UiPath Inc. (PATH): A Bull Case Theory
We came across a bullish thesis on UiPath Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on PATH.
12 High Growth E-commerce Stocks To Buy
The rapid rise of e-commerce has already created some of the stock market’s biggest winners, yet the long-term opportunity in online retail is far from exhausted.
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Oscar Health, Inc. (OSCR): A Bull Case Theory
We came across a bullish thesis on Oscar Health, Inc. on The Analyst's Journal’s Substack by A_Capital. In this article, we will summarize the bulls’ thesis on OSCR.
Nasdaq, Inc. (NDAQ): A Bull Case Theory
We came across a bullish thesis on Nasdaq, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on NDAQ.
ACM Research, Inc. (ACMR): A Bull Case Theory
We came across a bullish thesis on ACM Research, Inc. on Hazelnuts Research’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.
Advance Auto Parts, Inc. (AAP): A Bull Case Theory
We came across a bullish thesis on Advance Auto Parts, Inc. on Valueinvestorsclub.com by Woodrow. In this article, we will summarize the bulls’ thesis on AAP.
Solaris Energy Infrastructure, Inc. (SEI): A Bull Case Theory
We came across a bullish thesis on Solaris Energy Infrastructure, Inc. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on SEI.
lululemon athletica inc. (LULU): A Bull Case Theory
We came across a bullish thesis on lululemon athletica inc. on r/valueinvesting by _quantitative. In this article, we will summarize the bulls’ thesis on LULU.
GXO Logistics, Inc. (GXO): A Bull Case Theory
We came across a bullish thesis on GXO Logistics, Inc. on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on GXO.
Danaher Corporation (DHR): A Bull Case Theory
We came across a bullish thesis on Danaher Corporation on Heavy Moat Investments’s Substack. In this article, we will summarize the bulls’ thesis on DHR.
Cognizant Technology Solutions Corporation (CTSH): A Bull Case Theory
We came across a bullish thesis on Cognizant Technology Solutions Corporation on Quality Value Investing’s Substack by David J. Waldron.
Jim Cramer on Las Vegas Sands: "It Looks Like Wealthy Chinese Consumers Are Still Hesitant to Spend Heavily"
Finally, the eighth worst performer last month was Las Vegas Sands. That’s the casino company that’s now exclusively a play on Macau and Singapore.
Jim Cramer Highlights That the Charitable Trust Has Owned Salesforce for "Years and Years"
Salesforce was the seventh worst, down almost 20%. GoDaddy, which offers tools to register and construct websites, many people use them, was ninth worst, down roughly 19%.
Jim Cramer on Amazon: "It Doesn’t Get the Respect It Deserves"
My Charitable Trust owns Amazon, Meta, and Microsoft. I’m feeling like I did during my obituary writer days with these. Amazon reports this week.
Jim Cramer on Tesla: "It Has a Chance to Blast off, But It Hasn’t"
Tesla, now, it’s not a car company, although it’s not the xAI merger that we’re getting with SpaceX, whatever. But it’s a Cybercab and robot company.
Jim Cramer on Apple: "The Pessimists Are Starting to Tremble"
How about the others? Can you really underperform the S&P for a full year as these stocks have and still call yourself magnificent?… Apple could be making a move here.
Jim Cramer Says "Something Good Seems to Happen Every Single Minute at Alphabet"
But the only other stock in the Mag Seven that’s beating the market over the last 12 months and is fantastic is Alphabet. It’s up over 68%. That makes sense.
Jim Cramer on Merck & Co.: "This Is One of My Favorite Pharmaceutical Stocks"
This morning, Merck reported a very solid quarter, but gave what some people thought was a soft full-year forecast, yet the stock finished up the session more than 2%.
Jim Cramer on Chipotle: "I Think That Wall Street’s Going to Be Wrong Here"
Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks Jim Cramer looked at recently.
Jim Cramer on Broadcom: "This Company Is a Winner in This Environment, Not a Loser"
Okay, I’m [of] two minds on Broadcom. It’s not a good time to get into it, but it’s a great company. So what are we going to do? We’re going to let it come down. It did bounce today.
Jim Cramer on Wells Fargo: "That’s a Winner"
But the other mind says you can’t jump in front of a speeding freight train. Far better to just own the stocks of companies with big software spending that can presumably save fortunes.
Jim Cramer Highlights the Charitable Trust's New Holdings in CrowdStrike
Now, most of what we’ve seen today does seem like panic selling, with some buying of the companies that pay for software… But there are others who see this pattern, and they decide to avail themselves...
Jim Cramer on NVIDIA: "I Call It a Coiled Spring"
There’s nothing magnificent about them. There’s nothing even special. My trust owns a bunch of these, I’m very conscious of this, six of the seven. And we respect them.
Jim Cramer on Dillard's: "I Just Don’t Think That Much of It"
Well, you know, you’re right. I don’t know Dillard’s well enough. I’ve been, look, I’ve been to Dillard’s many times.
Jim Cramer on Sphere Entertainment: "It’s Really Pretty Amazing"
I think Sphere’s great. We did, you know, Ben and I did, we did a piece on Sphere, and we felt really, really good about it.
Jim Cramer on Teladoc: "I Don’t See Any Reason to Own It"
Teladoc Health, Inc. (NYSE:TDOC) is one of the stocks Jim Cramer shared his opinion on.
Jim Cramer on Centrus Energy: "This Stock’s Been Under Pressure for No Particular Reason"
Centrus Energy Corp. (NYSE:LEU) supplies nuclear fuel, including low-enriched and enriched uranium products.
Jim Cramer on Axon: "It’s Still Too Heavy a Stock"
You know, I saw the body camera story in Minnesota. First thing I said was like, does Axon have that contract? And I don’t know the answer. I’m going to certainly find out about it.
Jim Cramer on Marvell: "They’re an Excellent Company, But They’re a Derivative Company"
They’re an excellent company, but they’re a derivative company.
Jim Cramer on Dollar General: "It Remains Terrific"
I know who you’re talking about. Dollar General… okay.
Jim Cramer on Gladstone: "I Think You Should Kaching-Kaching That One"
Gladstone Land Corporation (NASDAQ:LAND) is a real estate investment trust that acquires and manages a diverse portfolio of farmland producing fresh produce, row crops, and permanent crops like nuts and...
Broadcom Inc. (AVGO): A Bull Case Theory
We came across a bullish thesis on Broadcom Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on AVGO.
Nebius Group N.V. (NBIS): A Bull Case Theory
We came across a bullish thesis on Nebius Group N.V. on X.com by @MB_Hogan. In this article, we will summarize the bulls’ thesis on NBIS.
Pagaya Technologies Ltd. (PGY): A Bull Case Theory
We came across a bullish thesis on Pagaya Technologies Ltd. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on PGY.
Adobe Inc. (ADBE): A Bull Case Theory
We came across a bullish thesis on Adobe Inc. on Summit Stocks’s Substack by Lucas | Summit Stocks. In this article, we will summarize the bulls’ thesis on ADBE.
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