Friday, September 4, 2026

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire liability risks.

COST $398B

TSOH Investment Research Sep 4 5 clicks

Sep 3 VEEV $42B

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

scuttleblurb 24 clicks

Sep 3 CME $99B

Perpetual Futures and CME: What the Early Data Shows

First Strike Research 14 clicks

From X

@ChrisCamillo Sep 4

Chris Camillo on X

hell of a week to own the future. $BE https://t.co/Un6jGv7rrR

@ActAccordingly Sep 4

PAA Research on X

Fantastic work by all of those involved in the $FICO short. The (-60%+) decline from the peak feels right in a lot of ways. The chart is as good as you'll get for a short seller. However, like every other great short idea, bears endured THREE contra-trend rallies of 30-40% on the march to a (-60%+) decline over the past 18-months. That is typical and one of the reasons why shorting is so difficult.

@ACapitalLP Sep 4

A Capital on X

Thoughts on $FDXF @ $128?

@TidefallCapital Sep 4

Trevor Scott on X

New $LULU CEO is from $NKE too https://t.co/zf4Rwl1rH3

@TheBenSchmark Sep 4

JabroniCoin.USD on X

StoneX highlights $ZM into the post labor day Anthropic S-1 Unlike certain SPVs/tokens, Zoom has actual ownership. $125 PT that becomes $135+ if Anthropic meets $2T https://t.co/o0xtRsx5KG

@orrdavid Sep 4

David Orr on X

$LULU's old brand was exclusive, high quality clothes. Curated for only the best thing. Back in 2015. Over time, they expanded a ton and from too-high of volume alone, it would have been impossible to keep quality high. Recently this spun out of control and quality is downright terrible. How can this problem possibly be fixed? Don't they use a zillion different suppliers? I don't think there are enough good ones to replace them, even if someone executed very well. On top of quality problems, they ruined the brand image with DEI garbage. I don't see how that is repairable, at least not for many years. And finally, the whole athleisure category is stale. Which is $LULU's entire brand. Point being, if I was management, I would see no path to turning this ship around within 5 years. And the remaining company at the end would be much smaller than it is today. And that'd be the good outcome, with any of the above three points being a failure mode anyway.

@negligible_cap Sep 4

Negligible Capital on X

Why has $LULU never tried to buildout specialized yoga studios or acquire a chain like Corepower? Seems like it would be a great way to get more stable / recurring revenue via memberships and a good opportunity to cross sell products and attract the companies core clientele (fit yoga girls? I don't even know anymore man)

@Fierce__beast Sep 4 1 click

Fierce_beast on X

@FishtownCap Are there any decent food brand stocks any more? $MDLZ also seems troubled

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $28B

TSOH Investment Research Sep 3 1 click

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 $84B

MBI Deep Dives Sep 2 5 clicks

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $18B

Rebound Capital Sep 2 2 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 $29B

Krzysztof Bogdanski Sep 2 4 clicks

CrowdStrike (NASDAQ: CRWD) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…

CRWD $256B

Cestrian Capital Research. Sep 1

WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks

LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…

EL $36B

Ian’s Insider Corner Aug 31 1 click

Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders

Hewlett Packard Enterprise’s Q3 hinges on converting AI-networking orders while preserving its 21.6% segment margin, after booking $1.8…

HPE $81B

Deep Value Investing Aug 31 2 clicks

Palantir Q2 - We Move To “Distribute” Rating For 48hrs, Then To “Do Nothing”.

Palantir shares at $183 exceed Cestrian’s $177 target after Q2 revenue grew 93%, prompting a 48-hour Distribute rating as Q3 growth…

PLTR $440B

Cestrian Capital Research. Aug 31

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

DLTR $21B

TSOH Investment Research Aug 31

PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options

PayPal's failed Stripe and Advent bid leaves a Venmo spin-off or aggressive buybacks as value-unlocking options amid slowing growth and a…

PYPL $45B

The Asian Investor Aug 31 4 clicks

KRYS · short

Krystal Biotech INC

Krystal Biotech is a profitable commercial-stage biotech with an $8.7 billion enterprise value and one FDA-approved topical gene therapy,…

KRYS $10B

Value Investors Club Jun 3

AppLovin: Deep Dive Analysis

AppLovin’s Axon AI matches advertisers with profitable users while MAX auctions app inventory, as investors question whether its…

APP $104B

Hated Moats Aug 23

FUTU 2026-08-23

Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report

Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…

FUTU $16B

Emanuel Nemec Aug 23 4 clicks

The Non-linear Economics of Grocery Delivery Basket

Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…

DASH $84B

MBI Deep Dives Aug 22 8 clicks

Walmart’s Evolution

Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…

PYPL $45B

MBI Deep Dives Aug 21 4 clicks

TSOH Weekly Roundup (08/21/2026)

TSOH Weekly Roundup covers Walmart’s soft U.S. comps and rapid delivery, Qiaodan’s challenge to Nike in China, and Suno’s AI-generated…

NKE $54B

TSOH Investment Research Aug 21

PLTR 2026-08-21

Palantir Just Turned Its Biggest Weakness Into A Strength

Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…

PLTR $440B

Quantryon Capital Aug 21 1 click

Intercontinental Exchange (ICE): Inside the ICE House

Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…

ICE $87B

The Curious Compounder Aug 21

GFS 2026-08-21

Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries

GlobalFoundries' data center revenue rose 62% year over year as rising capex for quantum and silicon photonics increases near-term cash…

GFS $27B

Jason Ditz Aug 21

Moderna: An Atypical Investment with an Asymmetric Payoff

Moderna's Phase 3 intismeran autogene trial met its recurrence-free survival endpoint in adjuvant melanoma, supporting an asymmetric…

MRNA $63B

Bireme Capital - Investor Letters Aug 20 1 click

Friday, September 4, 2026

Chris Camillo on X

PAA Research on X

A Capital on X

Trevor Scott on X

JabroniCoin.USD on X

David Orr on X

Negligible Capital on X

Fierce_beast on X

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