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 38 clicks

Sep 3 CME $99B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 20 clicks

Jun 5 TOYO $192M

Toyo CO LTD

Value Investors Club

From X

@ToffCap May 11 2 clicks

ToffCap on X

Whenever there's a very strong move on earnings, I always check it out and almost always add / buy. From experience I know that the market generally doesn't price strong news properly. At best, most often the share price will only reflect the earnings dynamics, but not any multiple rerating. And in case of VERY strong earnings (such as $EVC) the market will not even price those properly, leaving plenty to go for the price on both earnings and multiple rerating. People in it for a trade will sell down on the massive move. Those that made a bundle might also, as the position becomes too large. And others who missed it are biased in buying something that already ran so much. This often leads to a few days of 'pressure', and a good moment to add. And then the market does its work.

@Fierce__beast May 11

Fierce_beast on X

the bear case for $udmy / $COUR https://t.co/fN3TS2Jmm3

@marginofdanger May 9 1 click

marginofdanger on X

The SF housing market is on fire. Should bode very well for $FPH's Candlestick project, including finding financing partners. https://t.co/vFjXoS2coK

@TimyanBankAlert May 8 2 clicks

Timyan Bank Alert on X

@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.

@ToffCap May 8 1 click

ToffCap on X

I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi

@TimyanBankAlert May 7 1 click

Timyan Bank Alert on X

Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT

@LittleOwlRes May 7 2 clicks

Little Owl Research on X

My report on $RAVE for anyone interested. https://t.co/heQF6riN6X

@psyopcapital May 6 1 click

Psyop Capital on X

https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%

ENS · short

Enersys

EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.

ENS $6.5B

Value Investors Club Jun 5

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 1 click

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 24 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 6 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 17 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 $64M

Triple S Special Situations Investing Sep 2 16 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

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 $188M

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 $596M

Equity Eagle Sep 2 4 clicks

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

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 1 click

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 20 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 $4.8B

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

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 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 $4.6B

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

Thursday, September 3, 2026

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

Perpetual Futures and CME: What the Early Data Shows

Toyo CO LTD

From X

ToffCap on X

Fierce_beast on X

marginofdanger on X

Timyan Bank Alert on X

ToffCap on X

Timyan Bank Alert on X

Little Owl Research on X

Psyop Capital on X

Investor Letters

Enersys

Cardinal Infrastru Group INC

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

Sangamo Bankruptcy (SGMOQ)

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

An ATM that starts to spit out cash

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Q2 Holdings INC (qtwo)

Oklo INC

Lululemon Athletica INC

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

[WAY – Waystar] Healthcare is a very complicated invoice

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

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 14 of 128

X accounts we follow

Sectors

Thursday, September 3, 2026

ToffCap on X

Fierce_beast on X

marginofdanger on X

Timyan Bank Alert on X

ToffCap on X

Timyan Bank Alert on X

Little Owl Research on X

Psyop Capital on X

Investor Letters

Publications we follow

Newsletters 54

YouTube 4

Blogs 11

Seeking Alpha 14 of 128

X accounts we follow

Sectors