Preview of the Week Ahead: W/C September 7, 2026
U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its 200-day average.
Sunday, September 6, 2026
Back to today 
From X
Lee Roach on X
There will be a point where I just slam my nuts on the table and buy $LULU. Too much hate. The more you guys hate it the better a contrarian signal. https://t.co/bZvCjLOkvk
A Capital on X
$FLEX pre-spin interesting in $100-$105 range.
Lee Roach on X
This chart is looking sexy. Seems like a great contrarian bet. I could see an activist coming in. Seems like a good fit for Sycamore Partners. $NKE. https://t.co/RZUxUyL7AN
Chris Camillo on X
@UncleAlpha007 FCL is a pretty useless valuation metric for a company deliberately reinvesting to fund explosive growth. And there’s a massive spread of outcomes on what $BE revenue even looks like in 2030.
Trevor Scott on X
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
JabroniCoin.USD on X
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
Chris Camillo on X
hell of a week to own the future. $BE https://t.co/Un6jGv7rrR
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4.2BJXN $8.8B
- Akre Capital Management, LLC Q3 2026 AMT $82B
- Protean Funds August 2026 BVNKF $2.4B
- Janus Henderson Investors July 2026 NXT $12B
- Asset Value Investors Ltd July 2026 9301 $3.3B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BSGE $12B
[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.
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…
Quantryon Capital 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.
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…
Krzysztof Bogdanski 4 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…
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…
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…
The Bullionaire 1 click
STRL · short Sterling Infrastructure INC
Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
Mispriced Domino’s Mention Contract: Kalshi Traders Haven’t Ordered This Yet!
Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…
Copart: 2Q26 Business Recap
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
Shift4 Company Podcast Episode Released!
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
GCI Liberty (GLIBK) Podcast & Presentation
GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…
The Skills AI Can’t Replace
Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…
The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04
Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…
Airbnb 4Q25: Business Update
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
After Trade Review, and Earnings Mention Market Thoughts
SNAP Family Center was omitted from Snap’s earnings call, validating a 50-cent Kalshi NO contract and informing a machine-learning model…
FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game
FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…
Publications we follow
Every publication on this site, hand-picked.
Newsletters 91
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Aurelion Research
- Base Hit Investing
- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
- Cannibal Stocks
- Capital Employed
- Capitalist Letters
- Cassandra Unchained
- Citrini Research
- Cluseau Research
- D Invests
- Daniel Romero
- Deep Value Insights
- Doomberg
- Eagle Point Capital
- Easy Value
- Exploring with Alluvial Capital
- Fabricated Knowledge
- First Strike Research
- Flyover Stocks
- Global Outperformers
- Guardian Research
- Hated Moats
- Healthy Stock Picks
- HFI Research
- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
- Iggy on Investing Newsletter
- Inglenook Growth
- Invariant
- Investing 501
- Irrational Analysis
- John Hempton's Newsletter
- Kairos Research
- Kakashii's Materials
- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
- Maius Partners
- MBI Deep Dives
- Mispriced Assets
- Modern Value Investing
- Monte Independent Investment Research
- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
- Net Interest
- Nongaap Investing
- Nugget Capital Partner's Substack
- Obscure Stocks
- Open Insights
- PETITION
- Phynvesting
- Raging Bull Investments
- Rebound Capital
- Rod’s Ruminations
- ROE The Boat
- scuttleblurb
- Sector Stories
- Singularity Research
- SixSigmaCapital: Navigating the Financial Markets
- Sleep Well Investments
- smallvalue.
- Speedwell Memos
- Stock Thoughts
- Substack von Philipp
- Sunday's Idea Brunch
- Sylence Capital
- The Curious Compounder
- The Mikro Kap
- The Oak Bloke
- The Value Road
- Treasure Hunting
- Triple S Special Situations Investing
- TSOH Investment Research
- Underlying Value
- Value Don't Lie
- XIX Value
- Yet Another Value Blog
Blogs 12
Seeking Alpha 29 of 159
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Dhierin Bechai
Equity Eagle
Eudaemon Research
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Steven Fiorillo- The Bullionaire
The Curious Analyst
The Undercovered Dozen
Value Capital Research
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- Bristlemoon Capital
- Broyhill Asset Management
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Choice Equities
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Grey Owl Capital Management
- Halvio Capital
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
