Saturday, September 5, 2026

Looking For A 2027 Defense Play: Honeywell Fits The Bill

HONA $53B

SA Petri Dish Reports Sep 4 4 clicks

Spare a Thought for Broadcom Shareholders

Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…

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…

[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,…

Perpetual Futures and CME: What the Early Data Shows

CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.

Selling Where They Ain’t

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

Netflix: A Second Monetization Cycle Is Just Getting Started

Netflix targets $51–51.4 billion of 2026 revenue, $3 billion of advertising revenue and $12.5 billion of free cash flow as its second…

NFLX $511B

SA The Curious Analyst Sep 3 2 clicks

AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.

Broadcom reported $29.6 billion Q3 revenue, up 86%, with AI semiconductor sales up 221% to $16.7 billion, and guided Q4 revenue to $34.8…

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…

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 $12B

SA Quantryon Capital Sep 2 5 clicks

MOH · long

Molina Healthcare

Molina Healthcare faces unprecedented Medicaid managed-care cost inflation and margin compression after its shares declined since October…

Top 8 Rebound Stocks for Sep’26

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

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…

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

SA 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…

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…

Undercovered Dozen: JPMorgan, Sezzle, Kayne Anderson And More

Undercovered Dozen profiles 12 lesser-covered stocks, including JPMorgan, Sezzle and Kayne Anderson, to surface under-the-radar equity…

JPM $891B

SA The Undercovered Dozen Sep 1 1 click

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…

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 $74B

SA 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…