Robots and Clouds: Two Titans Built to Last (Maybe)

Investors chasing long-term growth might as well play the lottery. But if you prefer odds slightly better than zero, consider Intuitive Surgical and Amazon. These aren’t mere companies. They’re ecosystems. Platforms. The kind of machines that hum louder as the world spins.

Intuitive Surgical reported numbers that made their accountants blush. Revenue surged 21%, landing at $2.44 billion. Earnings per share? Up 23%. Amazon’s quarter? A carnival of profit centers. $167.7 billion in sales. AWS, ads, and Prime all dancing in sync. Neither stock’s cheap. But when you own a money-printing press, entry price becomes a footnote. So it goes.

The Robot That Won’t Die

Intuitive Surgical’s da Vinci 5 is spreading like a virus. A good one. 395 systems placed last quarter. 180 of them the shiny new model. Procedures? Growing faster than teenagers. Management expects 15.5%-17% annual growth through 2025. Tariffs? They’re baked in. Gross margins? Still 66-67%. The machine eats its own costs. And then asks for seconds.

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This isn’t innovation. It’s evolution. Every new da Vinci unit fuels recurring revenue like a subscription plan from the future. Instruments. Accessories. The whole surgical suite. Rivals might as well throw darts at a moving target. So it goes.

Amazon’s Infinite Machine

Amazon’s business model spins like a carnival ride designed by a tax attorney. Sales climbed 13%. AWS? Up 17%. Ads? 19% growth. It’s a machine that oils itself, which is either genius or witchcraft. Capital spending? $31.4 billion last quarter. For data centers. For AI. For whatever comes next. The checkbook never closes. But then again, neither does the cash register.

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AWS remains the crown jewel. $30.9 billion in revenue. High margins. High drama. Amazon spends like a drunken sailor but earns like a monopolist. Advertising? A quiet engine purring in the background. All of it feeds the beast. All of it justifies the madness. So it goes.

These companies aren’t stocks. They’re heirlooms. Buy them if you like watching paint dry or grass grow. They’ll compound until the sun swallows the Earth. Sure, they’re pricey. But sometimes you pay more for a roof that doesn’t leak. Just don’t bet your pension on it. So it goes. 🍷

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2025-08-25 02:22