INTUITIVE SURGICAL $ISRG Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.05B (Est. $2.91B) 🟢; +22% YoY 🔹 Adj. EPS: $3.00 (Est. $2.64) 🟢; +25% YoY 🔹 GAAP EPS: $1.49; -24% YoY 🔹 Adj. Gross Margin: 69.9% FY26 Guide: 🔹 da Vinci Procedure Growth: ~+14%-+15% 🔹 Adj. Gross Margin: 68.7%-69.3% 🔹 Adj. Opex Growth: +11%-+13% Revenue Breakdown: 🔹 Instruments & Accessories: $1.80B; +18% YoY 🔹 Systems: $769M; +30% YoY 🔹 Services: $482.2M Procedures: 🔹 Worldwide: ~+15% YoY 🔹 da Vinci: ~+14% YoY 🔹 Ion: ~+31% YoY System Placements: 🔹 da Vinci: 546; +28% YoY 🔹 da Vinci 5: 315; +31% YoY 🔹 Ion: 56; +12% YoY Other Q3 Metrics: 🔹 da Vinci Installed Base: 12,094; +12% YoY 🔹 Ion Installed Base: 1,152; +21% YoY 🔹 Adj. Oper Income: $1.27B (Est. $1.13B) 🟢 Key Updates: 🔹 Antitrust settlement charge: $450M; $347M net of tax, $0.99/share 🔹 IEEPA tariff refund benefit: $22M net of tax, $0.06/share; in GAAP and non-GAAP 🔹 Expects da Vinci procedure growth closer to the midpoint of the range 🔹 Share Repurchases: $2.94B; 7.8M shares 🔹 Cash, cash equivalents, and investments: $6.80B Comments: 🔸 “Our strong performance this quarter was marked by broad-based adoption across our multi-port, single-port, and Ion platforms, with customers using our systems to perform, on average, over 10,000 procedures per day throughout the period.”

INTUIT SEES FY2027 REVENUE OF $23.28 BLN-$23.51 BLN VERSUS A $23.72 BLN ESTIMATE AND FY2027 ADJUSTED EPS OF $22.88-$23.12, WITH Q1 REVENUE OF $4.29 BLN-$4.31 BLN VERSUS $4.36 BLN EXPECTED AND Q1 ADJUSTED EPS OF $2.44-$2.48, ADDING THAT MAILCHIMP WILL BE A SEPARATE REPORTABLE SEGMENT BEGINNING IN FISCAL 2027.

INTUIT $INTU JUST REPORTED Q4 EARNINGS - Revenue: $4.35B, beating expectations of $4.27B 🟢 - Adjusted EPS: $4.03, beating expectations of $3.58 🟢 - GAAP EPS: $1.34 - Net income: $363M - Operating income: $475M, missing expectations of $1.30B 🔴 - Pretax profit: $540M, missing expectations of $1.30B 🔴 - Quarterly dividend: $1.38 per share Q1 guidance: - Revenue: $4.29B-$4.31B, below expectations of $4.36B 🔴 - Adjusted EPS: $2.44-$2.48 FY2027 guidance: - Revenue: $23.28B-$23.51B, below expectations of $23.72B 🔴 - Adjusted EPS: $22.88-$23.12 Mailchimp becomes a separate reportable segment beginning in fiscal 2027.

INTUITIVE MACHINES $LUNR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $206M (Est. $216M) 🔴 🔹 EPS: -$0.29 (Est. -$0.10) 🔴 🔹 Backlog: $1.8B FY Guide: 🔹 Revenue: $900M-$1B (Est. $933M) 🟡 🔹 Adjusted EBITDA: Positive Other Q2 Metrics: 🔹 Cash & Cash Equivalents: $367M 🔹 Net Loss: -$62.8M 🔹 Backlog: $1.8B Comments: 🔸 “highlighted by revenue over four times Q2 2025 as we executed across our programs, recorded unprecedented bookings and backlog, and positioned the Company for the next phase of growth.” 🔸 “every strategic decision we have made has been focused on building that next-generation space prime.”

Wow. Intuit, $INTU, is down more than 58% this year. It's the worst-performing stock in the S&P 500. The maker of TurboTax and QuickBooks has lost more than half its value in 9 months.

My intuition is if you want an easy Q4 barbell trade which is essentially composed of: 1) a low risk high reward trade; and 2) a higher risk higher reward trade You are best sizing into solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv & $WALLET and having a very relaxed Q4. Let's say you do this 80:20 even if the more asymmetrical $WALLET trade doesn't come off your lower risk solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv gains (estimated x5+) comfortably cover you and allow you to walk away happy. Invalidation: #Bitcoin# closing below the Weekly MA50.