September 17, 2026 Five straight beats, 85% recurring revenue, and a decade-low multiple make the case for Intuitive Surgical right…
Category: Newsletters
Man Who Predicted COVID 19 Crash Warns of New Crisis
September 17, 2026 Bonus Content: Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.…
Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
September 16, 2026 Broadcom’s AI Revenue Tripled $58 billion in AI chip revenue guided for this year and a roadmap…
While everyone watched Iran, this huge bet dropped…
September 16, 2026 Bonus Content: Oracle Is Down 44% This Year. Its Cloud Numbers Say That’s Wrong. A note from…
An 8,000X oversubscription could reset robotics stocks (Invest by 9/17)
September 16, 2026 Bonus Content: Chevron’s Venezuela Bet Is $7 Billion. Oil at $91 Is the Variable. A note from…
Washington Just Declared War on Your Savings
September 15, 2026 Bonus Content: Nokia’s Edge Router Deals Are Converting to Revenue Fast A note from our friends at…
Snowflake Grew 37% Last Quarter. Targets Keep Rising.
Snowflake reported fiscal second-quarter results on September 2 for the quarter ended July 31, 2026, that ended the debate about…
Caterpillar Dropped 4% Yesterday. A $72 Billion Backlog Says Buy It.
Caterpillar fell about 4% Monday to roughly $784, leading the industrial sector lower while the S&P 500 slipped less than…
This 10.3% income window closed once. It’s open again.
September 15, 2026 Bonus Content: Goldman Sachs Near $1T in M&A This Year. Q3 Earnings Oct. 13. A note from…
Chipotle’s HEEP Kitchen Gear Pays for Itself at Lunch
September 15, 2026 Two to four freed labor hours per day, redeployed to the line, is the clearest path back…