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Insider Monkey Blog

ACM Research, Inc. (ACMR): A Bull Case Theory

We came across a bullish thesis on ACM Research, Inc. on Hazelnuts Research’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.

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February 4 - News, Stock Analysis

Advance Auto Parts, Inc. (AAP): A Bull Case Theory 

We came across a bullish thesis on Advance Auto Parts, Inc. on Valueinvestorsclub.com by Woodrow. In this article, we will summarize the bulls’ thesis on AAP.

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February 4 - News, Stock Analysis

Solaris Energy Infrastructure, Inc. (SEI): A Bull Case Theory 

We came across a bullish thesis on Solaris Energy Infrastructure, Inc. on MVC Investing’s Substack by M. V. Cunha.

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February 4 - News, Stock Analysis

lululemon athletica inc. (LULU): A Bull Case Theory 

We came across a bullish thesis on lululemon athletica inc. on r/valueinvesting by _quantitative. In this article, we will summarize the bulls’ thesis on LULU.

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February 4 - News, Stock Analysis

GXO Logistics, Inc. (GXO): A Bull Case Theory 

We came across a bullish thesis on GXO Logistics, Inc. on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on GXO.

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February 4 - News, Stock Analysis

Danaher Corporation (DHR): A Bull Case Theory 

We came across a bullish thesis on Danaher Corporation on Heavy Moat Investments’s Substack. In this article, we will summarize the bulls’ thesis on DHR.

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February 4 - News, Stock Analysis

Cognizant Technology Solutions Corporation (CTSH): A Bull Case Theory 

We came across a bullish thesis on Cognizant Technology Solutions Corporation on Quality Value Investing’s Substack by David J. Waldron.

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February 4 - News, Stock Analysis

Jim Cramer on Las Vegas Sands: “It Looks Like Wealthy Chinese Consumers Are Still Hesitant to Spend Heavily”

Finally, the eighth worst performer last month was Las Vegas Sands. That’s the casino company that’s now exclusively a play on Macau and Singapore.

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February 4 - News

Jim Cramer Highlights That the Charitable Trust Has Owned Salesforce for “Years and Years”

Salesforce, Inc. (NYSE:CRM) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted.

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February 4 - News

Jim Cramer on Amazon: “It Doesn’t Get the Respect It Deserves”

My Charitable Trust owns Amazon, Meta, and Microsoft. I’m feeling like I did during my obituary writer days with these. Amazon reports this week.

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February 4 - News

Jim Cramer on Tesla: “It Has a Chance to Blast off, But It Hasn’t”

Tesla, now, it’s not a car company, although it’s not the xAI merger that we’re getting with SpaceX, whatever. But it’s a Cybercab and robot company.

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February 4 - News

Jim Cramer on Apple: “The Pessimists Are Starting to Tremble”

How about the others? Can you really underperform the S&P for a full year as these stocks have and still call yourself magnificent?… Apple could be making a move here.

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February 4 - News

Jim Cramer Says “Something Good Seems to Happen Every Single Minute at Alphabet”

But the only other stock in the Mag Seven that’s beating the market over the last 12 months and is fantastic is Alphabet. It’s up over 68%. That makes sense.

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February 4 - News

Jim Cramer on Merck & Co.: “This Is One of My Favorite Pharmaceutical Stocks”

This morning, Merck reported a very solid quarter, but gave what some people thought was a soft full-year forecast, yet the stock finished up the session more than 2%.

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February 4 - News

Jim Cramer on Chipotle: “I Think That Wall Street’s Going to Be Wrong Here”

Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks Jim Cramer looked at recently.

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February 4 - News

Jim Cramer on Broadcom: “This Company Is a Winner in This Environment, Not a Loser”

Okay, I’m [of] two minds on Broadcom. It’s not a good time to get into it, but it’s a great company. So what are we going to do? We’re going to let it come down.

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February 4 - News

Jim Cramer on Wells Fargo: “That’s a Winner”

But the other mind says you can’t jump in front of a speeding freight train.

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February 4 - News

Jim Cramer Highlights the Charitable Trust’s New Holdings in CrowdStrike

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer looked at recently.

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February 4 - News

Jim Cramer on NVIDIA: “I Call It a Coiled Spring”

There’s nothing magnificent about them. There’s nothing even special. My trust owns a bunch of these, I’m very conscious of this, six of the seven. And we respect them.

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February 4 - News

Jim Cramer on Dillard’s: “I Just Don’t Think That Much of It”

Dillard’s, Inc. (NYSE:DDS) is one of the stocks Jim Cramer shared his opinion on.

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February 4 - News

Jim Cramer on Sphere Entertainment: “It’s Really Pretty Amazing”

I think Sphere’s great. We did, you know, Ben and I did, we did a piece on Sphere, and we felt really, really good about it.

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February 4 - News

Jim Cramer on Teladoc: “I Don’t See Any Reason to Own It”

Teladoc Health, Inc. (NYSE:TDOC) is one of the stocks Jim Cramer shared his opinion on.

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February 4 - News

Jim Cramer on Centrus Energy: “This Stock’s Been Under Pressure for No Particular Reason”

Centrus Energy Corp. (NYSE:LEU) is one of the stocks Jim Cramer shared his opinion on.

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February 4 - News

Jim Cramer on Axon: “It’s Still Too Heavy a Stock”

You know, I saw the body camera story in Minnesota. First thing I said was like, does Axon have that contract? And I don’t know the answer.

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February 4 - News

Jim Cramer on Marvell: “They’re an Excellent Company, But They’re a Derivative Company”

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks Jim Cramer shared his opinion on. Inquiring about the company, a caller asked if it is worth investing in.

