Sunday, July 5

Sunday, July 5, 2026

Everything we published on this day.

6 stories

AEGXF · long

Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.

Value Investors Club Jul 5 3 clicks

SHLS · long

Shoals Technologies’ utility-scale solar cabling business is reaccelerating as gross margins bottom.

Value Investors Club Jul 5 3 clicks

Nvidia reported more than $75 billion in fiscal Q1 2027 data center revenue and reorganized reporting around hyperscalers and AI clouds,…

Kakashii's Materials Jul 5

@DevinLaSarre Jul 5

Newest out. Pouches Poised for Prime Position $HAYPP $PM $BTI $MO $IMBBY https://t.co/GF4qYTJYXL

Microsoft is framed as an undervalued, durable business whose competitive position is unlikely to be disrupted.

Capitalist Letters Jul 5

Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…

First Strike Research Jul 5 1 click