QUALCOMM Incorporated (QCOM): A Bull Case Theory
We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Value Investing Subreddit Page by Straight_Violinist_5.
Stock Analysis
Blue Bird Corporation (BLBD): A Bull Case Theory
We came across a bullish thesis on Blue Bird Corporation (BLBD) on Substack by Hidden Market Gems. In this article, we will summarize the bulls’ thesis on BLBD.
Novo Nordisk A/S (NVO): A Bull Case Theory
We came across a bullish thesis on Novo Nordisk A/S (NVO) on Substack by Long-Term Pick. In this article, we will summarize the bulls’ thesis on NVO.
Merck & Co., Inc. (MRK): A Bull Case Theory
We came across a bullish thesis on Merck & Co., Inc. (MRK) on Substack by Long-Term Pick. In this article, we will summarize the bulls’ thesis on MRK. Merck & Co., Inc.
Valaris Limited (VAL): A Bull Case Theory
We came across a bullish thesis on Valaris Limited (VAL) on Substack by Alpha Ark. In this article, we will summarize the bulls’ thesis on VAL.
Alphabet Inc. (GOOGL): A Bull Case Theory
We came across a bullish thesis on Alphabet Inc. (GOOGL) on Substack by Long-Term Pick. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.
EnerSys (ENS): A Bull Case Theory
We came across a bullish thesis on EnerSys (ENS) on Substack by Kristopher Rymer. In this article, we will summarize the bulls’ thesis on ENS.
SAP SE (SAP): A Bull Case Theory
We came across a bullish thesis on SAP SE (SAP) on Substack by Northwest Frontier Capital. In this article, we will summarize the bulls’ thesis on SAP.
Golar LNG Limited (GLNG): A Bull Case Theory
We came across a bullish thesis on Golar LNG Limited (GLNG) on Substack by Value Science. In this article, we will summarize the bulls’ thesis on GLNG.
Xometry, Inc. (XMTR): A Bull Case Theory
We came across a bullish thesis on Xometry, Inc. (XMTR) on Substack by Unconventional Value. In this article, we will summarize the bulls’ thesis on XMTR. Xometry, Inc.
Planet Labs PBC (PL): A Bull Case Theory
We came across a bullish thesis on Planet Labs PBC (PL) on Substack by Unconventional Value. In this article, we will summarize the bulls’ thesis on PL.
Thryv Holdings, Inc. (THRY): A Bull Case Theory
We came across a bullish thesis on Thryv Holdings, Inc. (THRY) on Substack by Idea Hive. In this article, we will summarize the bulls’ thesis on THRY. Thryv Holdings, Inc.
Mettler-Toledo International Inc. (MTD): A Bull Case Theory
We came across a bullish thesis on Mettler-Toledo International Inc. (MTD) on Substack by Douglas Ott. In this article, we will summarize the bulls’ thesis on MTD.
Hims & Hers Health, Inc. (HIMS): A Bull Case Theory
We came across a bullish thesis on Hims & Hers Health, Inc. (HIMS) on Substack by Lorenzo’s 2 cents. In this article, we will summarize the bulls’ thesis on HIMS.
The Campbell’s Company (CPB): A Bull Case Theory
We came across a bullish thesis on The Campbell’s Company (CPB) on Substack by Scalper's Lounge. In this article, we will summarize the bulls’ thesis on CPB.
Pagaya Technologies Ltd. (PGY): A Bull Case Theory
We came across a bullish thesis on Pagaya Technologies Ltd. (PGY) on Substack by Unconventional Value. In this article, we will summarize the bulls’ thesis on PGY.
Coherus BioSciences, Inc. (CHRS): A Bull Case Theory
We came across a bullish thesis on Coherus BioSciences, Inc. (CHRS) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on CHRS.
Sprouts Farmers Market, Inc. (SFM): A Bull Case Theory
We came across a bullish thesis on Sprouts Farmers Market, Inc. (SFM) on Substack by Stock Picker's Corner. In this article, we will summarize the bulls’ thesis on SFM.
Sibanye Stillwater Limited (SBSW): A Bull Case Theory
We came across a bullish thesis on Sibanye Stillwater Limited (SBSW) on Substack by Hugo Navarro. In this article, we will summarize the bulls’ thesis on SBSW.
Lam Research Corporation (LRCX): A Bull Case Theory
We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by Long-Term Pick. In this article, we will summarize the bulls’ thesis on LRCX.
Innovative Solutions and Support, Inc. (ISSC): A Bull Case Theory
We came across a bullish thesis on Innovative Solutions and Support, Inc. (ISSC) on Substack by Hugo Navarro. In this article, we will summarize the bulls’ thesis on ISSC.
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.
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.
