Today's Bull Alarms

Membership renewal rates at all-time highs. Defensive positioning gains appeal as growth concerns mount.

Reality Labs losses narrowing. Advertising revenue reacceleration not fully priced into current multiple.

GLP-1 market share gains exceeding expectations. Manufacturing expansion removes near-term supply constraint overhang.

Taser and body camera bundle adoption accelerating. Recurring SaaS revenue now 35% of total—rerating thesis intact.

Autonomous vehicle partnerships de-risk long-term margin story. Advertising segment emerging as high-margin contributor.

Platformization strategy driving consolidated wallet share. ARR growth acceleration signals successful pivot.

Supply growth outpacing demand normalization. International expansion in early innings with favorable unit economics.

Enterprise workflow automation remains mission-critical. AI integration expanding TAM without cannibalizing core.

Podcast investment inflection point reached. Gross margin expansion trajectory now visible after cost discipline.

Enterprise tier gaining traction. Fulfillment network divestiture clarifies path to sustained profitability.

Cloud observability consolidation favors platform leaders. Land-and-expand motion driving net retention above 120%.

Royalty growth inflecting as v9 architecture adoption accelerates. Automotive and IoT diversification reducing smartphone dependency.

Latin American e-commerce penetration still nascent. Fintech segment achieving profitability faster than modeled.

Cash App ecosystem stickiness underappreciated. Square merchant services recovery lagging but stabilizing.

Connected TV ad spend migration accelerating. UID2 adoption creating durable competitive moat.

Data cloud consumption growth moderating but still robust. AI/ML workload expansion represents incremental demand driver.

Edge computing platform expanding beyond security origins. Developer mindshare translating to enterprise contract wins.

SMB marketing software demand proving resilient. AI-powered features driving upsell to premium tiers.

Zero trust architecture becoming enterprise standard. Federal vertical penetration accelerating post-certifications.

Regulatory clarity improving institutional appetite. Custody and staking services diversifying beyond trading fees.

Neutron development on track. Space systems backlog provides revenue visibility while launch cadence improves.