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…
Wheaton Precious Metals trades near $150, above its $99–$139 DCF range, despite 61% net margins and 88% year-over-year revenue growth from…
Alexander Grover 
Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…
MGRC · long McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.
Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…
Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…
Tailored Brands’ bankruptcy erased an asset-backed small-cap thesis, while lululemon has become the portfolio’s largest and most…
Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…
NIO beat Q2 expectations as delivery growth and higher ES8 and ES9 vehicle margins narrowed losses. Its shares trade at 0.35 times revenue.
The Asian Investor 3 clicks
Synopsys reported 8% EDA and 11% Design IP growth in Q3 2026, with Multiphysics Fusion expected to add revenue from fiscal 2027.
Mosaic’s potash business remains profitable, but negative phosphate margins, elevated sulfur and ammonia costs, and negative free cash flow…
DCF Value Investor 3 clicks
Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…
Expand Energy’s hedge book and Twin Eagle acquisition support free cash flow through weak gas prices, while LNG export growth could lift…
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