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.
Long $EVC https://t.co/Ds3MvBLp5v
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…
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 
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
AAON · long AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
Insperity's special equity awards raise questions about the goals and incentives behind the grants.
Tenable Holdings faces a potential sale, with attention on M&A signals around the cybersecurity software company.
Intel's leading-edge foundry is framed as a US strategic asset needing a government stake, anchor customers and separation from its CPU…
DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…
Meta’s 22% Q2 revenue growth and AI-driven ad engagement support its core business, while planned 2026 capex of roughly $100 billion…
Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.
Campari and Diageo outperformed spirits peers by turning working capital faster, while Rémy Cointreau's aged-cognac inventory constrained…
Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.
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