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 35 clicks

Sep 3 CME $101B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 19 clicks

Sep 2 DASH $96B

Notes from a Dasher Shift, and the Drone Delivery Future

MBI Deep Dives 16 clicks

From X

@irbezek Jul 7 1 click

Ian Bezek on X

@sequentanalyst @moneyandmore72 Fundsmith bought $app? Terry Smith must be rolling over in his grave.

@Mike10947310 Jul 6

Mike on X

They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN

@marginofdanger Jul 4 2 clicks

marginofdanger on X

Is anyone looking at these busted digital treasury companies? A quick glance suggests a bunch of them are trading at 50%+ discounts to NAV with otherwise clean balance sheets. Will they all merge in stock for stock deals? Or convert into ETFs? $BRR $XXI $BMNR

@LaughingH20Cap Jul 2 6 clicks

Laughing Water Capital on X

@darkstarsats @JoesAutopen @cfrischer1 @CalgaryLeveen @mil01425146 @SteveCrowley Probably for the same reason the opposition has submitted reports that need to break the laws of physics in order to suggest interference. $NN

@TimyanBankAlert Jul 2 1 click

Timyan Bank Alert on X

Regions Financial $RF buys investment bank in latest bolt-on https://t.co/Lb11zJT8vY

@BrokenMoats Jul 2 1 click

Broken Moats on X

A lot of cross currents in themes/stocks trading contra day to day in the market. But probably not a coincidence the $2B ASR period ended June 30th for $BSX (on the lows) and now you see one of the bigger bounces the stock has experienced throughout this selloff.....maybe it does not stick, but BSX < $45 has been and remains quite compelling

@BrokenMoats Jul 1 1 click

Broken Moats on X

$hood perps announcement today is leverage^3 .......what could go wrong? perhaps some lessons from the bucket shops, and leverage dynamics of the 29' crash should be heeded. Their GoT theatrical announcement today and the $BX Taylor swift Christmas videos are going to age extremely well when the cycle busts

@BrokenMoats Jul 1 1 click

Broken Moats on X

$DVA not sure exactly whats behind the over 100% gain in shares this year, But at current levels near $230 a share the stock is almost 27x next years numbers (including net debt/per share basis). CMS initial rate for next year came in well below expectations at 1.1% (and while it can be moved higher that I still a considerable headwind). DVA still sits as one of the most negatively exposed to GLP1s and that should be a structural headwind that eats at volumes incrementally each year into the future Valuation and performance spread against their other public peer $FMS opened up significantly again (diverged at key points in recent years) -- FMS traded off 6% (after being weak for months) on the CMS announcement last week. DVA maybe because of the Buffett influence on float (high 40s% ownership) has traded very odd in recent years, but tends to ignore all news then violently reprice on earnings.

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 10 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

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 $146B

Open Insights Aug 28

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…

NVDA $5.5T

Ivana Delevska Aug 28 5 clicks

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…

META $1.6TRBLX $31B

MBI Deep Dives Aug 28 15 clicks

MU 2026-08-28

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…

MU $1.1T

Prakhar Agarwal, CFA Aug 28 6 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 $227B

Bristlemoon Capital Aug 28 19 clicks

QXO Inc.

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

QXO $14B

SixSigmaCapital: Navigating the Financial Markets Aug 28 1 click

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 $2.4B

Yet Another Value Podcast Aug 27 26 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 $269B

Aurelion Research Aug 27 1 click

Nvidia Climbing the Wall of Worries

Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…

NVDA $5.5T

MBI Deep Dives Aug 27 9 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 $2.4B

Edmund Ingham Aug 27 5 clicks

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

Ian Bezek on X

Mike on X

marginofdanger on X

Laughing Water Capital on X

Timyan Bank Alert on X

Broken Moats on X

Broken Moats on X

Broken Moats 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

ServiceNow: When SAAS Meets AI = Opportunities

Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion

Meta Buys Away its Distraction at Minimal Cost

SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)

Making sense of Sandisk’s long-term financial model

QXO Inc.

Late August 2026 Random Ramblings

UK Primer: The Equity Revival

Nvidia Climbing the Wall of Worries

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 13 of 107

X accounts we follow

Sectors

Thursday, September 3, 2026

Ian Bezek on X

Mike on X

marginofdanger on X

Laughing Water Capital on X

Timyan Bank Alert on X

Broken Moats on X

Broken Moats on X

Broken Moats on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 13 of 107

X accounts we follow

Sectors