Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick.
Stock Analysis
Steel Dynamics, Inc. (STLD): A Bull Case Theory
We came across a bullish thesis on Steel Dynamics, Inc. (STLD) on Substack by Gregg Jahnke. In this article, we will summarize the bulls’ thesis on STLD.
Synopsys, Inc. (SNPS): A Bull Case Theory
We came across a bullish thesis on Synopsys, Inc. (SNPS) on Substack by The Equity Analyst. In this article, we will summarize the bulls’ thesis on SNPS. Synopsys, Inc.
Palantir Technologies Inc. (PLTR): A Bull Case Theory
We came across a bullish thesis on Palantir Technologies Inc. (PLTR) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on PLTR.
Eli Lilly and Company (LLY): A Bull Case Theory
We came across a bullish thesis on Eli Lilly and Company (LLY) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on LLY.
Amazon.com, Inc. (AMZN): A Bull Case Theory
We came across a bullish thesis on Amazon.com, Inc. (AMZN) on Substack by Summit Stocks. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.
Cadence Design Systems, Inc. (CDNS): A Bull Case Theory
We came across a bullish thesis on Cadence Design Systems, Inc. (CDNS) on Substack by The Equity Analyst. In this article, we will summarize the bulls’ thesis on CDNS.
Perimeter Solutions, Inc. (PRM): A Bear Case Theory
We came across a bearish thesis on Perimeter Solutions, Inc. (PRM) on Substack by Directionally Correct Research.
ServiceNow, Inc. (NOW): A Bull Case Theory
We came across a bullish thesis on ServiceNow, Inc. (NOW) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on NOW. ServiceNow, Inc.
ProFrac Holding Corp. (ACDC): A Bull Case Theory
We came across a bullish thesis on ProFrac Holding Corp. (ACDC) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on ACDC.
ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
American Express Company (AXP): A Bull Case Theory
We came across a bullish thesis on American Express Company (AXP) on Substack by Chit Chat Stocks. In this article, we will summarize the bulls’ thesis on AXP.
Uber Technologies, Inc. (UBER): A Bull Case Theory
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER.
Visa Inc. (V): A Bull Case Theory
We came across a bullish thesis on Visa Inc. (V) on Substack by Chit Chat Stocks. In this article, we will summarize the bulls’ thesis on V. Visa Inc.
Microsoft Corporation (MSFT): A Bull Case Theory
We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will summarize the bulls’ thesis on MSFT.
Mastercard Incorporated (MA): A Bull Case Theory
We came across a bullish thesis on Mastercard Incorporated (MA) on Substack by Chit Chat Stocks. In this article, we will summarize the bulls’ thesis on MA.
Cronos Group Inc. (CRON): A Bull Case Theory
We came across a bullish thesis on Cronos Group Inc. (CRON) on Substack by Jake LaMotta. In this article, we will summarize the bulls’ thesis on CRON. Cronos Group Inc.
10 Mid-Cap IT Stocks Outperforming The Market In 2025
US Stocks continue their recovery from a post-DeepSeek and post-tariffs period as nerves surrounding Donald Trump's unpredictable policies calm down.
TTEC Holdings, Inc. (TTEC): A Bull Case Theory
We came across a bullish thesis on TTEC Holdings, Inc. (TTEC) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on TTEC.
BlackRock, Inc. (BLK): A Bull Case Theory
We came across a bullish thesis on BlackRock, Inc. (BLK) on Substack by Kroker Equity Research. In this article, we will summarize the bulls’ thesis on BLK.
15 Software Infrastructure Stocks Outperforming In 2025
Software stocks had a troubling end to the last year and some even continued to fall during January. After a solid year, profit-taking would have been acceptable.
10 Footwear Apparel Stocks Affected By China Tariffs
Donald Trump’s sweeping tariffs on China, Mexico, and Canada have caused a lot of footwear and apparel stocks to crash.
Top 8 Discount Stores Stocks For 2025
When Donald Trump announced tariffs on China, Canada, and Mexico, stocks of most of the retail stores went down.
7 High Growth Travel Services Stocks For 2025
The COVID-19 pandemic dealt a severe blow to both cruise and air travel industries.
10 Defense and Aerospace Stocks To Benefit From Trump’s Peace Through Strength Policy
Donald Trump is a vocal critic of international conflicts, especially those in which the US gets involved militarily or financially.
5 Gaming Stocks That Are Solid Bets Despite Tariffs
As Trump made his move regarding tariffs on multiple trade partners, many stocks with international exposure took a dive. Gaming stocks were also negatively impacted.
