7/30/25 - $algn - Beat, but i'm only dip buyingAlign Technology, Inc.NASDAQ:ALGNVROCKSTAR7/30/25 :: VROCKSTAR :: ALGN Beat, but i'm only dip buying - 20x PE for growth, leadership position, 5% fwd fcf gen... great - consumer names on mgn doing just fine as we over spend from the mar/apl pullback - a higher cost discretionary purchase? hrm. tough to say. - i think result is +ve and stock is higher. it's health-care-adjacent and not an insurance company or pharma (cough NVO) at-risk industry - any decent result but smaller either "beat" or w/e on the mgn that sends this back toward $180... has me dip buying (though that's not my expectation, just my reaction function - and unless there's a real stink bomb inside the print) V