Wednesday, September 9, 2026

First Impression of Muse

Meta’s Muse personal agent connects multiple Gmail accounts, automates recurring tasks and offers free usage capped at 100 million weekly tokens.

META $1.7T

MBI Deep Dives Sep 9 4 clicks

Sep 9 DECK $11B

Quick Value #330 - Deckers Outdoor (DECK)

Value Don't Lie 5 clicks

Sep 9 UNP $161B

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

scuttleblurb 3 clicks

From X

@RagingVentures Sep 9

Raging Capital Ventures on X

$PANW’s margin is Anthropic’s opportunity? (Short $PANW) https://t.co/DdKt1BZqt0

@BlueDuckCap Sep 9

BDC on X

@evanspiegel @elonmusk ... Lets make it happen! $SNAP $SPCX https://t.co/lInJY54AtQ

@leevalueroach Sep 9

Lee Roach on X

If $APP e-commerce push is working then watch out. This could be a monster https://t.co/JUTqrG1WZH

@leevalueroach Sep 9

Lee Roach on X

@justinian1800 Thanks for this. This is the kind of stuff I like to see on this platform and largely what I have seen from my research on $APP.

@TidefallCapital Sep 9

Trevor Scott on X

@ValueInvestShow There's always the $LULU $NKE risk on these things! I mean Biden was caught wearing a pair of Hokas..

@BrokenMoats Sep 9 1 click

Broken Moats on X

$VLO $MPC monster moves, and crack spreads continue to blow out, foreign fight for distillate capacity etc....but the cure for prices is always high prices. Seems like we might be nearing the top for the refiners

@ActAccordingly Sep 9 1 click

PAA Research on X

@JeffMacke When does this get acquired by $BSP?

@DeepSailCapital Sep 9 1 click

Deep Sail Capital on X

Like the Space sector Run up to the $SPCX ipo, largely driven by bankers and VCs pumping the sector, is it not logical to assume a similar setup for AI with the Anthropic IPO, or are we past that?

Dell Technologies (NYSE: DELL) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

Dell’s Q2 revenue rose 57.7% to $47.0 billion and RPO tripled to $132 billion, but its stock trades at 32 times unlevered pretax free cash…

DELL $366B

Cestrian Capital Research. Sep 9 1 click

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…

NVS $268B

Petri Dish Reports Sep 9 1 click

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…

LULU $11B

Hated Moats Sep 8 6 clicks

Qualcomm: Data Center Revenue To Reach $15 Billion In 3 Years

Qualcomm targets $15 billion of data-center revenue by FY2029 through AI accelerators, custom ASICs, Arm server CPUs and hyperscaler wins.

QCOM $203B

Khaveen Investments Sep 8

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

Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…

TRV $79BAIG $39B

Steve Eisman Sep 7 6 clicks

UBER 2026-09-07

A quick update on Deep Dives

MBI Deep Dives will update prior company analyses through year-end, beginning with Uber, while deferring new work on Micron and S&P Global.

UBER $145B

MBI Deep Dives Sep 7 5 clicks

Celsius: The Pepsi Put

Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…

PEP $182B

TSOH Investment Research Sep 7 7 clicks

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…

AMZN $2.7TCOIN $51B

SixSigmaCapital: Navigating the Financial Markets Sep 6 2 clicks

AppLovin Deep Dive: Not A No Brainer

AppLovin is down 48% YTD after its first guidance miss, with revenue 1% below expectations and EPS 2.5% short, reviving fears of an adtech…

APP $104B

Capitalist Letters Sep 6 6 clicks

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

QXO · long

QXO, Inc.

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

QXO $12B

Value Investors Club Apr 30 4 clicks

Under The Hood, Novo Nordisk A/S ($NVO)

Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.

NVO $175B

Bearhold Research Apr 13 2 clicks

The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)

Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…

ACN $111B

Bearhold Research Apr 12 4 clicks

Under The Hood, ResMed ($RMD)

ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…

RMD $33B

Bearhold Research Apr 8 1 click

It Pays to be a Winner: Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call. (Kalshi, Mentions)

First Strike Research’s ML and social-sentiment system correctly called 14 of 16 Nike Q3 Kalshi contracts, reporting 208¢ net P&L.

NKE $54BCRWD $256B

First Strike Research Apr 1

Nike Earnings Mentions Contracts: Our Analysis, and Fair Value Pricing Model.

First Strike prices Nike’s Q3 “Express Lane” mention at 20-25¢ versus Kalshi’s 66¢, citing the retired Mark Parker-era supply-chain program…

NKE $54B

First Strike Research Mar 29

Doubling Down on Iran and OXY

Occidental Petroleum is positioned for oil above $80, with a prolonged Iran conflict and Gulf supply shut-ins pushing prices into triple…

OXY $59B

Open Insights Mar 20

Single Stock Spotlight #4: Global Payments (GPN)

Global Payments trades below 6 times adjusted earnings and about 7 times free cash flow amid Worldpay, competition and debt concerns.

GPN $23B

Hidden Rock Capital's Newsletter Mar 13

We Dramatically Improved our Machine Learning Model to Price Kalshi Earnings Contracts. It Went 11/13.

A two-layer machine-learning model correctly called 11 of 13 CrowdStrike earnings-word contracts on Kalshi, using historical transcripts…

CRWD $256B

First Strike Research Mar 7

Kazakhstan, Japan, and Trimming a Winner

Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…

KSPI $18B

Cluseau Research Mar 2 2 clicks

Wednesday, September 9, 2026

Raging Capital Ventures on X

BDC on X

Lee Roach on X

Lee Roach on X

Trevor Scott on X

Broken Moats on X

PAA Research on X

Deep Sail Capital on X

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