Investing · Outperforming the Market_ Amkor’s recent weakness post 2Q26 was largely due to weakness in its smartphone market as memory prices affect demand, alongside delays in its SiP qualifications. ## [Mexico Political Chatter](https://mirandaintelligence.substack.com/p/mexico-political-chatter-514) _2026-08-13 · Miranda Intelligence · Miranda Intelligence_ La presión política aumenta mientras convergen los señalamientos por corrupción, los desafíos de seguridad y un creciente escrutinio de Estados Unidos sobre actores políticos mexicanos. ## [Why I am going to utilize options more to manage my portfolio](https://mbideepdives.substack.com/p/why-i-am-going-to-utilize-options) _2026-08-13 · MBI Deep Dives · MBI Deep Dives_ Back in 2021, I once responded to someone on X (formerly twitter) why I didn’t want to engage in trading options. ## [Review|NBIS 26Q2: Vineland Risk Eases; Demand and Pricing Remain Strong](https://fundaai.substack.com/p/reviewnbis-26q2-vineland-risk-eases) _2026-08-13 · FUNDA_ Key Takeaways ## [Constellation Software 2Q'26: Soft Organic Growth, but Encouraging Deployment Pace](https://mbideepdives.substack.com/p/constellation-software-2q26-soft) _2026-08-12 · MBI Deep Dives · MBI Deep Dives_ Constellation Software (CSU) delivered a quarter that can be considered bit of a Rorschach test. Organic growth printed the weakest number in nearly 6 years while capital deployment pace is running pretty hot. I cannot speak for other shareholders, but if you own it (as I do) for CSU’s ability to deploy ever increasing amounts of capital at attractive ROIC, I do not expect you will lose much sleep… ## [Mexico Podcast Chatter](https://mirandaintelligence.substack.com/p/mexico-podcast-chatter-656) _2026-08-12 · Miranda Intelligence · Miranda Intelligence_ Libertad de prensa y expresión frente a los nuevos lineamientos de derechos de audiencia; Innovación, tecnología y eficiencia para la competitividad; Desinformación y las cámaras de eco algorítmico ## [Deep|Optics: The Scale-Across TAM Is Taking Shape](https://fundaai.substack.com/p/deepoptics-the-scale-across-tam-is) _2026-08-12 · FUNDA_ Scale-across moved into design wins, order books, and TAM guidance this earnings season. ## [Google: Most Important Developments From 2Q26](https://outperformingthemarket.substack.com/p/google-most-important-developments) _2026-08-12 · Simple Investing · Outperforming the Market_ There was so much information to digest from Google’s recent 2Q26 earnings release. ## [Auto-trade Cross-Exchange Gaps (Sponsored)](https://crawlproof.com/a/C5NYZ24wsaqv) _2026-08-12 · **Sponsored**_ Find cross-exchange spreads, backtest strategies, and execute automatically with risk controls. ## [License to Chase the AI Frontier](https://mbideepdives.substack.com/p/license-to-chase-the-ai-frontier) _2026-08-11 · MBI Deep Dives · MBI Deep Dives_ While looking at Artificial Analysis Intelligence Index, I was quite struck by what they all have in common. ## [Research|Takeaways from the Future of Memory and Storage Conference 2026](https://fundaai.substack.com/p/research-takeaways-from-the-future) _2026-08-11 · FUNDA_ We attended the Future of Memory and Storage conference (FMS) last week. ## [Predicts 2027: Walled Garden vs. Open to Integration](https://lusheradvisory.substack.com/p/predicts-2027-walled-garden-vs-open) _2026-08-11 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ Will competitive advantage come from bringing clients to the intelligence, or bringing intelligence to the clients? ## [Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability](https://mbideepdives.substack.com/p/figma-2q26-near-term-re-acceleration) _2026-08-10 · MBI Deep Dives · MBI Deep Dives_ Following its IPO last year, Figma reported two consecutive quarters of revenue growth deceleration. ## [Weekly newsletter 174](https://outperformingthemarket.substack.com/p/weekly-newsletter-174) _2026-08-10 · Simple Investing · Outperforming the Market_ All market and portfolio news for the week ## [Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation](https://fundaai.substack.com/p/researchgoog-the-market-sees-brain) _2026-08-10 · FUNDA_ Our read on the Google AI leadership changes is a bit different from the market’s initial reaction. ## [Replay | Quick Shots — The Proprietary Data Arms Race and What Q2 Earnings Really Tell Us](https://lusheradvisory.substack.com/p/replay-quick-shots-the-proprietary) _2026-08-09 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ AR Intelligence: Live | Quick Shots | August 2026 · Replay · Transcript ## [Digital Advertising Industry Snapshot 2Q'26](https://mbideepdives.substack.com/p/digital-advertising-industry-snapshot-921) _2026-08-09 · MBI Deep Dives · MBI Deep Dives_ As I do after every quarter, let me share the snapshot of the overall digital advertising industry. ## [Weekly|RSI Is the Real AI Variable, FCC Optics Curbs, APP & U Divergence, PLTR Crushes, NET Beat-and-Raise vs DDOG’s Expectations Reset, AXTI & ATI Records, SPCX First Print](https://fundaai.substack.com/p/weeklyrsi-is-the-real-ai-variable) _2026-08-09 · FUNDA_ After a week that broke momentum, this one sorted the tape by delivery. ## [Shopify 2Q'26: Sustained Miraculous Growth](https://mbideepdives.substack.com/p/shopify-2q26-sustained-miraculous) _2026-08-08 · MBI Deep Dives · MBI Deep Dives_ Shopify’s Gross Merchandise Value (GMV) maintained its almost miraculous 30% growth (FXN) in 2Q’26. ## [DXCM - El centro de la tendencia de la prevención](https://gutierrezcapitalresearch.substack.com/p/dxcm-el-centro-de-la-tendencia-de) _2026-08-07 · Pedro Gutiérrez · GCR_ Análisis de los earnings de DXCM 2Q26 ## [ASML: Expanding Capacity As Order Visibility Grows](https://outperformingthemarket.substack.com/p/asml-expanding-capacity-as-order) _2026-08-07 · Simple Investing · Outperforming the Market_ ASML is one of the first semi cap names to report second quarter earnings and it is often seen as a barometer for the momentum the semi cap equipment players. ## [Why a Newsletter About Analyst Firms Is Suddenly Trending](https://lusheradvisory.substack.com/p/why-a-newsletter-about-analyst-firms) _2026-08-06 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ The analyst industry isn't getting more interesting because it's getting bigger. It's getting more important because AI is changing how trusted market intelligence is created and consumed. ## [Gartner 2Q26: The Story Behind the Numbers as Gartner Doubles Down on the Walled Garden](https://lusheradvisory.substack.com/p/gartner-2q26-the-story-behind-the) _2026-08-05 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ Technology contract value accelerated and federal headwinds eased, while Gartner continued introducing new ways to measure — and explain — the health of its business. ## [TSMC: AI supercycle strengthens as N2, N3 and CoWoS demand accelerates](https://outperformingthemarket.substack.com/p/tsmc-ai-supercycle-strengthens-as) _2026-08-05 · Simple Investing · Outperforming the Market_ Today, I will be doing a review for TSMC . ## [AR Alert | Live - Gartner 2Q26 Earnings: Gartner's AI Story Was What It Didn't Say](https://lusheradvisory.substack.com/p/ar-alert-live-gartner-2q26-earnings) _2026-08-04 · Lusher Advisory: AR Insights · Lusher Advisory: AR Intelligence_ Gartner 2Q26 (GTS): The Recovery Case Gets More Credible -- but It Still Needs Broader Confirmation ## [UMG 2Q26 - Una caída injustificada](https://gutierrezcapitalresearch.substack.com/p/umg-2q26-una-caida-injustificada) _2026-08-03 · Pedro Gutiérrez · GCR_ Análisis de los earnings de UMG de 2Q26 ## [Forrester 2Q26 Deep Dive: Signs of Stabilization — but the Asterisks Matter](https://lusheradvisory.substack.com/p/forrester-2q26-deep-dive-signs-of) _2026-08-03 · Lusher Advisory: AR Intelligence_ There are credible signs that Forrester’s long decline may be stabilizing. But from AI adoption and client growth to events and contract value, nearly every positive comes with an asterisk. ## [Weekly newsletter 173](https://outperformingthemarket.substack.com/p/weekly-newsletter-173) _2026-08-03 · Simple Investing · Outperforming the Market_ All market and portfolio news for the week ## [The Barbell Portfolio review | July 2026](https://outperformingthemarket.substack.com/p/the-barbell-portfolio-review-july) _2026-07-31 · Simple Investing · Outperforming the Market_ After the trade alert and repositioning of the portfolio done yesterday, I wanted to do a review of the portfolio and positions in The Barbell Portfolio.