Here’s Why Nvidia (NVDA) Is A Long Game, Longer Than You Think
Nvidia has lately been in the headlines for all the wrong reasons.
Stock Analysis
MongoDB, Inc. (MDB): A Bull Case Theory
We came across a bullish thesis on MongoDB, Inc. (NASDAQ:MDB) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on MDB. MongoDB, Inc.
ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. (NASDAQ:ASML) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Malibu Boats, Inc. (MBUU): A Bull Case Theory
We came across a bullish thesis on Malibu Boats, Inc. (NASDAQ:MBUU) on Substack by Fundamental Goob. In this article, we will summarize the bulls’ thesis on MBUU.
PagSeguro Digital Ltd. (PAGS): A Bull Case Theory
We came across a bullish thesis on PagSeguro Digital Ltd. (NYSE:PAGS) on the Value Investing Subreddit Page by photon_lines.
Oshkosh Corporation (OSK): A Bull Case Theory
We came across a bullish thesis on Oshkosh Corporation (NYSE:OSK) on wallstreetbets Subreddit Page by wirsteve.
Idaho Strategic Resources, Inc. (IDR): A Bull Case Theory
We came across a bullish thesis on Idaho Strategic Resources, Inc. (IDR) on Substack by Microcapexpert. In this article, we will summarize the bulls’ thesis on IDR.
Gates Industrial Corporation plc (GTES): A Bull Case Theory
We came across a bullish thesis on Gates Industrial Corporation plc (GTES) on Substack by Stock Analysis Compilation.
Enphase Energy, Inc. (ENPH): A Bull Case Theory
We came across a bullish thesis on Enphase Energy, Inc. (ENPH) on The Finance Corner’s Substack by Kostadin Ristovski, ACCA.
Graco Inc. (GGG): A Bull Case Theory
We came across a bullish thesis on Graco Inc. (GGG) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on GGG. Graco Inc.
Warner Bros. Discovery, Inc. (WBD): A Bull Case Theory
We came across a bullish thesis on Warner Bros. Discovery, Inc. (WBD) on High Growth Investing’s Substack by Stefan Waldhauser.
Serve Robotics Inc. (SERV): A Bull Case Theory
We came across a bullish thesis on Serve Robotics Inc. (SERV) on wallstreetbets Subreddit page by nooglide. In this article, we will summarize the bulls’ thesis on SERV.
Okta, Inc. (OKTA): A Bull Case Theory
We came across a bullish thesis on Okta, Inc. (OKTA) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on OKTA. Okta, Inc.
Lemonade, Inc. (LMND): A Bull Case Theory
We came across a bullish thesis on Lemonade, Inc. (LMND) on Substack by Lorenzo Bastianelli. In this article, we will summarize the bulls’ thesis on LMND. Lemonade, Inc.
Advance Auto Parts, Inc. (AAP): A Bull Case Theory
We came across a bullish thesis on Advance Auto Parts, Inc. (AAP) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on AAP.
AMETEK, Inc. (AME): A Bull Case Theory
We came across a bullish thesis on AMETEK, Inc. (AME) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on AME. AMETEK, Inc.
APi Group Corporation (APG): A Bull Case Theory
We came across a bullish thesis on APi Group Corporation (APG) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on APG.
Capital One Financial Corporation (COF): A Bull Case Theory
We came across a bullish thesis on Capital One Financial Corporation (COF) on Substack by Stock Analysis Compilation.
Arm Holdings plc (ARM): A Bull Case Theory
We came across a bullish thesis on Arm Holdings plc (ARM) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on ARM.
Teva Pharmaceutical Industries Limited (TEVA): A Bull Case Theory
We came across a bullish thesis on Teva Pharmaceutical Industries Limited (TEVA) on Substack by Kontra. In this article, we will summarize the bulls’ thesis on TEVA.
GitLab Inc. (GTLB): A Bull Case Theory
We came across a bullish thesis on GitLab Inc. (GTLB) on High Growth Investing’s Substack by Stefan Waldhauser.
Tenet Healthcare Corporation (THC): A Bull Case Theory
We came across a bullish thesis on Tenet Healthcare Corporation (THC) on Substack by BlackSwanInvestor. In this article, we will summarize the bulls’ thesis on THC.
Motorcar Parts of America, Inc. (MPAA): A Bull Case Theory
We came across a bullish thesis on Motorcar Parts of America, Inc. (MPAA) on Enterprising Investor’s Substack by Tyler Moody.
Teck Resources Limited (TECK): A Bull Case Theory
We came across a bullish thesis on Teck Resources Limited (TECK) on Stock Picker's Journey’s Substack by Gregg Jahnke.
WK Kellogg Co (KLG): A Bull Case Theory
We came across a bullish thesis on WK Kellogg Co (KLG) on The Finance Corner’s Substack by Kostadin Ristovski, ACCA.
