[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
From X
BDC on X
$AMZN op margin of 13.7% is its highest quarterly margin ever by a pretty wide margin. ROIC showing itself.
BDC on X
In July the bubble moved over into $AAPL where it was hanging out during the semis blood bath. $AAPL with a so/so print is constructive since that there the bubble has been parked.
BDC on X
$AMZN incremental AWS margins are 57% and operating cash flow grew +40% against a much harder comp. These types of numbers show that ROIC is there on the capex.
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
BDC on X
I know I was poking some fun at $META last night but I think its a buy here in all seriousness. Not advice. But lots of ways to win in the end. Not advice, do own DD etc. I could be wrong.
Charles Frischer on X
$NN I agree with those who say I have been overly optimistic on timing. That said, I have underestimated the value of the NN low band spectrum. This article gives a good idea about potential demand for low band from Elon and SpaceX.
Charles Frischer on X
$NN Given demand from direct to device carriers, we might receive bids from 4 or 5 parties willing to pay a fair price for the NN low band spectrum. These bidders could include big three, Amazon and SpaceX.
Charles Frischer on X
$NN SpaceX looks to compete with the carriers | Semafor https://t.co/yS103EaSSK
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.6BSUSRF $273M
- Protean Funds July 2026 DVYSR $106MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 BLBD $2BMMS $3B
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.2T
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $81BHDIH
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NVDA 2026-08-28 Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion
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Late August 2026 Random Ramblings
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UK Primer: The Equity Revival
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Edmund Ingham 5 clicksPublications we follow
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