Stately

I share valuable insights. $TEM $PLTR

[Stately @116sbz]

Are you guys following?

We have rooms to go guys. Why?

- War ending, rate cuts incoming
- Rotation from hardware into applications
- Inflation cancelled
- Robust growth due to lighter labour cost
- Midterm election pump
- Deals incoming for China - USA
- Time for Physical Ai

The convergence of falling interest rates, easing geopolitical tensions, and the shift from hardware to Agentic and Physical AI creates a perfect storm for economic expansion.

Don’t be shocked when we see 8000++ in S&P500 by this year end.

We are still early, get in.

Put your bets.

$VOO $SPY $IVV $QQQ $QQQM $SOXL $SMH $IGV $MSFT $META $AAPL $TSLA $PLTR $TEM $CRCL

[Stately @116sbz]

$ISRG broke out.

[Stately @116sbz]

Stock Review: $ISRG

- ISRG stands as a rare pure-play growth asset in healthcare. The robotic surgery market is expected to triple by 2033 with 14% annual growth. While a forward price-to-earnings ratio of 40 appears high, the stock price dropped 28% from previous peaks. The drop places valuation near historical bottoms seen during 2020 and 2022 market corrections. Given accelerating fundamentals, the current phase represents a valuation trough offering a high margin of safety.

- The core moat relies on the Da Vinci platform, generating 86% of total revenue as recurring income from instruments, accessories, and services. Switching costs remain extremely high due to extensive training requirements. Furthermore, Da Vinci SP installations surged 39% and utilization rates spiked 29%. High utilization directly drives consumable usage, creating an incredibly sticky business model strongly shielding market share.

- Profitability drastically outperforms industry averages, boasting a 68% gross margin and 28% net margin. Quarter 1 of 2026 saw revenue grow 23% to 2.77billion dollars, while earnings reached 2.50 dollars per share, reflecting a 38% surge. Holding 4.52billion dollars in cash provides massive financial flexibility. The earnings reaction timing is happening right now, with profit acceleration expected to maintain double-digit growth through 2028.

- Future growth engines include the Da Vinci 5 system, recently FDA-approved for specific heart surgeries, and the Ion platform for non-invasive lung biopsies. International expansion shows strong momentum, with procedures outside the USA growing 20%. Countries like India, Canada, the UK, and South Korea exhibit outstanding performance. Sustained penetration in both new medical fields and overseas markets firmly secures long-term growth prospects toward the 565 dollars target price.

- Risks include potential valuation contraction if macro-market sentiment declines, rising competition from cheaper China-made alternatives, and hospital budget constraints in regions like Japan and Europe. Nevertheless, after washing out early valuation bubbles, the combination of a 86% recurring revenue moat, technological leadership, and accelerating profits makes ISRG highly investable today. The stock presents an exceptional opportunity for long-term capital appreciation despite macro uncertainties.

[Stately @116sbz]

Let’s go king

[Alexandr Wang @alexandr_wang]

@mrt24242424 pretty soon. I think you’ll like what we have cooking

[Stately @116sbz]

@hazenlee 回归了吗李哥

[Stately @116sbz]

Be an Owner.

[Chad Wahlquist @chadwahl]

Be an Owner

[Stately @116sbz]

@AuditTheHerd Bro you are not playing right? This is huge?

[Stately @116sbz]

@JKeynesAlpha Another 5-6% tonight soon

[Stately @116sbz]

@drmusician1 😂😂😂😭😭

[Stately @116sbz]

@AuditTheHerd

[Stately @116sbz]

YES ITS REAL THIS TIME, WINTER OVER.

BUY WITH EVERY PENNY YOU HAVE?

$IBIT bitcoin:native

[NoLimit @NoLimitGains]

BREAKING: Saylor just signed off on selling up to $1.25 billion of Bitcoin to build a USD reserve.

The man who built his entire identity on “never selling” is now selling.

[Stately @116sbz]

@StonkChris Is okay bro, that’s the free money that they don’t want

[Stately @116sbz]

@AuditTheHerd We going 70 this week if Trump wasn’t addicted to bombing

[Stately @116sbz]

@TJ_Research @peterschroederr @artemis 小🍑，我认为Crcl要爆发了

[Stately @116sbz]

Yesssssssss

[Jeremy Allaire - jerallaire.arc @jerallaire]

Agents are coming

[Stately @116sbz]

@saylor Isit like really boring where it takes the whole company to forever study in 1 asset only

[Stately @116sbz]

High chance this might be the bottom guys.

$MSFT

[Stately @116sbz]

Yes might be real for government side or sensitive data like national healthcare etc

But it doesn’t affect broadening in any overseas enterprise/coorperation

Recently they been saying chapvision winning in France or something, let them be

You know chapvision have all these capabilities is due to many multiple acquisitions like puzzle, I am not buying it

Eventually all these other overseas gov / body will see the lack of capabilities in other so called “palantir replacement” and beg to join back Palantir

I’m more concerned at enterprise broadening + gov contracts in the USA only

In the overseas, we should be more focus on mulinational companies input on Palantir

[Stately @116sbz]

@iamtomnash i think they are scared as they thinks other countries’ gov will boycott PLTR due to data security (American brand)

But yea, I know it’s bullshit

[Stately @116sbz]

@StockSavvyShay @VanquishTrader Bro he even closed his PLTR shorts too, unbelievable

[Stately @116sbz]

@LMDC5288 他妈终于有人说人话了