Episode Details

SpaceX’s trillion-dollar valuation dazzles, but its $8 billion revenue and lack of profitability make it a high-risk bet—any stumble could crash its stock. Meanwhile, Intuitive Surgical, despite a shaky year and pressure from its new da Vinci 5 system, remains the undisputed leader in robotic surgery with a massive installed base and future-proof force feedback tech. Veeva Systems, once feared to be AI’s next victim, is rebounding with 16% revenue and 14% EPS growth, rolling out its own AI tools while dominating the life sciences cloud market—with a $20 billion opportunity growing. While SpaceX grabs headlines, these two companies offer steadier, smarter growth for long-term investors.

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