Palo Alto Networks posted 34% Q4 revenue growth to $3.41 billion, boosted by CyberArk and Chronosphere, while NGS ARR reached $9.1 billion as valuation climbed to fresh highs.
@Liquidn8w @KULOLO808 I don’t have a big enough position in $U to warrant a deep research dive, so not much more to say rn.
@accrued_int @AndrewRangeley Halfway through but I'm really enjoying your $NTDOY bear points.
Obvs starting point matter but good number of LT consumer winners The Highest-Returning Stock of the Last 45 Years Is Home Depot $HD https://t.co/MG1DLQ5QNd
@LionelPutz I think $NKE has the right leadership now but $LULU has nike's old executive !
Stocks that need activists: $ATGN: Had yrs. to execute turnaround + monetize $FISV & new offerings. No buybacks/insider purchases. $PBSV: Yrs. of no growth + underutilized cash-rich balance sheet. Special divys are a start, but bought back only 4K shares this yr. Any others?
@JNtrades perma heavy on $HOOD
After decades of showcasing the world's best, most inspiring athletes, Nike pivoted in the pandemic to lifestyle marketing with 2021's #OwnTheFloor. $NKE hit a 12 year low today. https://t.co/2nMGetU6Gd
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…
TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
Fernanda Galvez Jalil 
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…
Uber trades at 14.5 times trailing free cash flow, while robotaxi competition and a Delivery Hero acquisition test its growth and leverage…
M&M Capital 
CNH · long CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.
Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…
Airbnb Experiences faces a supply bottleneck from manual approvals, while a farm host raised her price from $15 to $25 after stronger…
AppLovin’s Axon AI matches advertisers with profitable users while MAX auctions app inventory, as investors question whether its…
FUTU 2026-08-23 Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…
Emanuel Nemec 4 clicks
Trip.com dominates China’s online travel market with over 50% share and has grown international platform traffic from 1 million monthly…
Moderna and Merck reported positive Phase III INTerpath-001 results for a personalized cancer vaccine, turning clinical clarity into a…
NVO 2026-08-22 Eli Lilly holds 60–61% of the US obesity-drug market as prescriptions and international expansion offset pricing pressure from Novo Nordisk.
JR Research 1 click
Instacart’s larger grocery baskets create disproportionately better delivery economics than DoorDash’s, making half the basket size worth…
DKS 2026-08-22 DICK’S Sporting Goods trades at 12.8 times FY26 EPS after breaking multi-year support, while maintaining $13.50 to $14.50 FY guidance amid…
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