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 $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

@majgeoinvesting Aug 25

Maj Soueidan on X

I’ll be studying the following Delta Sheets: $NSYS - another one of those never ending - “just wait for it, change is coming soon!” - stories. Anyways.. mentions data centers as an opportunity + has defense & medical device angles. Selling near book. $USIO - some smart investors seem to like this payment processing turnaround.

@DeepSailCapital Aug 25 1 click

Deep Sail Capital on X

$OUST was really strong, Rev8 has some serious legs. $ZDC.v another solid quarter, good momentum in US.

@DeepSailCapital Aug 25

Deep Sail Capital on X

@SimeonResearch_ $RCMT definitely got interesting in the last two quarters.

@majgeoinvesting Aug 25

Maj Soueidan on X

$SNT q2 call will be interesting. If there was a Hall of Fame list for Mgmt. that are cryptic and lack transparency on calls, they’d get a gold jacket. Still, I want to find out if the new LIDAR business can carry the weak/lumpy legacy perimeter security business. They teased us with transparency on the Q1 call, but weren’t sure they’d keep breaking out LIDAR moving forward. BTW.. $TPCS would also be on this list.

@leevalueroach Aug 25

Lee Roach on X

$MILFF’s up big today! https://t.co/auDf748wFm

@cfrischer1 Aug 24

Charles Frischer on X

$NN. This podcast is must listening. Doesn’t mention NN by name, but amazing insights into FCC strategy under Chairman Carr. This Week: The FCC's Spectrum Pipeline with Arpan Sura - The Week with Roger | Podcast on Spotify https://t.co/tSebqMRetN

@DeepSailCapital Aug 24

Deep Sail Capital on X

Yeah it’s pretty hard to predict, I think with good data tracking and social sentiment you might be able to gain an edge. If you can predict only a handful a year your returns could be outstanding. I successfully predicted $BYND last year for a sizeable return. You could also subscribe to https://t.co/7R7A2Nonkw

@ActAccordingly Aug 24

PAA Research on X

@herbgreenberg @ParagonIntelNYC As it turns out we've had a short call out on $LOPE since the start of the year...

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

TOYO · short

Toyo CO LTD

TOYO CO LTD is the target of a short thesis.

TOYO $192M

Value Investors Club Jun 5

Chevron Stock Is A Bargain Amid Venezuela Deal

Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.

CVX $403B

Bay Area Ideas Sep 2 3 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 $4.9B

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

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 $11M

Wolf's Substack Aug 30 6 clicks

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.4B

Hated Moats Aug 30

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 $1.9B

Manimala Misra Aug 30 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 $83B

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

Thursday, September 3, 2026

Maj Soueidan on X

Deep Sail Capital on X

Deep Sail Capital on X

Maj Soueidan on X

Lee Roach on X

Charles Frischer on X

Deep Sail Capital on X

PAA Research on X

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