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.
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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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.
AAR Corp. (AIR): A Bull Case Theory
We came across a bullish thesis on AAR Corp. on Valueinvestorsclub.com by roojoo. In this article, we will summarize the bulls’ thesis on AIR.
ACV Auctions Inc. (ACVA): A Bull Case Theory
We came across a bullish thesis on ACV Auctions Inc. on Valueinvestorsclub.com by htm815. In this article, we will summarize the bulls’ thesis on ACVA.
Bloom Energy Corporation (BE): A Bull Case Theory
We came across a bullish thesis on Bloom Energy Corporation on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on BE.
GLOBALFOUNDRIES Inc. (GFS): A Bull Case Theory
We came across a bullish thesis on GLOBALFOUNDRIES Inc. on Ridire Research’s Substack. In this article, we will summarize the bulls’ thesis on GFS.
Tetra Tech, Inc. (TTEK): A Bull Case Theory
We came across a bullish thesis on Tetra Tech, Inc. on Valueinvestorsclub.com by WittyWizard. In this article, we will summarize the bulls’ thesis on TTEK.
Smithfield Foods, Inc. (SFD): A Bull Case Theory
We came across a bullish thesis on Smithfield Foods, Inc. on Valueinvestorsclub.com by Dr1004. In this article, we will summarize the bulls’ thesis on SFD.
Safety Insurance Group, Inc. (SAFT): A Bull Case Theory
We came across a bullish thesis on Safety Insurance Group, Inc. on Valueinvestorsclub.com by natty813. In this article, we will summarize the bulls’ thesis on SAFT.
Eos Energy Enterprises, Inc. (EOSE): A Bull Case Theory
We came across a bullish thesis on Eos Energy Enterprises, Inc. on The Edge of Power’s Substack. In this article, we will summarize the bulls’ thesis on EOSE.
Fiserv, Inc. (FISV): A Bull Case Theory
We came across a bullish thesis on Fiserv, Inc. on Jimmy’s Journal’s Substack by Jimmy Investor. In this article, we will summarize the bulls’ thesis on FISV.
Pagaya Technologies Ltd. (PGY): A Bull Case Theory
We came across a bullish thesis on Pagaya Technologies Ltd. on Capitalist Letter’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on PGY.
Peloton Interactive, Inc. (PTON): A Bull Case Theory
We came across a bullish thesis on Peloton Interactive, Inc. on Open Insights’s Substack. In this article, we will summarize the bulls’ thesis on PTON.
Hudson Pacific Properties, Inc. (HPP): A Bull Case Theory
We came across a bullish thesis on Hudson Pacific Properties, Inc. on Cundill Deep Value’s Substack by FRAGMENTS. In this article, we will summarize the bulls’ thesis on HPP.
General Mills, Inc. (GIS): A Bull Case Theory
We came across a bullish thesis on General Mills, Inc. on The Analyst's Journal’s Substack by A_Capital. In this article, we will summarize the bulls’ thesis on GIS.
FedEx Corporation (FDX): A Bull Case Theory
We came across a bullish thesis on FedEx Corporation on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on FDX.
Protagonist Therapeutics, Inc. (PTGX): A Bull Case Theory
We came across a bullish thesis on Protagonist Therapeutics, Inc. on Ridire Research’s Substack. In this article, we will summarize the bulls’ thesis on PTGX.
BlackRock, Inc. (BLK): A Bull Case Thesis
We came across a bullish thesis on BlackRock, Inc. on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on BLK.
Axcelis Technologies, Inc. (ACLS): A Bull Case Theory
We came across a bullish thesis on Axcelis Technologies, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on ACLS.
Monolithic Power Systems, Inc. (MPWR): A Bull Case Theory
We came across a bullish thesis on Monolithic Power Systems, Inc. on Monte Independent Investment Research’s Substack by Monte Investments.
JPMorgan Chase & Co. (JPM): A Bull Case Theory
We came across a bullish thesis on JPMorgan Chase & Co. on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on JPM.
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