Why Execution Matters For Nvidia’s (NVDA) Blackwell GPUs To Dominate
Nvidia’s Blackwell GPUs are all the hype currently.
Stock Analysis
Why Tesla (TSLA) May Need To Stop Selling Cars To Hit $10k Per Share
Wild price targets on Tesla stock aren’t uncommon. But no matter how ridiculous a price target some analysts set, the stock races up to reach it.
Universal Corp. (NYSE:UVV): Challenging Times Ahead
We came across a bearish thesis on Universal Corp. (NYSE:UVV) on ValueInvestorsClub by Deliberate Practice. In this article, we will summarize the bears’ thesis on UVV.
Nextracker Inc. (NASDAQ:NXT): Making Hay While the Sun Shines
A report by SwissBear on ValueInvestorsClub provides an investment thesis for Nextracker Inc.
United Airlines Holdings Inc. (NASDAQ:UAL): From Sore to Soar
We came across a bullish thesis on United Airlines Holdings Inc. (NASDAQ:UAL) on ValueInvestorsClub by sondasy. In this article, we will summarize the bulls’ thesis on UAL.
Citigroup Inc (NYSE:C): A Bullish Investment Perspective
We came across a long thesis on Citigroup Inc (NYSE:C) on ValueInvestorsClub by MarAzul. In this article we will summarize the bulls’ thesis on C.
Sealed Air Corp (NYSE:SEE): A Bullish Investment Perspective
We came across a long thesis on Sealed Air Corp (NYSE:SEE) on ValueInvestorsClub by Fuego.Suave. In this article we will summarize the bulls’ thesis on SEE.
Alphabet Inc (NASDAQ:GOOGL): A Bullish Investment Perspective
We came across a long thesis on Alphabet Inc (NASDAQ:GOOGL) on ValueInvestorsClub by natey1015. In this article we will summarize the bulls’ thesis on GOOGL.
Nvidia (NVDA) To Power Cerence’s (CRNC) Transition To Agentic AI Solutions
Cerence Inc., an AI voice technology company that serves the automotive sector, just announced a partnership with Nvidia.
H&R Block Inc. (NYSE:HRB): Taxed by Pricing Competition
We came across a bearish thesis on H&R Block Inc. (NYSE:HRB) on ValueInvestorsClub by JackBlack. In this article, we will summarize the bears’ thesis on HRB.
Granite Construction Inc. (NYSE:GVA): Paving the Way for a Better Future
We came across a bullish thesis on Granite Construction Inc. (NYSE:GVA) on ValueInvestorsClub by Fuego.Suave. In this article, we will summarize the bulls’ thesis on GVA.
Sphere Entertainment Co. (NYSE:SPHR): Edging Towards a Bearish Zone
An analysis by MarketEuphoria on ValueInvestorsClub offers a bearish perspective for Sphere Entertainment Co. (NYSE:SPHR).
Why Alphabet (GOOG) Is Unfazed By Meta’s (META) Llama 3.3 Launch
META released its latest model of Llama Large Language Model (LLM) and it has forced both Google and Amazon to rethink their LLM strategy.
How Baidu (BIDU) Plans to Turn AI into Revenue Streams
Wall Street has been quite critical of US tech companies spending spree on AI infrastructure.
Endava plc (NYSE:DAVA): A Bullish Investment Perspective
We came across a long thesis on Endava plc (NYSE:DAVA) on ValueInvestorsClub by BlueFIN24. In this article we will summarize the bulls’ thesis on DAVA.
Berkshire Hathaway Inc (NYSE:BRK-B): A Bearish Investment Perspective
We came across a short thesis on Berkshire Hathaway Inc (NYSE:BRK-B) on ValueInvestorsClub by amr504. In this article we will summarize the bears’ thesis on BRK-B.
Integral Ad Science Holding Corp (NASDAQ:IAS): A Bullish Investment Perspective
We came across a long thesis on Integral Ad Science Holding Corp (NASDAQ:IAS) on ValueInvestorsClub by moonstream.
Kura Sushi USA, Inc. (KRUS): A Bull Case Theory
We came across a bullish thesis on Kura Sushi USA, Inc. (NASDAQ:KRUS) on Investment Talk’s Substack by Conor Mac.
Innoviz Technologies Ltd. (INVZ): A Bull Case Theory
We came across a bullish thesis on Innoviz Technologies Ltd. (NASDAQ:INVZ) on The Net Worth Club’s Substack by Danny Brody.
Grab Holdings Limited (GRAB): A Bull Case Theory
We came across a bullish thesis on Grab Holdings Limited (NASDAQ:GRAB) on Twitter by amitisinvesting. In this article, we will summarize the bulls’ thesis on GRAB.
Zeta Global Holdings Corp. (ZETA): A Bull Case Theory
We came across a bullish thesis on Zeta Global Holdings Corp. (NYSE:ZETA) on wallstreetbets Subreddit Page by jasmichelle7.
Take-Two Interactive Software, Inc. (TTWO): A Bull Case Theory
We came across a bullish thesis on Take-Two Interactive Software, Inc. (NASDAQ:TTWO) on The Net Worth Club’s Substack by Danny Brody.
SAP SE (SAP): A Bull Case Theory
We came across a bullish thesis on SAP SE (NYSE:SAP) on Substack by Northwest Frontier Capital. In this article, we will summarize the bulls’ thesis on SAP.
Lockheed Martin Corporation (LMT): A Bear Case Theory
We came across a bearish thesis on Lockheed Martin Corporation (NYSE:LMT) on Substack by Northwest Frontier Capital.
Teladoc Health, Inc. (TDOC): A Bull Case Theory
We came across a bullish thesis on Teladoc Health, Inc. (NYSE:TDOC) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on TDOC.
