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…
RCKY · long Rocky Brands, a nearly century-old footwear maker, sells owned workwear, western and recreational brands into industrial and consumer end…
Sleep Well Portfolio cuts SPS Commerce after assessing AI risk across 12 software holdings, finding deterministic, rule-based data…
XPEL targets 26% EBIT margins by FY28 after its 2022-2025 investment cycle, with Alta Fox projecting roughly doubled EPS from FY25.
APi Group hit its 13/60/80 targets in 2025, reporting $7.9 billion revenue, 13.2% EBITDA margin and 80% free-cash-flow conversion, then set…
Docebo and Yext odd-lot tenders prioritize holders under 100 shares; DCBO offers $20.40 per share, though Canadian deemed-dividend…
Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…
Ten sub-$250 million stocks trade at low earnings and asset-value multiples, including RJD Green at 4.3x earnings and Seko at 7.5x.
Wealthfront, a $93 billion automated investing platform, trades at 6-7x EV/FCF after falling over 40% since its December 2025 IPO.
Domino’s Q4 2025 Kalshi contract prices “craveable” at 37%, while First Strike’s transcript model assigns 68.4% before social-sentiment…
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
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