Thursday, September 3, 2026

[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.

VEEV $42B

scuttleblurb Sep 3 24 clicks

Sep 3 CME $99B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 14 clicks

Sep 2 SMPL $896M

A Busted Businesses or a Cyclical Bottom?

The Value Road 12 clicks

From X

@ChrisCamillo Sep 3 3 clicks

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.

@stockgutter Sep 3 4 clicks

SG on X

That's a pretty big sale in $VAL. I still own/like. https://t.co/DoHOmmsAtD

@bank_reg Sep 3 1 click

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

@natstewart5 Sep 3

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

@leevalueroach Sep 3 5 clicks

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

@finphysnerd Sep 3

Myles on X

$ASAN down 12% on weak guidance. This earnings season has sucked so gotta enjoy my wins. https://t.co/wHULS7a1xW

@ChrisCamillo Sep 3 5 clicks

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

@TidefallCapital Sep 3

Trevor Scott on X

Where were the signs $LULU https://t.co/B1RLkiGdlH

Notes from a Dasher Shift, and the Drone Delivery Future

DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…

DASH $84B

MBI Deep Dives Sep 2 5 clicks

IREN's Customers Are Starting To Fund The Build

IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…

IREN $19B

Quantryon Capital Sep 2 5 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $58M

Triple S Special Situations Investing Sep 2 6 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

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…

MDA $5.2B

Aurelion Research Sep 1 5 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

RGLD · long

Royal Gold INC

Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.

RGLD $22B

Value Investors Club May 29

Under the Hood, Copart ($CPRT)

Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…

CPRT $27B

Bearhold Research Apr 3 1 click

AXT’s Tongmei Problem: Great Asset, Fragile Economics

AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.

AXTI $4.2B

Maius Partners Apr 2 7 clicks

It Pays to be a Winner: Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call. (Kalshi, Mentions)

First Strike Research’s ML and social-sentiment system correctly called 14 of 16 Nike Q3 Kalshi contracts, reporting 208¢ net P&L.

NKE $54B

First Strike Research Apr 1

AI turned my Report into a Video

Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…

PLOW $920M

Hidden Gems Investing Apr 1

Nike Earnings Mentions Contracts: Our Analysis, and Fair Value Pricing Model.

First Strike prices Nike’s Q3 “Express Lane” mention at 20-25¢ versus Kalshi’s 66¢, citing the retired Mark Parker-era supply-chain program…

NKE $54B

First Strike Research Mar 29

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.

LB $6.8B

310 Value’s Newsletter Mar 26 3 clicks

Single Stock Spotlight #5: Core Natural Resources (CNR)

Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…

CNR $4.5BAMR $2.2B

Hidden Rock Capital's Newsletter Mar 24

Douglas Dynamics (PLOW): 50% Market Share, Earnings Rebound, Clear Catalyst | Special Report

Douglas Dynamics controls over 50% of North American professional snowplows; a strong 2025/26 winter and replacement demand are projected…

PLOW $920M

Hidden Gems Investing Mar 24

Call me crazy, I'm adding to a US apartment REIT

NexPoint Residential is being added despite weak multifamily performance, with insider ownership and a transaction-ready structure…

NXRT $825M

Nugget Capital Partner's Substack Mar 21

Thursday, September 3, 2026

Chris Camillo on X

SG on X

Bank Reg Blog on X

Nat Stewart on X

Lee Roach on X

Myles on X

Chris Camillo on X

Trevor Scott on X

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