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 
IQV · long IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
SoFi is GAAP-profitable for 11 straight quarters, with $14.8 billion in quarterly loan originations and over $45 billion in deposits…
Tractor Supply cut FY26 guidance and plans to close 75 Petsense stores; Sazerac’s Brown-Forman bid was rejected as prediction markets…
Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…
Lam Research lifted its September revenue guide above consensus, while Microsoft’s capex cut reflects lease accounting and Meta’s AI…
Apple is accelerating its Qualcomm modem design-out before the April 2027 licensing expiry, threatening Qualcomm's high-margin handset…
Danaher cut 2026 core revenue growth guidance to 3-4% as delayed chromatography resin shipments hit bioprocessing, while life sciences…
Bloom Energy posted $1.065 billion in Q2 revenue, up 165.5%, as AI data-center demand lifted margins, operating income and full-year…
DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…
DoorDash positions itself as infrastructure for local commerce.
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