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.
"the aircraft flew 3,199 miles with no control inputs from its onboard safety pilot, including autonomous taxi, takeoff, cruise and landing" Joby Says it Completed First Fully Autonomous Flight Across the U.S. $JOBY https://t.co/nu2FMvE5qs
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
$FOUR
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…
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
Petri Dish Reports 2 clicks
TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
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…
Quantum Computing, QUBT, sold its first Dirac-3 system, added a second fab through acquisition and is building photonics capabilities…
Marc Gerstein 
Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…
CHRW · long C.H. Robinson faces new liability exposure after the Supreme Court unanimously allowed state negligent-hiring claims under the FAAAA.
Sleep Well Portfolio is selling SPS Commerce as AI-vulnerable and adding Veeva, Mercado Libre, Cellebrite and Sea, citing proprietary data,…
FactSet has drawn take-private interest from Thoma Bravo and Hellman & Friedman, with its recurring subscription revenue, 90% client…
Visa and Mastercard meet a 15% five-year IRR target at 25x and 26x 2026 earnings, while American Express needs more margin for…
A two-layer machine-learning model correctly called 11 of 13 CrowdStrike earnings-word contracts on Kalshi, using historical transcripts…
Sea Limited generated about $3.5 billion in free cash flow as Shopee invests in Southeast Asian and Brazilian growth despite lower 2027…
Alpha Metallurgical Resources has retired more than 30% of its shares since 2022; higher structural metallurgical-coal costs could support…
Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…
Constellation Software and Roper Technologies became 13% and 16% holdings after an AI-driven software selloff, while Ashtead and Kraft…
AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.
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