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Latest post15 Oct 2026


Marvell Technology, Inc.	[scuttleslops] MRVL, APP, AMZN, Chips	-	15 Oct 2026
Fair Isaac Corporation	some thoughts on FICO	-	12 Oct 2026
Meta Platforms, Inc.	[scuttleslops] META, MU, NVDA, LW, open web advertising	-	8 Oct 2026
Cloudflare, Inc.	[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer	-	2 Oct 2026
Rollins, Inc.	[ROL – Rollins] The exterminator’s dilemma	-	1 Oct 2026
Apple Inc.	[scuttleslops] AAPL, SHOP, Databricks, Lonza	-	24 Sept 2026
CoStar Group, Inc.	[CoStar] Homes are different	-	21 Sept 2026
Alphabet Inc.	[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH	-	17 Sept 2026
TransDigm Group Incorporated	TransDigm is still in it for the money	-	10 Sept 2026
Union Pacific Corporation	[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR	-	9 Sept 2026
Veeva Systems Inc.	[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA	-	3 Sept 2026
Waystar Holding Corp.	[WAY – Waystar] Healthcare is a very complicated invoice	-	31 Aug 2026
Adyen N.V.	[scuttleslops] Adyen, JHX, FICO, UPWK, AMD, AI buildout	-	21 Aug 2026
CCC Intelligent Solutions Holdings Inc.	CCC Is in the Middle of the Wreckage	-	20 Aug 2026
Zoetis Inc.	[scuttleslops] ZTS, APO, FISV, TTD, RELY	-	13 Aug 2026
Mastercard Incorporated	[V, MA] The more things change, the more they stay the same	-	10 Aug 2026
Visa Inc.	[V, MA] The more things change, the more they stay the same	-	10 Aug 2026
Booking Holdings Inc.	[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ	-	7 Aug 2026
Universal Music Group N.V.	[scuttleslops] UMG, SPOT, SAIA, XPO, ICE, CBOE	-	5 Aug 2026
Builders FirstSource, Inc.	[scuttleslops] BLDR, RYAN, APG, GFL, FND	-	3 Aug 2026