Sunday, September 6, 2026

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne graphite project and germanium recovery.

TII $309M

Sylence Capital Sep 6 4 clicks

Sep 6 AMZN $2.7T

Preview of the Week Ahead: W/C September 7, 2026

SixSigmaCapital: Navigating the Financial Markets 2 clicks

Sep 6 APP $104B

AppLovin Deep Dive: Not A No Brainer

Capitalist Letters 6 clicks

From X

@ChrisCamillo Sep 6

Chris Camillo on X

Been getting the same pushback on my $TSLA cybercab take for yrs: “you just don’t get it.” Meanwhile, the opportunity cost of parking capital in $TSLA during this period of stratospheric returns across AI winners would have been catastrophic. If robotaxi starts showing signs of being 5x bigger than I’m modeling, or when optimus materializes, I’ll happily lean into the trade late. Until then, I’m continue to allocate capital where I have better visibility into what I can actually observe vs. speculative scenarios that are years out. no hate to the tesla fanboys. your win if it happens won’t be my loss

@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.

RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)

RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…

RBC $16B

Daniel Jones Sep 6 1 click

Amazon’s AI Economics

Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…

AMZN $2.7T

Modern Value Investing Sep 6 7 clicks

SSR Mining: The Cash Is In, And Shares Are Still Cheap

SSR Mining holds $1.8 billion cash with no debt after exiting Turkey, while higher costs persist.

SSRM $7.4B

The Supercycle Investor Sep 6 2 clicks

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

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 17 clicks

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 $6B

The Value Road Sep 4 27 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

Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)

Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.

EQNR $105B

Zoltan Ban Sep 4 4 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 $7.1BCOST $398B

TSOH Investment Research Sep 4 5 clicks

OSW · short

Onespaworld Holdings LTD

OneSpaWorld Holdings, the dominant outsourced cruise-ship spa operator across more than 200 vessels, is the subject of a short thesis.

OSW $2.2B

Value Investors Club Jun 8

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 $2.7T

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

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $623M

Yet Another Value Podcast Sep 1 9 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 $6.7B

Cestrian Capital Research. Sep 1

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

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 $5.2B

Aurelion Research Sep 1 5 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 $2.7T

MBI Deep Dives Sep 1 6 clicks

Sunday, September 6, 2026

Chris Camillo on X

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A Capital on X

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