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Autodesk has a $7.2 billion recurring software base, 97% recurring revenue, and a larger direct channel, but the next leg depends on whether AI, cloud platforms, and the transaction model expand the toll road without cracking margins or partner trust.
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Aurora is trying to leave the worst cannabis-stock habits behind: Q3 FY2026 medical cannabis revenue set a record, management is exiting weaker Canadian consumer lanes, and the balance sheet has cash. The catch is that IFRS losses, Bevo restructuring, internal
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