Tesla (TSLA) reported second-quarter 2023 earnings of $1.45, which surpassed the analyst consensus of 90 cents per share. Higher-than-expected automotive gross profit resulted in outperformance. Precisely, automotive gross profit came in at $2,899 million, topping the consensus mark of $2,504…
Baudax Bio is a pharmaceutical company recently spun off (2019) from Recro Pharma. The main product Anjeso (Meloxicam) is the only FDA-approved non-opioid long-term pain relief medication for elective surgeries. While Meloxicam was available from 1977, it was used orally…
Hey Guys, I know I said I was done updating on $IRNT, but I checked OI, and I couldn’t help writing another update. Because we’ve got a 3 day weekend, I think we got the updated OI numbers a bit…
Walmart (WMT), also known as the biggest retailer in the United States and the biggest company by revenue. Walmart has rural grocery and retail by the *explicative* and has begun to expand into online delivery using its 5500 stores in…
Firstly regarding Palantir (PLTR), their leadership is incredible. 90% commercial growth YoY. 50% overall YoY growth and a guidance of 30% growth through 2025 that is totally sandbagged and going to get beaten easily next earnings. They have 0$ in…
We all know that diabetes giant Senseonics (SENS) is developing a new game changing CGM. We talked about how the CGM device could potentially be used for non-diabetic users who would like to monitor other things related to their health…
None of the subs I’m active on will take a post on this one since the market cap is too low. I’ve got to share it with someone, so the 57 of you following me directly may or may not…
This is an unplanned supplement to my prior DD on the eve of Rocket Lab (RKLB). I had dozens of comments listing key points/catalysts that I had initially missed, because I was keen on being the first to post a…
A uranium super cycle is coming, we take a look at Global X Uranium ETF (URA). Sure, there are no flashing LEDs like CRSR adds to all of their products, but that’s because we don’t need it. Uranium already glows…
Hello all – a very quick DD read on Cano Health (CANO), a disruptive value-based primary care provider that should trade at least inline with peers, which would suggest a $22-$24 price. CANO Health is a primary care provider for…
