Donnelley Financial Solutions, Inc. (DFIN): A Bull Case Theory
We came across a bullish thesis on Donnelley Financial Solutions, Inc. (NYSE:DFIN) on Substack by Dominick D'Angelo.
Stock Analysis
LSB Industries, Inc. (LXU): A Bull Case Theory
We came across a bullish thesis on LSB Industries, Inc. (NYSE:LXU) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on LXU.
Bel Fuse Inc. (BELFB): A Bull Case Theory
We came across a bullish thesis on Bel Fuse Inc. (NASDAQ:BELFB) on Substack by Anshul Puri. In this article, we will summarize the bulls’ thesis on BELFB. Bel Fuse Inc.
IonQ, Inc. (IONQ): A Bull Case Theory
We came across a bullish thesis on IonQ, Inc. (NYSE:IONQ) on Investment Ideas by Antonio’s Substack by Kai Timmermann.
Marex Group plc (MRX): A Bull Case Theory
We came across a bullish thesis on Marex Group plc (NASDAQ:MRX) on Safe Harbor Stocks’ Substack by Kristopher Rymer.
AVITA Medical, Inc. (RCEL): A Bull Case Theory
We came across a bullish thesis on AVITA Medical, Inc. (NASDAQ:RCEL) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on RCEL.
MasterCraft Boat Holdings, Inc. (MCFT): A Bull Case Theory
We came across a bullish thesis on MasterCraft Boat Holdings, Inc. (NASDAQ:MCFT) on Substack by Frank. In this article, we will summarize the bulls’ thesis on MCFT.
STMicroelectronics N.V. (STM): A Bull Case Theory
We came across a bullish thesis on STMicroelectronics N.V. (NYSE:STM) on Value Investing Subreddit Page by doctormanbearbull.
8 Companies That Partnered With Nvidia (NVDA) This Month
Nvidia continues to be the biggest beneficiary of the rampant spending on AI infrastructure.
American International Group Inc (NYSE:AIG): A Bullish Investment Perspective
We came across a long thesis on American International Group Inc (NYSE:AIG) on ValueInvestorsClub by unlatchmergers.
Nebius Group N.V. (NASDAQ:NBIS): An Tale of an Attractive Carve-Out
We came across a bullish thesis on Nebius Group N.V. (NASDAQ:NBIS) on ValueInvestorsClub by yarak775. In this article, we will summarize the bulls’ thesis on NBIS.
Ensign Group Inc (NASDAQ:ENSG): Exceptional Compounder in a Hyper-Fragmented Market
We came across a long thesis on Ensign Group Inc (NASDAQ:ENSG) on ValueInvestorsClub by ppsm920. In this article we will summarize the bulls’ thesis on ENSG.
Axcelis Technologies Inc (NASDAQ:ACLS): Vulnerable to Disruption and Market Downturns
We came across a short thesis on Axcelis Technologies Inc (NASDAQ:ACLS) on ValueInvestorsClub by SpecterCap. In this article we will summarize the bears’ thesis on ACLS.
Lands’ End Inc. (NASDAQ:LE): No Longer Falling Off the Shelf
We came across a bearish thesis on (NASDAQ:LE) on ValueInvestorsClub by Manchu. In this article, we will summarize the bears’ thesis on LE.
Diageo plc (NYSE:DEO): An Undervalued Global Leader in Beverages Manufacturing
We came across a long thesis on Diageo plc (NYSE:DEO) on ValueInvestorsClub by Hal. In this article we will summarize the bulls’ thesis on DEO.
Kratos Defense & Security Solutions, Inc. (KTOS): A Bull Case Theory
We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) on wallstreetbets Subreddit Page by Kooky_Lime1793.
Civitas Resources, Inc. (CIVI): A Bull Case Theory
We came across a bullish thesis on Civitas Resources, Inc. (NYSE:CIVI) on Value Investing Subreddit Page by mbacandidate1.
BigBear.ai Holdings, Inc. (BBAI): A Bull Case Theory
We came across a bullish thesis on BigBear.ai Holdings, Inc. (NYSE:BBAI) on wallstreetbets Subreddit Page by yonimm1234.
The Buckle, Inc. (BKE): A Bull Case Theory
We came across a bullish thesis on The Buckle, Inc. (NYSE:BKE) on Business Model Mastery’s Substack by The Antifragile Investor.
Alphabet Inc. (GOOG): A Bull Case Theory
We came across a bullish thesis on Alphabet Inc. (NASDAQ:GOOG) on Business Model Mastery’s Substack by The Antifragile Investor.
Johnson & Johnson (JNJ): A Bull Case Theory
We came across a bullish thesis on Johnson & Johnson (NYSE:JNJ) on Business Model Mastery Substack by The Antifragile Investor.
Microsoft Corporation (MSFT): A Bull Case Theory
We came across a bullish thesis on Microsoft Corporation (NASDAQ:MSFT) on Business Model Mastery’s Substack by The Antifragile Investor.
Boston Omaha Corporation (BOC): A Bull Case Theory
We came across a bullish thesis on Boston Omaha Corporation (NYSE:BOC) on Substack by LittleBarnSparrow. In this article, we will summarize the bulls’ thesis on BOC.
Amazon.com, Inc. (AMZN): A Bull Case Theory
We came across a bullish thesis on Amazon.com, Inc. (NASDAQ:AMZN) on Business Model Mastery’s Substack by The Antifragile Investor.
