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 
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
Carvana’s DriveTime disclosures do not prove loan-loss shifting, but related-party dealings and gains on loan sales remain central concerns.
FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…
CrowdStrike faces a renewal cliff after its July 2024 outage, with Microsoft Defender bundling, litigation, SEC and DOJ scrutiny, and a…
DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…
A Kalshi contract on whether Starbucks would mention “condiment bar” on its earnings call rose from 30 cents to $1 after the term went…
Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…
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