Nebius Group N.V. (NBIS): A Bull Case Theory
We came across a bullish thesis on Nebius Group N.V. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on NBIS.
Insider Monkey Blog
monday.com Ltd. (MNDY): A Bull Case Theory
We came across a bullish thesis on monday.com Ltd. on Lewistown Capital’s Substack by Ryan Seawell. In this article, we will summarize the bulls’ thesis on MNDY.
LyondellBasell Industries N.V. (LYB): A Bear Case Theory
We came across a bearish thesis on LyondellBasell Industries N.V. on Monopolistic Investor’s Substack by Antoni Nabzdyk.
Fox Corporation (FOXA): A Bull Case Theory
We came across a bullish thesis on Fox Corporation on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on FOXA.
Datadog, Inc. (DDOG): A Bull Case Theory
We came across a bullish thesis on Datadog, Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.
Amentum Holdings, Inc. (AMTM): A Bull Case Theory
We came across a bullish thesis on Amentum Holdings, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on AMTM.
Semrush Holdings, Inc. (SEMR): A Bull Case Theory
We came across a bullish thesis on Semrush Holdings, Inc. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on SEMR.
Roku, Inc. (ROKU): A Bull Case Theory
We came across a bullish thesis on Roku, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on ROKU.
Digital Twin Technology in Manufacturing: Benefits, Use Cases, and Trends
Walk through any smart factory today, and you can feel data humming around you.
GXO Logistics, Inc. (GXO): A Bull Case Theory
We came across a bullish thesis on GXO Logistics, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Global Ship Lease, Inc. (GSL): A Bull Case Theory
We came across a bullish thesis on Global Ship Lease, Inc. on Value investing subreddit by BeatingTheTide. In this article, we will summarize the bulls’ thesis on GSL.
GigaCloud Technology Inc. (GCT): A Bull Case Theory
We came across a bullish thesis on GigaCloud Technology Inc. on Value investing subreddit by MilkshakeBoy78.
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.
Deckers Outdoor Corporation (DECK): A Bull Case Theory
We came across a bullish thesis on Deckers Outdoor Corporation on Value investing subreddit by StableBread.
Celsius Holdings, Inc. (CELH): A Bull Case Theory
We came across a bullish thesis on Celsius Holdings, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on CELH.
Sprouts Farmers Market, Inc. (SFM): A Bull Case Theory
We came across a bullish thesis on Sprouts Farmers Market, Inc. on Long-term Investing’s Substack by Sanjiv.
Transocean Ltd. (RIG): A Bull Case Theory
We came across a bullish thesis on Transocean Ltd. on TheOldEconomy Substack’s Substack by Mihail Stoyanov.
Oscar Health, Inc. (OSCR): A Bull Case Theory
We came across a bullish thesis on Oscar Health, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.
Eli Lilly and Company (LLY): A Bull Case Theory
We came across a bullish thesis on Eli Lilly and Company on Pebble Bites’s Substack by Christina Gan. In this article, we will summarize the bulls’ thesis on LLY.
NVIDIA Corporation (NVDA): A Bull Case Theory
We came across a bullish thesis on NVIDIA Corporation on Shareholdersunite Essentials’s Substack by Shareholdersunite.
lululemon athletica inc. (LULU): A Bull Case Theory
We came across a bullish thesis on lululemon athletica inc. on The Analyst's Journal’s Substack by A_Capital.
Salesforce, Inc. (CRM): A Bull Case Theory
We came across a bullish thesis on Salesforce, Inc. on HatedMoats’s Substack. In this article, we will summarize the bulls’ thesis on CRM.
Verra Mobility Corporation (VRRM): A Bull Case Theory
We came across a bullish thesis on Verra Mobility Corporation on Valueinvestorsclub.com by zbeex. In this article, we will summarize the bulls’ thesis on VRRM.
Intuitive Surgical, Inc. (ISRG): A Bull Case Theory
We came across a bullish thesis on Intuitive Surgical, Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.
Walmart Inc. (WMT): A Bull Case Theory
We came across a bullish thesis on Walmart Inc. on Kroker Equity Research’s Substack.
United Parcel Service, Inc. (UPS): A Bull Case Theory
We came across a bullish thesis on United Parcel Service, Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on UPS.
IREN Limited (IREN): A Bull Case Theory
We came across a bullish thesis on IREN Limited on X.com by EvolamTrades. In this article, we will summarize the bulls’ thesis on IREN.
Hims & Hers Health, Inc. (HIMS): A Bull Case Theory
We came across a bullish thesis on Hims & Hers Health, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.
Grindr Inc. (GRND): A Bull Case Theory
We came across a bullish thesis on Grindr Inc. on Acid Investments’s Substack by N.R98. In this article, we will summarize the bulls’ thesis on GRND.
CrowdStrike Holdings, Inc. (CRWD): A Bull Case Theory
We came across a bullish thesis on CrowdStrike Holdings, Inc. on Business Ontology’s Substack by Lorenzo Bastianelli.
Crocs, Inc. (CROX): A Bull Case Theory
We came across a bullish thesis on Crocs, Inc. on Favona Hathaway Substack’s Substack by Favona Hathaway.
Costco Wholesale Corporation (COST): A Bull Case Theory
We came across a bullish thesis on Costco Wholesale Corporation on Wonder Stocks’s Substack by Wonder Stocks.
QXO, Inc. (QXO): A Bull Case Theory
We came across a bullish thesis on QXO, Inc. on Mispriced Assets’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on QXO.
Upwork Inc. (UPWK): A Bull Case Theory
We came across a bullish thesis on Upwork Inc. on High Growth Investing’s Substack by Stefan Waldhauser. In this article, we will summarize the bulls’ thesis on UPWK.
UnitedHealth Group Incorporated (UNH): A Bull Case Theory
We came across a bullish thesis on UnitedHealth Group Incorporated on Value investing subreddit by ashm1987.
Sportradar Group AG (SRAD): A Bear Case Theory
We came across a bearish thesis on Sportradar Group AG on The Bear Cave’s Substack by Edwin Dorsey. In this article, we will summarize the bulls’ thesis on SRAD.
JD.com, Inc. (JD): A Bear Case Theory
We came across a bearish thesis on JD.com, Inc. on Coughlin Capital’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on JD.
Expeditors International of Washington, Inc. (EXPD): A Bull Case Theory
We came across a bullish thesis on Expeditors International of Washington, Inc. on Valueinvestorsclub.com by jamal.
Entegris, Inc. (ENTG): A Bull Case Theory
We came across a bullish thesis on Entegris, Inc. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ENTG.
ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on ASML.
Root, Inc. (ROOT): A Bull Case Theory
We came across a bullish thesis on Root, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on ROOT.
NextEra Energy, Inc. (NEE): A Bull Case Theory
We came across a bullish thesis on NextEra Energy, Inc. on The Simple Side’s Substack. In this article, we will summarize the bulls’ thesis on NEE.
Stride, Inc. (LRN): A Bull Case Theory
We came across a bullish thesis on Stride, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on LRN.
Dole plc (DOLE): A Bull Case Theory
We came across a bullish thesis on Dole plc on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on DOLE.
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.
The Boeing Company (BA): A Bull Case Theory
We came across a bullish thesis on The Boeing Company on Boudreau Capital Newsletter’s Substack by Nicolas Boudreau.
Broadcom Inc. (AVGO): A Bull Case Theory
We came across a bullish thesis on Broadcom Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on AVGO.
Clean Harbors, Inc. (CLH): A Bull Case Theory
We came across a bullish thesis on Clean Harbors, Inc., on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on CLH.
Xylem Inc. (XYL): A Bull Case Theory
We came across a bullish thesis on Xylem Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on XYL.
Zoetis Inc. (ZTS): A Bull Case Theory
We came across a bullish thesis on Zoetis Inc. on Value investing subreddit by anonymous_sheep1. In this article, we will summarize the bulls’ thesis on ZTS.
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