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.
"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
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…
PPTA · long Perpetua Resources (PPTA) is a development-stage gold mining project.
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
RELX and Sage have fallen 46% and 35% as markets label them AI losers, creating potential value opportunities alongside risks of genuine…
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
Kalshi’s 87% odds of “Family Center” on Snap’s earnings call far exceed its 2.9% historical mention rate and a 15–20% street-adjusted…
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…
Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.
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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