ISRG

Thoughtful_Tortoise

Opened a small position in ISRG. Thoughts?

Stocks_N_Bondage

While I'm not committing to these yet, I'm thinking: - Calls on NFLX ISRG INTC GE AA HAL FCX - Puts on UAL PRGS

Beneficial-Sail-6139

ISRG shat the bed again

risktaker_better

No ISRG? 

Then_Supermarket_396

intuitive surgical ISRG

BeneficialQuality899

ISRG

frickin_darn

ISRG makes surgical robots. If I am correct, they do everything in the US from design to manufacturing. As a person that works with these regularly, and talks with others about surgical robots, ISRG is many years ahead of their competition, and continue to build on that. Does that translate to amazing stock growth, not sure. Hospitals don’t buy these that often. The good news is that surgical training includes robotics now for the most part, so expect it to be “the norm” for many things as old surgeons retire.

BeneficialQuality899

TSLA and ISRG are the best for robotics in my opinion

Retropixl

It’s always going to be an implosion. Here you go, 2008 was about as bad as it gets and we still came back from that. Stop fantasizing about the end of the world and make majority of your portfolio the S&P 500 and DCA. Then allocate 10% to some high quality individual names like ISRG BRKB and SPGI.

Full-Passage4412

me too, I made major purchase of shares and also sold most of it at 1050.... don't even get me started on ISRG at 420... oh well, there's always opportunities in the market

zordonbyrd

$SNPS or $CDNS - instrumental part of the semiconductor manufacturing process (they supply the design software). $ASML for being maybe the world's only true monopoly and essential for modern chip-making. $ISRG best-in-class surgical robots - going out on a limb, but my guess is that their tech will become more important for more industries over time. $AMZN - the Mag 7 that hasn't really appreciated much over the past several years. Should see margin expansion after the lengthy buildout of their logistics network, growing, high-margin ad business, dominant in cloud and don't count out Trainium and also don't count them out ever since they're so relentlessly focused on growth at almost any cost.

BeneficialQuality899

What about healthcare? I think ISRG will be a trillion dollar company

BeneficialQuality899

ISRG is the best stock for robotics in my opinion

Lazy-Departure-5291

I’m going ISRG and TER

Icy_Essay2641

I think Amazon will outperform next year. I also like intuitive surgical and master card (held both of these for a while). Valuation of ISRG and MA is a bit high at the moment but if any significant pull backs I’ll be adding.

OptionsHuduga

Sym, ISRG

Street-Reading7610

Thoughts on my Robotics stock picks? $TER $AVAV $RR $ISRG $TSLA $AMZN $SYM $PRCT $PATH $BGM

Icy_Essay2641

ISRG and GEV, these two have been very good to me. The P/E is sky high but I think both of these have a bright future and more room to run.

Huhuix

Yeah got GOOG, BRK and VTI as core holdings from a few years ago. Been doing well. But been adding a few financials, healthcare, and energy stalwarts in the Roth. BX, BLK, COR, MCK, V, JPM, ELV, ISRG, VDE

tired_ani

Feels like this is the time one and make a shopping list for when a correction happens, I am not finding it easy to spot any deals at the moment. Any ideas for what sectors to look at for core holding contenders at a decent valuation? I would definitely like to buy APH and ISRG if they were cheaper.

Icy_Essay2641

My ETF is my 2nd biggest loss (SCHG) 😂 my Google, ISRG and GEV are blowing the ETFs away, still way in the green.

wright_on_

can't wait for the TSLA bros to find out about ISRG

dvdmovie1

Have trimmed aggressive growth names in the last month or two and looked elsewhere entirely - RACE in the low 400's/upper 300's after cratering post-earnings recently, ISRG in the mid $400's, REGN in the mid $500's, etc.

wright_on_

$ISRG in chad mode

neurapathy

This.  Im in GOOG, partially for self driving, SYMB for warehouse automation, and ISRG for automation of surgery and medical procedures.

sexyshadyshadowbeard

My son is vegan and has expressed a similar concern. While I haven't researched deeply, here is a list I have compiled for him to vet: HASI, ISRG, NEE, CWEN, PMTW, CAVA, CAJPY. You aren't going to find any perfect company in which to invest, but if you can seek the least harm, these might fit your agenda.

