$ISRG following our Consumption Cliff theme. #ACA attrition is only a part of the issue, though.
View original →Healthcare Sector Head @Hedgeye
Cite asCryptoQuant has tracked the directional calls on ISRG by @HedgeyeHC on X since Jul 2013: not yet scored on ISRG (as of Nov 11, 2026).
7 ISRG calls on record, a thin history.
Relative view by default: fewer than 30 ISRG calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @HedgeyeHC to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$ISRG following our Consumption Cliff theme. #ACA attrition is only a part of the issue, though.
View original →The Call: I added $ISRG to Long Bench after 1Q25 earnings. Tariff impact coming into focus with a turn in 2026? It will take some work to get past falling estimate trends and low Quad Factor Score that hates high EV/Sales in Quad 4. https://t.co/ROuZECvnYa
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