Remitly Global: Still Undervalued? (Ticker: RELY)
Remitly raised full-year guidance as it pursues digital remittance share gains, with debit cards targeting higher retention and per-user…
Friday, August 7
Friday, August 7, 2026
Everything we published on this day.
31 stories — the front page that day →
Adam D. Wyden on X
https://t.co/abCbwraUNH Got too excited I forgot to post the link….. $DRVN
Adam D. Wyden on X
WE. WILL. NOT. STOP. $DRVN https://t.co/abCbwraUNH
Odd Diligence on X
Good for $CCXI https://t.co/jd6gn1NhS6
A merciless market (and the reason behind the drop?)
Shift4 fell 19% after cutting FX-neutral guidance by 100 basis points, despite Q2 revenue, EPS and EBITDA beats.
Odd Lot Arbitrageur on X
$CRMZ yikes https://t.co/ZdwyWvNNbQ
BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal
Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…
TSOH Weekly Roundup (08/07/2026)
TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…
Novo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?
Novo Nordisk’s Q2 adjusted sales rose 7% and operating profit 11%, prompting a 0% to -6% 2026 outlook as commercial recovery outpaces…
OXY's Plan for Financial FREEDOM
Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…
SG on X
$SB #sugar what a day! https://t.co/kWAiFObTRd https://t.co/zeODI0xbe5
SG on X
have to admit I did not think $NRGV would ever reach this level of revenue https://t.co/QSPwlU6M3e
SG on X
Market didn't like $MKTW report--shares are down 5%. I thought it was fine, especially the raise in guidance. Tell me why this business won't thrive over time? https://t.co/AOPkGU3D5Y
SG on X
They told you $SERV would generate $60-$80m in revenue this year. It's easy to lie about the future. Now 2026 is here. Serve has its 2,000 robot fleet. Its numbers still suck. In Q2, Serve did $3.2m in revenue and generated over $64m in losses. And fleet utilization dropped quarter-over-quarter.
SG on X
This is the right explanation for $DOCS climb AH yest, which may continue today. Doubt it holds past next week. https://t.co/pdg84pbJcm
Maj Soueidan on X
More significant development than most probably assume… $OCC . Great InfoArb by Sergi.. @InfoArbMonitor https://t.co/RF1NLYjcVS
Maj Soueidan on X
This is what strong operating leverage does not look like: $RCAT The only thing red about Redcat is always being in the red.. https://t.co/ro1m8Hpgak
junkbondinvestor on X
Strategy ($MSTR) has $15bn of preferreds, all yielding 10%+ Here's a quick summary of the situation > ~$22bn of debt + preferred vs. ~$54bn of BTC > Current interest/dividend obligation is now $1.75bn+ per year > $6bn+ of converts (1st tranche putable beginning in '27); all busted > Saylor beginning to sell $BTC and has a $4bn USD reserve which funds 2+ years of fixed obligations > Most junior preferred, $STRD, trading at 64 cents / 15.8% > Most senior preferred, $STRF, trading at 96 cents / 10.6% Is there a relative value trade here? My thoughts below
Timyan Bank Alert on X
Conference Chatter: NBT Bancorp $NBTB eyes bank M&A; Community Financial seeks insurance opportunities | S&P Global Market Intelligence https://t.co/L1NY5yUkBc
BDC on X
The problem for $SNDK here is more setup than fundamentals. Longs were and are not playing for beats and inline guidance. They are in it for juice. The LTAs smooth out the revenues and mitigate the cycle severity (positive) but also take away a lot of the juice (negative) and its a name owned for juice.
BDC on X
Had to re-listen to $STLN (frmr $TOI) call this am. Outstanding results, execution, and overall outlook. Numbers going way higher. The multiple should too. Dan and Rob turned this from a distressed equity to a best in class growth story with ripping revenues, positive FCF and ebitda, a debt refi, rebrand, and multiple market launches on the come. Just incredible execution. Well done! FWIW - and this is not advice, but we think $STLN headed to mid teens in the next 6-12 months....150-250% upside based on our math, which is just an opinion.
JabroniCoin.USD on X
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
JabroniCoin.USD on X
GS on $ACMR beat and 2026 raise. PT $164 2027 numbers and memory contribution (CXMT matter more) imho https://t.co/XXKNyhL8Gg
JabroniCoin.USD on X
“for the first time in over a decade, all Century assets should be operating at full capacity. I'm very proud to report today that our team has delivered” As expected, Q3 & Q4 will be when the real earnings power of $CENX is demonstrated. Still under-earning. Still bottleneck. https://t.co/Buw6H87Sed https://t.co/KyfyjMcJhq
JabroniCoin.USD on X
Kurian laid out the GCP margin expansion playbook a few years ago $GOOGL https://t.co/bsk7XfK4Ym
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
Steve Eisman reviews SpaceX earnings, AI capital spending’s drag on free cash flow, Meta’s struggles, and the collapse of Situational…
These Power Stocks (Not Semis) Are The Real AI Beneficiaries, Say Investing Brother Duo Up 1,300%
Pernas Research names Capstone Energy and Stabilis Solutions as AI data-center power beneficiaries, alongside Tenable, Upwork, Wise and…
Airbnb 2Q'26: Widening the Gap with Booking
Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Hims & Hers investor Paul Cerro is long again on labs and patient data raising retention and LTV, despite stagnant subscribers, GLP-1…
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Hims & Hers investor Paul Cerro is long again on lab and patient data driving retention and LTV, despite management concerns, GLP-1…
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…
