Adam D. Wyden on X
Holiday weekends create idle hands… funny how the robot just “knows”… pretty soon shareholders will too. $CODI @CODIequity @ACapitalLP @AsifSuria @joemassoud https://t.co/kvE0KFGOMH
Sunday, September 6
Sunday, September 6, 2026
Everything we published on this day.
22 stories — the front page that day →
Escalation: Altria Steps Up to the FDA
Altria's NJOY sued the FDA after launching unauthorized nicotine products, challenging e-cigarette regulation and pressing the agency to…
Devin LaSarre on X
Newest out. Escalation: Altria Steps Up to the FDA $MO $PM $BTI $IMBBY $HAYPP https://t.co/EA0iECIpSH
Chris Camillo on X
Been getting the same pushback on my $TSLA cybercab take for yrs: “you just don’t get it.” Meanwhile, the opportunity cost of parking capital in $TSLA during this period of stratospheric returns across AI winners would have been catastrophic. If robotaxi starts showing signs of being 5x bigger than I’m modeling, or when optimus materializes, I’ll happily lean into the trade late. Until then, I’m continue to allocate capital where I have better visibility into what I can actually observe vs. speculative scenarios that are years out. no hate to the tesla fanboys. your win if it happens won’t be my loss
Lee Roach on X
There will be a point where I just slam my nuts on the table and buy $LULU. Too much hate. The more you guys hate it the better a contrarian signal. https://t.co/bZvCjLOkvk
Titan Mining Q2 Update
Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…
Preview of the Week Ahead: W/C September 7, 2026
U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…
A Capital on X
$FLEX pre-spin interesting in $100-$105 range.
Lee Roach on X
This chart is looking sexy. Seems like a great contrarian bet. I could see an activist coming in. Seems like a good fit for Sycamore Partners. $NKE. https://t.co/RZUxUyL7AN
A Capital on X
Post $LEG acquisition, $SGI seems interesting here. I understand the bedding trough could last longer, but what’s the real downside? Industry volumes are already below the GFC trough, the company is growing EPS despite the environment, and now you layer on immediately accretive LEG + significant self-help. What am I missing?
X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms
X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…
Simple Investment Ideas 2 clicks
AppLovin Deep Dive: Not A No Brainer
AppLovin is down 48% YTD after its first guidance miss, with revenue 1% below expectations and EPS 2.5% short, reviving fears of an adtech…
RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)
RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…
Daniel Jones 1 click
Limbach Holdings: The Stock Has Room To Grow Again (Rating Upgrade)
Limbach Holdings, down 63% since June 2025, upgraded on bargain valuation and growth prospects following its acquisition of 1901 Inc.
David Zanoni 
PepsiCo At 16 Times Earnings With A 4.3% Yield Is A Steal
PepsiCo trades at 16 times 2026 earnings with a 4.3% yield as international revenue approaches $40 billion and North American volumes…
Steven Fiorillo 
Lockheed Martin: Missile Demand Is Surging, But The Stock Still Prices In Some Execution Risk
Lockheed Martin's $230 billion backlog and PAC-3 and THAAD demand support 2026 free cash flow targets, while F-35 execution and fixed-price…
PV Research 
Lockheed Martin: Record Backlog And Missile Demand Make The Pullback A Strong Buy
Lockheed Martin's $230.4 billion backlog and missile-defense orders underpin higher 2026 cash-flow guidance after Q2 sales rose 11% to…
DCF Value Investor 
Grab: The Growth Story Is Just Beginning
Grab Holdings dominates Southeast Asian ride-hailing and food delivery, trading at 23 times earnings while profits grow rapidly.
A.J. Button 1 click
Amazon’s AI Economics
Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…
SSR Mining: The Cash Is In, And Shares Are Still Cheap
SSR Mining holds $1.8 billion cash with no debt after exiting Turkey, while higher costs persist.
The Supercycle Investor 2 clicks
Credo's Selloff Is Missing The Bigger AI Opportunity
Credo's 115% revenue growth to $479 million supports its shift from AEC cables toward AI connectivity, with optical products expected to…
Simple Investment Ideas 
Boeing Needs To Come Down From Orbit (Rating Downgrade)
Boeing is downgraded to sell as its $715.26 billion backlog has yet to deliver profitability and cash flow sufficient to support its…
Daniel Jones 