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Insulet Earnings Call: Growth Intact Amid Type 2 Reset - The Globe and MailThe Globe and Mail · Fri, 07 Aug 2026 00:34:00 GMTAmid deleveraging pressures, the core investment thesis for hardware stocks remains intact, but the valuation criterion has shifted from 'price-increase elasticity' to 'order fulfillment.' - MoomooMoomoo · Mon, 03 Aug 2026 03:11:13 GMT