40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
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903 storiesAug 6 – Aug 10
Sunday, August 9 6 stories
JabroniCoin.USD on X
@Borlaug_ @SouthernValue95 Thanks. How do you think this dynamic sets up for Halozyme $HALO?
Chris Camillo on X
The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day. The research. The leverage. The near disaster. The comeback. Link in comments https://t.co/foSxtqY98m
Chris Camillo on X
@JonathanSeller Didn’t miss it, very much long $NVDA
Ian Bezek on X
@House_Stark12 Think again. Arguably the only thing $OPEN is good at is issuing new stock. https://t.co/oUX7I8I2kY
Chris Camillo on X
AI’s future use cases could drive memory demand beyond sell-side supply forecasts, supporting a bullish view of SanDisk and Micron despite bubble concerns.
Ian Bezek on X
Embarrassing press release. $OPEN Revenues fell 44% year-over-year. And they are still budgeting $110 million for SBC in Q3 alone. Absolutely shameful behavior. https://t.co/7vZtlVVy2j
Saturday, August 8 2 stories
Chris Camillo on X
@Emotionallkrs I think in terms of information parity not price targets. Long $BE
Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
Friday, August 7 13 stories
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
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…
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
Century Aluminum, $CENX, expects all assets to operate at full capacity in Q3 and Q4, demonstrating earnings power after more than a decade of constraints.
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…
JabroniCoin.USD on X
Kurian laid out the GCP margin expansion playbook a few years ago $GOOGL https://t.co/bsk7XfK4Ym
BDC on X
SanDisk's long-term agreements smooth revenue and soften cyclicality, but reduce the upside investors expected from a semiconductor-cycle recovery.
BDC on X
STLN, formerly TOI, reports rising revenue, positive free cash flow and EBITDA after a debt refinancing and rebrand. Management is positioning the former distressed equity as a growth company.
[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…
