Sunday, September 6, 2026

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.

COIN $51B

SixSigmaCapital: Navigating the Financial Markets Sep 6 2 clicks

Sep 6 APP $104B

AppLovin Deep Dive: Not A No Brainer

Capitalist Letters 6 clicks

Sep 4 COST $398B

TSOH Weekly Roundup (09/04/2026)

TSOH Investment Research 5 clicks

From X

@leevalueroach Sep 6

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

@ACapitalLP Sep 6 3 clicks

A Capital on X

$FLEX pre-spin interesting in $100-$105 range.

@leevalueroach Sep 6 2 clicks

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

@ACapitalLP Sep 6 1 click

A Capital on X

Post $LEG acquisition, $SGI seems interesting here. I understand the bedding trough could last longer, but what’s the real downside? Industry volumes are already below the GFC trough, the company is growing EPS despite the environment, and now you layer on immediately accretive LEG + significant self-help. What am I missing?

@orrdavid Sep 5 3 clicks

David Orr on X

$GS should have ponied up the money. https://t.co/isJsSGuEzB

@orrdavid Sep 5 3 clicks

David Orr on X

Great companies are built by doing things differently, taking risks. $IBKR https://t.co/3sLFcI0ImD

@ChrisCamillo Sep 5 1 click

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.

@ChrisCamillo Sep 4

Chris Camillo on X

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

[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 $42BCRM $191B

scuttleblurb Sep 3 24 clicks

Intuit: The Recovery Is Only Beginning

Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…

INTU $81B

Treading Softly Sep 3 5 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 $99B

First Strike Research Sep 3 14 clicks

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

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

Unity Software: The Ad Network Hiding Inside A Game Engine

Unity Software’s Ads Network and Vector grew 38% year over year as the company shifts from game-engine software toward a high-margin AI…

U $19B

Jaden Mealy 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

ANET · long

Arista Networks INC

Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…

ANET $259B

Value Investors Club May 28 4 clicks

TSOH Weekly Roundup (08/07/2026)

TSOH’s weekly roundup covers Crocs’ $218.6 million Malta tax savings, Roblox’s forecast bookings decline and Lululemon’s CEO change amid…

RBLX $34BLULU $11B

TSOH Investment Research Aug 7

[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…

BKNG $126B

scuttleblurb Aug 7 9 clicks

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash’s 2Q 2026 orders rose 27% and marketplace GOV grew 36%, with DashPass driving a slight acceleration in U.S. restaurant demand.

DASH $84B

MBI Deep Dives Aug 6 2 clicks

Coupang: 2Q26 Business Recap

Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…

CPNG $26B

Speedwell Memos Aug 5 8 clicks

Coupang 2Q26 Recap: Data Scandal Lingers on Growth

Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…

CPNG $26B

Speedwell Research Aug 5

Spotify 2Q'26: Pressing the Monetization Lever

Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…

SPOT $109B

MBI Deep Dives Aug 5 3 clicks

Deep Dive: Equifax ($EFX)

Equifax’s Workforce Solutions generated $2.58B in 2025 at more than 50% EBITDA margins, anchored by Work Number.

EFX $19B

Rebound Capital Aug 5 1 click

Genius Sports (GENI)

Genius Sports’ $1.2 billion Legend acquisition adds direct bettor monetization, while its exclusive NFL data rights could supply prediction…

SRAD $14B

Sylence Capital Aug 5 1 click

FICO FY 3Q'26: Welcome to "Gaming"

FICO's fiscal third-quarter 2026 revenue rose 26% year over year but missed consensus, and shares fell about 24% after earnings.

FICO $21B

MBI Deep Dives Aug 4 5 clicks

Sunday, September 6, 2026

Lee Roach on X

A Capital on X

Lee Roach on X

A Capital on X

David Orr on X

David Orr on X

Chris Camillo on X

Chris Camillo on X

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