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 $2.8T

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

@mavix_leon Jul 1 1 click

mavix on X

I just published my Portfolio Update for June 2026. It includes: ▫️My current portfolio & position sizes ▫️Reasons why I sold Transense $TRT.L ▫️Earnings Updates: $TRT.L ▫️Recent news & Information about $SLYG, $CIRC.MI, -undisclosed- https://t.co/GQhcUJBwCS

@Seawolfcap Jun 30 3 clicks

Porter Collins on X

@MidwestHedgie @lurker8679 @PhilMickelson $PCT is certainly still a show me story. Both companies have certainly had terrible capital raises.

@BrokenMoats Jun 30

Broken Moats on X

CFO change and rapid insider selling at $CACC ....could not begin to understand why the stock is up 20% in the past two weeks and nearly 50% ytd. Tougher float dynamics then you would want to see for a short but sure is tempting up here

@mavix_leon Jun 30 2 clicks

mavix on X

Shelly Group $SLYG sees growing importance of intelligent building automation amid increasing summer heatwaves. Intelligent control of cooling, shading and energy consumption is becoming increasingly important. •Shelly sees attractive long-term growth opportunities. https://t.co/WmjPiUUf1Y

@RagingVentures Jun 29

Raging Capital Ventures on X

Bought a bunch of $CMCSA on this fade back to around $25. While it will take around a year to breakup the business (and they don’t plan to buyback stock during this time), separating media/theme parks from cable should be very accretive to the valuation.

@marginofdanger Jun 26 1 click

marginofdanger on X

@RealJimChanos When a 40 year old analyst at Pershing has a stake in $PS worth $1 bn, not only does it tell me that $PS is overvalued, but it also confirms how horrible Ackman's judgment is in allocating such a large percentage of the firm to a well coiffed colleague without any track record.

@BrokenMoats Jun 26

Broken Moats on X

crazy moves both directions over the past month away from AI... $GOLF +30% has got my attention. 30x next years numbers for a low single digit retailer seems odd.

@Mike10947310 Jun 25

Mike on X

Good results recently for $MEI https://t.co/pw7Uhce7ZB

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 $2.8T

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 $7.8B

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 $1.9T

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 $5.4TMETA $1.9T

Steve Eisman Sep 4 18 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 $104B

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

SPSC · long

Sps Commerce INC

SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.

SPSC $2.9B

Value Investors Club Jun 8

LTC Properties Upgraded To Buy, A Monthly Income Opportunity Driven By Senior Care (Rating Upgrade)

LTC Properties’ shift toward independent and assisted living supports FFO growth and monthly dividends, while operator concentration and…

LTC $2.3B

Albert Anthony Sep 5

[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 $44BCRM $191B

scuttleblurb Sep 3 24 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 $98B

First Strike Research Sep 3 16 clicks

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

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 1 click

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $848MBRBR $1B

The Value Road Sep 2 12 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 $1.7T

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 $1.9T

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 $81B

MBI Deep Dives Sep 2 5 clicks

Sunday, September 6, 2026

mavix on X

Porter Collins on X

Broken Moats on X

mavix on X

Raging Capital Ventures on X

marginofdanger on X

Broken Moats on X

Mike on X

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