Ian Bezek on X
Brazilian election. Who wins, and what's your view on $EWZ?
Monday, August 3
Monday, August 3, 2026
Everything we published on this day.
8 stories — the front page that day →
BDC on X
Neuronetics, $STIM, gains backing from its largest shareholder and an activist as new management pursues a turnaround, with shareholder board nominations focused on maximizing equity value.
David Orr on X
@Biohazard3737 I was leaning way more great bet for Citadel before today's $SOXX action. Opinion will change again fast from here... if $SOXX randomly nukes 10% in a few days though, yikes.
David Orr on X
Citadel’s semiconductor bet depends on whether SOXX’s drop is technical or reflects weakening AI-chip fundamentals, with forced selling and redemptions shaping the near-term exit.
Raging Capital Ventures on X
@pradeeepk $AMD + ASICs will eat $NVDA margins
Meta's "True" ROIC, and Some Notes from Meta and Alphabet's 10-Qs
Meta’s adjusted LTM ROIC is in the mid-50s after excluding $80 billion of construction in progress; that capacity will lower returns as AI…
A Venezuela Lottery Ticket for 41 Cents
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
[scuttleslops] BLDR, RYAN, APG, GFL, FND
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
