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 $42BCRM $191B

scuttleblurb Sep 3 24 clicks

Sep 3 CME $98B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 16 clicks

Sep 2 DASH $84B

Notes from a Dasher Shift, and the Drone Delivery Future

MBI Deep Dives 5 clicks

From X

@natstewart5 Jul 28 1 click

Nat Stewart on X

@calleymeans @SecKennedy Looks like a tailwind for $UNFI

@irbezek Jul 28

Ian Bezek on X

@SowingAlphaSeed Of the US indexes, my personal holdings are now most correlated to $dia. Weird world.

@ActAccordingly Jul 28

PAA Research on X

5%+ SSS comps for the core franchise at $CAKE this quarter. The stock was obviously telling everyone about the inflection in trend. I would like to see better comps at North Italia. Flower Child units could grow faster, but it's clear some of the menu changes and technology improvements are yielding better traffic. It's been a long time since they posted a 5%+ comp. SSS + unit growth is a rare breed in consumer land, $CAKE has it. The LLOK trade remains alive and well. @TiberiusCapital

@ActAccordingly Jul 28

PAA Research on X

Who remembers the $CAR squeeze from April? It feels like 3-decades ago. In any case, the stock is trading at $121 AH. If you ever wonder about the market's ability to inflict the most pain, take a gander at that chart over the past year.

@TheBenSchmark Jul 28

JabroniCoin.USD on X

Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z

@BrokenMoats Jul 28 1 click

Broken Moats on X

Dispersion trade creating opportunities of fundamentals not matching price: $FDS now higher than the before SaaS (apocalypse) took off. Hard to argue they are not one of the most disrupted names across data services / software $PAYC $PCTY $WDAY - same challenges across software names and pricing / seat pressures. These names also face heavy increased competition from Rippling $EXPE - Hotels going direct has already started and OTAs should see supply pressure and take rate pressure $RNG - Does anyone legitimately believe they're an AI play? Agents don't need calls, don't need phones, and you don't need RNG to provide those agents - especially as every sb and up software provider and crm/erp Many others across software but also in financials, industrials and consumer

@RagingVentures Jul 28

Raging Capital Ventures on X

$AGYS does not see negative impact of AI on enterprise software companies, argues that they are "seeing the opposite effect." Also notes the cost/benefit analysis favors software subscriptions vs. investing in expensive AI development. https://t.co/W4qnsF26r4

@mavix_leon Jul 28 2 clicks

mavix on X

Shelly Group $SLYG has exercised a Call Option for the acquisition of the remaining stake of 24 % of the share capital in its Slovenian IoT subsidiary Shelly Tech. The total purchase price for the 24%-stake under the exercised Call Option is EUR 0.9 million. https://t.co/qlSBzPVtnU

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

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

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…

COIN $51B

SixSigmaCapital: Navigating the Financial Markets Aug 30

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

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

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 $81B

Valuation Rewind Aug 29 2 clicks

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.

NOW $145B

Open Insights Aug 28

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 $36B

MBI Deep Dives Aug 28 7 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 $276B

Bristlemoon Capital Aug 28 9 clicks

ENS · short

Enersys

EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.

ENS $6.5B

Value Investors Club Jun 5

QXO Inc.

QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…

QXO $13B

SixSigmaCapital: Navigating the Financial Markets Aug 28

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 $2B

Yet Another Value Podcast Aug 27 13 clicks

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…

ARM $356B

Aurelion Research Aug 27 2 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

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

MIAX $3.8B

Sylence Capital Aug 27 1 click

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 $55B

Capital Connoisseur Aug 27 1 click

US-Canada Tariffs: Finding Investment Opportunities

US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…

STLD $34BNUE $55B

Aurelion Research Aug 24

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 $31B

MBI Deep Dives Aug 24 5 clicks

HMY 2026-08-24

Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)

Harmony Gold targets copper at roughly 40% of future production, diversifying gold exposure while increasing sensitivity to commodity…

HMY $12B

Prakhar Agarwal, CFA Aug 24 4 clicks

Thursday, September 3, 2026

Nat Stewart on X

Ian Bezek on X

PAA Research on X

PAA Research on X

JabroniCoin.USD on X

Broken Moats on X

Raging Capital Ventures on X

mavix on X

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