Texas Pacific Land Corporation (TPL): A Bull Case Theory
We came across a bullish thesis on Texas Pacific Land Corporation (NYSE:TPL) on Special Situation Investing’s Substack by Six Bravo.
Stock Analysis
Why Twilio (TWLO) Is Poised For More Upside And Investors Should Take Note
For a stock that has nearly doubled in six months, Twilio stock still has a lot of upside left.
XPeng (XPEV) Accelerates Growth with 6,000 New Hires
Xpeng Inc. (NYSE:XPEV), a Chinese EV maker with just over 13,000 employees, is about to hire 6,000 more in a bid to expand its EV operations across the globe.
Could Microchip Technology (MCHP) See a Short-Term Rally?
Microchip stock is trading at a key support level and has spent most of December testing it, without breaking it.
China And Musk Could Both Contribute To Tesla’s (TSLA) Commercial Deployment of Robotaxis
As the political temperature cools down in the aftermath of Donald Trump's victory, analysts are now starting to evaluate the possible implications.
Is There An End To MicroStrategy’s (MSTR) Bitcoin Madness?
MicroStrategy continues to grow its Bitcoin holdings. Just last week, the company purchased another 2,138 bitcoins, taking its total to an astonishing 446,400 coins.
Nvidia (NVDA) Is The Value Play, Not Broadcom (AVGO)
Broadcom’s one-month rally of over 40% has prompted investors to raise concerns over its valuation. By one metric, the company is valued even higher than Nvidia.
What Ibiden’s AI Struggles Reveal About Nvidia (NVDA) And Co’s Future
Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are asking it to increase its production and lay its future...
Hesai Group’s (HSAI) LiDAR Delivery Numbers Highlight China’s Autonomy Ambitions
Just one month ago, Hesai Group’s (NASDAQ:HSAI) stock was down 50% for the year. Surprisingly, it is poised to end the year up well over 50%.
Apple (AAPL) Must Rethink Software To Justify $4 Trillion Valuation
Apple Inc. has primarily been a hardware company over the years. From the Mac to the iPods to modern-day iPhones, its innovation is centered around hardware devices.
IonQ Inc.’s (IONQ) Edge Is Its Monetization Strategy
IonQ is one of those quantum computing stocks that have become a multi-bagger in a matter of weeks.
Chubb Limited (CB): A Bull Case Theory
We came across a bullish thesis on Chubb Limited (NYSE:CB) on Substack by BlackSwanInvestor. In this article, we will summarize the bulls’ thesis on CB.
Accenture plc (ACN): A Bull Case Theory
We came across a bullish thesis on Accenture plc (NYSE:ACN) on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on ACN.
Public Storage (PSA): A Bull Case Theory
We came across a bullish thesis on Public Storage (NYSE:PSA) on Monopolistic Investor’s Substack by Antoni Nabzdyk.
Extra Space Storage Inc. (EXR): A Bull Case Theory
We came across a bullish thesis on Extra Space Storage Inc. (NYSE:EXR) on Monopolistic Investor’s Substack by Antoni Nabzdyk.
Copart, Inc. (CPRT): A Bull Case Theory
We came across a bullish thesis on Copart, Inc. (NASDAQ:CPRT) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on CPRT. Copart, Inc.
McDonald’s Corporation (MCD): A Bull Case Theory
We came across a bullish thesis on McDonald’s Corporation (NYSE:MCD) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on MCD.
Brown & Brown, Inc. (BRO): A Bull Case Theory
We came across a bullish thesis on Brown & Brown, Inc. (NYSE:BRO) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on BRO.
Berkshire Hathaway Inc. (BRK-A): A Bull Case Theory
We came across a bullish thesis on Berkshire Hathaway Inc. (NYSE:BRK-A) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on BRK-A.
Meta Platforms, Inc. (META): A Bear Case Theory
We came across a bearish thesis on Meta Platforms, Inc. (NASDAQ:META) on Substack by Rene. In this article, we will summarize the bears’ thesis on META.
10 Best Leisure and Recreation Services Stocks to Buy Now
Leisure travel is booming and setting new records.
Arista Networks (ANET): Great Growth, Questionable Valuation
Arista Networks has rallied 95% this year on the back of AI success. The company has a solid profitability record and exciting growth prospects.
Super Micro Computer (SMCI), Back To Where It All Started
Super Micro Computer is currently trading just around the $32 mark. Its one-year returns stand at a paltry 10%, nothing to write home about.
ChatGPT Search’s Struggles Prove Alphabet’s (GOOG) Search Engine Superiority
OpenAI faced two outages in December, causing hours-long disruption to its Sora and ChatGPT platforms.
Carnival Corporation & plc (CCL): A Bull Case Theory
We came across a bullish thesis on Carnival Corporation & plc (NYSE:CCL) on Substack by Alpha Ark Team. In this article, we will summarize the bulls’ thesis on CCL.
