Why does $T continue to get absolutely slaughtered as far as wireless offerings go? Someone should lose their job.
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$DDOG getting a little crazy here 🤔
450x GAAP earnings. They paid employees $823M in stock last year and kept $178M. That’s 4.6x what the company earned.
Q2 they made $45M. Stock comp that quarter was $220M. GAAP operating profit was $5 million. Five.
Then they add the RSUs back and tell you they printed $0.65 a share and 23% margins. That’s the “adjusted” number people use to say it’s only 90x. They also trade 21x sales.
Share count is up ~3% a year, every year. ~10M new shares in 2025. 5.6M from RSU vesting, 3.5M from option exercises. No buyback.
17M unvested RSUs still sitting there. Another $2.1B of stock they already promised that hasn’t hit the P&L yet. They guide FY26 off 376–378M diluted shares. The 359M “outstanding” number is the vest that’s already done.
SBC is 21% of revenue and ~72% of free cash flow. You’re watching a company generate real cash and then hand most of the ownership claim to staff.
Beat the quarter. Raised the year. Biggest customer is cutting usage. Stock still got smoked 16%. That’s the market telling you the multiple is the trade.
Good software. $5B cash. 80% gross. None of that makes “we paid the employees more than we made” a normal business.
NFA
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Anyone else type “hood” in spotlight navigating to Robinhood app on their phone a few times a week 🤷🏼♂️😂🥴
$HOOD
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Blueprint Trades retweeted
2021: Stop the 5G towers.
2026: Stop the data centers. Tweeted from a 5G iPhone.
Allergy to progress never quite goes away, does it?
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Does it not stand to reason that Citadel does not operate with such concentration and they will be selling these acquired shares?
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Natalie Winters
Intuitive Surgical $ISRG breakdown using latest available figures after today's earnings.
Q2 Key Results• Beat consensus estimates on revenue and EPS • Strong procedure growth across da Vinci + Ion platforms • Recurring revenue remains dominant portion of total sales • Margin expansion continued YoY
Growth Metrics• Q1 Revenue (most recent detailed): $2.77B (+23% YoY) • Procedures (Q1): +17% YoY (da Vinci + Ion) • Installed base and system placements showing steady expansion • Consistent earnings beats (high-teens average surprise recent quarters)
Valuation Snapshot• Market Cap: ~$144B • Forward P/E: ~38x • PEG: ~2.15 • Analyst Average Price Target: $561–$583 (significant upside to consensus)
Technicals• YTD drawdown: ~25%+ from 2026 highs • Trading below key moving averages • RSI neutral territory • Recent support tested near 52-week lows
Business Fundamentals• Leading position in robotic-assisted surgery • High switching costs and recurring revenue model (~86% in recent quarters) • International + new platform (Ion) growth drivers • Capital-efficient, high-margin business
Notable Headwinds in Data• China softness in system placements • GLP-1 impact on select procedures (bariatric) • Rising competition (Medtronic Hugo, J&J, domestic Chinese players)
$ISRG delivered another solid print in a tough tape for growth names. The numbers show durability, but the multiple has compressed.
What $ISRG metric stands out most to you right now? Reply below.
More data-driven breakdowns coming. Follow for them. #ISRG #MedTech
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Doesn’t it stand to reason that the AI job handoff cannot and will not be smooth? If UBI is the answer how much pain will consumers have to face before something like that will be implemented? I think things get bad bad before this “utopia” we’re being told to expect.
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