fffinstill.bsky.social
A Research Lab for Your Investment Ideas. Free tabs rotate every Friday: https://fffinstill.com
👤 Joined on 15 March 2026
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@fffinstill.bsky.social📰 $LULU News TLDR LULU crashed ~18% post-earnings as core sales declined and guidance was cut. Giverny Capital sold shares, a founder divorce adds uncertainty, and brand backlash looms ahead of a new CEO.
Show Post📰 $RDDT News TLDR $RDDT surged ~12% after being added to the S&P 500 index, forcing passive funds to buy shares. Stock has climbed ~24% per recent price data, though Google-related uncertainty is creating some volatility.
Show Post📰 $UBER News TLDR Uber is expanding its autonomous vehicle push, partnering with Pony.ai to deploy 2,000 robotaxis while also buying shares in Lucid ($LCID). Despite a 90% run, analysts at Barron's call the stock cheap, with Piper Sandler reiterating its rating on bookings strength.
Show Post📰 Healthcare & Pharma — Daily Briefing Biotech funding stays robust: InduPro raised $77M and Vaderis closed a $152M Series B. Rigel's Veppanu is now available in the US, adding a commercial catalyst. Eugia Pharma's ($AUROPHARMA) FDA warning letter flags manufacturing risk.
Show Post📰 $ISRG News TLDR Intuitive Surgical tumbled ~11% despite beating Q2 estimates, as soft forward guidance signals its slowest growth in years. The company placed 468 da Vinci systems with procedures up 16%, but ACA uncertainty and GLP-1 headwinds are pressuring the outlook.
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