Texas Instruments Incorporated (TXN): A Bull Case Theory
We came across a bullish thesis on Texas Instruments Incorporated on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on TXN.
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
Hedge Funds
News & Analysis
Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
Watson bought 5,000 Vaxart Inc. shares at $0.41
Watson bought 15,000 Vaxart Inc. shares at $0.41
Rich bought 2,500 Tenax Therapeutics Inc. shares at $9.20
Rich bought 1,500 Tenax Therapeutics Inc. shares at $9.08
Rich bought 1,000 Tenax Therapeutics Inc. shares at $9.01
Latest Insider Sales
Neal sold 2,921 Sprouts Farmers Market Inc. shares at $85.25
Neal sold 14,550 Sprouts Farmers Market Inc. shares at $85.19
Franklin sold 1,755,926 Clarion Partners Real Estate Income Fund Inc. shares at $11.39
Goei sold 109,505 Optimum Communications Inc. shares at $1.91
Goei sold 114,410 Optimum Communications Inc. shares at $1.90
Featured Content
Do not Miss
Marvell Technology, Inc. (MRVL): A Bull Case Theory
We came across a bullish thesis on Marvell Technology, Inc. on CopyCat Invest’s Substack. In this article, we will summarize the bulls’ thesis on MRVL.
Hewlett Packard Enterprise Company (HPE): A Bull Case Theory
We came across a bullish thesis on Hewlett Packard Enterprise Company on CopyCat Invest’s Substack. In this article, we will summarize the bulls’ thesis on HPE.
Northrop Grumman Corporation (NOC): A Bull Case Theory
We came across a bullish thesis on Northrop Grumman Corporation on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on NOC.
Snowflake Inc. (SNOW): A Bull Case Theory
We came across a bullish thesis on Snowflake Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on SNOW.
Boston Scientific Corporation (BSX): A Bull Case Theory
We came across a bullish thesis on Boston Scientific Corporation on Value investing subreddit by Infinite_Spinach8839. In this article, we will summarize the bulls’ thesis on BSX.
USA Rare Earth, Inc. (USAR): A Bull Case Theory
We came across a bullish thesis on USA Rare Earth, Inc. on The Analyst's Journal’s Substack by A_Capital. In this article, we will summarize the bulls’ thesis on USAR.
PayPal Holdings, Inc. (PYPL): A Bull Case Theory
We came across a bullish thesis on PayPal Holdings, Inc. on Global Equity Briefing’s Substack by Ray Myers. In this article, we will summarize the bulls’ thesis on PYPL.
Dow Inc. (DOW): A Bull Case Theory
We came across a bullish thesis on Dow Inc. on Quipus Capital’s Substack. In this article, we will summarize the bulls’ thesis on DOW.
Eaton Corporation plc (ETN): A Bull Case Theory
We came across a bullish thesis on Eaton Corporation plc on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ETN.
Okta, Inc. (OKTA): A Bear Case Theory
We came across a bearish thesis on Okta, Inc. on Monopolistic Investor’s Substack by Antoni Nabzdyk. In this article, we will summarize the bulls’ thesis on OKTA.
eBay Inc. (EBAY): A Bull Case Theory
We came across a bullish thesis on eBay Inc. on Value investing subreddit by Ok_Spirit5374. In this article, we will summarize the bulls’ thesis on EBAY.
The Progressive Corporation (PGR): A Bull Case Theory
We came across a bullish thesis on The Progressive Corporation on Value investing subreddit by OnTheStreetwithLou. In this article, we will summarize the bulls’ thesis on PGR.
Meta Platforms, Inc. (META): A Bull Case Theory
We came across a bullish thesis on Meta Platforms, Inc. on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on META.
Rocket Companies, Inc. (RKT): A Bull Case Theory
We came across a bullish thesis on Rocket Companies, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on RKT.
Twilio Inc. (TWLO): A Bull Case Theory
We came across a bullish thesis on Twilio Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on TWLO.
Riot Platforms, Inc. (RIOT): A Bull Case Theory
We came across a bullish thesis on Riot Platforms, Inc. on Valueinvestorsclub.com by jolishwish617. In this article, we will summarize the bulls’ thesis on RIOT.
Cisco Systems, Inc. (CSCO): A Bull Case Theory
We came across a bullish thesis on Cisco Systems, Inc. on Value investing subreddit by MarketFlux. In this article, we will summarize the bulls’ thesis on CSCO.
NIKE, Inc. (NKE): A Bear Case Theory
We came across a bearish thesis on NIKE, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on NKE.
Ondas Holdings Inc. (ONDS): A Bull Case Theory
We came across a bullish thesis on Ondas Holdings Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ONDS.
AeroVironment, Inc. (AVAV): A Bull Case Theory
We came across a bullish thesis on AeroVironment, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on AVAV.
