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
@MasMaheshananda You can by buying $PSUS. One share costs $38.90.
@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.
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
Dhierin Bechai 1 click
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…
PYPL · long PayPal’s valuation implies free cash flow will shrink 9.3% annually over the next decade, framing a long thesis against its recent revenue…
A tiny defense supplier trades at roughly 6.5x estimated normalized EBIT as military-program volumes rise and a strategic review considers…
Cerebras faces shareholder criticism over $700,000 to $850,000 WSE-3 rack pricing, alleged packaging-yield losses and SRAM-based KV-cache…
Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…
Micron’s $1.37 trillion valuation prices in durable HBM and AI-driven memory profits, despite Q3 guidance for $33.5 billion revenue and an…
Deep Fission’s Blue Owl backing is a $20 million minority investment tied to a nonbinding MOU, while its June IPO raised $40 million at $16…
Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…
Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…
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