2 ideas from this batch

Surgical-robot growth slows to 4-year low as weight-loss drugs cut demand — short Intuitive Surgical

The bull case for Intuitive Surgical has always been that procedure volumes would keep compounding at a rapid clip. That narrative just broke. With weight-loss drugs like Ozempic and Wegovy reducing the need for certain surgeries, and chang

Mortgage rates hit 2026 highs and consumer stocks are cracking — short housing-adjacent names

Mortgage rates at 2026 highs are a direct headwind to any company that depends on home sales or consumer borrowing. Pentair already slashed guidance and lost its CFO on weak demand, United Airlines' outlook disappointed even after beating e