17 July 2026 Screener
No new actionable ideas (7/10+ bar not cleared).
Top scores: ABT and ISRG at 6/10, NFLX revised down to 5/10.
Highlights:
NFLX (4th appearance) missed on Q3 guidance, dropped ~9-10% — first genuinely negative catalyst in its run history. High-conviction-on-repetition but still not actionable.
ISRG (2nd appearance, 6/10) beat Q2 EPS but fell ~11-12% on FY26 procedure-growth guidance tied to ACA/insurance concerns — real demand risk, value-trap question open pending full diligence next run.
PYPL — board reportedly calling the Stripe/Advent $60.50 bid “inadequate” (Burry pegs fair value $110-115); still a merger-arb situation, out of framework scope.
ABT (3rd appearance, 6/10) got its first full diligence — thesis holds qualitatively but the price discount that triggered the screen has shrunk from 26% to ~14%.
Mandatory 5-year valuation check on MU, AVGO, CAT, NOC, MRNA: 0/5 cleared — today’s AI-selloff dip reads as retracement from recent run-ups, not a genuine dislocation.
5 new tickers entered the trough band (SNDK, MRVL, NBIS, WDC, HII) — queued for full diligence next run rather than rushed today.
Political/policy overlay ran on all 4 touched tickers (ABT, NFLX, ISRG, PYPL) — nothing material found.
Not financial advice — this is a screening exercise, not a buy/sell recommendation.