Tuesday, September 8, 2026 · Bullpen.News

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Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel model.

Hated Moats Sep 8 6 clicks

Sep 7 TRV $79B

P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

Steve Eisman 6 clicks

Sep 6 COIN $51B

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

SixSigmaCapital: Navigating the Financial Markets 2 clicks

From X

@ActAccordingly Sep 8

PAA Research on X

@TopCornerInvest Thanks. It wasn't based on the quarter. There's more to go here. $MUSA $CASY

@TidefallCapital Sep 8

Trevor Scott on X

$FICO could have just kept quiet and slowly raised prices. Instead they jacked it up 17x over 5 years and lost their 30 year monopoly. 'Anyone that has a monopoly will pretend that they're in incredible competition.' - Peter Thiel https://t.co/fCCphiaSox

@DOMOCAPITAL Sep 8 1 click

DOMO Capital Management, LLC on X

$GME 👀 https://t.co/o0cx17NM88

@TidefallCapital Sep 8

Trevor Scott on X

@ValueInvestShow fashion cyclicality has destroyed many value investors! revenue is quickly decelerating and ebit margins are double a decade ago! not a single insider purchase in this 63% drawdown $DECK

@ACapitalLP Sep 8

A Capital on X

$FSLR initiated at $260 (9/8/26) https://t.co/kyadOqiPsJ

@DeepSailCapital Sep 8

Deep Sail Capital on X

Quantum stocks can’t even pump at all anymore. 4% move for $RGTI 2% move in $IONQ Fades all across the group.

@ActAccordingly Sep 8

PAA Research on X

We published an extensive report on our short thesis on $CASY and $MUSA a few weeks ago. In general, people were highly interested in our bearish views on $MUSA, not as much on $CASY. Early days here on our thesis, but so far so good. Comp deceleration across the industry and it's now showing up at $CASY despite the rollout of WINGS!!

@negligible_cap Sep 8

Negligible Capital on X

*GOOGLE, BLACKSTONE VENTURE FACES DELAYS AT DATA-CENTER SITES "Alphabet Inc. and Blackstone Inc.’s new cloud venture has hit delays for major data-center locations that were supposed to run Google’s chips, underscoring the obstacles standing in the way of Big Tech’s AI ambitions." - BN If $GOOG and $BX can’t get by without delays it’s hard to imagine other neoclouds getting by without issues

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…

Daniel Jones Sep 6 1 click

[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,…

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.

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.

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…

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…

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.

Rebound Capital Sep 2 2 clicks

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 Sep 2 4 clicks

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…

Ian’s Insider Corner Aug 31 1 click

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

TSOH Investment Research Aug 31 1 click

QXO · long

QXO, Inc.

QXO, led by Brad Jacobs, is consolidating North America’s fragmented building-products distribution industry after rapidly building scale…

Value Investors Club Apr 30 4 clicks

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