[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety, clinical and regulatory work.
Thursday, September 3, 2026
From X
Chris Camillo on X
@FloatCheck @CKCapitalxx I’m all for going big on a fashion trade when the brand is clearly benefiting from a shift in consumer behavior. But there was zero data pointing to that for $LULU this quarter. No clue what he thought he saw.
SG on X
That's a pretty big sale in $VAL. I still own/like. https://t.co/DoHOmmsAtD
Bank Reg Blog on X
Interesting follow up on this today: The SEC settled an enforcement action against $TBBK's now-retired CFO, fining him $30,000 for directing the company's 10-K to be filed when he knew the auditors hadn't yet signed off. https://t.co/9N28UhEMlw https://t.co/8yBRR6MC7Q https://t.co/1lPgtgKyWD
Nat Stewart on X
I did an article on SharkNina $SN September 5, 2023, shortly after the very unusual (split from a non-US company) spinoff. https://t.co/7JoGbrRP70 No paywall https://t.co/9XSWVQpqv4
Lee Roach on X
Wall Street hates $LULU. Twitter hates it. Should I buy it or for shits and giggles or just throw myself into traffic? https://t.co/PzqJvBv2UK
Myles on X
$ASAN down 12% on weak guidance. This earnings season has sucked so gotta enjoy my wins. https://t.co/wHULS7a1xW
Chris Camillo on X
spent a couple hrs this wk on $LULU research, as i do with numerous retailers during back to school and holiday season. lots of conflicting data and a tough setup to handicap going into the report. often the best trade is the one you don’t make. https://t.co/z3xvfjOsRE
Trevor Scott on X
Where were the signs $LULU https://t.co/B1RLkiGdlH
Investor Letters
All letters- Bireme Capital 2Q22 HCA $88BAFRM $25B
- Bireme Capital 1Q22 NFLX $511BCGECF $383M
- Greenhaven Road Capital first quarter APPS $1.3BESTC $9.7B
- Bireme Capital 4Q21 TME $13BAFRM $25B
- Bireme Capital 3Q21 GME $8.6BSKLZ delisted
- Greenhaven Road Capital first quarter APPS $1.3BESTC $9.7B
- Greenhaven Road Capital Q1 2020 APPS $1.3BCSSE delisted
- Greenhaven Road Capital Q1 2019 APPS $1.3BPAR $782M
- Grey Owl Capital Management fourth quarter of 2018 AGN delistedBKNG $148B
IREN 2026-09-02 IREN's Customers Are Starting To Fund The Build
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Quantryon Capital 8 clicks
Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
Amazon reported $200.6 billion in quarterly revenue and $27.5 billion in operating income as AWS grew 36.7% and advertising 26%, making its…
RDDT 2026-09-02 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…
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MDA Space: Houston, We Have a New Position
MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…
The Bid Shading Threat to Amazon Advertising
Amazon’s $69 billion advertising business faces an FTC lawsuit over alleged bid shading, threatening a revenue stream that grew roughly…
CLF 2026-09-01 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…
The Bullionaire 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…
Preview of the Week Ahead: W/C August 31, 2026
The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Microsoft ($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…
ServiceNow: When SAAS Meets AI = Opportunities
ServiceNow targets $30 billion in FY2030 revenue and a Rule of 60+ as it expands premium agentic AI offerings and consumption-based pricing.
NVDA 2026-08-28 Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion
Nvidia’s fiscal 2028 outlook, Vera Rubin’s $40 billion per gigawatt content, OpenAI’s Jalapeño chip, and $500 billion in commitments…
Ivana Delevska 5 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…
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…
Prakhar Agarwal, CFA 6 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…
QXO Inc.
QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…
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…
UK Primer: The Equity Revival
UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…
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…
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…
Edmund Ingham 5 clicksPublications we follow
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