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.
Long $EVC https://t.co/Ds3MvBLp5v
"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
Multibillion-Dollar Stock-Market Scandal Roils Erdogan’s Turkey $TUR https://t.co/8dsSZFTVqE
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
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…
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…
Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…
The Market Auditor 2 clicks
USO · short United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
GO Residential, a TSX-listed Manhattan luxury-apartment REIT, raised about $400 million in Canada’s largest REIT IPO and trades at a wide…
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…
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…
LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…
Stride operates 89 virtual and blended public K-12 schools in 31 states and trades at 6x EBIT after an operational setback.
Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
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