Adobe, Oracle, and Druckenmiller (NOTW#107)
Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.
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Best Anchor Stocks
Everything we have picked from this writer, newest first.
“Clarity and the rally are the same event” (NOTW#105)
Moderna and Merck reported positive Phase III INTerpath-001 results for a personalized cancer vaccine, turning clinical clarity into a…
One quote to rule them all
Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…
Private Equity is coming for Software (NOTW#104)
Silver Lake’s reported talks to buy Workday briefly lifted software stocks, reviving hopes that private equity sees value in beaten-down…
The numbers don’t tell the full story
Nintendo’s sales fell 9.5% while operating profit rose 150%, aided by digital mix, a $300 million tariff refund and Switch 2 comparisons…
A merciless market (and the reason behind the drop?)
Shift4 fell 19% after cutting FX-neutral guidance by 100 basis points, despite Q2 revenue, EPS and EBITDA beats.
“The tip of the iceberg.”
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
You can’t sell the picks and doubt the miners
Amazon’s AWS grew 37% year over year, with $496 billion of backlog and plans to double power capacity by 2027, challenging doubts about…
This business can always surprise you
Danaher cut 2026 core revenue growth guidance to 3-4% as delayed chromatography resin shipments hit bioprocessing, while life sciences…
