Thursday, October 22, 2026

[ISRG – Intuitive Surgical] the robot is the easy part

Intuitive Surgical built a razor-razorblade model around da Vinci robots, with procedure growth driving recurring instrument revenue and…

4 Boring Non-AI Stocks Trading at Attractive Valuations

Rollins, North America’s largest pest-control provider, gets 75–80% of revenue from recurring contracts but has fallen about 45% year to…

Diageo: Gen Z Is Drinking Again, And They Want Cocktails

DEO $52B

SA PropNotes Oct 22 7 clicks

Sea Limited (SE) Sea Cloud and Monee IPO

Sea Limited plans Sea Cloud and a Monee IPO, using 40-plus data centers and 25,000 GPUs while risking heavier capex and prolonged thin…

Strategy: I Called The STRC Repeg, Now The Bitcoin Machine Can Restart

Strategy spent $1.84 billion repurchasing STRC below $100, bringing it near par and potentially reopening a preferred-share issuance…

MSTR $55B

SA Geneva Investor Oct 21 6 clicks

CoreWeave: It’s Not Dying, Not Anytime Soon

CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.

Berkshire Put Bending Spoons On My Radar

Bending Spoons has spent about $10 billion on software acquisitions, including pending Miro, while Q2 organic growth was 3% and all…

BSP $29B

SA Jack Bowman Oct 21 10 clicks

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

LULU · long

Lululemon Athletica INC

Lululemon Athletica, a high-end women’s sportswear retailer, is presented as a long investment.

Palantir Q2 - We Move To “Distribute” Rating For 48hrs, Then To “Do Nothing”.

Palantir shares at $183 exceed Cestrian’s $177 target after Q2 revenue grew 93%, prompting a 48-hour Distribute rating as Q3 growth…

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options

PayPal's failed Stripe and Advent bid leaves a Venmo spin-off or aggressive buybacks as value-unlocking options amid slowing growth and a…

PYPL $49B

SA The Asian Investor Aug 31 5 clicks

Salesforce Q2 - Hold - Destination Unknown - STP<$165

Salesforce trades at 14x trailing unlevered pretax free cash flow after Q2, with 10.8% revenue growth and unproven agentic AI adoption.

Tower Semiconductor: Silicon Photonics Inflection, Buy The Drawdown

Tower Semiconductor generated nearly half its revenue from AI optical content as Q2 2026 revenue reached a record $460 million and…

TSEM $19B

SA Miletus Research Aug 31 3 clicks

Vistra Deep Dive

Vistra's contracted nuclear fleet benefits from data centers' high, steady load factors, while Amazon and Meta contracts contribute roughly…

Preview of the Week Ahead: W/C August 31, 2026

The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…

SBAC 2026-08-29

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

SBA Communications, target $230, pairs 2.3% Q2 revenue growth from international leasing with a 41% dividend payout ratio, buybacks and…

SBAC $19B

SA Philip Wang Aug 29 2 clicks

Is IREN Fucked? (Q4 Earnings Thoughts)

IREN says contracted AI-cloud ARR will rise from $1 billion to $4 billion by year-end, supported by GPU customer prepayments, financing and…