Paycom Software, Inc. (PAYC): A Bull Case Theory
We came across a bullish thesis on Paycom Software, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on PAYC.
Insider Monkey Blog
Waters Corporation (WAT): A Bull Case Theory
We came across a bullish thesis on Waters Corporation on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on WAT.
Sandisk Corporation (SNDK): A Bull Case Theory
We came across a bullish thesis on Sandisk Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on SNDK.
Centrus Energy Corp. (LEU): A Bull Case Theory
We came across a bullish thesis on Centrus Energy Corp. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on LEU.
Coca-Cola FEMSA, S.A.B. de C.V. (KOF): A Bull Case Theory
We came across a bullish thesis on Coca-Cola FEMSA, S.A.B. de C.V. on Value Investor Hub’s Substack. In this article, we will summarize the bulls’ thesis on KOF.
KLA Corporation (KLAC): A Bull Case Theory
We came across a bullish thesis on KLA Corporation on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on KLAC.
DoorDash, Inc. (DASH): A Bull Case Theory
We came across a bullish thesis on DoorDash, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on DASH.
Coupang, Inc. (CPNG): A Bull Case Theory
We came across a bullish thesis on Coupang, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on CPNG.
AXT, Inc. (AXTI): A Bull Case Theory
We came across a bullish thesis on AXT, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Veeva Systems Inc. (VEEV): A Bull Case Theory
We came across a bullish thesis on Veeva Systems Inc. on LongTermValue Research’s Substack. In this article, we will summarize the bulls’ thesis on VEEV.
PagerDuty, Inc. (PD): A Bull Case Theory
We came across a bullish thesis on PagerDuty, Inc. on Wrigh’s Substack by William Wright. In this article, we will summarize the bulls’ thesis on PD.
NANO Nuclear Energy Inc. (NNE): A Bull Case Theory
We came across a bullish thesis on NANO Nuclear Energy Inc. on Crack The Market’s Substack by Ozeco. In this article, we will summarize the bulls’ thesis on NNE.
Hormel Foods Corporation (HRL): A Bull Case Theory
We came across a bullish thesis on Hormel Foods Corporation on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on HRL.
Pool Corporation (POOL): A Bull Case Theory
We came across a bullish thesis on Pool Corporation on Libertalia Investing’s Substack. In this article, we will summarize the bulls’ thesis on POOL.
FuboTV Inc. (FUBO): A Bear Case Theory
We came across a bearish thesis on FuboTV Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bears’ thesis on FUBO.
Neogen Corporation (NEOG): A Bull Case Theory
We came across a bullish thesis on Neogen Corporation on Cornerstone Value’s Substack. In this article, we will summarize the bulls’ thesis on NEOG.
McDonald’s Corporation (MCD): A Bull Case Theory
We came across a bullish thesis on McDonald’s Corporation on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on MCD.
Realty Income Corporation (O): A Bull Case Theory
We came across a bullish thesis on Realty Income Corporation on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on O.
Chevron Corporation (CVX): A Bull Case Theory
We came across a bullish thesis on Chevron Corporation on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on CVX.
JetBlue Airways Corporation (JBLU): A Bear Case Theory
We came across a bearish thesis on JetBlue Airways Corporation on GHGInvest’s Substack by Anh Hoang. In this article, we will summarize the bears’ thesis on JBLU.
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by Sanjiv.
Achieve Life Sciences, Inc. (ACHV): A Bull Case Theory
We came across a bullish thesis on Achieve Life Sciences, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on ACHV.
Cisco Systems, Inc. (CSCO): A Bull Case Theory
We came across a bullish thesis on Cisco Systems, Inc. on r/Valueinvesting by MarketFlux. In this article, we will summarize the bulls’ thesis on CSCO.
Unity Software Inc. (U): A Bear Case Theory
We came across a bearish thesis on Unity Software Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bears’ thesis on U.
Power Solutions International, Inc. (PSIX): A Bull Case Theory
We came across a bullish thesis on Power Solutions International, Inc. on r/AssymetricAlpha by SwissTPortfolio.
Novo Nordisk A/S (NVO): A Bull Case Theory
We came across a bullish thesis on Novo Nordisk A/S on r/Valueinvesting by Quorum_Ataraxia. In this article, we will summarize the bulls’ thesis on NVO.
Gilead Sciences, Inc. (GILD): A Bull Case Theory
We came across a bullish thesis on Gilead Sciences, Inc. on Disruptive analytics’s Substack by Magnus Ofstad.
