Sunday, August 30, 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 $1.8T

Meta Buys Away its Distraction at Minimal Cost

MBI Deep Dives 7 clicks

From X

@stockgutter Aug 12 1 click

SG on X

Jun28 $BE 85P x 510C strangle currently fetches about $100. Tempted to sell a few.

@leevalueroach Aug 12 1 click

Lee Roach on X

The CEO of $HOG bought $250k of shares in the open market yesterday and you morons are selling it off today? https://t.co/gjtDirn6Hp

@ToffCap Aug 12 2 clicks

ToffCap on X

$MRX Q2: +39% revenue growth, 17% PAT margin (cont ops), 37% ROE, ~$2 EPS growing 100%+, mgt guiding further strong growth... Still 8.5x annualised PE https://t.co/ihSaFMMBLO

@majgeoinvesting Aug 12

Maj Soueidan on X

$ITRN is pristine (was $36 at the time of this post). It’s $55 today, up $3 on a solid Q2. The moron I am, I still haven’t bought. The valuation was never “perfect.” Some things are just worth paying up for. I do see a path to $100. Lesson👉 InfoArb exists even outside microcaps. https://t.co/kJghFGxAph

@ActAccordingly Aug 12

PAA Research on X

I'm short a little $CRWV. Obviously I'm not happy with the move today, but I listened to the @cnbc interview with the CEO and two things really made me feel better: 1) @jimcramer called it an "inflection point" and a day that will go down in history (thank you for your tireless service Jim) 2) The $CRWV CEO's stuttering and non-stuttering sequences really were quite revealing. I'm not trying to belittle someone's speech challenges. Public speaking is hard, but someone with some basic CIA interview skills training would have a field day with his 5-10 minute segment on CNBC, particularly when asked about margins, insider selling, and project delays. He struggled mightily there to get the words out, which is telling. Of course @CNBC clipped out most of those parts of the interview, but you can watch the rest here. https://t.co/ldWzhWZXlO

@leevalueroach Aug 12

Lee Roach on X

@kingdomcapadv posted a good $EVC write up on Seeking Alpha this morning. https://t.co/k96glqoOiQ

@ToffCap Aug 12 1 click

ToffCap on X

Solid results from Marex $MRX yet again. Strong beat + in the portfolio. That means the stock will probably close 20% down today https://t.co/8EYa8jlUHZ

@TheBenSchmark Aug 12 2 clicks

JabroniCoin.USD on X

Bernstein China Semicap & WFE update: $101 bn in ‘28 > WFE ramp drives reacceleration of local WFE vendors > logic underestimated > memory revised up: CXMT, YM & JHICC easier to ramp clean rooms > local vendors take share from global vendors > ‘27-28 numbers go up $ACMR https://t.co/8qZFoulEau

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

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

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $76B

Steven Fiorillo Aug 26 1 click

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.5B

Yet Another Value Podcast Aug 20 13 clicks

EGO · long

Eldorado Gold CORP

Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.

EGO $9.4B

Value Investors Club Jun 1 3 clicks

SBAC 2026-08-29

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

SBA Communications, target $230, pairs 2.3% Q2 revenue growth from international leasing with a 41% dividend payout ratio, buybacks and…

SBAC $19B

Philip Wang Aug 29 2 clicks

Nvidia’s Long-Term Margin Question

Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.

NVDA $5.2T

MBI Deep Dives Aug 26 5 clicks

Big Tech Off-Balance Sheet Concerns

Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…

AMZN $2.7T

MBI Deep Dives Aug 25 3 clicks

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…

ADYEY $33B

MBI Deep Dives Aug 24 6 clicks

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

CCC $4.5B

scuttleblurb Aug 20 18 clicks

TEM 2026-08-20

Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance

Tempus AI's diagnostics and data businesses grew Q2 2026 revenue 19.4% year over year, with FDA approvals, expanded tests and pricing aimed…

TEM $11BMRNA $87B

Robert J. Lake Aug 20 2 clicks

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

VRRM $447M

The Oak Bloke Aug 20 13 clicks

BHP 2026-08-20

BHP: Stop Calling This An Iron Ore Stock

BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…

BHP $212B

On the Pulse Aug 20 1 click

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

NCLH $7B

The Oak Bloke Aug 19 13 clicks

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