5 Stocks That Started The Year On A High
Anyone who’s looked at the market in the last couple of weeks will know that there were some events that shook investors.
Lockheed Martin Corporation (LMT): A Bull Case Theory
We came across a bullish thesis on Lockheed Martin Corporation (LMT) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on LMT.
Texas Instruments Incorporated (TXN): A Bull Case Theory
We came across a bullish thesis on Texas Instruments Incorporated (TXN) on Substack by The Wolf of Harcourt Street.
KBR, Inc. (KBR): A Bull Case Theory
We came across a bullish thesis on KBR, Inc. (KBR) on Directionally Correct Research’s Substack by Will Powers.
Skyward Specialty Insurance Group, Inc. (SKWD): A Bull Case Theory
We came across a bullish thesis on Skyward Specialty Insurance Group, Inc. (SKWD) on Substack by Busy Investor Stock Reports.
Edwards Lifesciences Corporation (EW): A Bull Case Theory
We came across a bullish thesis on Edwards Lifesciences Corporation (EW) on Substack by Natan. In this article, we will summarize the bulls’ thesis on EW.
NICE Ltd. (NICE): A Bull Case Theory
We came across a bullish thesis on NICE Ltd. (NICE) on Value Investing Subreddit Page by Relevations. In this article, we will summarize the bulls’ thesis on NICE.
Archer Aviation Inc. (ACHR): A Bull Case Theory
We came across a bullish thesis on Archer Aviation Inc. (ACHR) on wallstreetbets Subreddit Page by Xtianus25. In this article, we will summarize the bulls’ thesis on ACHR.
FitLife Brands, Inc. (FTLF): A Bull Case Theory
We came across a bullish thesis on FitLife Brands, Inc. (FTLF) on Substack by Microcapexpert. In this article, we will summarize the bulls’ thesis on FTLF.
Chubb Limited (CB): A Bull Case Theory
We came across a bullish thesis on Chubb Limited (CB) on Substack by BlackSwan Investor. In this article, we will summarize the bulls’ thesis on CB.
Restaurant Brands International Inc. (QSR): A Bear Case Theory
We came across a bearish thesis on Restaurant Brands International Inc. (QSR) on Substack by Monopolistic Investor.
6 Undervalued Entertainment Stocks To Buy Right Now
Entertainment stocks provide interesting investment opportunities.
Credo Technology Group Holding Ltd (CRDO): A Bull Case Theory
We came across a bullish thesis on Credo Technology Group Holding Ltd (CRDO) on Substack by Oliver | MMMT Wealth.
Novo Nordisk A/S (NVO): A Bull Case Theory
We came across a bullish thesis on Novo Nordisk A/S (NVO) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on NVO.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB): A Bull Case Theory
We came across a bullish thesis on Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) on Substack by Chit Chat Stocks.
Tempus AI, Inc. (TEM): A Bull Case Theory
We came across a bullish thesis on Tempus AI, Inc. (TEM) on Substack by Market Moves by GBC. In this article, we will summarize the bulls’ thesis on TEM. Tempus AI, Inc.
TAL Education Group (TAL): A Bull Case Theory
We came across a bullish thesis on TAL Education Group (TAL) on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on TAL.
Realty Income Corporation (O): A Bull Case Theory
We came across a bullish thesis on Realty Income Corporation (O) on Value Investing Subreddit Page by Overall_Sport_7693.
Corsair Gaming, Inc. (CRSR): A Bull Case Theory
We came across a bullish thesis on Corsair Gaming, Inc. (CRSR) on wallstreetbets Subreddit Page by Nattyvegan.
Molina Healthcare, Inc. (MOH): A Bull Case Theory
We came across a bullish thesis on Molina Healthcare, Inc. (MOH) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on MOH.
Fortinet, Inc. (FTNT): A Bull Case Theory
We came across a bullish thesis on Fortinet, Inc. (FTNT) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on FTNT.
IDEXX Laboratories, Inc. (IDXX): A Bull Case Theory
We came across a bullish thesis on IDEXX Laboratories, Inc. (IDXX) on Substack by Business Model Mastery. In this article, we will summarize the bulls’ thesis on IDXX.
Zoetis Inc. (ZTS): A Bull Case Theory
We came across a bullish thesis on Zoetis Inc. (ZTS) on Substack by Business Model Mastery. In this article, we will summarize the bulls’ thesis on ZTS. Zoetis Inc.
Meta Platforms, Inc. (META): A Bull Case Theory
We came across a bullish thesis on Meta Platforms, Inc. (META) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.
