Zeta Global Holdings Corp. (ZETA): A Bull Case Theory
We came across a bullish thesis on Zeta Global Holdings Corp. (NYSE:ZETA) on wallstreetbets Subreddit Page by jasmichelle7.
Stock Analysis
Take-Two Interactive Software, Inc. (TTWO): A Bull Case Theory
We came across a bullish thesis on Take-Two Interactive Software, Inc. (NASDAQ:TTWO) on The Net Worth Club’s Substack by Danny Brody.
SAP SE (SAP): A Bull Case Theory
We came across a bullish thesis on SAP SE (NYSE:SAP) on Substack by Northwest Frontier Capital. In this article, we will summarize the bulls’ thesis on SAP.
Lockheed Martin Corporation (LMT): A Bear Case Theory
We came across a bearish thesis on Lockheed Martin Corporation (NYSE:LMT) on Substack by Northwest Frontier Capital.
Teladoc Health, Inc. (TDOC): A Bull Case Theory
We came across a bullish thesis on Teladoc Health, Inc. (NYSE:TDOC) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on TDOC.
IREN Limited (IREN): A Bull Case Theory
We came across a bullish thesis on IREN Limited (NASDAQ:IREN) on Twitter by FransBakker9812. In this article, we will summarize the bulls’ thesis on IREN.
SentinelOne, Inc. (S): A Bull Case Theory
We came across a bullish thesis on SentinelOne, Inc. (NYSE:S) on Substack by Deep Value Returns. In this article, we will summarize the bulls’ thesis on S.
Why Nvidia (NVDA) Stock Is Rising Today
Nvidia stock was up over 3% by noon today to kick off the first trading day of 2025.
Why Investors May Stop Caring About Tesla’s (TSLA) Delivery Numbers
Tesla stock took a hit today after the company announced lower-than-expected delivery numbers. The EV maker reported 495,570 deliveries against expectations of 506,673.
Pilgrim’s Pride Corp (NASDAQ:PPC): A Bearish Investment Perspective
We came across a short thesis on Pilgrim's Pride Corp (NASDAQ:PPC) on ValueInvestorsClub by GLSV. In this article we will summarize the bears’ thesis on PPC.
Sonos Inc (NASDAQ:SONO): A Bullish Investment Perspective
We came across a long thesis on Sonos Inc (NASDAQ:SONO) on ValueInvestorsClub by starfox02. In this article we will summarize the bulls’ thesis on SONO.
Celestica Inc. (NYSE:CLS): Riding the AI Wave
A report by RaisingCapital on ValueInvestorsClub provides an investment thesis for Celestica Inc. (NYSE:CLS).
Paysafe Limited (NYSE:PSFE): A Bullish Investment Perspective
We came across a long thesis on Paysafe Limited (NYSE:PSFE) on ValueInvestorsClub by kismet. In this article we will summarize the bulls’ thesis on PSFE.
Chemours Company (NYSE:CC): A Bullish Investment Perspective
We came across a long thesis on Chemours Company (NYSE:CC) on ValueInvestorsClub by Glory_Warriors. In this article we will summarize the bulls’ thesis on CC.
Blackwell and Robotics Could Continue Driving Nvidia’s (NVDA) Retail Investor Sentiments
Nvidia was the most preferred stock for retail investors in the last year.
Apple Inc.’s (AAPL) Discounts Signal AI Challenges In China
Consumers in China will be able to enjoy as much as $68 off on the latest iPhone models in the country between the 4th and 7th of January, 2025.
UFP Technologies Inc. (NASDAQ:UFPT): Revenue Decline Threat Looms Amidst Peaking Concentration Risk
We came across a bearish thesis on UFP Technologies Inc. (NASDAQ:UFPT) on ValueInvestorsClub by Pop4Pres. In this article, we will summarize the bears’ thesis on UFPT.
Waystar Holding Corp. (NASDAQ:WAY): Fundamentals vs Valuation
We came across a bullish thesis on Waystar Holding Corp. (NASDAQ:WAY) on ValueInvestorsClub by raffles378. In this article, we will summarize the bulls’ thesis on WAY.
CVS Health Corp. (NYSE:CVS): Is there more Downside to the Stock?
An analysis by natey1015 on ValueInvestorsClub offers a bearish perspective for CVS Health, a stock that has fallen by almost 60% in the last three years.
SoFi Technologies, Inc. (SOFI): A Bull Case Theory
We came across a bullish thesis on SoFi Technologies, Inc. (NASDAQ:SOFI) on Substack by Data Driven Investing.
Eastman Kodak Company (KODK): A Bull Case Theory
We came across a bullish thesis on Eastman Kodak Company (NYSE:KODK) on Substack by A Capital Research. In this article, we will summarize the bulls’ thesis on KODK.
Quantum-Si incorporated (QSI): A Bull Case Theory
We came across a bullish thesis on Quantum-Si incorporated (NASDAQ:QSI) on Substack by Mark Perkins. In this article, we will summarize the bulls’ thesis on QSI.
PayPal Holdings, Inc. (PYPL): A Bull Case Theory
We came across a bullish thesis on PayPal Holdings, Inc. (NASDAQ:PYPL) on Twitter by Dimitry Nakhla. In this article, we will summarize the bulls’ thesis on PYPL.
Sable Offshore Corp. (SOC): A Bull Case Theory
We came across a bullish thesis on Sable Offshore Corp. (NYSE:SOC) on wallstreetbets Subreddit Page by Kooky_Lime1793.
