Odd Diligence on X
Going to miss these guys after they go bankrupt/0 in the next year or two $BXBL https://t.co/GPYp81g5ZM https://t.co/GTTU0pWrNB
Saturday, August 1
Saturday, August 1, 2026
Everything we published on this day.
9 stories — the front page that day →
Appearance The Stansberry Investor Hour Podcast
The Stansberry Investor Hour features a discussion of Constellation Software’s AI prospects and Natural Resource Partners.
FTAI update.
FTAI Aerospace margins fell to 28.5% as it pursues airline market share, while Power signed a $1.465 billion hyperscaler order and targets…
David Orr on X
@FixedIncQuant @nickgiva1 $IBIT has a $46 billion AUM.
Mike on X
@BlackScholesMan 37% hours earned increase on Columbia program is bullish for $ESP
Raging Capital Ventures on X
Any fundamental views on $RH here? I’ve been recently trying on the short as a trade into the $180 level with some success, feels like it has squeezed higher due to de-grossing/de-leveraging. Other building names are very weak with 10-year testing 5%.
Raging Capital Ventures on X
Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.
Raging Capital Ventures on X
Another ugly quarter at $MO. Still struggling to gain traction in the all-important new smokeless markets, while Marlboro bleeds market share and overall smoking volumes continue to collapse. This has been a good trading short with all of the funky rotation and factor moves. https://t.co/SK4WwXsiiZ
Raging Capital Ventures on X
OpenAI “ARR” apparently run rating at $60 b, and (for the most part) they haven’t yet monetized their 1 billion weekly consumer actives. Bullish $ORCL. https://t.co/pBDIrTTAqV