Academic_Lock_1699

I got ISRG now

Tr33LM

MELI ISRG AXON RKLB All tech heavy, long term secular tailwinds, with more room to grow, and largely leaders in their sectors. If you like tech and what the future world looks like.. these seem like reasonably likely to compound significantly in the next 5-10 years

dvdmovie1

Personally, I bought a good deal in April and by October I'm already trimming that stuff and I've sold some very small positions lately that were intended to be built into larger ones but the stock just mooned. That money has been re-deployed in real asset names and some oversold/moderately out of favor names that I didn't think deserved to be. ISRG is an example, then it had great earnings not long after. So basically, trim AI/AI-related stuff moderately, keep the rest in most cases and then re-deploy elsewhere. All this isn't because I think there's an imminent bubble pop but I've had a great year and want to protect that some. People gave a lot back in 2022/early 2025. Yes, the markets bounced but how many people went to cash during either and didn't get back into the market? I have no idea when the next early 2025 will be, nor do I know if markets will bounce in the same manner they have in recent years after the next one. So for me it's never going to be "I'm going to cash" or just dump AI exposure entirely because one day I randomly decide the stocks are too high, it's mildly dialing down risk if I think that's prudent and occasionally changing the playbook (rather than being on the offensive and looking entirely for growth, play some defense and look at out of favor/oversold names.)

dvdmovie1

"Now I'm re-evaluating my strategy for deploying cash, and curious to hear what others in similar positions are planning to do." The only time where I go much to cash is when I remodel parts of my portfolio and even then that's only as long as it takes to plan out what the vision is going forward for that portion and build it. If the market is April and sentiment indicators look like they're about to go negative, that's when I buy more and some conservative exposure is flipped to more aggressive growth. At this point up substantially, a fair amount of what's done really well in April has been trimmed, but large long-term holdings with a good/great cost basis are kept (just less.) The money has been re-deployed in most cases into more boring or out of favor things, which have done pretty well so far (especially ISRG.)

dvdmovie1

"Are you adding to your AI plays, staying diversified, or just waiting for a pullback before doing anything?" There are names that I like long-term where I have a cost basis that's much lower. I have gradually trimmed some, might trim some more if they go materially higher but will get to a comfortable level where I'll keep the rest. There are some small/smaller positions that have ramped in recent months where I have sold because they've gone up considerably and I have no plans near these levels to add further. The money has been re-deployed to various real asset names, things that I thought were more out of favor than they should be (ISRG an example recently, which then had solid earnings shortly after) and other situations (HON, which I don't think will have GE-esque success after the upcoming spin-offs, but I do think that there's upside over the next year as the company breaks itself up.) I have materially less tech exposure than I did a couple years ago but still a good deal of "ai-adjacent" power/industrial names (which have continued to be a better place to be than a fair amount of tech.) In early 2024, I decided to focus more on "where the money is being spent" than "who is spending the money" and that's worked out. I've found some moderately good opportunities lately in what's not done as well this year/been out of favor. There's a lot that's popular that I'd add to/add back, but not unless it pulled back significantly. It's been a good year and 2022/early 2025 where people gave a lot of gains back weren't that long ago. I'm never going to be a person to go heavily/completely to cash, but there are times when I'll dial risk down, change the playbook with part of my portfolio, etc.

thebossnier

Intuitive Surgival (ISRG) and Booking Holdings (BKNG) have space to grove. Alphabet, Microsoft, Nvidia, Amazon and Apple will be fine.

