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.

AMZN $2.8TCOIN $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 6 AMZN $2.8T

Amazon’s AI Economics

Modern Value Investing 7 clicks

From X

@ChrisCamillo Aug 14 3 clicks

Chris Camillo on X

Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL

@blondesnmoney Aug 14

Cluseau Investments on X

Honestly $C is pretty fairly valued now, I don't there is much upside at all aside from the entire sector carrying it up. $OPBK continues to be heavily disrespected, think we are entering the "on par with peers phase" where CUBI and OPBK and ASIC have a chance to trade in line with competitors. Implies 20-30% upside on each, but will take some time.

@DeepSailCapital Aug 14

Deep Sail Capital on X

Artemis is going to be a huge driver to $LUNR growth over the next 5 years. $2b market cap @ $13 / share kind of feels like early $RKLB at $2b @ $5/share. https://t.co/KaaQ7mFlSt

@ChrisCamillo Aug 14 1 click

Chris Camillo on X

@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.

@stockgutter Aug 13 1 click

SG on X

$NU strong report imo. LFG. I'm long and may add. https://t.co/8sNxzwFADh

@BlueDuckCap Aug 13 1 click

BDC on X

Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh

@TimyanBankAlert Aug 13 2 clicks

Timyan Bank Alert on X

Citi $C Expands Customer Engagement and Commerce Media Capabilities With Addition of Kard - https://t.co/A0DL3zGdiS

@stockgutter Aug 13 2 clicks

SG on X

$INTU strong rebound. Not a zero like the bashers said. I'm long, covered by Jan 400 calls. https://t.co/yuYhxU6OIa

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…

NFLX $511B

Bearhold Research Sep 5 8 clicks

Bypassing RevenueBench to Buy the Feedback Loop

Meta’s free model strategy lifted OpenCode token share from 25% to 40%, building coding-data feedback loops and reducing reliance on…

META $1.7T

MBI Deep Dives Sep 5 2 clicks

Everspin Technologies: The Teledyne Deal Is Validation, Not Revenue

Everspin's Q2 revenue rose 42% and gross margins exceeded 50%, while Teledyne's $40 million defense agreement depends on milestone purchase…

TDY $28B

Sam Mancini Sep 5

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

OpenAI's potential failure could expose the US economy's growing dependence on AI capital spending, according to Steve Eisman.

NVDA $5.5TMETA $1.7T

Steve Eisman Sep 4 18 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 $1.7T

MBI Deep Dives Sep 4 10 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…

COST $398B

TSOH Investment Research Sep 4 5 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 $1.7T

Simple Investment Ideas Sep 4 3 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 $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

MOH · long

Molina Healthcare

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

MOH $11B

Value Investors Club Jun 6

Selling Where They Ain’t

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

DG $27BWMT $874B

TSOH Investment Research Sep 3 1 click

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 $1.7T

Cestrian Capital Research. Sep 2 1 click

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 $1.7T

Tariq Dennison Sep 2 2 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 $84B

MBI Deep Dives Sep 2 5 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 $19B

Quantryon Capital 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

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 1 click

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

Sunday, September 6, 2026

Chris Camillo on X

Cluseau Investments on X

Deep Sail Capital on X

Chris Camillo on X

SG on X

BDC on X

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SG on X

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