Wednesday, September 2, 2026

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the category has reached a cyclical bottom.

SMPL $896MBRBR $1.1B

The Value Road Sep 2 11 clicks

Sep 2 DASH $84B

Notes from a Dasher Shift, and the Drone Delivery Future

MBI Deep Dives 5 clicks

Sep 2 SGMO $58M

Sangamo Bankruptcy (SGMOQ)

Triple S Special Situations Investing 6 clicks

From X

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

@LownTrevor if you believe that’s the consensus then $TTWO not for you

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

Please let $TTWO open flat tomorrow because tonight’s GTA VI reaction is “priced in” test me

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.

@ChrisCamillo Aug 27 1 click

Chris Camillo on X

Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO

@majgeoinvesting Aug 27 1 click

Maj Soueidan on X

What's the one stock you hope falls due to a "blip" quarter that is likely temporary due to unusual circumstances or investor misinterpretation? Two of my wishes already came true with $SIF and $KLNG. Could throw $FSI into the mix. Next on this early Christmas wish list? $PPIH

@majgeoinvesting Aug 27 1 click

Maj Soueidan on X

@StableBread Nice summary. Thanks for sharing. I’m somewhat excited about the new CEO hire from the competitor, $CECO, who has actually been winning data center contracts.

@majgeoinvesting Aug 27

Maj Soueidan on X

Anyone have a direct line to $MG, call them now. We have a code red!!! https://t.co/zgvG6Ik5vi

@RagingVentures Aug 27 1 click

Raging Capital Ventures on X

I agree there are differences in HBM vs. NAND. I said we are “around” the peak of the cycle, with $SNDK much more at risk. Memory is an intensely cyclical business with a long history of booms and busts. Cyclical peaks are typically associated with double and triple+ ordering, as we are seeing today. Paybacks on new capacity are 1 year or less; capacity will come. $ASML is the primary limiter of capacity growth for DRAM/HBM, which is bullish for limiting supply growth in those markets. NAND is far less defensible. Memory is the biggest pain point in the ecosystem today and many entrepreneurs and engineers are intensively focused on solving this problem with innovation and other adjustments. De-speccing is already commonplace and memory pooling is coming. Finally, I am not saying it is time to short these stocks (although I am short some $SNDK). What I am saying is it is very poor capital allocation for $MU, $SNDK, etc. to be buying back stock at these multiples of invested capital.

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…

RDDT $29B

Krzysztof Bogdanski Sep 2 4 clicks

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $211M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $522M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

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

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $623M

Yet Another Value Podcast Sep 1 9 clicks

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 $268M

Yet Another Value Blog Sep 1 4 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 $6.9B

The Bullionaire Sep 1 1 click

[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 $4.9B

scuttleblurb Aug 31 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 $42B

MBI Deep Dives Aug 29 10 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…

RBLX $34B

MBI Deep Dives Aug 28 7 clicks

YSWY · long

Yesway INC

Yesway is pitched as a high-quality convenience-store operator with growth runway, trading near 8.5 times EBITDA and targeting a…

YSWY $1.3B

Value Investors Club Jun 4

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 $236B

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 $2BCCOI $476M

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 $536M

The Oak Bloke Aug 27 6 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 $2.1B

Edmund Ingham Aug 27 1 click

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 $177MPRGS $1.9B

Triple S Special Situations Investing Aug 27 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 $32B

MBI Deep Dives Aug 24 5 clicks

RCEL 2026-08-24

AVITA Medical: Favorable Reimbursements For Skin Wound Care

AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…

RCEL $347M

Myriam Alvarez Aug 24 4 clicks

Core Memory

Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…

ABNB $99B

MBI Deep Dives Aug 23 9 clicks

FUTU 2026-08-23

Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report

Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…

FUTU $16B

Emanuel Nemec Aug 23 4 clicks

Wednesday, September 2, 2026

Chris Camillo on X

Chris Camillo on X

Chris Camillo on X

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