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 SMPL $1B

A Busted Businesses or a Cyclical Bottom?

The Value Road 22 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 1 click

Trevor Scott on X

Where were the signs $LULU https://t.co/B1RLkiGdlH

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 $412B

Bay Area Ideas Sep 2 3 clicks

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 $96B

MBI Deep Dives Sep 2 16 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 $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

EVC Update

EVC reported a solid second quarter and outlook.

EVC $782M

Nat Stewart - Stock Picking Newsletter Sep 1 25 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 $591M

Yet Another Value Podcast Sep 1 19 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

[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

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Genius Sports guided for $1.005–$1.025 billion of revenue and $285–$295 million of adjusted EBITDA despite higher leverage from the Legend…

GENI $2.1B

Mayank Marwah Aug 31 5 clicks

EGO · long

Eldorado Gold CORP

Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.

EGO $11B

Value Investors Club Jun 1 5 clicks

New REIT position: GO Residential (TSX: GO.U)

GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…

GONYF $499M

Nugget Capital Partner's Substack Jan 31

Meta: 4Q25 Business Update

Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.

META $1.6T

Speedwell Memos Jan 29 1 click

How We Made 233% Trading a Starbucks Condiment Bar

A Kalshi contract on whether Starbucks would mention “condiment bar” on its earnings call rose from 30 cents to $1 after the term went…

SBUX $121B

First Strike Research Jan 29

Ryanair’s €256M Fine May Be Tip of The Iceberg

Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…

RYAAY $28B

310 Value’s Newsletter Jan 28 4 clicks

Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability

Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…

MITCF $1.9B

Altay Capital - Mostly Value Investing Jan 28 4 clicks

LVMH: 4Q25 Business Recap

LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…

LVMUY $247B

Speedwell Memos Jan 28 3 clicks

Programmatic DSPs

Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…

EVC $782M

The Mikro Kap Jan 25 1 click

Mispriced Kalshi Contract: Condiment Bar

Kalshi’s 76% contract price for Starbucks saying “condiment bar” on its next earnings call exceeds a transcript-based estimate of 31.6%.

SBUX $121B

First Strike Research Jan 22

FTAI Power and QXO's next aquistion

FTAI Power plans to convert CFM56 jet engines into 25 MW gas turbines for data centers, targeting 100 annual units and $750 million to $1…

FTAI $19BQXO $13B

Kairos Research Jan 20 1 click

Thursday, September 3, 2026

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

Perpetual Futures and CME: What the Early Data Shows

A Busted Businesses or a Cyclical Bottom?

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

Chevron Stock Is A Bargain Amid Venezuela Deal

Notes from a Dasher Shift, and the Drone Delivery Future

IREN's Customers Are Starting To Fund The Build

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

EVC Update

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

MDA Space: Houston, We Have a New Position

The Bid Shading Threat to Amazon Advertising

[WAY – Waystar] Healthcare is a very complicated invoice

Here's Why You Should Buy Genius Sports Despite Rising Leverage

Eldorado Gold CORP

New REIT position: GO Residential (TSX: GO.U)

Meta: 4Q25 Business Update

How We Made 233% Trading a Starbucks Condiment Bar

Ryanair’s €256M Fine May Be Tip of The Iceberg

Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability

LVMH: 4Q25 Business Recap

Programmatic DSPs

Mispriced Kalshi Contract: Condiment Bar

FTAI Power and QXO's next aquistion

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 12 of 102

X accounts we follow

Sectors

Thursday, September 3, 2026

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

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 12 of 102

X accounts we follow

Sectors