DLocal Limited (DLO): A Bull Case Theory
We came across a bullish thesis on DLocal Limited on M. V. Cunha's Substack. In this article, we will summarize the bulls’ thesis on DLO.
Dollar General Corporation (DG): A Bull Case Theory
We came across a bullish thesis on Dollar General Corporation on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.
Bristol-Myers Squibb Company (BMY): A Bull Case Theory
We came across a bullish thesis on Bristol-Myers Squibb Company on Disruptive Analytics’ Substack by Magnus Ofstad.
AbbVie Inc. (ABBV): A Bull Case Theory
We came across a bullish thesis on AbbVie Inc. on Disruptive Analytics ’ Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on ABBV.
Arista Networks, Inc. (ANET): A Bull Case Theory
We came across a bullish thesis on Arista Networks, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on ANET.
Target Corporation (TGT): A Bull Case Theory
We came across a bullish thesis on Target Corporation on Quality Value Investing’s Substack by David J. Waldron.
Stride, Inc. (LRN): A Bull Case Theory
We came across a bullish thesis on Stride, Inc. on Valueinvestorslcub.com by scott265. In this article, we will summarize the bulls’ thesis on LRN.
10 AI Stocks Gaining Attention on Wall Street
US software stocks have come under pressure recently after disappointing updates from major enterprise players, rekindling concerns that artificial intelligence could topple many...
Hedge Fund and Insider Trading News: Ray Dalio, Ken Griffin, Crispin Odey, Warren Buffett, Brevan Howard, Polymer Capital Management, Schonfeld Strategic Advisors, Saba Capital, Jain Global, Millennium Management, International Business Machines Corp (IBM), Hycroft Mining Holding Corp (HYMC), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
TD Cowen Bullish on KalVista Pharmaceuticals, Inc. (KALV) Ahead of Q4 Results
TheFly reported on January 29 that TD Cowen analyst Stacy Ku raised its price target on KALV to $35 from $30 and maintained a Buy rating.
Bernstein Raises PT on ASML Holding as the Company Updates 2026 Outlook
On January 29, TheFly reported that Bernstein analyst David Dai raised the price target on ASML Holding N.V. (NASDAQ:ASML) from $1,642 to $1,911.
Is Palantir Technologies One of the Hottest Stocks to Buy in 2026?
Palantir is scheduled to report its Q4 FY2025 results on Monday, February 2, 2026.
Oppenheimer Notes Relay Therapeutics (RLAY) Pipeline Strength in Mutant-Selective Inhibitors
TheFly reported on January 26 that Oppenheimer upgraded RLAY from Perform to Outperform and set a $14 price target.
Craig-Hallum Adjusts MiMedx Group, Inc. (MDXG) Outlook on CMS Coverage Guidance
TheFly reported on January 23 that Craig-Hallum analyst Chase Knickerbocker lowered the price target on MDXG to $10 from $13 and maintained a Buy rating.
Jim Cramer Says Salesforce is “Really Great” But He Accepts the Market’s Judgment
Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer shared his thoughts on.
Jim Cramer on ServiceNow: “This Stock Has Become a Nightmare”
ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer shared his thoughts on.
Jim Cramer on Rubrik: “You Have to Wait Its Shake Out”
Rubrik, Inc. (NYSE:RBRK) is one of the stocks Jim Cramer shared his thoughts on.
Jim Cramer on Carrier Global: “I Think You Buy It Now and Put It Away”
Carrier Global Corporation (NYSE:CARR) is one of the stocks Jim Cramer shared his thoughts on. A caller asked if they should hold onto their position in the stock or sell it.
Jim Cramer on AAR Corp.: “The Gross Yield Is Too High”
Okay, at times, I’ve been worried about this because the, believe it or not, the gross yield is too high, and this is one of those times. That yield’s 15%.
Jim Cramer on Rio Tinto: “I Just Think It’s a Great Hedge Against All the Chaos That We See in the World”
I have liked Rio… I used to call it, let’s put it this way, I like Rio so much, even from when I was at Goldman Sachs in the 80s, and I just think you should just go in and...
Jim Cramer on Palantir: “I Can’t Back Away From It Right Here”
Yes, I like Palantir. Now, Palantir’s trading right now with the cohort that is ServiceNow and Salesforce. By the way, those are great companies.
Jim Cramer Says “IBM’s the Rare AI Winner With a Fairly Low Price-to-Earnings Multiple”
International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer shared his thoughts on.
Jim Cramer Says Royal Caribbean’s Full-Year Forecast for 2026 Is “Spectacular”
Royal Caribbean Cruises Ltd. (NYSE:RCL) is one of the stocks Jim Cramer shared his thoughts on.
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