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Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Jonathan Poyer

2 hours ago1 min read

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Jonathan Poyer

2 hours ago2 min read

Stereotaxis (STXS) Q2: Weak Headline Revenue, but Signs of a Commercial Inflection

Stereotaxis (STXS) Q2: Weak Headline Revenue, but Signs of a Commercial Inflection

Stereotaxis (STXS) Q2: Weak Headline Revenue, but Signs of a Commercial Inflection

Jonathan Poyer

3 hours ago2 min read

A Halfway Look at Housing with Graphs and Charts - Mortgage Rates are Not Helping Homebuyers

A Halfway Look at Housing with Graphs and Charts - Mortgage Rates are Not Helping Homebuyers

A Halfway Look at Housing with Graphs and Charts - Mortgage Rates are Not Helping Homebuyers

Jonathan Poyer

3 days ago2 min read

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Palladyne AI (PDYN): Revenue Jumps 470% as Defense Backlog Builds

Jonathan Poyer

Aug 72 min read

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

SoundHound AI (SOUN): Record Revenue as Agentic AI Gains Traction

Jonathan Poyer

Aug 72 min read

Globus Medical (GMED): Building Scale in Musculoskeletal Technology

Globus Medical (GMED): Building Scale in Musculoskeletal Technology

Globus Medical (GMED): Building Scale in Musculoskeletal Technology

Jonathan Poyer

Aug 72 min read

Xometry (XMTR): Growth Accelerates as AI Drives Manufacturing Marketplace Gains

Xometry (XMTR): Growth Accelerates as AI Drives Manufacturing Marketplace Gains

Xometry (XMTR): Growth Accelerates as AI Drives Manufacturing Marketplace Gains

Jonathan Poyer

Aug 72 min read

Rockwell Automation (ROK), Zebra Technologies (ZBRA), Protolabs (PRLB) and Kratos Defense (KTOS) Report

Rockwell Automation (ROK), Zebra Technologies (ZBRA), Protolabs (PRLB) and Kratos Defense (KTOS) Report

Rockwell Automation (ROK), Zebra Technologies (ZBRA), Protolabs (PRLB) and Kratos Defense (KTOS) Report

Jonathan Poyer

Aug 51 min read

Talking GLP-1 - America's Obsession to Stop an Urge

Talking GLP-1 - America's Obsession to Stop an Urge

Talking GLP-1 - America's Obsession to Stop an Urge

Jonathan Poyer

Aug 41 min read

Red Cat (RCAT) Receives Air Force Order and Validates New Drone Capabilities

Red Cat (RCAT) Receives Air Force Order and Validates New Drone Capabilities

Red Cat (RCAT) Receives Air Force Order and Validates New Drone Capabilities

Jonathan Poyer

Jul 311 min read

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Manhattan Associates (MANH): Why Cloud Growth May Be the Most Important Number in the Quarter

Jonathan Poyer

Jul 292 min read

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