Today
Everything we published on this day.
33 stories
spent a couple hrs this wk on $LULU research, as i do with numerous retailers during back to school and holiday season. lots of conflicting data and a tough setup to handicap going into the report. often the best trade is the one you don’t make. https://t.co/z3xvfjOsRE
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
$OXM getting "LULUed" after hours following a huge guide lower. Apparently people are tired of the floral prints at Lily Pulitzer. Less bright colors they said. Tepid demand for $150 quarter zips at #southerntide isn't helping matters either. The market seems to think that $0.70 quarterly dividend is at HUGE risk. No position.
@LatamData Medellín will keep taking relative share from Bogota. Underappreciated driver for $asr
@AltaFoxCapital @DeepSailCapital $SNAP
@burningbushcap $CIB is a quarter of the Colombia ETF, $AVAL is 4%. Need folks to go stock-picking in individual names, right now, people are mostly buying the index.
@dirtcheapstocks I look for companies like this for my inflation basket. $INFL seems pretty good to me for a lazy version. https://t.co/OkhW0QroSL
@SkillJoy_00 how many GTA VI launch month, quarter, yr 1 units and what eventual online ARPU do you think the market is currently pricing in to $TTWO ? And how does your analysis differ from those expectations?
$orcl calling https://t.co/4hxeOkpyWl https://t.co/z3lHDmuQNn
AVGO 2026-09-03 
Carla Magliocco 10 clicks INTU 2026-09-03 
Treading Softly $orcl https://t.co/3G3H57F4p9
AVGO 2026-09-03 
Steven Fiorillo 10 clicks@GrumpierBTDay @FrontRangeHQ @maxwellhouse99 Have you tried "$CRCL min_faves:1 -filter:mentions -filter:hashtags" ?
@treygurr also said the move was to go all in on $HOOD the second crypto showed life
@StockJabber @hntrbrkmedia I saw your email on for-profit education names that could be exposed to AI. We have written extensively on the bear case for $LOPE $CVSA $STRA $PRDO and others. AI is only ONE OF MANY ISSUES the industry now faces, in my view.
Me buying $HOG at $18 because Wall Street said it was going to zero. https://t.co/nGdqlBiwY2
$DLTH is a perfect case study on where AI & stock screeners might get tripped up and on why doing the manual work still matters. Even though the headline acknowledges a large tariff refund, adjusted EPS does not “adjust.” Adjusted EPS is 6c, not 50c! Source: @InfoArbMonitor https://t.co/RBcbuTAHmX
"But my quarterly deceleration" the Wall Street idiot cries out as his wife leaves him for a cashier at the local grocery store. $EVC https://t.co/9Z5qvFrCCh
NIO 2026-09-03 
The Asian Investor 8 clicks@dbcthomas2 I'm long $CLSE which is similar. https://t.co/cyhmEYEZeW
MOS 2026-09-03 
DCF Value Investor 8 clicks$DLTH Duluth report better than I expected, but mostly tariff refunds. - Net income of $18.4 million compared to net income of $1.3 million last year. This year includes $16.3 million in tariff refunds. - Inventory down $22.9 million or 15.5% vs. last year - Net sales decreased by 7.8% to $121.4 million
$ADMQ new orders for this nanocap (mkt cap 6.55m) https://t.co/67gBW9Me5k
EXE 2026-09-03 
Elliott Gue 9 clicks MMED 2026-09-03 
Myriam Alvarez 7 clicks CHWY 2026-09-03 
Bernard Zambonin 
Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…
EIX 2026-09-03 
Power Hedge If we go above $2-3 in $GPRO today I will be very tempted to sell '28 calls
Happy $JCAP dividend day for those who celebrate https://t.co/8yZPuQp8R4
$GPRK GeoPark breaking out after news it is expanding into Venezuela. Sin of omission for me: I sold my position in 2025 and never re-entered. https://t.co/aR4XtkYvHX
NFLX 2026-09-03 
The Curious Analyst 1 click
