7/22/25 :: VROCKSTAR :: 
ISRG
Great co but stock px too rich
- high multiples forgivable given rare leadership role
- "robotics and AI in high value healthcare industry"
- the valuation and growth aren't necessarily "too" expensive like memes pltr, cvna, sym, joby, qubt, qbts, rgti etc. etc.
- with that being said, idk at what poing i'd dip buy this
- and HC sector has been at tough beta, so if it dipped, i'd probably need to cut it immediately
- so i'd guess result is +ve, stock goes green, but i'd also feel like i need to trim/ take profits and can't just easily hold it (again given above factors)
- i pass on a lot of things, the setup just doesn't work for me this EPS
V
ISRGGreat co but stock px too rich
- high multiples forgivable given rare leadership role
- "robotics and AI in high value healthcare industry"
- the valuation and growth aren't necessarily "too" expensive like memes pltr, cvna, sym, joby, qubt, qbts, rgti etc. etc.
- with that being said, idk at what poing i'd dip buy this
- and HC sector has been at tough beta, so if it dipped, i'd probably need to cut it immediately
- so i'd guess result is +ve, stock goes green, but i'd also feel like i need to trim/ take profits and can't just easily hold it (again given above factors)
- i pass on a lot of things, the setup just doesn't work for me this EPS
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.