ISRG - Recession Gem? Intuitive Surgical. Will it benefit from defensive sector rotation into healthcare in Q2 2025?

Intuitive Surgical (ISRG) has given investors a 100.3% return over 2 years, and as the most dominant global player in robotic-assisted surgery, seems like a logical beneficiary of a defensive rotation into healthcare stocks in Q2 2025. With a promising outlook, is ISRG still an opportunity for value investors heading into a U.S. recession, or is it overvalued? Introducing AI analyst Brian Maible, an abrasive alpha dog who *really* dislikes ISRG into Q2 2025, and Juana DeMaio, a calm and level analyst presenting the bullish opportunity ahead for the stock. Is ISRG "click clacking up the El Toro", or looking at more upside from the $480 - 610 range? Hear the long short of it for ISRG in the Hornet's Nest.