Gentex Corporation (GNTX): A Bull Case Theory
We came across a bullish thesis on Gentex Corporation (NASDAQ:GNTX) on Business Model Mastery’s Substack by The Antifragile Investor.
FSD And AI May Not Add To Tesla’s (TSLA) Topline In 2025
Elon Musk has claimed that Tesla’s future is now associated with its AI ventures, not necessarily car delivery numbers.
Aurora (AUR) and Nvidia (NVDA) Team Up To Deliver Driverless Trucks
Shares of Aurora Innovation closed at $8.39 on Tuesday, up 29.08% for the day. During intra-day trading, the stock went up by as much as 51%.
Here’s What Tesla (TSLA) Can Do To Revive Delivery Numbers
Many market participants believe Tesla is overextended. They blame it on the elections and Elon Musk’s political activities.
Ondas’ (ONDS) Drone Tech Could Be A $130 Billion Opportunity
Ondas Holdings has secured a Beyond Visual Line of Sight waiver from the Federal Aviation Administration.
Does Altman’s AGI Push Spell Trouble For Microsoft (MSFT)?
Sam Altman’s weekend blog post has caused quite a stir among AI enthusiasts.
JD.com Inc (JD): A Bullish Thesis
JD, sometimes referred to as Jingdong, is a Chinese e-commerce company that is evolving to become the leading supply chain-based technology and service provider.
Eastman Chemical Company (EMN): A Bull Case Theory
We came across a bullish thesis on Eastman Chemical Company (NYSE:EMN) on Safe Harbor Stocks’ Substack by Kristopher Rymer.
XP Inc. (XP): A Bull Case Theory
We came across a bullish thesis on XP Inc. (NASDAQ:XP) on Safe Harbor Stocks’ Substack by Kristopher Rymer. In this article, we will summarize the bulls’ thesis on XP.
Amentum Holdings, Inc. (AMTM): A Bull Case Theory
We came across a bullish thesis on Amentum Holdings, Inc. (NYSE:AMTM) on Safe Harbor Stocks’ Substack by Kristopher Rymer.
The J. M. Smucker Company (SJM): A Bull Case Theory
We came across a bullish thesis on The J. M. Smucker Company (NYSE:SJM) on Safe Harbor Stocks’ Substack by Kristopher Rymer.
WESCO International, Inc. (WCC): A Bull Case Theory
We came across a bullish thesis on WESCO International, Inc. (NYSE:WCC) on Safe Harbor Stocks’ Substack by Kristopher Rymer.
IDT Corporation (IDT): A Bull Case Theory
We came across a bullish thesis on IDT Corporation (NYSE:IDT) on Substack by LittleBarnSparrow. In this article, we will summarize the bulls’ thesis on IDT.
Thryv Holdings, Inc. (THRY): A Bull Case Theory
We came across a bullish thesis on Thryv Holdings, Inc. (NASDAQ:THRY) on Substack by LittleBarnSparrow. In this article, we will summarize the bulls’ thesis on THRY.
Cleveland-Cliffs Inc. (CLF): A Bull Case Theory
We came across a bullish thesis on Cleveland-Cliffs Inc. (NYSE:CLF) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on CLF.
Jack in the Box Inc. (JACK): A Bull Case Theory
We came across a bullish thesis on Jack in the Box Inc. (NASDAQ:JACK) on Substack by Christopher Kirincic. In this article, we will summarize the bulls’ thesis on JACK.
Will Intel’s (INTC) New CPUs Be Enough To Regain Market Dominance?
When the third quarter of 2024 ended, Intel had lost a substantial 5.7% PC market share to its rival Advanced Micro Devices (AMD).
Nvidia’s (NVDA) GPU Demand Won’t Slow Down, Here’s Why
Nvidia is the leader in GPU manufacturing. The company sits comfortably as a ‘pick and shovel’ play in the AI chip gold rush.
10 Hottest Mega-Cap Stocks of 2025
In 2024, companies poured money into Artificial Intelligence infrastructure in a bid to outpace each other in the AI race.
Why Nvidia (NVDA) Stock Skyrocketed 15% In 19 Days
Nvidia (NVDA) stock is trending again. It is up 15% in 19 days.
Amer Sports Inc (NYSE:AS): A Bearish Investment Perspective
We came across a short thesis on Amer Sports Inc (NYSE:AS) on ValueInvestorsClub by deerwood. In this article we will summarize the bears’ thesis on AS.
Elastic NV (NYSE:ESTC): A Hibernating Stock with Tremendous Potential
We came across a bullish thesis on Elastic NV (NYSE:ESTC) on ValueInvestorsClub by cuyler1903. In this article, we will summarize the bulls’ thesis on ESTC.
Service Corp International (NYSE:SCI): A Bullish Investment Perspective
A report by JSTC on ValueInvestorsClub provides an investment thesis for Service Corp International (NYSE:SCI).
Shift4 Payments Inc. (NYSE:FOUR): Riding the Payment Wave
We came across a bullish thesis on Shift4 Payments Inc. (NYSE:FOUR) on ValueInvestorsClub by MississippiCo. In this article, we will summarize the bulls’ thesis on FOUR.
InterContinental Hotels Group (NYSE:IHG): Upside Potential in Line with Growing Business
A report by avahaz on ValueInvestorsClub provides an investment thesis for InterContinental Hotels Group (NYSE:IHG).
UiPath Inc (NYSE:PATH): A Case of Disruption by Gen-AI
We came across a short thesis on UiPath Inc (NYSE:PATH) on ValueInvestorsClub by dafreddy. In this article we will summarize the bears’ thesis on PATH.
