Chit Chat Stocks Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG
May 8, 2026
Discussion jumps from Palantir's blowout quarter and rapid margin moves to Remitly's strong customer growth and buybacks. Coupang's mixed results and a data-leak subscriber boycott get unpacked. Conversation touches on AI IPO activity, a potential SpaceX offering reshaping liquidity, and a wafer-scale semiconductor IPO buzz.
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Ryan Cohen CNBC Interview Was A Tough Watch
- Ryan Cohen's CNBC interview drew criticism for vague financing answers like "half cash, half stock" and dismissive tone during reasonable questioning.
- Brett and Ryan felt the interview hurt credibility and highlighted compensation hurdles tied to market-cap metrics.
Remitly Reaches Profitability And Reaccelerates Growth
- Remitly reaccelerated growth and hit profitability with active customers up 20% and operating margins at 12% this quarter.
- Management raised full-year revenue and adjusted EBITDA guidance and executed $42M in buybacks signaling confidence under the new CEO.
Coupang Slowdown Linked To Data Leak Boycott
- Coupang showed an 8% revenue deceleration tied to a data-leak-driven RocketWow subscriber boycott and fixed-cost leverage hit gross margins.
- Management says ~80% of affected subscribers returned and plans to expand Rocket into Japan while continuing infrastructure investments.