Steady Hands, Smarter Entry On A Medtech Beat

A clean beat, a higher guide, and a heart business that is actually sprinting.

Your move is to start small here, then only add if margins keep improving, pulse-field ablation keeps winning cases, and the pipeline hits its checkpoints.

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Meta Platforms | META

Price: $590.32

The judge tossed the big monopoly case, which removes a cloud that has followed Meta for years.

You still care more about the boring stuff that pays the bills, things like ad performance, Reels monetization, and whether AI tools help advertisers spend more with less friction.

Meta is spending a lot to keep feeds sticky and to push new AI assistants. That is fine as long as revenue keeps outrunning those bills.

Why it matters to you: With the court noise fading, watch three things on the next update: ads growth, operating margin, and buybacks.

If ads outgrow expenses and margins hold, dips are buys. If spend runs hot while growth cools, keep your position light and let them prove it.

Constellation Energy | CEG

Price: $357.48

A $1 billion DOE loan puts real momentum behind the restart of Three Mile Island Unit 1, now called Crane Clean Energy Center.

That means more clean, steady power feeding a grid that is hungry because data centers keep showing up like a never-ending buffet line. 

Constellation already runs the biggest nuclear fleet in the country, so it knows the drill. What can go sideways is approvals and timelines.

What can go right is long contracts at good prices.

Why it matters to you: If you like the AI buildout but do not want to live inside chip cycles, electrons are a nice toll road. Track milestones, costs, and realized pricing.

If those line up, cash flow visibility improves and so does the case for owning it through the cycle.

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Netflix | NFLX

Price: $110.00

Netflix is finally leaning into merch and live experiences, which is a fancy way of saying they want to sell you a plush Demogorgon and a themed milkshake while you wait for the next season. 

That lowers the “every quarter pressure” and keeps fans engaged between releases.

It will take time to see how profitable these side quests are, but every dollar that does not depend on net adds makes the whole model less twitchy.

Why it matters to you: Watch for new lines on revenue disclosure, event profitability, and ad-tier ARPU.

If those numbers climb while churn stays calm, buying dips gets easier. If the venues are cute but not cashy, keep the position core-sized and wait for proof.

Medtronic | MDT

Price: $100.34

This was a real “business is working” quarter. They beat on revenue and EPS, raised guidance, and highlighted a 71% surge in cardiac ablation.

Gross margin improved too, which is your key sanity check that growth is not coming at any cost.

The story for the next leg is simple. Keep cardiac hot, launch robotic surgery in the U.S. on time, and move the hypertension franchise along.

That mix shifts the company toward higher quality growth.

Why it matters to you: Start a position or add a first slice. Add more only if margins widen again next quarter, the ablation growth holds at a healthy clip, and the pipeline stays on schedule.

If margins back up or a key milestone slips, relax, sip your coffee, and wait for a cleaner setup.

Deckers Outdoor | DECK

Price: $83.01

This one got body-slammed after growth cooled. The good news for you is that the balance sheet is clean, profits are intact, and the multiple is no longer spicy. 

The job now is less sizzle, more blocking and tackling: protect pricing, keep inventories tidy, and get demand warming again in the right channels.

Think HOKA in run specialty and UGG in seasonal moments.

Why it matters to you: You can treat it like a show me story. Wait for at least one quarter with steady sell-through, sane promos, and any spark of reacceleration.

If those show up, you can leg in on red days. If demand softens more, your patience will earn you a better price.

Stat of the Day: 40 Years Old

The median first-time U.S. homebuyer is now 40, up from 31 a decade ago, and first-timer share just hit a record low.

Affordability is the worst on record, which delays household formation and tilts spending toward rent and services instead of down payments and furniture sprees. 

Final Take

Court wins take pressure off META. Policy tailwinds give CEG a clear lane. Netflix is learning to make money between seasons.

Medtronic earned the right for you to start a position, not to chase. Deckers needs to show traction before you size up.

Your playbook stays the same. Start small on the stories that just proved it, add only when margins and milestones confirm, and use the noisy days to improve your average cost.

Keep it simple, keep it patient, and let the numbers do the talking.