GameStop (GME) Climbs 8.25% on Ambitious Buyout Plan
GameStop grew its share prices by 8.25 percent on Monday to finish at $25.85 apiece as investor sentiment was bolstered by a billion-dollar acquisition program which it expects...
Insider Monkey Blog
Corning (GLW) Climbs 6.87% on Rare Earths Devt Support
Corning rallied for a second day on Monday, jumping 6.87 percent to close at $110.35 apiece, as investors bet on President Donald Trump’s $12 billion rare earths stockpile project...
JetBlue (JBLU) Takes Off by 8.2% on Higher PT
In a market report, TD Cowen reiterated its “hold” rating and $5 price target for JetBlue Airways Corporation (NASDAQ:JBLU), on optimism for capacity growth, its Blue Sky ...
Sandisk (SNDK) Soars as Berstein Hikes PT by 72%
Sandisk extended its winning streak to a fifth straight day on Monday, adding 15.44 percent to close at $665.24 apiece, as investors took heart from an investment firm’s 72 ...
Digital Realty Trust (DLR) Expands Regional Reach with Malaysia Data Center Acquisition
Digital Realty Trust, Inc.
Strong Analyst Sentiment on American Tower (AMT) Amid Favorable 2026 Outlook
On January 20, 2026, UBS maintained its Buy rating on American Tower Corporation (NYSE:AMT) and lowered its price target from $260 to $254, citing a favorable risk-reward outlook...
NVIDIA (NVDA) H200 Chips Key to China’s AI Data Center Expansion Plans
A Reuters report published on January 28, 2026, reported that Chinese authorities confirmed the purchase of more than 400,000 NVIDIA Corporation (NASDAQ:NVDA) H200 Artificial ...
Analysts Remain Bullish on Iron Mountain (IRM) Amid Storage, Rentals, and ALM Business Growth
On January 13, 2026, Barclays raised its price target for Iron Mountain Incorporated (NYSE:IRM) from $123 to $126, while reiterating an Overweight rating on the stock.
BofA Initiates Celestica (CLS) with ‘Buy’ Rating and $400 PT
BofA started coverage of Celestica Inc. (NYSE:CLS) on January 28, 2026, with a buy rating and $400 price target.
IT Hardware Market Slows in 2026, Dell Technologies (DELL) Maintains AI Server Strength
In a January 20 report, Reuters said that a “perfect storm” of slowing enterprise demand, rising component costs, and elevated valuations is expected into 2026, especially...
BofA Sees Credo Technology Group Holding Ltd (CRDO) As Long-Term Beneficiary of AI-Driven Cloud Connectivity
On January 26, 2026, BofA described the semiconductor industry as increasingly bifurcated, noting that although some areas of the market appear stretched, some compute names still...
Broadcom (AVGO) Cited As Top Compute Stock Amid Strong AI Semiconductor Demand
BofA, in a note dated January 26, 2026, set out the semiconductor market as “stretched semicaps, compelling compute, and half-full analog,” emphasizing compute as the most...
Microsoft (MSFT) Highlights Its Growing AI Capabilities in Cloud Services with Maia Chip Launch
According to Reuters, on January 26, 2026, Microsoft Corporation (NASDAQ:MSFT) introduced the second-generation of its in-house artificial intelligence processor, Maia 200, as...
KeyBanc Remains Bullish on Amazon.com (AMZN) Amid Improved FY26 and FY27 Estimates
On January 28, 2026, KeyBanc analyst Justin Patterson reaffirmed his Overweight rating and increased his price target for Amazon.com, Inc. (NASDAQ:AMZN) from $303 to $308.
Arquitos Capital Management’s Q4 2025 Letter
Arquitos Capital Partners, an investment management firm, released its Q4 2025 investor letter.
Etsy, Inc. (ETSY): A Bull Case Theory
We came across a bullish thesis on Etsy, Inc. on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on ETSY.
Mastercard Incorporated (MA): A Bull Case Theory
We came across a bullish thesis on Mastercard Incorporated on Value investing subreddit by stockoscope. In this article, we will summarize the bulls’ thesis on MA.
MINISO Group Holding Limited (MNSO): A Bull Case Theory
We came across a bullish thesis on MINISO Group Holding Limited on Grillo Insights’ Substack by Eric García.
Nurix Therapeutics, Inc. (NRIX): A Bull Case Theory
We came across a bullish thesis on Nurix Therapeutics, Inc. on Clinical Catalysts’s Substack. In this article, we will summarize the bulls’ thesis on NRIX.
Rivian Automotive, Inc. (RIVN): A Bull Case Theory
We came across a bullish thesis on Rivian Automotive, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.
Twist Bioscience Corporation (TWST): A Bull Case Theory
We came across a bullish thesis on Twist Bioscience Corporation on Clinical Catalysts’s Substack. In this article, we will summarize the bulls’ thesis on TWST.
Nektar Therapeutics (NKTR): A Bull Case Theory
We came across a bullish thesis on Nektar Therapeutics on Clinical Catalysts’s Substack. In this article, we will summarize the bulls’ thesis on NKTR.
Houlihan Lokey, Inc. (HLI): A Bull Case Theory
We came across a bullish thesis on Houlihan Lokey, Inc. on X.com by @WeissRatings. In this article, we will summarize the bulls’ thesis on HLI.
