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 $214B

scuttleblurb Sep 3 37 clicks

Sep 3 CME $100B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 19 clicks

Sep 2 SMPL $954M

A Busted Businesses or a Cyclical Bottom?

The Value Road 22 clicks

From X

@BrokenMoats Jul 9

Broken Moats on X

$WDFC results are staggering when you read through them....then you get to the guidance and it does not reflect the monstrous quarter they just posted (relatively the same as the guide from Q1)....something is off with this company, they are either one of the worst non micro cap companies at forecasting their business (not a great endorsement of management and their processes). AND/OR they are playing games with inventory to influence the stock. I will reserve my own comments for private, but if you look back in recent years there are some odd swings in Asian /Chinese inventories in given quarters. Fascinated how a product that has been around forever with wide distribution posts a +30% print in Americas, 24% company wide. And the guide moves from 5-9% to 6-9% growth for the year?? What is going on?

@RagingVentures Jul 9 1 click

Raging Capital Ventures on X

Excited to see Elroy Air going public via SPAC with $CMII / $IPXG… Elroy has developed a hybrid-electric, autonomous VTOL aircraft called Chaparral that has both military and defense applications. We have invested in multiple rounds at Elroy, starting with their seed in 2018. Here’s the deck on Elroy: https://t.co/iRRILU5JFk https://t.co/dUaH1EKf4K

@RagingVentures Jul 9 1 click

Raging Capital Ventures on X

Kalshi looking at rolling out perpetual futures…. Perps are super interesting, à la Hyperliquid / $PURR, and have the potential to be very disruptive across the capital markets ecosystem https://t.co/L0JHZdJu4O

@david_katunaric Jul 9

Mikro Kap David on X

$NRP reminded me why they call us Europoors... Remind me when this wonderful asset becomes a C-corp. https://t.co/8odW8oDuwA https://t.co/9FBlAHmFoA

@irbezek Jul 8

Ian Bezek on X

@sidecarcap Understand this view if you're new, but Smith has been off-course for five years now. I got worried back in fall 2021 when he bought $AMZN at the dead top right after saying for a decade that he'd never buy Amazon because it was low-margin. He sold it in '23 for a 40% loss.

@natstewart5 Jul 7 1 click

Nat Stewart on X

@GardinerIsland $BSM has kinda muffled volatility relatively speaking if you don't mind a K-1, have a pretty good plan to grow production on their land next ~5 yrs (they own royalty interests), systematically hedge ~75% of production.

@psyopcapital Jul 7 2 clicks

Psyop Capital on X

https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations

@Mike10947310 Jul 7

Mike on X

If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg

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

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 $67M

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 7 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 15 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 $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

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 $268M

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

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $10M

Wolf's Substack Aug 30 18 clicks

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 $43B

MBI Deep Dives Aug 29 21 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

Broken Moats on X

Raging Capital Ventures on X

Raging Capital Ventures on X

Mikro Kap David on X

Ian Bezek on X

Nat Stewart on X

Psyop Capital on X

Mike 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

Emerge Commerce ($ECOM.V) FINS Review

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

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 14 of 110

X accounts we follow

Sectors

Thursday, September 3, 2026

Broken Moats on X

Raging Capital Ventures on X

Raging Capital Ventures on X

Mikro Kap David on X

Ian Bezek on X

Nat Stewart on X

Psyop Capital on X

Mike on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 14 of 110

X accounts we follow

Sectors