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Today

Issue №67FRIDAY, SEPTEMBER 11, 2026Your daily briefing

The lead · HEALTHCARE

קניתי מקרר 20 ליטר לרכב

עכשיו אני יכול לשים בו מלא מי קוקוס

Bar Amsalem

Bar AmsalemHEALTHCAREVIDEO · CARDSNEW4D AGO

SOFTWARE

Microsoft: the cost programme has slipped twice without a new date

Verdicts

Calls the market just graded · always free

Long

Broadcom: capacity is no longer the thing that gates revenue

Marcus Webb · 236.42 → 361.99 · +53.1%

Long

Tesla: cost per unit is falling faster than price

Hana Ito · 269.55 → 365.44 · +35.6%

Long

Nvidia: pricing is holding because the substitute does not exist

That's today's issuecheck back tomorrow

Lena Kowalczyk

VIDEO · THESIS

AUG 21

CHKP.TA

Check Point: cloud mix is past the margin inflection

Ben Shapira

Ben ShapiraCALL · CARDSAUG 21

SOFTWARE

Microsoft: pricing power is showing up in renewals, not in the list price

Marcus Webb

Marcus WebbVIDEO · CALLAUG 21

Maren Vos · 137.03 → 218.29 · +59.3%

Long

Nvidia: being the alternative is worth more than the benchmark suggests

Maren Vos · 134.52 → 218.36 · +62.3%

Long

Palantir: the capex drag just stopped being a drag

Elior Shani · 41.60 → 165.86 · +298.7%

Long

Qualcomm: the attach rate is the number that matters

Yuki Tanaka · 150.09 → 176.88 · +17.9%

Long

Microsoft: the renewal cohort is converting above plan

Marcus Webb · 476.25 → 492.44 · +3.4%

Long

Lockheed Martin: backlog composition changed more than backlog size

Adam Rosen · 520.67 → 524.46 · +0.7%

Short

Broadcom: the hardware wins the benchmark and loses the deployment

Anya Volkov · 255.70 → 364.38 · -42.5%

Long

Pfizer: the constraint is manufacturing, not demand

Fatima Al-Hariri · 28.60 → 27.79 · -2.8%

Short

Boeing: the backlog is excellent and the delivery schedule is the risk

Victor Reyes · 169.98 → 212.25 · -24.9%

Long

Caterpillar: multi-year commitments have replaced annual appropriations

Mira Solberg · 402.88 → 813.94 · +102.0%

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