riisenshadow92

NU, ISRG, both of these I actually heard about on motley fool, some of their tips are actually good Some others COST, RDDT, CEG, and BROS

dvdmovie1

I think situations are different and what % and how much, but I own things that have doubled or tripled since April and haven't sold half but definitely have trimmed some. Some positions that were small positions that I wasn't going to add further to were sold, some larger positions that I like long-term and have a low cost basis were trimmed somewhat but otherwise kept. Looked for things out of favor in recent weeks that I didn't think deserved to be out of favor to that degree and re-deployed into things like ISRG, which went on to have very good earnings. Wasn't finding new ideas in aggressive growth, so changed things up and screened for what was technically oversold or just outright hadn't done well this year. Yes, it's been a mostly great five+ years for growth but twice in the recent past (2022, 2025) people have given back considerable gains because they invested as if those periods couldn't happen. This sub was wildly bullish late last year, most of this sub acted like it was the apocalypse in April at the bottom and now we're getting close to going full circle back to bullish. I don't get the "I randomly wake up one morning and decide some name that is really good and I really like has gone up too much so I'll just dump it" but I do think that - especially in this market where anything hot goes so much further so much quicker than it used to as people pile in - that at some points it's prudent to trim some and at some points it's prudent to change the playbook a bit. "Don't be greedy" I think this is a different market than it used to be and I don't know if it's greedy as much as it is people get complacent when stuff goes up literally every single day. There is tremendous FOMO and I think there's a lot of people who are using the market to try to keep up with the cost of living and overextend on risk. You can have a market that goes up every day and people can still destroy their portfolio because they piled into an options bet that went wrong or full ported BYND. Someone mentioned something about PMI yesterday and searching on here it's apparently been a thing recently (someone full ported it on WSB: https://www.reddit.com/r/wallstreetbets/comments/1oezqi3/i_am_in_agony) It turned out to be a pump and dump. I looked up the HQ address (something that I often do with small/micro caps) and this is apparently a medical company that is in a HQ that looks like a repurposed public storage facility in the middle of nowhere and for some reason the core product of the business is a separate company? I have no idea about the company never heard of it before but at first glance it doesn't inspire confidence. I dunno, I think every situation is different but the idea of taking some off the table is not wrong. I do think a lot of people have piled into the markets in recent years and hopefully they can find help on here. Too many people looking at things like BYND or tiny companies nobody's ever heard of. I'm definitely not one to tell people to try to get rich *very slowly*, but there's starting to be examples again about how trying to get rich *very quickly* can wind up imploding your account even in a fantastic market.

Beneficial-Sail-6139

He also said don’t buy ISRG before they crushed earnings .. don’t listen to him

Weismom

We already have robot surgery… my open heart surgeon doesn’t even have to wash his hands before he sits at the console and grabs the joy stick for a bypass and there was a heart transplant last week in Nebraska using a robot and no sawing down the center of the chest. I’m kicking myself for doubting ISRG growth.

dvdmovie1

I've trimmed a fair amount of hot/popular names in recent weeks and found a decent amount of appealing options in the oversold/out of favor names (ISRG recently before great earnings a couple days ago.) A lot of the hot/popular stuff would have to have more/much more of a pullback before I'd buy.

magic-grits

Missed the boat. Been watching ISRG for 3 months trying to time the bottom and then it exploded under my nose. Smh. Rookie mistake. Its been undervalued and oversold for months now I shouldve bought when i had the chance

dvdmovie1

Trimmed into recent highs for some of this stuff. I've found more in the last couple of weeks in the oversold/out of favor pile (ISRG, which went on to have good earnings) than in the hottest growth stories. There's a fair amount that's at least mildly interesting in stuff that's out of favor. There's a lot of the hottest stuff that I'd be more interested in down another 20-30%. ASTS is down 25% lately and still up 229% YTD. Maybe it turns around and continues higher and that would be great for the remainder of my holdings (and I do like the long-term story of ASTS; in terms of drone theme names like RCAT I own a handful of foreign names like Droneshield) but imo at some point the risk/reward near-term for some of the hottest names becomes less appealing. There's been two times in the last 3 years (2022, early 2025) where people had significant gains in growth stocks only to give a lot of them back.