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February 4 - News

Jim Cramer on Dollar General: “It Remains Terrific”

I know who you’re talking about. Dollar General… okay.

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February 4 - News

Jim Cramer on Solstice: “It’s a Fantastic Stock”

Solstice Advanced Materials, Inc.

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February 4 - News

Jim Cramer on Gladstone: “I Think You Should Kaching-Kaching That One”

Gladstone Land Corporation (NASDAQ:LAND) is a real estate investment trust that acquires and manages a diverse portfolio of farmland producing fresh produce, row crops, and permanent...

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February 4 - News

Broadcom Inc. (AVGO): A Bull Case Theory 

We came across a bullish thesis on Broadcom Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.

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February 4 - News, Stock Analysis

Nebius Group N.V. (NBIS): A Bull Case Theory 

We came across a bullish thesis on Nebius Group N.V. on X.com by @MB_Hogan. In this article, we will summarize the bulls’ thesis on NBIS.

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February 4 - News, Stock Analysis

Pagaya Technologies Ltd. (PGY): A Bull Case Theory 

We came across a bullish thesis on Pagaya Technologies Ltd. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on PGY.

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February 4 - News, Stock Analysis

Adobe Inc. (ADBE): A Bull Case Theory 

We came across a bullish thesis on Adobe Inc. on Summit Stocks’s Substack by Lucas | Summit Stocks. In this article, we will summarize the bulls’ thesis on ADBE.

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February 4 - News, Stock Analysis

Micron Technology, Inc. (MU): A Bull Case Theory 

We came across a bullish thesis on Micron Technology, Inc. on Beating The Tide’s Substack by George Atuan, CFA.

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February 4 - News, Stock Analysis

Zoetis Inc. (ZTS): A Bull Case Theory

We came across a bullish thesis on Zoetis Inc. on r/valueinvesting by ahlornjtvn139. In this article, we will summarize the bulls’ thesis on ZTS.

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February 4 - News, Stock Analysis

Euronet Worldwide, Inc. (EEFT): A Bull Case Theory 

We came across a bullish thesis on Euronet Worldwide, Inc. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on EEFT.

Keep Reading →

February 4 - News, Stock Analysis

Transocean Ltd. (RIG): A Bull Case Theory 

We came across a bullish thesis on Transocean Ltd. on Value Degen’s Substack by  Unemployed Value Degen.

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February 4 - News, Stock Analysis

QUALCOMM Incorporated (QCOM): A Bull Case Theory

 We came across a bullish thesis on QUALCOMM Incorporated on TechCache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on QCOM.

Keep Reading →

February 4 - News, Stock Analysis

monday.com Ltd. (MNDY): A Bull Case Theory 

We came across a bullish thesis on monday.com Ltd. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MNDY.

Keep Reading →

February 4 - News, Stock Analysis

12 High Growth E-commerce Stocks To Buy

The rapid rise of e-commerce has already created some of the stock market’s biggest winners, yet the long-term opportunity in online retail is far from exhausted.

Keep Reading →

February 4 - Hedge Funds, News

MercadoLibre, Inc. (MELI): A Bull Case Theory

We came across a bullish thesis on MercadoLibre, Inc. on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on MELI.

Keep Reading →

February 4 - News, Stock Analysis

Celsius Holdings, Inc. (CELH): A Bull Case Theory 

We came across a bullish thesis on Celsius Holdings, Inc. on Stock Croc (patiently hunting 'Quality' stocks)’s Substack by Stock Crock.

Keep Reading →

February 4 - News, Stock Analysis

Booking Holdings Inc. (BKNG): A Bull Case Theory 

We came across a bullish thesis on Booking Holdings Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on BKNG.

Keep Reading →

February 4 - News, Stock Analysis

Axon Enterprise, Inc. (AXON): A Bull Case Theory 

We came across a bullish thesis on Axon Enterprise, Inc. on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on AXON.

Keep Reading →

February 4 - News, Stock Analysis

The Boeing Company (BA): A Bull Case Theory 

We came across a bullish thesis on The Boeing Company on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on BA.

Keep Reading →

February 4 - News, Stock Analysis

Copart, Inc. (CPRT): A Bull Case Theory 

We came across a bullish thesis on Copart, Inc. on Andvari’s Substack by Douglas Ott. In this article, we will summarize the bulls’ thesis on CPRT.

Keep Reading →

February 4 - News, Stock Analysis

Corporación América Airports S.A. (CAAP): A Bull Case Theory

 We came across a bullish thesis on Corporación América Airports S.A. on Monopolistic Investor’s Substack by Antoni Nabzdyk.

Keep Reading →

February 4 - News, Stock Analysis

Symbotic Inc. (SYM): A Bull Case Theory 

We came across a bullish thesis on Symbotic Inc. on r/stocks by snem420. In this article, we will summarize the bulls’ thesis on SYM.

Keep Reading →

February 4 - News, Stock Analysis

Eos Energy Enterprises, Inc. (EOSE): A Bull Case Theory 

We came across a bullish thesis on Eos Energy Enterprises, Inc. on stocks subreddit by RaZE___SoViEt. In this article, we will summarize the bulls’ thesis on EOSE.

Keep Reading →

February 4 - News, Stock Analysis

7 Penny Stocks with Low Forward P/E Ratios

Penny stocks are stocks that trade at low prices, typically below $5, and are generally considered risky as compared to their larger counterparts.

Keep Reading →

February 4 - Hedge Funds, News

Jim Cramer on Intuit: “This Is a Very Good Company”

Intuit Inc. (NASDAQ:INTU) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted.

Keep Reading →

February 4 - News

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