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 $46BCRM $214B

scuttleblurb Sep 3 33 clicks

Sep 3 CME $101B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 16 clicks

Sep 2 DASH $96B

Notes from a Dasher Shift, and the Drone Delivery Future

MBI Deep Dives 16 clicks

From X

@ChrisCamillo Sep 3 4 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 5 clicks

SG on X

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

@bank_reg Sep 3 2 clicks

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 2 clicks

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 1 click

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 4 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

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 $18B

Quantryon Capital Sep 2 9 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…

AMZN $2.8T

Substack von Philipp Sep 2 7 clicks

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…

RDDT $30B

Krzysztof Bogdanski Sep 2 6 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 $4.7B

Aurelion Research Sep 1 6 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…

AMZN $2.8T

MBI Deep Dives Sep 1 14 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 $7B

The Bullionaire Sep 1 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…

WAY $4.8B

scuttleblurb Aug 31 15 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…

AMZN $2.8TCOIN $48B

SixSigmaCapital: Navigating the Financial Markets Aug 30 1 click

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 $46B

MBI Deep Dives Aug 29 20 clicks

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…

MSFT $3.8T

Bearhold Research Aug 29 18 clicks

YOU · short

Clear Secure INC

Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.

YOU $6B

Value Investors Club Jun 3 1 click

Under The Hood, ResMed ($RMD)

ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…

RMD $33B

Bearhold Research Apr 8 1 click

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…

NKE $57B

Bearhold Research Apr 5 3 clicks

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 $31B

Bearhold Research Apr 3 2 clicks

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 $6.6B

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 $4.8BAMR $3B

Hidden Rock Capital's Newsletter Mar 24

Doubling Down on Iran and OXY

Occidental Petroleum is positioned for oil above $80, with a prolonged Iran conflict and Gulf supply shut-ins pushing prices into triple…

OXY $61B

Open Insights Mar 20

TIC Solutions: Thesis Check

TIC Solutions' NV5 merger lifted consulting and geospatial growth and margins, while its 52%-of-revenue inspection unit stayed flat after…

TIC $2B

Kairos Research Mar 19

Single Stock Spotlight #4: Global Payments (GPN)

Global Payments trades below 6 times adjusted earnings and about 7 times free cash flow amid Worldpay, competition and debt concerns.

GPN $25B

Hidden Rock Capital's Newsletter Mar 13

We Dramatically Improved our Machine Learning Model to Price Kalshi Earnings Contracts. It Went 11/13.

A two-layer machine-learning model correctly called 11 of 13 CrowdStrike earnings-word contracts on Kalshi, using historical transcripts…

CRWD $218B

First Strike Research Mar 7

Thursday, September 3, 2026

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

Perpetual Futures and CME: What the Early Data Shows

Notes from a Dasher Shift, and the Drone Delivery Future

From X

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

Investor Letters

IREN's Customers Are Starting To Fund The Build

Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model

Reddit: Rapid Earnings Growth With Room For An AI Expansion

MDA Space: Houston, We Have a New Position

The Bid Shading Threat to Amazon Advertising

Cleveland-Cliffs: 2027 Could Be A Very Big Year

[WAY – Waystar] Healthcare is a very complicated invoice

Preview of the Week Ahead: W/C August 31, 2026

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

Clear Secure INC

Under The Hood, ResMed ($RMD)

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

Under the Hood, Copart ($CPRT)

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

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

Doubling Down on Iran and OXY

TIC Solutions: Thesis Check

Single Stock Spotlight #4: Global Payments (GPN)

We Dramatically Improved our Machine Learning Model to Price Kalshi Earnings Contracts. It Went 11/13.

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