RayU_AZ

Take a look at these stocks, based on recent earning's reports this week. Some of the stocks reporting great earnings & revenue actually had price drop. ISRG, BSX, APH, RTX, COF, MMM, VRT & GE

Medical_Watch_6283

ISRG was just in the $429-$440 range a month ago. Just popped 18%. Still think it’s a buy?

tortoisepump

ISRG down 25% due to Optimus surgeon fears Actually nah lol

RayU_AZ

**I think 60-100 stocks is too many to mangage. especially around quarterly earnings reporting.** I have about 20 stocks holdings in a portfolio that always beats the returns of the S&P 500 index. Try to pick the best stocks in each sector to make your stocks more managable. When I find a new stock I like, then I liquidate the stock that hasn't been performaing the best in my holdings. I usually make my moves during quarterly earnings reporting. ISRG, BSX, APH, RTX, COF, MMM, VRT and GE had good earnings reports recently. I still manage to have a watchlist of 60 stocks, but I manage then in groups of similar sectors or categories for comparison, categories of Banks, IT Software, semi-conductors, utilities, Healthcare, retail, etc...Then I can easily separate the best of the sector.

wright_on_

$ISRG in chad mode

tired_ani

ISRG - the one that got away again, it’s such a nice story and I kept waiting for a lower price .

MitchCurry

ISRG back to a 5 bagger for me. 

BerryExpress

here i was fucking smug for playing ISRG when i should have been a dumb fucking ape and went with BYND like wtf

hftrobo9285

!banbet ISRG 565 2d

wright_on_

$ISRG was such an obvious play.... doctor octopus bots...

behindcl0seddrs

ISRG calls 📞

hftrobo9285

Bought ISRG at lunch around $463 let’s gooo

suizman

Probably my ISRG calls will cover the lost from NFLX calls. Sad life 🤌

oldmanballsacks81

Holy shit ISRG. waited for the fkin dip to 370s and it took off without me

oldmanballsacks81

Holy shit ISRG. I was waiting to buy the fkin dip mid 300s. Have to wait until next recession 🤷

RoyalFail6

Time to rotate from ISRG to RDDT, let’s keep up the momentum 😃

Dapper_Dune

ISRG was the biggest no brainer of my life. When I saw politicians from the healthcare committee buy I knew they knew. CRUSHED earnings.

Rosella2562

Congrats to everyone who bought $ISRG calls - Up more than +20% AH. Was thinking about it but didn’t, as usual 🙂

jeffrr

Picked up a singular ISRG 555c lotto 1 minute from closing. This Shit better hold.

breadlover96

ISRG gang rise up! Every hospital in the world will have a robot surgeon and ISRG will sell it to them. +18% AH lets see if it holds.

Nearby_Arachnid9683

ISRG 🍆🍆🍆

RoyalFail6

The one time I do shares and skip calls, the shit moves 20% - this stings, ISRG 😭

_hiddenscout

$ISRG Q3 EPS $2.40, consensus $1.99 Revenue $2.51B, consensus $2.41B. Raises FY25 procedure growth view to 17%-17.5% from 15.5%-17%. Raises FY25 gross profit margin view to 67%-67.5% of revenue from 66%-67% of revenue. Narrows FY25 operating expense growth view to 11%-13% from 10%-14%.

fung126

Cof is so weak compared to ISRG , for fuk sake

Full-Passage4412

ISRG!!!! bought a fuckton of shares at 430, love this company wish it broke 400 though before going back to 500...

geckill

I'm glad I was right about ISRG but damn I really wish I bought more calls

WendyDumpsterFire

Damn ISRG

OptionsHuduga

not ISRG - crushed it

aftherith

ISRG up on beat

Embarrassed-Falcon71

Anybody have ISRG?

WendyDumpsterFire

ISRG openAI collab

WendyDumpsterFire

ISRG earnings thinking of OpenAI collab for robots?

WendyDumpsterFire

OpenAI and ISRG collab?

WendyDumpsterFire

OpenAI and ISRG collab?

RoyalFail6

ISRG dip is a welcome one 😋

RoyalFail6

Ofc, right before I buy ISRG and RDDT calls, they pump 😒

studentloanhurts

ISRG to 600!

