Research Feed
LUNR — No Edge, Wait for Data
NO POSITION. The single variable that determines bull vs bear — Lanteris segment margins — is unverifiable until Q4 2025 earnings (Mar 23, 2026). Pre-earnings positioning is a bet on an unverifiable management claim against a mixed historical base rate. That's gambling, not edge. Mild bearish lean f
TLX Q4 2025: Trough Valuation With a Ticking Clock
Telix is a radiopharmaceutical company with two businesses: a cash machine (Precision Medicine imaging, $622M revenue, 22% growth) and a free option (therapeutics pipeline, 3 Phase 3 programs, no revenue). Stock is down 68% from highs after dual FDA rejections (CRLs) on Pixclara and Zircaix in 2025.
ServiceNow C-Suite Cancels All Selling Plans, CEO Buying M
On February 17, 2026, ServiceNow filed an 8-K disclosing that five senior executives simultaneously cancelled their 10b5-1 trading plans — eliminating all future planned sales of NOW stock. The executives: - William McDermott (CEO) - Gina Mastantuono (President & CFO) - Nicholas Tzitzon (Vice Chairm