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 $43BCRM $201B

scuttleblurb Sep 3 37 clicks

Sep 3 CME $99B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 20 clicks

Jun 5 ENS $6.5B

Enersys

Value Investors Club

From X

@HaydenCapital Jan 31

Fred Liu on X

Going thru PennyMac earnings... why is this not bullish for Rocket Mortgage $RKT? $PFSI is down on accelerated prepayments, and lacking the capacity to recapture them. Meanwhile $RKT's been embracing AI / tech to grow capacity per loan officer, and not needing additional headcount in the next cycle. $RKT also has 80% recapture rate, so their own MSR business should be protected. What are the odds these refinancing's flowed to $RKT, and they meaningfully grew market share this quarter? Am I missing something?

@LaughingH20Cap Jan 28 2 clicks

Laughing Water Capital on X

Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors. https://t.co/4Jtm3aiAf9

@Seawolfcap Jan 22 4 clicks

Porter Collins on X

@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC

@LaughingH20Cap Jan 20

Laughing Water Capital on X

Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB

@HaydenCapital Jan 17

Fred Liu on X

#Southeast Asia Logistics Where there used to be dozens of players, now there's just two that matter - Shopee Express, and J&T (>60% combined market share). In a high fixed cost business, Scale > Order Density (across both Geography x Time) > Lowest Cost per Parcel = Competitive Moat. Parcel delivery cost has declined -45% over 4 years. h/t @momentumasia. $SE $1519.HK

@LaughingH20Cap Jan 14 1 click

Laughing Water Capital on X

$NN https://t.co/WSPZtvXkj1

@LaughingH20Cap Jan 14

Laughing Water Capital on X

Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm

@AltaFoxCapital Dec 28 2 clicks

Connor Haley on X

@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.

CDNL · short

Cardinal Infrastru Group INC

Cardinal Infrastructure Group faces an IPO lockup expiration amid stretched valuation and reported metrics, with an Up-C structure…

CDNL $1.7B

Value Investors Club Jun 5

QTWO · long

Q2 Holdings INC (qtwo)

Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…

QTWO $3.7B

Value Investors Club Jun 5

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $954MBRBR $1.1B

The Value Road Sep 2 22 clicks

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 $423B

Bay Area Ideas Sep 2 4 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 $87B

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 $2.7T

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 7 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $772M

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

OKLO · short

Oklo INC

Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.

OKLO $7.4B

Value Investors Club Jun 5

LULU · long

Lululemon Athletica INC

Lululemon Athletica, a high-end women’s sportswear retailer, is presented as a long investment.

LULU $11B

Value Investors Club Jun 5

Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators

Meta Platforms’ 7.1% long bonds set a high return hurdle for equity as user growth nears saturation and the stock trades at 6.5 times sales.

META $1.6T

Tariq Dennison Sep 2 5 clicks

YSWY · long

Yesway INC

Yesway is pitched as a high-quality convenience-store operator with growth runway, trading near 8.5 times EBITDA and targeting a…

YSWY $1.5B

Value Investors Club Jun 4

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 $4.8B

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 $2.7T

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 $4.6B

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 $2B

Mayank Marwah Aug 31 5 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 $2.7TCOIN $46B

SixSigmaCapital: Navigating the Financial Markets Aug 30 1 click

Thursday, September 3, 2026

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

Perpetual Futures and CME: What the Early Data Shows

Enersys

From X

Fred Liu on X

Laughing Water Capital on X

Porter Collins on X

Laughing Water Capital on X

Fred Liu on X

Laughing Water Capital on X

Laughing Water Capital on X

Connor Haley on X

Investor Letters

Cardinal Infrastru Group INC

Q2 Holdings INC (qtwo)

A Busted Businesses or a Cyclical Bottom?

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

Reddit: Rapid Earnings Growth With Room For An AI Expansion

EVC Update

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

Oklo INC

Lululemon Athletica INC

Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators

Yesway INC

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

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

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

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 14 of 120

X accounts we follow

Sectors

Thursday, September 3, 2026

Fred Liu on X

Laughing Water Capital on X

Porter Collins on X

Laughing Water Capital on X

Fred Liu on X

Laughing Water Capital on X

Laughing Water Capital on X

Connor Haley on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 14 of 120

X accounts we follow

Sectors