IREN 2026-09-02 IREN's Customers Are Starting To Fund The Build
Quantryon Capital 2 clicksSearch
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598 articles about companies over $10B
IREN 2026-09-02 Quantryon Capital 2 clicks CVX 2026-09-02 Chevron: Unclear Venezuela Opportunity, But Strong Fundamentals And Technicals
Mike Zaccardi, CFA, CMT 2 clicks DELL 2026-09-02 Dell's Earnings: Be Balanced While The Stock Explodes (Rating Downgrade)
Luca Socci ⚽️📡 on X
153 Million IDs stolen - confirmed The largest data leak in history Assume your info is stolen. The small basket of human ID verify should see a bump off this but I think most direct beneficiary maybe $GEN who owns lifelock as well as a the entire full suite of consumer facing cyber security solutions.
CRM 2026-09-02 Salesforce: Agentforce Is Turning The AI Threat Into A Growth Catalyst
The Curious Analyst 1 click RDDT 2026-09-02 Reddit: Rapid Earnings Growth With Room For An AI Expansion
Krzysztof Bogdanski 1 click ENLT 2026-09-02 Enlight Renewable Energy: Impressive Growth Has Cast Its Shadow Too Far
Sorin Muraru 1 clickLee Roach on X
@sophieanalytics Sweet thanks. Haven't dug much in $WY yet. Just been doing $RYN. So WY doesn't do much HBU?
CRDO 2026-09-02 Credo Is Now A De-Risked AI Compounder
Summit Research 1 clickLee Roach on X
Timber companies are a hard asset and low risk way to play the datacenter boom. $RYN $WY https://t.co/YElT0VT8R9
CRDO 2026-09-02 Credo's Post-Earnings Selloff Creates Strong Buying Opportunity (Review)
Danil Sereda 1 clickBroken Moats on X
$QXO finally in my valuation zone, acquired shares this afternoon. Rates present a challenge, soft commodities surging and geopolitical could further stress inflation/yields but you usually do not get deal when everything is firing on all cylinders
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…
JPM 2026-09-01 Undercovered Dozen: JPMorgan, Sezzle, Kayne Anderson And More
The Undercovered Dozen 2 clicksSG on X
@Zerosumgame33 Manav calling $CLMT $DAR $ADM $BG "peers" is crazy to me. Other than all touching ag, they are very different businesses with very different drivers.
U 2026-09-01 Unity Software: The Ad Network Hiding Inside A Game Engine
Jaden Mealy 1 click AUR 2026-08-31 Aurora Innovation: Built To Win With Less Than 1% Of The Market
Andras Tory 1 clickChris Camillo on X
Take-Two Interactive, $TTWO, trades weeklies around GTA 6 news and debates the benchmark for the game’s success.
Prepared Remarks on X
$orcl https://t.co/82tycGZoPl
Raging Capital Ventures on X
Sol Bier and Factorial Funds backed SPCX, Anthropic, Perplexity and ElevenLabs early. A conference interview covers Sol Bier’s venture investing.
Chris Camillo on X
@reddy67874 @Jerry19880 @piques15 only stock i added to today was $AMZN. like the risk/reward probabilities here on $TTWO, but there’s more downside if player sentiment and engagement data start moving the wrong way.
Ian Bezek on X
@sigmazerocap I own a small position in $CRM (thankfully lower cost base), and no $META, so $CRM it is. Clicks results. Wow, guess CRM is going up another 25% next quarter. Love when everyone is positioned wrongly.
Chris Camillo on X
@ryanTesling @piques15 added to $AMZN today, no surprise there
Chris Camillo on X
@ryanTesling don’t care as i’m not focused on $AMZN short term trading rn
