Saturday, September 5, 2026

When Anyone Can Make a Movie, Netflix Still Wins

Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers with synthetic content.

NFLX $511B

Bearhold Research Sep 5 15 clicks

Sep 5 META $1.6T

Bypassing RevenueBench to Buy the Feedback Loop

MBI Deep Dives 11 clicks

Sep 4 NVDA $5.5T

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

Steve Eisman 22 clicks

From X

@CapitalVoss Jan 28

Voss Capital on X

Voss Comments on Griffon's Confirmation of Involvement in Candidate Withdrawals https://t.co/kUcMoPf2QG $GFF

@CapitalVoss Jan 11

Voss Capital on X

Voss sends letter to Griffon Corp. ESOP Participants https://t.co/QMI3Y4eEBy https://t.co/BQoMwwmJG5 $GFF

@CapitalVoss Jan 10

Voss Capital on X

$GFF has a 8% five-year TSR, 61% underperformance vs proxy peer group (as of 12/20/2021) Inefficient conglomerate structure costing ~$50 million/year is an unnecessary a drag on ROIC Say-On-Pay approval in the bottom 7th percentile of Russell 3000 companies https://t.co/vgdW4EiTJf

@CapitalVoss Jan 10

Voss Capital on X

We believe our five-step plan for $GFF would unlock ~$50/share in value for shareholders if appropriately and promptly implemented More at: https://t.co/NcRxwvJdzO

@CapitalVoss Jan 10

Voss Capital on X

Voss Capital Sends Letter to $GFF Shareholders Exposing Underperformance, Condemning Outdated Corporate Governance and Outlining Clear Path to Value Creation https://t.co/i26Z85zfMf

@CapitalVoss Nov 24

Voss Capital on X

@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few. https://t.co/VLTbA5S9u8

@CapitalVoss Nov 23

Voss Capital on X

Voss Nominates Three Candidates for $GFF Board -- We believe the stock is worth $50 & the best way to remedy the perpetual conglomerate & governance discount is to take the following steps: ▪ Immediately refresh the Board with truly independent directors who will hold management

@CapitalVoss Nov 2

Voss Capital on X

$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $6.1B

The Value Road Sep 4 38 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…

AVGO $1.8T

MBI Deep Dives Sep 4 19 clicks

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…

CELH $7.5BCOST $404B

TSOH Investment Research Sep 4 10 clicks

Broadcom: The AI Tollbooth Is Becoming An Earnings Machine

Broadcom's AI semiconductor revenue rose 221% year over year as custom silicon programs and VMware software cash flows fund further…

AVGO $1.8T

Simple Investment Ideas Sep 4 6 clicks

[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,…

VEEV $43BCRM $201B

scuttleblurb Sep 3 37 clicks

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.

CME $100B

First Strike Research Sep 3 20 clicks

Selling Where They Ain’t

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

DG $29BWMT $850B

TSOH Investment Research Sep 3 3 clicks

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

The Curious Analyst Sep 3 3 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…

AVGO $1.8T

Cestrian Capital Research. Sep 2 3 clicks

Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators

Meta Platforms’ 7.1% long bonds set a high return hurdle for equity as user growth nears saturation and the stock trades at 6.5 times sales.

META $1.6T

Tariq Dennison Sep 2 5 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 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

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 3 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

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $7B

Cestrian Capital Research. Sep 1 1 click

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 $214B

Cestrian Capital Research. Sep 1

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 $2.8T

MBI Deep Dives Sep 1 14 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

Saturday, September 5, 2026

When Anyone Can Make a Movie, Netflix Still Wins

Bypassing RevenueBench to Buy the Feedback Loop

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

From X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Spare a Thought for Broadcom Shareholders

TSOH Weekly Roundup (09/04/2026)

Broadcom: The AI Tollbooth Is Becoming An Earnings Machine

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

Perpetual Futures and CME: What the Early Data Shows

Selling Where They Ain’t

Netflix: A Second Monetization Cycle Is Just Getting Started

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

Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators

Notes from a Dasher Shift, and the Drone Delivery Future

IREN's Customers Are Starting To Fund The Build

Top 8 Rebound Stocks for Sep’26

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

Reddit: Rapid Earnings Growth With Room For An AI Expansion

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

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

MDA Space: Houston, We Have a New Position

The Bid Shading Threat to Amazon Advertising

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 14 of 111

X accounts we follow

Sectors

Saturday, September 5, 2026

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Voss Capital on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 14 of 111

X accounts we follow

Sectors