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.

ASTS · short

Ast Spacemobile INC

AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.

High Bandwidth Flash: The Full Report

High Bandwidth Flash stacks NAND beside GPUs to deliver HBM4-class bandwidth and roughly 10 times the capacity for AI inference decode.

PDD Supplemental

JD, Alibaba and Douyin are assessed for their competitive threat to PDD, with a specific investment stance on JD.

Deep Dive: Palantir ($PLTR)

Palantir’s forward-deployed engineering model underpins its AI software growth, but AWS, Microsoft and AI labs are copying it at scale as…

Hated Moats Brief: SAP in 10 Minutes

SAP’s deeply embedded ERP systems support its cloud transition, but slowing backlog growth and AI disruption fears drove a 33% YTD share…

Blue Chips

Project Kilby, a planned Texas behind-the-meter data center twice Project Stargate’s size, would reshape Permian gas flows and boost demand…

Elanco: Taking Share from Zoetis Blockbusters

Elanco’s pet health launches are taking share from Zoetis blockbusters, driving high-single-digit revenue growth and low-double-digit EPS…

Portfolio Update June 2026

Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.

Blackstone's Subs - Inside the Jersey Mike's IPO.

Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…

Qualcomm: Stock to buy?

Qualcomm targets $10 billion in automotive and $14 billion in IoT revenue by FY2029 as it replaces $6 billion of Apple modem sales lost…