Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached 29.6%.
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MSFT $3.7T Microsoft ($MSFT) - Deep Dive
14h ago BE $64B Bloom Energy: 5 Links That Cannot Break
Valuation Rewind 4 clicksFrom X
Chris Camillo on X
@Freedom2Fart not a swing trader. and not that it matters, but the $AMZN trade in question was a one day options trade into expiration. fully exited.
marginofdanger on X
Horizon Technology Finance, $LIEN, trades at $10.20 versus $13.26 NAV and yields 13.3% as its all-stock REFI deal nearly doubles assets to about $800 million.
marginofdanger on X
Sachem Capital trades at $10.20 versus $13.26 NAV and yields 13.3%; its all-stock REFI deal will double assets above $600 million, concentrated in cannabis credit.
Ian Bezek on X
@WaterworldCapi1 Copying industry best practices from $OKLO https://t.co/VnEtGXDOn0
Maj Soueidan on X
OCC’s backlog implies $0.25 EPS using historical conversion multiples, while RFIL has a stronger plan to reduce cyclicality. Both benefit from recovering telecom demand and growing data-center exposure.
Prepared Remarks on X
$meta https://t.co/1JqV0PLtqm
Maj Soueidan on X
Optical Cable and RF Industries are both estimated to report Q3 earnings on the same day, raising concern over two telecom-equipment companies with shaky histories.
Raging Capital Ventures on X
@gamesblazer06 $GEV bulls probably didn’t see this coming… https://t.co/rVRcNDE52K
Investor Letters
All letters- Palm Harbour Capital July 2026 064850 $135M
- Protean Funds July 2026 DVYSR $107M
- Alluvial Capital Management Second Quarter 2026 ZEG $5B
- Hayden Capital Q2 2026 AMZN $2.8T
- Royce Investment Partners Year-to-Date Through 6/30/26 AAP $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- Polaris Capital Management Second Quarter 2026 ENI $81B
- First Eagle Investments second quarter 2026 032830 $45B
RR 2026-08-29 Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality
Andres Veurink 3 clicks CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Elina Selianska 7 clicks
Meta Buys Away its Distraction at Minimal Cost
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
Domo (Arigato), for this potential multi-bagger options trade
Domo’s $400 million sale to Progress would leave a cash-rich public shell with $900 million of NOLs; January 2028 $5 calls cost 22 cents.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
Airsculpt Technolo INC
AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…
Core Memory
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
FUTU 2026-08-23 Futu Holdings: The China Discount Is Obsolete After Q2 Earnings Report
Emanuel Nemec 4 clicks SEZL 2026-08-23 Sezzle: The Numbers Don't Support The Selloff
Daniel James 3 clicks RCAT 2026-08-23 Here's Why You Should Watch Red Cat In H2 2026
Petri Dish Reports 3 clicks AMRC 2026-08-23 Ameresco: A $1.5 Billion AI Power Backlog Changes The Story
Eudaemon Research 2 clicks TFX 2026-08-22 Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Equity Eagle 2 clicks NIU 2026-08-22 Niu Technologies: A Disappointing Report Comes With A Silver Lining
MarketGyrations 2 clicksRoblox CORP
Roblox's valuation has fallen from 30x to 50x forward EBITDA, framing the selloff as a long opportunity despite near-term headwinds.
Sellas Life Sciences Group I
SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
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