Mondelez International, Inc. (MDLZ): A Bull Case Theory
We came across a bullish thesis on Mondelez International, Inc. (MDLZ) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
MercadoLibre, Inc. (MELI): A Bull Case Theory
We came across a bullish thesis on MercadoLibre, Inc. (MELI) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
Docebo Inc. (DCBO): A Bull Case Theory
We came across a bullish thesis on Docebo Inc. (DCBO) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Uber Technologies, Inc. (UBER): A Bull Case Theory
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
MicroStrategy (MSTR) Is Walking A Tightrope By Using Leverage To Buy Bitcoin
In the past few months, there has been a lot of excitement surrounding MicroStrategy, but it is not because of its software.
Don’t Be Fooled: Broadcom (AVGO) Isn’t Nvidia’s (NVDA) Real Competitor
Wall Street is talking up Broadcom as an Nvidia disruptor and one of the reasons for this is the diverging stock performance of these two stocks since the political temperature...
Is Alphabet (GOOG) Taking Aim At Tesla’s (TSLA) Humanoid Robot By Partnering With Apptronik?
The AI-powered humanoid robotics firm, Apptronik, has just announced a partnership with Google DeepMind that will combine the company’s expertise in robotics with the AI capabilities...
Peabody Energy Corporation (BTU): A Bull Case Theory
We came across a bullish thesis on Peabody Energy Corporation (BTU) on Substack by Value Don't Lie. In this article, we will summarize the bulls’ thesis on BTU.
Sportsman’s Warehouse Holdings, Inc. (SPWH): A Bull Case Theory
We came across a bullish thesis on Sportsman’s Warehouse Holdings, Inc. (SPWH) on Substack by Unemployed Value Degen.
Navios Maritime Partners L.P. (NMM): A Bull Case Theory
We came across a bullish thesis on Navios Maritime Partners L.P. (NMM) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on NMM.
Nvidia’s (NVDA) Run:AI Deal Isn’t A ‘Killer Acquisition’, says EU
Nvidia just received good news from Europe as The European Commission approved its acquisition of the Israeli firm Run:ai.
META Platform’s (META) Movie Gen AI Could Change Video Editing Forever, Here’s How
Instagram’s head Adam Mosseri took to Instagram yesterday to boast a new tool that could revolutionize video editing in 2025.
How China’s Growth Fuels Marriott’s (MAR) Long-Term Potential
Marriott International (MAR) tends to stand strong in the wake of global turmoils.
Here’s How Micron’s (MU) Weakness Could Boost Nvidia (NVDA) And Broadcom (AVGO)
Micron’s earnings report this week has again raised questions about the usefulness of the AI spending we are seeing from many tech companies.
Two Overlooked Nvidia (NVDA) Growth Drivers You Need To Know
Blackwell GPUs are about to take the world by storm and no one can stop talking about it.
Apple (AAPL) In Talks With ByteDance and Tencent For Generative AI In China
Apple Inc. is in talks with Tencent Holdings Ltd and ByteDance Ltd over the use of their AI models in products they will sell in China.
Why Nvidia’s (NVDA) Current Dip Is A Buy, With One Big Caveat
The FED-fueled sell-off abruptly halted the tech bull run and has caused investors to rethink their strategies. Nvidia was among the many stocks that took a hit yesterday.
Generative AI Meets Beauty: Ulta’s (ULTA) Bold Bet On Nvidia’s (NVDA) Hairstyling Tech
Ulta Beauty has launched an AI app that lets users use their selfies to show instant and realistic previews of their favorite hairstyles.
DigitalOcean (DOCN) Faces Headwinds As AMD (AMD) Joins Forces With A Rival
DigitalOcean is one of the fastest-growing companies in the cloud space. However, its current problems are increasingly weakening its position.
Why We’re Confident Nvidia’s (NVDA) Mellanox Deal Will Weather China’s Probe
China is cracking down on Nvidia and Mellanox, claiming the chipmaker is not treating Chinese companies fairly, which is what was agreed when China gave the nod for the Mellanox...
Nvidia’s (NVDA) Blackwell GPUs Set For Mid-2025 Ramp-Up, But Don’t Expect Perfect Execution
The Nvidia GB200 rack-mounted AI and HPC servers are set to start mass production in mid-2025, with the highest-volume shipments expected to hit the market in the second and third...
Why Blackwell Is Just The Tip Of Nvidia’s (NVDA) Growth Iceberg
Generative AI first burst onto the scene with the launch of ChatGPT on November 30, 2022.
Oshkosh Corp (OSK): The Under-The-Radar AI Player That Could Surprise At CES 2025
Oshkosh Corporation (OSK) may not be the first company to come to mind when speaking of state-of-the-art Autonomy and AI tech, but as it prepares to appear at the CES 2025 show...
Nvidia’s (NVDA) New AI Platform Brings Generative Power To Developers’ Desktops
The recent release of Nvidia's Jetson Orin Nano Super Developer Kit might be small news in the context of Nvidia's business.
Strong Fundamentals And Weight Loss Entry Make Merck (MRK) A Buy
Merck has partnered with Hansoh, a Chinese biopharmaceutical company, for a global licensing deal to develop an oral GLP-1 receptor agonist for the treatment of conditions related...
