“A lot of guys watch Bruce Lee movies. Doesn’t mean they can do karate.” – Bobby Axelrod (Showtime series Billions) If I were pitching this stock as a short 9 years ago, here’s what I would have said: Align’s main product, an expensive orthodontic appliance called Invisalign, is a joke. Rendered in plastic, easily replicable, […]
Tag Archives: Clear aligner
[BSX] Boston Scientific
Boston Scientific Has to Keep Buying the Future
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and OTC Markets [...]
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[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
What are scuttleslops? InPractise Interview with a Former Senior Director at Synopsys: EDA Front-End vs [...]
Continue reading →[UHAL] U-Haul
U-Haul Bought at the Top
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Boston Scientific, CCC, and OTC [...]
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[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a [...]
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[scuttleslops] Semiconductors and AI Infrastructure: AAPL, CRWV, NBIS, HPE, DELL, Analog Chips
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, [...]
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