Recent Research
02/24/2026
REPLAY: Securing Agents: The Shift to CADR
CHKP, CRWD, FTNT, OKTA, PANW, S, ZS
TMT, Software
02/24/2026
Consumer Electronics: Searching for Memory - Takeways
ADI, AVT, BBY, SONY, 005930 KS
Consumer, TMT, Hardware
02/23/2026
Q1’26 Fast Casual Restaurant Trends with Facteus - Takeaways
CAVA, CMG, SBUX, SG, WING
Consumer
02/20/2026
REPLAY: Consumer Electronics: Searching for Memory
ADI, AVT, BBY, SONY, 005930 KS
Consumer, TMT, Hardware
Recent Ideas
02/26/2026
ADP
Automatic Data Processing, Inc.
Presented:
Price: $214.25, CAP: $88.32B
Current:
Price: $214.35, CAP: $88.32B
TMT, Software
-0.05%
02/26/2026
EPAM
Epam Systems Inc.
Presented:
Price: $131.08, CAP: $7.72B
Current:
Price: $141.04, CAP: $7.30B
TMT, Software
+7.60%
02/26/2026
MSFT
Microsoft Corp.
Presented:
Price: $400.60, CAP: $2,985.73B
Current:
Price: $392.68, CAP: $2,977.41B
TMT, Software
-1.98%
02/26/2026
ORCL
Oracle Corporation
Presented:
Price: $147.89, CAP: $432.00B
Current:
Price: $145.32, CAP: $425.05B
TMT, Software
-1.74%
02/26/2026
TRMB
Trimble Inc.
Presented:
Price: $67.14, CAP: $16.24B
Current:
Price: $66.86, CAP: $16.24B
TMT, Software
-0.42%
02/25/2026
CROX
Crocs, Inc.
Presented:
Price: $96.65, CAP: $5.02B
Current:
Price: $90.66, CAP: $5.02B
Consumer
-6.20%