[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.
Thursday, September 3, 2026
From X
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.
SG on X
That's a pretty big sale in $VAL. I still own/like. https://t.co/DoHOmmsAtD
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
Myles on X
For basically the first time in my history I have positive beta to $BTC while it's rallying and it feels nice.
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
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
Myles on X
$ASAN down 12% on weak guidance. This earnings season has sucked so gotta enjoy my wins. https://t.co/wHULS7a1xW
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
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.6BSUSRF $276M
- Palm Harbour Capital July 2026 064850 $133M082920 $999M
- Protean Funds July 2026 DVYSR $106MEVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 BLBD $2BMMS $3B
- Palm Valley Capital Q2 2026
- Alluvial Capital Management Second Quarter 2026 ZEG $5BDGXX $372M
- Sequoia Fund First Half of 2026
- Hayden Capital Q2 2026 AMZN $2.8TGOOGL $4.2T
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IREN 2026-09-02 IREN's Customers Are Starting To Fund The Build
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Quantryon Capital 8 clicks
Sangamo Bankruptcy (SGMOQ)
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Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
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RDDT 2026-09-02 Reddit: Rapid Earnings Growth With Room For An AI Expansion
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Krzysztof Bogdanski 5 clicks
An ATM that starts to spit out cash
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Equity Eagle 4 clicks
EVC Update
EVC reported a solid second quarter and outlook.
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[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
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KMI 2026-08-26 Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher
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Big Tech Off-Balance Sheet Concerns
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Atlas Engineered Products ($AEP.V) FINS Review
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STNE 2026-08-25 StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now
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IWA Research 7 clicks
US-Canada Tariffs: Finding Investment Opportunities
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Stripe’s “Singularity” and the Divergence from Adyen
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The Junk (Mail) Merger Arb
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Planet Fitness: The $10 Gym That Grew Into a Franchise Machine
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