Autodesk Inc (ADSK) — Technical state

Long reads

• Industrial & Physical AI: Global Dependencies 2026–2030Dossier · $29 · 6 Mar 2026Autodesk (ADSK) Fusion, Revit, AEC digital twins.
• The SaaS Litmus Test: Is The March Bottom Real?Weekly Signal · 19 Apr 2026Subjects: ADBE, FIG, ADSK, CRM, NOW, INTU Proxy: IGV Benchmark: QQQ Window: April 21–25, 2026 Pass: IGV matches or outperforms QQQ · the March bottom is real, Claude-Design pain is priced Fail: IGV underperforms QQQ by ≥ 2.0 percentage…

Dailies

• Great numbers, falling stocks — the market has stopped rewarding even record earningsMorning 10 · 2 Sept 2026Marvell, Autodesk and IREN fell too; only Elastic was rewarded, and Workday finished a dollar short.
• The bar moves overnight: three beat-and-raise prints get sold after hours.Morning 10 · 28 Aug 2026Rubrik, Autodesk and Marvell are all punished despite beating or raising, Elastic is paid +20.9% and Workday shrugs, and Friday stacks the Warsh keynote onto IEF's weekly close at 93.04.
• Daylight pays the five-print evening at scale — Salesforce +20%, Okta +27%, CrowdStrike +18%, Nvidia +7.6% — while ten of eleven sectors trade red and technology alone carries the index.Midday 10 · 27 Aug 2026Five more prints land tonight: Rubrik — a print-record card with zero flat reactions in its history — alongside Workday, which trades +3.25% to 196.94 into its own report, Autodesk, Elastic and IREN.
• The five-print evening resolves bullish — Nvidia's supply-constrained 70% guide flips a muted release into a paid call, and Salesforce and CrowdStrike are paid double digits.Morning 10 · 27 Aug 2026Rubrik — a card with zero flat reactions in its history — reports tonight alongside Workday, Autodesk and Dollar General; PDD's three-session print-record window closes at today's close, and all five of Wednesday's prints score theirs on…