Novavax, Inc. (NVAX): A Bull Case Theory
We came across a bullish thesis on Novavax, Inc. on Ridire Research’s Substack. In this article, we will summarize the bulls’ thesis on NVAX.
Micron Technology, Inc. (MU): A Bull Case Theory
We came across a bullish thesis on Micron Technology, Inc. on Techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on MU.
Apple Inc. (AAPL): A Bull Case Theory
We came across a bullish thesis on Apple Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on AAPL.
Sea Limited (SE): A Bull Case Theory
We came across a bullish thesis on Sea Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on SE. Sea Limited's share was trading at $135.28 as of December 1st.
Visa Inc. (V): A Bull Case Theory
We came across a bullish thesis on Visa Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on V.
Taiwan Semiconductor Manufacturing (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on TSM.
Ambarella, Inc. (AMBA): A Bull Case Theory
We came across a bullish thesis on Ambarella, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on AMBA.
Yelp Inc. (YELP): A Bull Case Theory
We came across a bullish thesis on Yelp Inc. on Valueinvestorsclub.com by surf1680. In this article, we will summarize the bulls’ thesis on YELP.
Bitfarms Ltd. (BITF): A Bull Case Theory
We came across a bullish thesis on Bitfarms Ltd. on wallstreetbets subreddit by hornysniperzebra. In this article, we will summarize the bulls’ thesis on BITF.
Clearwater Analytics Holdings, Inc. (CWAN): A Bull Case Theory
We came across a bullish thesis on Clearwater Analytics Holdings, Inc. on Valueinvestorsclub.com by xxxOTK87. In this article, we will summarize the bulls’ thesis on CWAN.
Crane Company (CR): A Bull Case Theory
We came across a bullish thesis on Crane Company on Valueinvestorsclub.com by gb48. In this article, we will summarize the bulls’ thesis on CR.
Corpay, Inc. (CPAY): A Bull Case Theory
We came across a bullish thesis on Corpay, Inc. on Valueinvestorsclub.com by JohnnyFinance. In this article, we will summarize the bulls’ thesis on CPAY.
Aon plc (AON): A Bull Case Theory
We came across a bullish thesis on Aon plc on Valueinvestorsclub.com by timecapsule. In this article, we will summarize the bulls’ thesis on AON.
Akamai Technologies, Inc. (AKAM): A Bull Case Theory
We came across a bullish thesis on Akamai Technologies, Inc. on Valueinvestorsclub.com by Beantown Stonks. In this article, we will summarize the bulls’ thesis on AKAM.
Hedge Fund Resource Center Lists
11 Best Cancer Stocks to Buy Right Now
40 Most Unfriendly Countries in the World
30 Unhappiest Countries in the World in 2025
Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
5 Countries with the Most Beautiful Women in the World
20 Countries with the Most Beautiful Women in the World
20 US Cities with the Highest Homeless Population Per Capita
20 Countries with the Highest Homeless Population
12 Countries with the Highest Bond Yields in the World
20 Countries with the Most Battle Tanks in the World
12 Best Nasdaq Stocks Under $20 to Buy Now
10 Best Low Beta Tech Stocks to Buy According to Analysts
10 Worst Performing Currencies of 2024
15 States with the Best Weed in America
16 Countries with the Largest Proven Oil Reserves in the World
16 Highest Quality Chocolate Brands in the US
20 Countries with the Strongest Armies in the World
Top 13 English Speaking Countries in Asia
20 States with Highest Female to Male Ratio in the US
40 Best Places to Visit in Europe Before You Die
20 States with the Lowest Life Expectancy in the US
25 Cities with the Highest Homeless Population in the World
20 Countries With The Best English Accent in The World
30 Cities with the Highest Weed Consumption in the US
25 Countries with the Highest Alcohol Consumption per Capita
10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
20 Countries with the Best Economy in the World in 2024
30 Cheapest Countries in the World in 2024
15 Healthiest Countries in Europe
15 Healthiest Countries In Africa
25 Most Tropical Cities in the US
15 Most Underrated States in the US
13 Best Cheap Perfumes for Women That Smell Amazing
Best Cheap Perfume for Women That Smells Amazing
20 Most Industrialized Countries in Asia
The Most Successful Celebrity Beauty Company in the World
15 Most Successful Celebrity Beauty Companies in the World
20 Best Places For Sex Tourism in the World
Top 20 U.S. Cities with the Highest Murders in 2024
26 Most Dangerous Prisons In The World
30 Cities with The Highest Murders Per Capita in 2024 in the World
Top 10 Affordable Cities to Live in the US in 2024
20 Budget-Friendly Corporate Gifts for Employees
30 US Cities With Highest Homicide Rates In 2024
20 Countries With Darkest Skin Color in the World
25 Easiest Countries to Get Laid in 2024
25 European Cities with Most Single Women
15 Dangerous Jobs That Pay $75,000 or More
20 Gayest Cities in Europe