Brookfield Infrastructure Partners L.P. (BIP): A Bear Case Theory
We came across a bearish thesis on Brookfield Infrastructure Partners L.P. (NYSE:BIP) on DF Research’s Substack by Keith Dalrymple.
Motorola Solutions, Inc. (MSI): A Bull Case Theory
We came across a bullish thesis on Motorola Solutions, Inc. (NYSE:MSI) on Twitter by RadnorCapital. In this article, we will summarize the bulls’ thesis on MSI.
BioAge Labs, Inc. (BIOA): A Bull Case Theory
We came across a bullish thesis on BioAge Labs, Inc. (NASDAQ:BIOA) on Value Investing Subreddit Page by value1024.
Progyny, Inc. (PGNY): A Bull Case Theory
We came across a bullish thesis on Progyny, Inc. (NASDAQ:PGNY) on Directionally Correct Research’s Substack by Will Powers.
Dutch Bros Inc. (BROS): A Bear Case Theory
We came across a bearish thesis on Dutch Bros Inc. (NYSE:BROS) on wallstreetbets Subreddit Page by Impressive_Safety_26.
Canadian Solar Inc. (CSIQ): A Bull Case Theory
We came across a bullish thesis on Canadian Solar Inc. (NASDAQ:CSIQ) on Substack by Koneko Research. In this article, we will summarize the bulls’ thesis on CSIQ.
Build-A-Bear Workshop, Inc. (BBW): A Bull Case Theory
We came across a bullish thesis on Build-A-Bear Workshop, Inc. (NYSE:BBW) on Substack by Eloy Fernández. In this article, we will summarize the bulls’ thesis on BBW.
Comfort Systems USA, Inc. (FIX): A Bull Case Theory
We came across a bullish thesis on Comfort Systems USA, Inc. (NYSE:FIX) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
YETI Holdings, Inc. (YETI): A Bull Case Theory
We came across a bullish thesis on YETI Holdings, Inc. (NYSE:YETI) on Substack by Rene. In this article, we will summarize the bulls’ thesis on YETI. YETI Holdings, Inc.
Samsara Inc. (IOT): A Bull Case Theory
We came across a bullish thesis on Samsara Inc. (NYSE:IOT) on Substack by Welfare Capital Research. In this article, we will summarize the bulls’ thesis on IOT.
Zoetis Inc. (ZTS): A Bull Case Theory
We came across a bullish thesis on Zoetis Inc. (NYSE:ZTS) on Substack by Best Anchor Stocks. In this article, we will summarize the bulls’ thesis on ZTS. Zoetis Inc.
Vermilion Energy Inc. (VET): A Bull Case Theory
We came across a bullish thesis on Vermilion Energy Inc. (NYSE:VET) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on VET.
HEICO Corporation (HEI): A Bull Case Theory
We came across a bullish thesis on HEICO Corporation (NYSE:HEI) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
ACM Research, Inc. (ACMR): A Bull Case Theory
We came across a bullish thesis on ACM Research, Inc. (NASDAQ:ACMR) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Adobe Inc. (ADBE): A Bull Case Theory
We came across a bullish thesis on Adobe Inc. (NASDAQ:ADBE) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on ADBE. Adobe Inc.
Daqo New Energy Corp. (DQ): A Bull Case Theory
We came across a bullish thesis on Daqo New Energy Corp. (NYSE:DQ) on Substack by Busy Investor Stock Reports. In this article, we will summarize the bulls’ thesis on DQ.
Nextracker Inc. (NXT): A Bull Case Theory
We came across a bullish thesis on Nextracker Inc. (NASDAQ:NXT) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Upwork Inc. (UPWK): A Bull Case Theory
We came across a bullish thesis on Upwork Inc. (NASDAQ:UPWK) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
The Marvell (MRVL) Pivot: Why Now Is the Time to Invest
Marvell Technology is being touted as the third largest AI chipmaker after Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO).
Three Ways Nvidia (NVDA) Benefits From The Quantum Computing Revolution
Quantum computing staged a comeback earlier this month when Google announced a new chip called ‘Willow’ on the 9th of December.
Patriot Missile Deal Boosts RTX (RTX), But Can It Keep Up With AI Evolution?
RTX Corporation has just won a $946.4 million contract from the US Army for the Patriot missile system hardware, software, and services.
Northrop Grumman’s (NOC) Stock Needs More Than Share Buybacks To Shine
Northrop Grumman announced a $3 billion share repurchase program just two weeks ago. Its stock price has been going down since then.
Polaris Inc. (PII): A Bull Case Theory
We came across a bullish thesis on Polaris Inc. (PII) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on PII. Polaris Inc.
Pediatrix Medical Group, Inc. (MD): A Bull Case Theory
We came across a bullish thesis on Pediatrix Medical Group, Inc. (MD) on Substack by Stock Analysis Compilation.
Ovintiv Inc. (OVV): A Bull Case Theory
We came across a bullish thesis on Ovintiv Inc. (OVV) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on OVV. Ovintiv Inc.
