Saturday, August 29, 2026

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached 29.6%.

VEEV $51B

MBI Deep Dives Aug 29 11 clicks

Aug 29 MSFT $4T

Microsoft ($MSFT) - Deep Dive

Bearhold Research 11 clicks

Aug 28 META $1.9T

Meta Buys Away its Distraction at Minimal Cost

MBI Deep Dives 7 clicks

From X

@ChrisCamillo Aug 29 1 click

Chris Camillo on X

@Freedom2Fart not a swing trader. and not that it matters, but the $AMZN trade in question was a one day options trade into expiration. fully exited.

@irbezek Aug 29 3 clicks

Ian Bezek on X

@WaterworldCapi1 Copying industry best practices from $OKLO https://t.co/VnEtGXDOn0

@majgeoinvesting Aug 29 1 click

Maj Soueidan on X

With OCC, using historical backlog, conversion multiples, the backlog implies that they can report $.25 EPS. The wildcard here is two things. 1. Have operating expenses stabilized? 2. Will backlog remain strong so that the company can at least hold that new level of EPS if they achieve it? To be clear, a bullish EPS outlier scenario could occur because I used the historical low-end backlog to revenue multiplier. I haven’t modeled $RFIL. I’m just using their shareholder letter as a barometer, where they talk about stronger markets and more visibility. It’s worth noting that both companies are moving into their seasonally stronger quarters. They’re also both benefiting from a recovery in their legacy telecom markets. Furthermore, I don’t think either of them have seen much contribution from their data center business. So, hopefully, you have this perfect storm situation where their legacy markets, along with new markets are hitting it in stride at the same time Personally, I think RFIL is the better company, long-term, but that OCC can have the biggest wow factor for the quarter. RFIL has done a better job at addressing its entire business plan to reduce cyclicality, even within its legacy markets. I’m not convinced OCC has done that.

@majgeoinvesting Aug 29 2 clicks

Maj Soueidan on X

Man, I hope the @InfoArbMonitor calendar is wrong on $OCC & $RFIL ‘s estimated Q3 earnings dates. What are the odds that 2 stocks in the same industry with shaky pasts both deliver on the same day? I’m putting 2 dinner reminders on my calendar: Ruth’s Chris +Taco Bell.🥳 https://t.co/Bn6Pt4EoUV

@RagingVentures Aug 29 1 click

Raging Capital Ventures on X

@gamesblazer06 $GEV bulls probably didn’t see this coming… https://t.co/rVRcNDE52K

@ChrisCamillo Aug 29

Chris Camillo on X

zero surprise $TTWO https://t.co/weuPg4PxZ7

@ChrisCamillo Aug 29

Chris Camillo on X

Well, that escalated quickly. $TTWO https://t.co/J56bmG6WiS

@irbezek Aug 29

Ian Bezek on X

$TEAM was at $56 just a few months ago, such efficient markets. Reminder, people only care about SBC when stonk prices are going down. Beware folks fitting a narrative onto price action. https://t.co/FaPZr8c7dn

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $13M

Wolf's Substack Aug 28 8 clicks

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…

MU $1T

Prakhar Agarwal, CFA Aug 28 4 clicks

Making sense of Sandisk’s long-term financial model

Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…

SNDK $214B

Bristlemoon Capital Aug 28 9 clicks

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $75B

Max Greve Aug 28 1 click

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

UWMC $1.9BCCOI $428M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $447M

The Oak Bloke Aug 27 6 clicks

Nvidia Climbing the Wall of Worries

Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…

NVDA $5.2T

MBI Deep Dives Aug 27 5 clicks

Domo (Arigato), for this potential multi-bagger options trade

Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.

HUCK $147MPRGS $1.7B

Triple S Special Situations Investing Aug 27 3 clicks

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $48B

Capital Connoisseur Aug 27 1 click

[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX

AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.

AMZN $2.7T

scuttleblurb Aug 26 6 clicks

NPWR · long

NET Power Inc

NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.

NPWR $96M

Value Investors Club May 22

China Yuchai: Deep Value Meets Growth (NYSE:CYD)

China Yuchai (CYD) trades at 2x EBITDA and 0.3x book as data-center backup-power demand, buybacks, and net cash support an earnings…

CYD $1B

Maius Partners Feb 5 1 click

Thinking aloud about Google remedies

Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…

GOOGL $4.3T

John Hempton's Newsletter Oct 9 3 clicks

Intriguing Patent Litigation Situation ($FNCH)

Finch Therapeutics faces a jury verdict on FMT patent claims against Ferring’s Rebyota; a win could bring damages and royalties, while a…

FNCHQ $17M

Multibagger Monitor Aug 8 2 clicks

Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)

Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.

RCAT $721M

Multibagger Monitor Jul 10 3 clicks

10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)

IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…

IBIO $50M

Multibagger Monitor Jun 3 1 click

Nvidia, Nano-X and the interpretation of 13F filings

Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…

NNOX $39M

John Hempton's Newsletter Feb 15 3 clicks

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

SRPT $1.8B

John Hempton's Newsletter Oct 31 1 click

Saturday, August 29, 2026

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

Meta Buys Away its Distraction at Minimal Cost

From X

Chris Camillo on X

Ian Bezek on X

Maj Soueidan on X

Maj Soueidan on X

Raging Capital Ventures on X

Chris Camillo on X

Chris Camillo on X

Ian Bezek on X

Investor Letters

NTG Clarity Networks ($NCI.V) FINS Review

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

Making sense of Sandisk’s long-term financial model

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Late August 2026 Random Ramblings

The Verra Sneerer (NASDAQ:VRRM)

Nvidia Climbing the Wall of Worries

Domo (Arigato), for this potential multi-bagger options trade

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX

NET Power Inc

China Yuchai: Deep Value Meets Growth (NYSE:CYD)

Thinking aloud about Google remedies

Intriguing Patent Litigation Situation ($FNCH)

Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)

10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)

Nvidia, Nano-X and the interpretation of 13F filings

Sarepta Risk and the FDA

Publications we follow

YouTube 4

Blogs 17

Seeking Alpha 52 of 240

X accounts we follow

Investor letters we follow

Sectors

Saturday, August 29, 2026

Chris Camillo on X

Ian Bezek on X

Maj Soueidan on X

Maj Soueidan on X

Raging Capital Ventures on X

Chris Camillo on X

Chris Camillo on X

Ian Bezek on X

Investor Letters

Publications we follow

Newsletters 108

YouTube 4

Blogs 17

Seeking Alpha 52 of 240

X accounts we follow

Investor letters we follow

Sectors