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.
If you like $META Muse and some weekend fun while the markets are closed, this Polymarket contract likely still offers one of the highest risk-adjusted returns for small players. https://t.co/P8Tj4jJ9dE https://t.co/Ae05yN2wiE https://t.co/avnfrmgMo5
@KULOLO808 @Kselvaganesan05 Not for me. I prefer to find alpha in that answer before allocating capital. Having money tied up in $TSLA these last few years would’ve cost me dearly in opportunity cost. It’s just not how I invest.
@SamuelRamson @KULOLO808 What’s “priced in” is highly interpretable, especially with a stock like $TSLA. No one can prove their answer to that question is right. It’s my take based on my calculations. I might be wrong.
@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.
@KULOLO808 prob between 1-2M future robotaxis priced in to $TSLA
@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
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
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Fernanda Galvez Jalil 
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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 
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Krzysztof Bogdanski 4 clicks
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CrowdStrike posted 25.8% Q2 revenue growth and $333 million of net new ARR, while FY27 ARR guidance rose to 34% despite a 150% stock rally…
Amazon’s $69 billion advertising business faces an FTC lawsuit over alleged bid shading, threatening a revenue stream that grew roughly…
Undercovered Dozen profiles 12 lesser-covered stocks, including JPMorgan, Sezzle and Kayne Anderson, to surface under-the-radar equity…
The Undercovered Dozen 1 click
Synopsys reported 8% EDA growth and 11% Design IP growth in Q3 2026, betting Multiphysics Fusion and Intel 14A adoption will lift revenue…
Unity Software’s Ads Network and Vector grew 38% year over year as the company shifts from game-engine software toward a high-margin AI…
Jaden Mealy 
LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…
Palantir shares at $183 exceed Cestrian’s $177 target after Q2 revenue grew 93%, prompting a 48-hour Distribute rating as Q3 growth…
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