Tuesday, September 1, 2026

EVC Update

EVC reported a solid second quarter and outlook.

EVC $782M

Nat Stewart - Stock Picking Newsletter Sep 1 25 clicks

Sep 1 LMB $591M

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Yet Another Value Podcast 19 clicks

Sep 1 AMZN $2.8T

The Bid Shading Threat to Amazon Advertising

MBI Deep Dives 14 clicks

From X

@marginofdanger Jul 23 1 click

marginofdanger on X

@blondesnmoney $OPBK solid

@TheBenSchmark Jul 23

JabroniCoin.USD on X

As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM

@BlueDuckCap Jul 23

BDC on X

@kermankohli GCP is baked into $GOOGL's price already. $META's cloud optionality is obviously not. You may prefer the known thing but its the unknown things that over much more asymmetry.

@ActAccordingly Jul 23 1 click

PAA Research on X

I guess it's time to sharpen my pencil a bit on $TSCO. The stock has been a disaster to say the least and the chart could not look worse. However, the company lowered guidance and it's trading up modestly in a pretty tough tape. This was once a great growth story/compounder. Is it finally washed out? Watching.

@irbezek Jul 23 1 click

Ian Bezek on X

@InvestsCletus That's probably part of it. Day like today $CIB up $AVAL down would play toward that idea.

@BlueDuckCap Jul 23 1 click

BDC on X

$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ

@BlueDuckCap Jul 23

BDC on X

This is obviously unsustainable. The larger the gap, the worse the crash. Semis are printing cash now - but for a buyer and seller relationship to be healthy over a long time, everyone, both sides, needs to make $. I think $AMZN can make $ because their flagship business sells compute capacity and their capex ramp has funded more capacity to sell. $META can work because their flagship biz benefits from internal AI and they may in fact have excess compute capacity to sell - which is a positive pivot. $GOOGL is less clear to me. Their flagship biz is soaking up internal compute because new entrants in search, gPT for one, have $750B in capex earmarked - not to sell compute but to improve their own frontier capabilities. At the same time, $GOOGL's external compute biz is going to do great - but in this theater they are also competing with AMZN/MSFT etc. So for $GOOGL there's no pivot opportunity akin to $META and there's 2x the capex need as the arms race accelerates for both internal and external needs.

@irbezek Jul 23 1 click

Ian Bezek on X

Nice and steady bull advance in Colombia $COLO ahead of the new government taking office next month. https://t.co/U3KyV8SBrD

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $256M

Yet Another Value Blog Sep 1 13 clicks

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…

CLF $7B

The Bullionaire Sep 1 2 clicks

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.8B

scuttleblurb Aug 31 15 clicks

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $10M

Wolf's Substack Aug 30 18 clicks

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.7B

Manimala Misra Aug 30 5 clicks

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…

VEEV $46B

MBI Deep Dives Aug 29 20 clicks

Microsoft ($MSFT) - Deep Dive

Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…

MSFT $3.8T

Bearhold Research Aug 29 18 clicks

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $64B

Valuation Rewind Aug 29 6 clicks

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 $17M

Wolf's Substack Aug 28 17 clicks

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

META $1.6TRBLX $31B

MBI Deep Dives Aug 28 15 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 $227B

Bristlemoon Capital Aug 28 19 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 $95B

Max Greve Aug 28 3 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 $2.4BCCOI $511M

Yet Another Value Podcast Aug 27 26 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 $638M

The Oak Bloke Aug 27 12 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 $5.5T

MBI Deep Dives Aug 27 9 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.4B

Edmund Ingham 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.

DOMO $185MPRGS $2.1B

Triple S Special Situations Investing Aug 27 7 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 $57B

Capital Connoisseur Aug 27 3 clicks

Nvidia’s Long-Term Margin Question

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

NVDA $5.5T

MBI Deep Dives Aug 26 8 clicks

[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 $2.8T

scuttleblurb Aug 26 9 clicks

Tuesday, September 1, 2026

EVC Update

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

The Bid Shading Threat to Amazon Advertising

From X

marginofdanger on X

JabroniCoin.USD on X

BDC on X

PAA Research on X

Ian Bezek on X

BDC on X

BDC on X

Ian Bezek on X

Investor Letters

GoPro sold itself at 9:20 AM to get ahead of a meme stock

Cleveland-Cliffs: 2027 Could Be A Very Big Year

[WAY – Waystar] Healthcare is a very complicated invoice

Emerge Commerce ($ECOM.V) FINS Review

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

Bloom Energy: 5 Links That Cannot Break

NTG Clarity Networks ($NCI.V) FINS Review

Meta Buys Away its Distraction at Minimal Cost

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

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

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

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

Nvidia’s Long-Term Margin Question

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

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 12 of 104

X accounts we follow

Sectors

Tuesday, September 1, 2026

marginofdanger on X

JabroniCoin.USD on X

BDC on X

PAA Research on X

Ian Bezek on X

BDC on X

BDC on X

Ian Bezek on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 12 of 104

X accounts we follow

Sectors