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

@BlueDuckCap Aug 27 1 click

BDC on X

Subs are the $SNAP inflection nobody has cared about, yet: H/T @Jack64128896 for the find on memories https://t.co/c5FVBZfK4c

@John_Hempton Aug 27

John_Hempton on X

@AMCOracle I get it. Apes think I am stupid. Buy more $AMC. It is good to trade against stupid people.

@finphysnerd Aug 27

Myles on X

$IGV up 7% today. My short book (which as of the last couple weeks has become reasonably software heavy) is in painnnn. Hate that these things all just trade as a basket now.

@negligible_cap Aug 27 1 click

Negligible Capital on X

$META has been pulling back on their Anthropic spending a bit this summer but is still spending hundreds of millions per month "Nat Friedman, Meta’s head of A.I. product, has told some employees that if Meta uses only its own coding tools or ones from OpenAI, it could lower Anthropic’s revenue before its public offering, the people said." -- NYT Curious what the S-1 will have to say about this

@TidefallCapital Aug 27

Trevor Scott on X

$IGV +7% $CSU.to $TOI.v $LMN.V +1% TSX operates on a delay

@negligible_cap Aug 27

Negligible Capital on X

*META COULD SPEND UP TO $10B/YEAR ON ANTHROPIC AI: NYT So $META is like 15%+ of Anthropic's ARR? "At one point this year, Meta internally projected that it could spend as much as $10 billion annually on Anthropic’s A.I. models, said two of the people, who declined to be identified discussing private information. That would have formed a major chunk of Anthropic’s yearly revenue, which the start-up estimated in July would pass $65 billion." - NYT

@negligible_cap Aug 27

Negligible Capital on X

Not only are $IGV and $SOXX both green today, but $IGV just flipped positive YTD, led higher by $CRM up 20%, and cybersecurity names ripping after $CRWD and $OKTA Software and Semis are friends again https://t.co/pYgkP9Rtsw

@stockgutter Aug 27 2 clicks

SG on X

$MRNA offering $2B of Rule 144 convertible notes but says conversion price tbd. No 8-K so far. Great governance, guys. Keep up the insider sales. https://t.co/JK9PyjstS4

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

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $71M

Triple S Special Situations Investing Sep 2 15 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

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $185M

The Oak Bloke Sep 2 13 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $601M

Equity Eagle Sep 2 4 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

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $256M

Yet Another Value Blog Sep 1 13 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

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

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

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

BDC on X

John_Hempton on X

Myles on X

Negligible Capital on X

Trevor Scott on X

Negligible Capital on X

Negligible Capital on X

SG on X

Investor Letters

Notes from a Dasher Shift, and the Drone Delivery Future

IREN's Customers Are Starting To Fund The Build

Sangamo Bankruptcy (SGMOQ)

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

Reddit: Rapid Earnings Growth With Room For An AI Expansion

An ATM that starts to spit out cash

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

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

GoPro sold itself at 9:20 AM to get ahead of a meme stock

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

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

Veeva 2Q’26: “SaaSpocalypse” Cancelled

Microsoft ($MSFT) - Deep Dive

Bloom Energy: 5 Links That Cannot Break

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