Globalstar, Inc. (GSAT): A Bull Case Theory
We came across a bullish thesis on Globalstar, Inc. (NYSE:GSAT) on wallstreetbets Subreddit Page by 2ndSifter.
QuantumScape Corporation (QS): A Bull Case Theory
We came across a bullish thesis on QuantumScape Corporation (NYSE:QS) on wallstreetbets Subreddit Page by MassaOogway69420.
Realty Income Corporation (O): A Bull Case Theory
We came across a bullish thesis on Realty Income Corporation (NYSE:O) on Substack by Kroker Equity Research. In this article, we will summarize the bulls’ thesis on O.
Materialise NV (MTLS): A Bull Case Theory
We came across a bullish thesis on Materialise NV (NASDAQ:MTLS) on Value Investing Subreddit Page by DoU92. In this article, we will summarize the bulls’ thesis on MTLS.
AST SpaceMobile Inc (NASDAQ:ASTS): A Bearish Investment Perspective
We came across a short thesis on AST SpaceMobile Inc (NASDAQ:ASTS) on ValueInvestorsClub by Flaum. In this article we will summarize the bears’ thesis on ASTS.
IAC Inc (NASDAQ:IAC): A Case of Unlocked Book Value
A report by Norris on ValueInvestorsClub provides an investment thesis for IAC Inc, a stock that is undervalued by almost 50%.
Stellantis N.V. (STLA): A Bull Case Theory
We came across a bullish thesis on Stellantis N.V. (NYSE:STLA) on Value Investing Subreddit Page by Clean_Bag_5433.
Krispy Kreme, Inc. (DNUT): A Bull Case Theory
We came across a bullish thesis on Krispy Kreme, Inc. (NASDAQ:DNUT) on Value Investing Subreddit Page by raytoei.
Microvast Holdings, Inc. (MVST): A Bull Case Theory
We came across a bullish thesis on Microvast Holdings, Inc. (NASDAQ:MVST) on Value Investing Subreddit Page by Crazerz.
PHX Minerals Inc. (PHX): A Bull Case Theory
We came across a bullish thesis on PHX Minerals Inc. (NYSE:PHX) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on PHX.
Meta’s (META) WhatsApp Pay Secures Unrestricted Access To India’s UPI Market
Meta Platforms, Inc. (NASDAQ:META) just secured a victory in India by having restrictions on the company’s WhatsApp payment service lifted.
Cash Problems Are Threatening D-Wave Quantum’s (QBTS) Tech Potential
D-Wave Systems continues to gain investor attention despite a 1000% return in 2024.
Apple (AAPL) Is On The Cusp Of A Consumer AI Revolution
Apple has been criticized in the past for lagging behind competitors when it comes to AI technology deployment.
Novo Nordisk A/S (NVO): A Bull Case Theory
We came across a bullish thesis on Novo Nordisk A/S (NYSE:NVO) on Kontra Investments’ Substack by Kontra. In this article, we will summarize the bulls’ thesis on NVO.
Why Nvidia’s (NVDA) China Revenue Is Guaranteed Despite Restrictions
As the US continues to navigate an AI trade war with China, some startling revelations have raised questions about the effectiveness of its semiconductor export controls.
Mesabi Trust (MSB): A Bull Case Theory
We came across a bullish thesis on Mesabi Trust (NYSE:MSB) on Special Situation Investing’s Substack by Six Bravo.
Natural Resource Partners L.P. (NRP): A Bull Case Theory
We came across a bullish thesis on Natural Resource Partners L.P. (NYSE:NRP) on Special Situation Investing’s Substack by Six Bravo.
LandBridge Company LLC (LB): A Bull Case Theory
We came across a bullish thesis on LandBridge Company LLC (NYSE:LB) on Special Situation Investing’s Substack by Six Bravo.
Texas Pacific Land Corporation (TPL): A Bull Case Theory
We came across a bullish thesis on Texas Pacific Land Corporation (NYSE:TPL) on Special Situation Investing’s Substack by Six Bravo.
Why Twilio (TWLO) Is Poised For More Upside And Investors Should Take Note
For a stock that has nearly doubled in six months, Twilio stock still has a lot of upside left.
XPeng (XPEV) Accelerates Growth with 6,000 New Hires
Xpeng Inc. (NYSE:XPEV), a Chinese EV maker with just over 13,000 employees, is about to hire 6,000 more in a bid to expand its EV operations across the globe.
Could Microchip Technology (MCHP) See a Short-Term Rally?
Microchip stock is trading at a key support level and has spent most of December testing it, without breaking it.
China And Musk Could Both Contribute To Tesla’s (TSLA) Commercial Deployment of Robotaxis
As the political temperature cools down in the aftermath of Donald Trump's victory, analysts are now starting to evaluate the possible implications.
Is There An End To MicroStrategy’s (MSTR) Bitcoin Madness?
MicroStrategy continues to grow its Bitcoin holdings. Just last week, the company purchased another 2,138 bitcoins, taking its total to an astonishing 446,400 coins.
Nvidia (NVDA) Is The Value Play, Not Broadcom (AVGO)
Broadcom’s one-month rally of over 40% has prompted investors to raise concerns over its valuation. By one metric, the company is valued even higher than Nvidia.
What Ibiden’s AI Struggles Reveal About Nvidia (NVDA) And Co’s Future
Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are asking it to increase its production and lay its future...