RoyalFail6

Calls on ISRG

hershculez

Five largest positions by weight are AMD (+106%), MSFT (+96%), PANW (+53%), JPM (+186%), and V (+103%). Stocks I somewhat recently initiated small positions in include BA, NKE, and ISRG. What I am interested to watch are how my shares Of DD and HON perform once both companies split out their subsidiaries into publicly traded companies.

Gydvinn

BSX, TSLA, TMO, ISRG... but they seem way overvalued for what they have at the moment other than tesla. Not sure if you are early. Like everything in the market, they also seem to be priced in for future success. Of course you should do your own dd, I am not recommending anything. But personally I won't touch them at these prices.

thart003ucr

Already scheduled at tip off: 2 racks on NBIS, 2 racks on APLD, 1.5 racks on GOOGL, 1.5 racks on ISRG (shout out to housetracker) https://preview.redd.it/q9j58jjfuquf1.jpeg?width=750&format=pjpg&auto=webp&s=330f2d047f29c30b555e9168410c5a29378ed9d9

tired_ani

Eyeing MELI under 1900 and ISRG under 400.

MitchCurry

Can only speak for myself, but if I buy a stock I think is going to be a market beater over the long-term and it begins beating the market, I do nothing because it's doing exactly what I wanted it to do. Sure, there are some stocks that in hindsight I should've sold when they reached 48% gain because I ended up with a losing position, but that would've also precluded me from having a 10+ baggers in Tesla and Shopify and 5+ baggers in Axon, Google, ISRG, etc. If you're really uncomfortable with profits, maybe sell your cost basis and let the rest ride but, in general, a buy and hold strategy is the best strategy.

BeneficialQuality899

ISRG for robotics

greenpride32

>The odds of buying a small cap company and being able to hold it til it's a large cap is very low. Only about 10% of smallcap companies eventually reach the large cap universe. Flawed way of thinking. I only mentioned megacaps because everyone knows them. I also have 10x+ on SHOP ISRG MELI AMT to name a few. None of these would qualify as megacaps. Go and lookup TYL and FIX. You don't need megacap status to be a successful investment. You need consistent revenue and profit growth over time.

GitDaHellOuttaDoge

ISRG - pure play robotics AI stock LLY - has best weight loss drug on the market

HourPackage

Morgan Stanley price target on ISRG moved to 650. Lots of room to run. Anyone else riding this?

Kachowxboxdad

He bought 50-100k of ISRG which is the bigger thing to note imo

wright_on_

I'm not catching a falling knife, I'm catching a falling Da Vinci surgical blade $ISRG

groceriesN1trip

Maybe watch LEN and BLDR because of these building tariffs or high vol plays with ISRG and SNPS

BeneficialQuality899

ISRG

Puzzleheaded-One-607

Hoping ISRG continues its fall below $400 per share. I’d love to own that company long term but it’s just always so expensivr

dirty_taco_

Check out ISRG, it’s a robotics play with solid fundamentals and revenue growth.

dirty_taco_

I’m considering opening a position in ISRG tomorrow. Rock solid business fundamentals and profitability with growing revenue, yet the stock has had a significant pull back from ATH

BeneficialQuality899

ISRG is another great company

BeneficialQuality899

ISRG

LimitMysterious3779

Mate. I bought 10k ISRG a month ago. :(

0K-go

ISRG cordially declining a bounce from this low.

SecretWillingness104

I allocate a small portion of my portfolio to cool companies. I held ISRG for a while, nothing exciting happened so I sold. My fun money is now in drones. This probably isn't the answer you're looking for as it's not reasoned from fundamentals, technicals, etc., but I imagine a lot of other people also took their fun money out of ISRG and put it into AI stocks, drones, small nuclear reactors, etc.

groceriesN1trip

A bunch of safe(ish) low priced, good value heath stocks ughed today. DHR ISRG MRK TMO. My assumption is they were shorted to pay for the TSLA short losses that forced the buys… just a guess

0K-go

ISRG - whyyyyyyyy??? 😩