[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
Back to today 
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.
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
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
BuccoCapital Bloke on X
$IOT 13% after hours. Monster company firing on all cylinders https://t.co/Zfo3Wy7qxN
Trevor Scott on X
$LULU Hilariously bad guide -15% AH "For Q3 of 2026, the Company expects net revenue to be in the range of $2.290 billion to $2.320 billion, representing a decline of 10% to 11%."
BDC on X
@AltaFoxCapital @DeepSailCapital $SNAP
Investor Letters
All letters- Protean Funds July 2026 EVGGF $15BNVO $172B
- Royce Investment Partners first six months of 2026 SNX $20B
- Protean Funds June 2026 SKSBF $11BTELIA1 $204B
- Alluvial Capital Management Second Quarter 2026 TLN $17B
- Hayden Capital Q2 2026 AMZN $2.7TGOOGL $4.2T
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $88BIX $39B
- First Eagle Investments second quarter 2026 032830 $37BBABA $270B
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…
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…
Krzysztof Bogdanski 4 clicks
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…
Undercovered Dozen: JPMorgan, Sezzle, Kayne Anderson And More
Undercovered Dozen profiles 12 lesser-covered stocks, including JPMorgan, Sezzle and Kayne Anderson, to surface under-the-radar equity…
The Undercovered Dozen 1 click
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 2 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…
CNH · long Cnh Industrial NV
CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
GEN 2026-08-25 Gen Digital: MoneyLion Opens A New Growth Channel At A Low Valuation
Gen Digital's MoneyLion acquisition targets cross-selling financial and cyber-safety products, but $8.23 billion of debt, lower-margin…
Manimala Misra 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…
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…
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…
Prakhar Agarwal, CFA 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…
AppLovin: Deep Dive Analysis
AppLovin’s Axon AI matches advertisers with profitable users while MAX auctions app inventory, as investors question whether its…
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,…
Emanuel Nemec 4 clicks
META Deep Dive: Opportunity or a Trap?
Meta’s 2022 selloff bottomed near $90 after Apple privacy changes and metaverse spending.
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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George Noble
Hunterbrook
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JabroniCoin.USD
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junkbondinvestor
kab60
KEDM.com
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Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
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Myles
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SG
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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Sectors
Ordered by how often our editor reaches for them.