IREN Limited (IREN): A Bull Case Theory
We came across a bullish thesis on IREN Limited (NASDAQ:IREN) on Twitter by FransBakker9812. In this article, we will summarize the bulls’ thesis on IREN.
SentinelOne, Inc. (S): A Bull Case Theory
We came across a bullish thesis on SentinelOne, Inc. (NYSE:S) on Substack by Deep Value Returns. In this article, we will summarize the bulls’ thesis on S.
Why Nvidia (NVDA) Stock Is Rising Today
Nvidia stock was up over 3% by noon today to kick off the first trading day of 2025.
Why Investors May Stop Caring About Tesla’s (TSLA) Delivery Numbers
Tesla stock took a hit today after the company announced lower-than-expected delivery numbers. The EV maker reported 495,570 deliveries against expectations of 506,673.
Pilgrim’s Pride Corp (NASDAQ:PPC): A Bearish Investment Perspective
We came across a short thesis on Pilgrim's Pride Corp (NASDAQ:PPC) on ValueInvestorsClub by GLSV. In this article we will summarize the bears’ thesis on PPC.
Sonos Inc (NASDAQ:SONO): A Bullish Investment Perspective
We came across a long thesis on Sonos Inc (NASDAQ:SONO) on ValueInvestorsClub by starfox02. In this article we will summarize the bulls’ thesis on SONO.
Celestica Inc. (NYSE:CLS): Riding the AI Wave
A report by RaisingCapital on ValueInvestorsClub provides an investment thesis for Celestica Inc. (NYSE:CLS).
Paysafe Limited (NYSE:PSFE): A Bullish Investment Perspective
We came across a long thesis on Paysafe Limited (NYSE:PSFE) on ValueInvestorsClub by kismet. In this article we will summarize the bulls’ thesis on PSFE.
Chemours Company (NYSE:CC): A Bullish Investment Perspective
We came across a long thesis on Chemours Company (NYSE:CC) on ValueInvestorsClub by Glory_Warriors. In this article we will summarize the bulls’ thesis on CC.
Blackwell and Robotics Could Continue Driving Nvidia’s (NVDA) Retail Investor Sentiments
Nvidia was the most preferred stock for retail investors in the last year.
Apple Inc.’s (AAPL) Discounts Signal AI Challenges In China
Consumers in China will be able to enjoy as much as $68 off on the latest iPhone models in the country between the 4th and 7th of January, 2025.
UFP Technologies Inc. (NASDAQ:UFPT): Revenue Decline Threat Looms Amidst Peaking Concentration Risk
We came across a bearish thesis on UFP Technologies Inc. (NASDAQ:UFPT) on ValueInvestorsClub by Pop4Pres. In this article, we will summarize the bears’ thesis on UFPT.
Waystar Holding Corp. (NASDAQ:WAY): Fundamentals vs Valuation
We came across a bullish thesis on Waystar Holding Corp. (NASDAQ:WAY) on ValueInvestorsClub by raffles378. In this article, we will summarize the bulls’ thesis on WAY.
CVS Health Corp. (NYSE:CVS): Is there more Downside to the Stock?
An analysis by natey1015 on ValueInvestorsClub offers a bearish perspective for CVS Health, a stock that has fallen by almost 60% in the last three years.
SoFi Technologies, Inc. (SOFI): A Bull Case Theory
We came across a bullish thesis on SoFi Technologies, Inc. (NASDAQ:SOFI) on Substack by Data Driven Investing.
Eastman Kodak Company (KODK): A Bull Case Theory
We came across a bullish thesis on Eastman Kodak Company (NYSE:KODK) on Substack by A Capital Research. In this article, we will summarize the bulls’ thesis on KODK.
Quantum-Si incorporated (QSI): A Bull Case Theory
We came across a bullish thesis on Quantum-Si incorporated (NASDAQ:QSI) on Substack by Mark Perkins. In this article, we will summarize the bulls’ thesis on QSI.
PayPal Holdings, Inc. (PYPL): A Bull Case Theory
We came across a bullish thesis on PayPal Holdings, Inc. (NASDAQ:PYPL) on Twitter by Dimitry Nakhla. In this article, we will summarize the bulls’ thesis on PYPL.
Sable Offshore Corp. (SOC): A Bull Case Theory
We came across a bullish thesis on Sable Offshore Corp. (NYSE:SOC) on wallstreetbets Subreddit Page by Kooky_Lime1793.
Globalstar, Inc. (GSAT): A Bull Case Theory
We came across a bullish thesis on Globalstar, Inc. (NYSE:GSAT) on wallstreetbets Subreddit Page by 2ndSifter.
QuantumScape Corporation (QS): A Bull Case Theory
We came across a bullish thesis on QuantumScape Corporation (NYSE:QS) on wallstreetbets Subreddit Page by MassaOogway69420.
Realty Income Corporation (O): A Bull Case Theory
We came across a bullish thesis on Realty Income Corporation (NYSE:O) on Substack by Kroker Equity Research. In this article, we will summarize the bulls’ thesis on O.
Materialise NV (MTLS): A Bull Case Theory
We came across a bullish thesis on Materialise NV (NASDAQ:MTLS) on Value Investing Subreddit Page by DoU92. In this article, we will summarize the bulls’ thesis on MTLS.
AST SpaceMobile Inc (NASDAQ:ASTS): A Bearish Investment Perspective
We came across a short thesis on AST SpaceMobile Inc (NASDAQ:ASTS) on ValueInvestorsClub by Flaum. In this article we will summarize the bears’ thesis on ASTS.
IAC Inc (NASDAQ:IAC): A Case of Unlocked Book Value
A report by Norris on ValueInvestorsClub provides an investment thesis for IAC Inc, a stock that is undervalued by almost 50%.
