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R40 coverage for Block, Inc. (XYZ).
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Johnson & Johnson's P/E Went 31 to 11 to 23 Without the Market Changing Its Mind. We Published a Chart Doing the Same Thing.
One outsized quarter distorts a trailing P/E twice — once when it arrives, and again four quarters later when it leaves. The second one is invisible, and our own Palo Alto coverage reasoned from it.
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Block (XYZ): The AI-Efficiency Rebound Faces Its Next Test on August 5
Block has erased a 39% drawdown in five months on an AI-driven efficiency story — profit growing twice as fast as gross profit after Jack Dorsey's early-2026 layoffs. Q2 2026 earnings, expected around August 5, are the next checkpoint.
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