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.

AEM · long

Agnico Eagle Mines LTD

QXO Inc.

QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…

UK Primer: The Equity Revival

UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…

Broadcom ($AVGO): No Moat

Broadcom faces Google TPU competition from Marvell, AMD and MediaTek as investors question its AI financing exposure and custom-chip moat.

MT 2026-08-27

ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company

ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…

MT $45B

SA Capital Connoisseur Aug 27 1 click

Intuit: Broken Funnel & Lower Growth, But Priced in

Intuit cut FY27 and medium-term growth targets after entry-level customer acquisition struggles, sending shares down 3.2% following Q4…

RKLB 2026-08-26

Rocket Lab Is Becoming Much Bigger Than Neutron

Rocket Lab generated $234 million in Q2 revenue and built a $2.36 billion backlog, with Neutron priced at $50 million to $55 million before…

RKLB $31B

SA Pythia Research Aug 26 3 clicks

Intuit FY2026 Earnings Review

Intuit beat FY2026 estimates despite a $293 million restructuring charge, reset growth ambitions and will include stock-based compensation…

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.

KMI $76B

SA Steven Fiorillo Aug 26 1 click

Company Deep Dive: Chevron

Chevron, one of the global oil and gas supermajors, is examined as an integrated American energy company.