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 SMPL $1B

A Busted Businesses or a Cyclical Bottom?

The Value Road 22 clicks

From X

@ActAccordingly Aug 6 1 click

PAA Research on X

I don't know what people expected for the $RKT print and guide. Always puts and takes, but this was a solid print in this environment. $UWMC just went through the windshield and my guess is that $RKT has some share gains to be had there. Gain on sale in the Pro channel was tight in the quarter so perhaps that reflects some of that.

@BlueDuckCap Aug 6

BDC on X

Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe

@TimyanBankAlert Aug 6 2 clicks

Timyan Bank Alert on X

First we destroyed your balance sheet and earnings power, now we'll help you sell your bank. $HBNC $FNWD et al FHN Financial Securities debuts financial institutions investment banking group | S&P Global Market Intelligence https://t.co/UbvA43Sqv6

@irbezek Aug 6 1 click

Ian Bezek on X

@MoodyWriter13 Agreed, good quarter, excellent longer-term trajectory. Very happy to have a chunky position here. $INTR

@irbezek Aug 6 1 click

Ian Bezek on X

@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.

@ActAccordingly Aug 6

PAA Research on X

I don't think I've ever seen a company blow up quite the way that $UWMC just did. Hedging a book of mortgage assets that you don't even own yet? Then getting demolished as rates rose and the deal didn't close. Congrats to @hntrbrkmedia on this one. I don't think this was the core thesis, but the idea that the management team here was suspect certainly was. Can't believe I wasn't involved in the short here.

@stockgutter Aug 6 1 click

SG on X

$CELH ugly report https://t.co/ONzrMeYjwF https://t.co/rZCEQKjPk5

@AltayCapital Aug 5 2 clicks

AltayCap on X

Megachips Corp 6875.T looking interesting given the +30% move on $SITM after earnings+forecast. Megachips owns more than its marketcap worth of SITM. (no debt, net cash). They've done some real buybacks recently too! Core biz is meh. Megachips is about ~¥140bn mcap.

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 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 $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

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

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.5B

Hated Moats Aug 30 1 click

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.7B

Manimala Misra Aug 30 5 clicks

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

BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $64B

Valuation Rewind Aug 29 6 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

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

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

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $95B

Max Greve Aug 28 3 clicks

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

PAA Research on X

BDC on X

Timyan Bank Alert on X

Ian Bezek on X

Ian Bezek on X

PAA Research on X

SG on X

AltayCap 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

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

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

Bloom Energy: 5 Links That Cannot Break

ServiceNow: When SAAS Meets AI = Opportunities

Meta Buys Away its Distraction at Minimal Cost

Making sense of Sandisk’s long-term financial model

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 12 of 105

X accounts we follow

Sectors

Thursday, September 3, 2026

PAA Research on X

BDC on X

Timyan Bank Alert on X

Ian Bezek on X

Ian Bezek on X

PAA Research on X

SG on X

AltayCap on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 12 of 105

X accounts we follow

Sectors