Alex Sirois

ISRG and SYK each delivered a fifth straight EPS beat, but Intuitive's 85% recurring revenue share creates a compounding moat Stryker can't match.

Apple just delivered its best June quarter ever, and the stock is up nearly 40% in a year, yet analyst upgrades are drying up and cost headwinds are quietly building. The bull and bear cases have never collided this hard…

TSM and MRVL both posted ~36% revenue growth, with TSMC beating EPS consensus at $4.31 and Marvell's data center revenue jumping 46% YoY.

QCOM dropped 30% in three months after a penny EPS miss, but Baird's Tristan Gerra sees 137% upside at a Street-high $400 target.

SPCX trades below its IPO closing price despite Q2 revenue beating consensus by $1B and adjusted EBITDA surging 191% year over year.

NVDA's 75% gross margin held while Q2 revenue surged 106% to $96B, and management guided 70% FY2028 revenue growth constrained only by supply.

Alphabet runs Gemini on proprietary TPUs while selling that same capacity to cloud customers, trading at just 15x earnings despite 82% Cloud growth.

SNPS has fallen 11% this year despite posting 42% revenue growth last quarter and 25 covering analysts leaning nearly unanimous Buy.

Quick Read GOOGL trades at a P/E of 15 despite 82% Cloud revenue growth and 47 analyst upward EPS revisions with zero downward in 30 days.

Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells…