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Insider Monkey Blog

Cencora, Inc. (COR): A Bull Case Theory

We came across a bullish thesis on Cencora, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on COR.

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July 24 - News, Stock Analysis

Chevron Corporation (CVX): A Bull Case Theory

We came across a bullish thesis on Chevron Corporation on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on CVX.

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July 24 - News, Stock Analysis

Comfort Systems USA, Inc. (FIX): A Bull Case Theory

We came across a bullish thesis on Comfort Systems USA, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on FIX.

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July 24 - News, Stock Analysis

Alphabet Inc. (GOOG): A Bull Case Theory

We came across a bullish thesis on Alphabet Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on GOOG.

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July 24 - News, Stock Analysis

Pool Corporation (POOL): A Bull Case Theory

We came across a bullish thesis on Pool Corporation on Summit Stocks’s. In this article, we will summarize the bulls’ thesis on POOL.

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July 24 - News, Stock Analysis

Snap Inc. (SNAP): A Bull Case Theory

We came across a bullish thesis on Snap Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on SNAP.

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July 24 - News, Stock Analysis

AbCellera Biologics Inc. (ABCL): A Bull Case Theory

We came across a bullish thesis on AbCellera Biologics Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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July 24 - News, Stock Analysis

Herc Holdings Inc. (HRI): A Bull Case Theory

We came across a bullish thesis on Herc Holdings Inc. on Valueinvestorsclub.com by sag301. In this article, we will summarize the bulls’ thesis on HRI.

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July 24 - News, Stock Analysis

IHS Holding Limited (IHS): A Bull Case Theory

We came across a bullish thesis on IHS Holding Limited on Valueinvestorsclub.com by tps12. In this article, we will summarize the bulls’ thesis on IHS.

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July 24 - News, Stock Analysis

Match Group, Inc. (MTCH): A Bull Case Theory

We came across a bullish thesis on Match Group, Inc.  on Valueinvestorsclub.com by tharp05. In this article, we will summarize the bulls’ thesis on MTCH.

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July 24 - News, Stock Analysis

PayPal Holdings, Inc. (PYPL): A Bull Case Theory

We came across a bullish thesis on PayPal Holdings, Inc. on Let it Compound’s Substack. In this article, we will summarize the bulls’ thesis on PYPL.

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July 24 - News, Stock Analysis

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

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

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July 24 - News, Stock Analysis

Quantum Computing Inc. (QUBT): A Bear Case Theory

We came across a bearish thesis on Quantum Computing Inc. on Valueinvestorsclub.com by jcoviedo. In this article, we will summarize the bulls’ thesis on QUBT.

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July 24 - News, Stock Analysis

EchoStar Corporation (SATS): A Bull Case Theory

We came across a bullish thesis on EchoStar Corporation on Valueinvestorsclub.com by OGBigJim. In this article, we will summarize the bulls’ thesis on SATS.

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July 24 - News, Stock Analysis

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.

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July 24 - News, Stock Analysis

Toast, Inc. (TOST): A Bull Case Theory

We came across a bullish thesis on Toast, Inc. on Capital Curiosity’s Substack by Taylor Nichols. In this article, we will summarize the bulls’ thesis on TOST.

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July 24 - News, Stock Analysis

Palantir Technologies (PLTR): “I’m Gonna Revise My Price Target When It Gets To 200,” Says Jim Cramer

We recently published 12 Stocks Jim Cramer Discussed As Analyzed Morgan Stanley’s Comments. Palantir Technologies Inc.

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July 24 - News

Masco Corporation (MAS): A Bull Case Theory

We came across a bullish thesis on Masco Corporation on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on MAS.

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July 24 - News, Stock Analysis

NVIDIA Corporation (NVDA)’s Going To Have A Good Quarter, Says Jim Cramer

We recently published 12 Stocks Jim Cramer Discussed As Analyzed Morgan Stanley’s Comments.

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July 24 - News

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

We came across a bullish thesis on Nebius Group N.V. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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July 24 - News, Stock Analysis

Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on LongYield’s Substack.

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July 24 - News, Stock Analysis

Viking Therapeutics, Inc. (VKTX): A Bull Case Theory

We came across a bullish thesis on Viking Therapeutics, Inc.  on r/wallstreetbets subreddit by Dritzz-9966. In this article, we will summarize the bulls’ thesis on VKTX.

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July 24 - News, Stock Analysis

Vericel Corporation (VCEL): A Bull Case Theory

We came across a bullish thesis on Vericel Corporation on R.Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on VCEL.

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July 24 - News, Stock Analysis

International Business Machines Corporation (IBM)’s Going To “Have A Fantastic Quarter,” Says Jim Cramer

We recently published 12 Stocks Jim Cramer Discussed As Analyzed Morgan Stanley’s Comments.

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July 24 - News

Air Lease Corporation (AL): A Bull Case Theory

We came across a bullish thesis on Air Lease Corporation on Valueinvestorsclub.com by singletrack. In this article, we will summarize the bulls’ thesis on AL.

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July 24 - News, Stock Analysis

AMC Entertainment Holdings, Inc. (AMC): A Bear Case Theory

We came across a bearish thesis on AMC Entertainment Holdings, Inc. on Valueinvestorsclub.com by sabordesoledad.

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July 24 - News, Stock Analysis

Analyst Says Advanced Micro Devices (AMD) Can Get $25 Billion in GPU Sales With Just 5% Market Share

Ben Reitzes, Melius Research managing director, recently said in a program on CNBC that Nvidia getting the permission to start selling AI chips in China is also “great” for...

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July 24 - News

Avantor, Inc. (AVTR): A Bull Case Theory

We came across a bullish thesis on Avantor, Inc. on Valueinvestorsclub.com by Teton0321. In this article, we will summarize the bulls’ thesis on AVTR.

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July 24 - News, Stock Analysis

British American Tobacco p.l.c. (BTI): A Bull Case Theory

We came across a bullish thesis on British American Tobacco p.l.c. on Coughlin Capital’s Substack by Brian Coughlin.

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July 24 - News, Stock Analysis

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.

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July 24 - News, Stock Analysis

Abbott Laboratories (ABT): A Bull Case Theory

We came across a bullish thesis on Abbott Laboratories on r/ValueInvesting subreddit by anonymous_sheep1. In this article, we will summarize the bulls’ thesis on ABT.

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July 24 - News, Stock Analysis

Curtiss-Wright Corporation (CW): A Bull Case Theory

We came across a bullish thesis on Curtiss-Wright Corporation on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on CW.

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July 24 - News, Stock Analysis

Jabil Inc. (JBL): A Bull Case Theory

We came across a bullish thesis on Jabil Inc. on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on JBL.

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July 24 - News, Stock Analysis

The Mosaic Company (MOS): A Bull Case Theory

We came across a bullish thesis on The Mosaic Company on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on MOS.

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July 24 - News, Stock Analysis

NVIDIA Corporation (NVDA): A Bull Case Theory

We came across a bullish thesis on NVIDIA Corporation on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on NVDA.

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July 24 - News, Stock Analysis

Rigetti Computing, Inc. (RGTI): A Bull Case Theory

We came across a bullish thesis on Rigetti Computing, Inc. on Topstocktrader’s Substack. In this article, we will summarize the bulls’ thesis on RGTI.

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July 24 - News, Stock Analysis

Netflix, Inc. (NFLX): A Bull Case Theory

We came across a bullish thesis on Netflix, Inc. on Swiss Transparent Portfolio’s Substack. In this article, we will summarize the bulls’ thesis on NFLX.

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July 24 - News, Stock Analysis

SentinelOne, Inc. (S): A Bull Case Theory

We came across a bullish thesis on SentinelOne, Inc. on Shareholdersunite Essentials’s Substack by Shareholdersunite.

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July 24 - News, Stock Analysis

ABM Industries Incorporated (ABM): A Bull Case Theory

We came across a bullish thesis on ABM Industries Incorporated on Valueinvestorsclub.com by thecoyelf. In this article, we will summarize the bulls’ thesis on ABM.

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July 24 - News, Stock Analysis

The Boeing Company (BA)’s Going To “Have A Fantastic Quarter,” Says Jim Cramer

The Boeing Company (NYSE:BA), one of the two major aircraft manufacturers in the Western world, has seen its shares gain 32.9% year-to-date.

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July 24 - News

Netflix, Inc. (NFLX): “I Felt Bad” About The Earnings Call, Says Jim Cramer

Netflix, Inc. (NASDAQ:NFLX) is one of the most frequently discussed stocks on Cramer’s show.

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July 24 - News

Dollar Tree, Inc. (DLTR): People “Huddled” Around It Are Mistaken, Says Jim Cramer

Dollar Tree, Inc. (NASDAQ:DLTR) is a discount retailer whose shares have performed well in 2025 and have gained 49% year-to-date.

Keep Reading →

July 24 - News

Arvinas, Inc. (ARVN): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Exagen Inc. (XGN): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

AAON, Inc. (AAON): A Bull Case Theory

We came across a bullish thesis on AAON, Inc.  on Kairos Research’substack. In this article, we will summarize the bulls’ thesis on AAON. AAON, Inc.

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July 24 - News, Stock Analysis

Argan, Inc. (AGX): A Bull Case Theory

We came across a bullish thesis on Argan, Inc. on Beating The Tide: Stock Picks That Outperform’s Substack by George Atuan, CFA.

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July 24 - News, Stock Analysis

Centene Corporation (CNC): A Bull Case Theory

We came across a bullish thesis on Centene Corporation on Waterboy’s Substack. In this article, we will summarize the bulls’ thesis on CNC.

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July 24 - News, Stock Analysis

Clearwater Analytics (CWAN) Fell on Market Concerns

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Alphabet Inc. (GOOGL): I Was “Small Minded” For Selling, Says Jim Cramer

Alphabet Inc. (NASDAQ:GOOGL) is a stock that Cramer has admitted to being wrong about.

Keep Reading →

July 24 - News

Warner Bros. Discovery, Inc. (WBD): I Don’t Think The Split Up Will Be Good, Says Jim Cramer

Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a media and entertainment company whose shares have gained 20% year-to-date. The stock.

Keep Reading →

July 24 - News

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