Paychex, Inc. (PAYX): A Bull Case Theory
We came across a bullish thesis on Paychex, Inc. on Quality Stocks’s Substack. In this article, we will summarize the bulls’ thesis on PAYX.
Petróleo Brasileiro S.A. – Petrobras (PBR): A Bull Case Theory
We came across a bullish thesis on Petróleo Brasileiro S.A. - Petrobras on Quiet Wealth Compounding’s Substack.
Redwire Corporation (RDW): A Bull Case Theory
We came across a bullish thesis on Redwire Corporation on Guardian Research’s Substack. In this article, we will summarize the bulls’ thesis on RDW.
Waste Connections, Inc. (WCN): A Bull Case Theory
We came across a bullish thesis on Waste Connections, Inc. on Monopolistic Investor’s Substack by Antoni Nabzdyk.
Edwards Lifesciences Corporation (EW): A Bull Case Theory
We came across a bullish thesis on Edwards Lifesciences Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on EW.
RH (RH): A Bull Case Theory
We came across a bullish thesis on RH on Speedwell Memos’s Substack by Speedwell Research. In this article, we will summarize the bulls’ thesis on RH.
ABIVAX Société Anonyme (ABVX): A Bull Case Theory
We came across a bullish thesis on ABIVAX Société Anonyme on Alpha Talon Investment Research’s Substack by AT Investment Research.
Synopsys, Inc. (SNPS): A Bull Case Theory
We came across a bullish thesis on Synopsys, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on SNPS.
The Trade Desk, Inc. (TTD): A Bull Case Theory
We came across a bullish thesis on The Trade Desk, Inc. on Quality Stocks’ Substack. In this article, we will summarize the bulls’ thesis on TTD.
Cohen & Steers, Inc. (CNS): A Bull Case Theory
We came across a bullish thesis on Cohen & Steers, Inc. on Value investing subreddit by Abject_Set8851. In this article, we will summarize the bulls’ thesis on CNS.
Cronos Group Inc. (CRON): A Bull Case Theory
We came across a bullish thesis on Cronos Group Inc. on Stock Pursuit’s Substack. In this article, we will summarize the bulls’ thesis on CRON.
e.l.f. Beauty, Inc. (ELF): A Bull Case Theory
We came across a bullish thesis on e.l.f. Beauty, Inc. on Stocks subreddit by Rare-Kangaroo8075. In this article, we will summarize the bulls’ thesis on ELF. e.l.f.
GE Vernova Inc. (GEV): A Bull Case Theory
We came across a bullish thesis on GE Vernova Inc. on The Edge Of Power’s Substack. In this article, we will summarize the bulls’ thesis on GEV.
Kimberly-Clark Corporation (KMB): A Bull Case Theory
We came across a bullish thesis on Kimberly-Clark Corporation on Value investing subreddit by Exciting_Elephant351.
Opera Limited (OPRA): A Bull Case Theory
We came across a bullish thesis on Opera Limited on Value investing subreddit by nunchakusdragon. In this article, we will summarize the bulls’ thesis on OPRA.
Venture Global, Inc. (VG): A Bull Case Theory
We came across a bullish thesis on Venture Global, Inc. on William’s Substack by William Fleming-Daniels. In this article, we will summarize the bulls’ thesis on VG.
ASGN Incorporated (ASGN): A Bull Case Theory
We came across a bullish thesis on ASGN Incorporated on CompanyCharts’s Substack. In this article, we will summarize the bulls’ thesis on ASGN.
EVERTEC, Inc. (EVTC): A Bull Case Theory
We came across a bullish thesis on EVERTEC, Inc. on CompanyCharts’s Substack. In this article, we will summarize the bulls’ thesis on EVTC.
Iridium Communications Inc. (IRDM): A Bull Case Theory
We came across a bullish thesis on Iridium Communications Inc. on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on IRDM.
L3Harris Technologies, Inc. (LHX): A Bull Case Theory
We came across a bullish thesis on L3Harris Technologies, Inc. on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on LHX.
Lockheed Martin Corporation (LMT): A Bull Case Theory
We came across a bullish thesis on Lockheed Martin Corporation on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on LMT.
Mettler-Toledo International Inc. (MTD): A Bull Case Theory
We came across a bullish thesis on Mettler-Toledo International Inc. on Flyover Stocks’s Substack by Todd Wenning.
Prestige Consumer Healthcare Inc. (PBH): A Bull Case Theory
We came across a bullish thesis on Prestige Consumer Healthcare Inc. on CopyCat Invest’s Substack. In this article, we will summarize the bulls’ thesis on PBH.
RTX Corporation (RTX): A Bull Case Theory
We came across a bullish thesis on RTX Corporation on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on RTX.
Hawaiian Electric Industries, Inc. (HE): A Bull Case Theory
We came across a bullish thesis on Hawaiian Electric Industries, Inc. on R. Dennis’s Substack by OppCost.
Lumentum Holdings Inc. (LITE): A Bull Case Theory
We came across a bullish thesis on Lumentum Holdings Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on LITE.
Northern Oil and Gas, Inc. (NOG): A Bull Case Theory
We came across a bullish thesis on Northern Oil and Gas, Inc. on Asymmetric Capital’s Substack by Srikanth Thangellamudi.
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