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Insider Monkey Blog

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

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Stock Whisperer’s Substack.

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May 30 - News, Stock Analysis

Stantec Inc. (STN): A Bull Case Theory

We came across a bullish thesis on Stantec Inc. (STN) on Investing Intel’s Substack. In this article, we will summarize the bulls’ thesis on STN. Stantec Inc.

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May 30 - News, Stock Analysis

Shopify Inc. (SHOP): A Bull Case Theory

We came across a bullish thesis on Shopify Inc. (SHOP) on Investing Intel’s Substack. In this article, we will summarize the bulls’ thesis on SHOP. Shopify Inc.

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May 30 - News, Stock Analysis

Plug Power Inc. (PLUG): A Bull Case Theory

We came across a bullish thesis on Plug Power Inc. (PLUG) on Tiny Stock Ninja’s Substack. In this article, we will summarize the bulls’ thesis on PLUG. Plug Power Inc.

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May 30 - News, Stock Analysis

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

We came across a bullish thesis on monday.com Ltd. (MNDY) by @bigbullcap on X (Twitter). In this article, we will summarize the bulls’ thesis on MNDY. monday.com Ltd.

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May 30 - News, Stock Analysis

Medtronic plc (MDT): A Bull Case Theory

We came across a bullish thesis on Medtronic plc (MDT) on Investing Intel’s Substack. In this article, we will summarize the bulls’ thesis on MDT.

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May 30 - News, Stock Analysis

Fulcrum Therapeutics, Inc. (FULC): A Bull Case Theory

We came across a bullish thesis on Fulcrum Therapeutics, Inc. (FULC) on Stock Pursuit’s Substack. In this article, we will summarize the bulls’ thesis on FULC.

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May 30 - News, Stock Analysis

First Solar, Inc. (FSLR): A Bear Case Theory

We came across a bearish thesis on First Solar, Inc. (FSLR) on Stock Whisperer’s Substack. In this article, we will summarize the bears’ thesis on FSLR.

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May 30 - News, Stock Analysis

CrowdStrike Holdings, Inc. (CRWD): A Bear Case Theory

We came across a bearish thesis on CrowdStrike Holdings, Inc. (CRWD) on Stock Whisperer’s Substack. In this article, we will summarize the bears’ thesis on CRWD.

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May 30 - News, Stock Analysis

CCC Intelligent Solutions Holdings Inc. (CCCS): A Bull Case Theory

We came across a bullish thesis on CCC Intelligent Solutions Holdings Inc. (CCCS) on R. Dennis’s Substack. In this article, we will summarize the bulls’ thesis on CCCS.

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May 30 - News, Stock Analysis

Block, Inc. (XYZ): A Bull Case Theory

We came across a bullish thesis on Block, Inc. (XYZ) on Daniel Romero’s Substack. In this article, we will summarize the bulls’ thesis on XYZ. Block, Inc.

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May 30 - News, Stock Analysis

Morningstar, Inc. (MORN): A Bull Case Theory

We came across a bullish thesis on Morningstar, Inc. (MORN) on Flyover Stocks’ Substack. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc.

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May 30 - News, Stock Analysis

Monro, Inc. (MNRO): A Bull Case Theory

We came across a bullish thesis on Monro, Inc. (MNRO) on Enterprising Investor’s Substack. In this article, we will summarize the bulls’ thesis on MNRO. Monro, Inc.

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May 30 - News, Stock Analysis

Miller Industries, Inc. (MLR): A Bull Case Theory

We came across a bullish thesis on Miller Industries, Inc. (MLR) on Flyover Stocks’ Substack. In this article, we will summarize the bulls’ thesis on MLR.

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May 30 - News, Stock Analysis

Hertz Global Holdings, Inc. (HTZ): A Bull Case Theory

We came across a bullish thesis on Hertz Global Holdings, Inc. (HTZ) on Bill Ackman on X (Twitter). In this article, we will summarize the bulls’ thesis on HTZ.

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May 30 - News, Stock Analysis

Red Violet, Inc. (RDVT): A Bull Case Theory

We came across a bullish thesis on Red Violet, Inc. (RDVT) on @WelfareCapLLC on X (Twitter). In this article, we will summarize the bulls’ thesis on RDVT. Red Violet, Inc.

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May 30 - News, Stock Analysis

TAT Technologies Ltd. (TATT): A Bull Case Theory

We came across a bullish thesis on TAT Technologies Ltd. (TATT) on @1rabbitresearch on X (Twitter). In this article, we will summarize the bulls’ thesis on TATT.

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May 30 - News, Stock Analysis

Tractor Supply Company (TSCO): A Bull Case Theory

We came across a bullish thesis on Tractor Supply Company (TSCO) on Flyover Stocks’ Substack. In this article, we will summarize the bulls’ thesis on TSCO.

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May 30 - News, Stock Analysis

Ulta Beauty, Inc. (ULTA): A Bull Case Theory

We came across a bullish thesis on Ulta Beauty, Inc. (ULTA) by @wallstengine on X (Twitter). In this article, we will summarize the bulls’ thesis on ULTA.

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May 30 - News, Stock Analysis

Sea Limited (SE): A Bull Case Theory

We came across a bullish thesis on Sea Limited (SE) on Global Equity Briefing’s Substack. In this article, we will summarize the bulls’ thesis on SE.

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May 30 - News, Stock Analysis

Sable Offshore Corp. (SOC): A Bull Case Theory

We came across a bullish thesis on Sable Offshore Corp. (SOC) on Welfare Capital Research’s Substack. In this article, we will summarize the bulls’ thesis on SOC.

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May 30 - News, Stock Analysis

Palo Alto Networks, Inc. (PANW): A Bear Case Theory

We came across a bearish thesis on Palo Alto Networks, Inc. (PANW) on Disruptive Analytics’ Substack. In this article, we will summarize the bears’ thesis on PANW.

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May 30 - News, Stock Analysis

IREN Limited (IREN): A Bull Case Theory

We came across a bullish thesis on IREN Limited (IREN) by Anxious-Criticism652 on r/valueinvesting on Reddit. In this article, we will summarize the bulls’ thesis on IREN.

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May 30 - News, Stock Analysis

Datadog, Inc. (DDOG): A Bull Case Theory

We came across a bullish thesis on Datadog, Inc. (DDOG) on @bigbullcap on X (Twitter). In this article, we will summarize the bulls’ thesis on DDOG. Datadog, Inc.

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May 30 - News, Stock Analysis

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

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

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May 30 - News, Stock Analysis

“There’s No Substitute for Nvidia (NVDA),” Longtime Investor Says

Nvidia (NVDA) makes "the best" AI chips, and there is "no substitute" for its products, veteran investor Kim Forrest told Schwab Network in the wake of NVDA's Q1 earnings results...

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May 30 - Market Movers, News

Stevanato Group S.p.A. (STVN): A Bull Case Theory

We came across a bullish thesis on Stevanato Group S.p.A. (STVN) on Best Anchor Stocks’ Substack. In this article, we will summarize the bulls’ thesis on STVN.

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May 30 - News, Stock Analysis

The Cigna Group (CI): A Bull Case Theory

We came across a bullish thesis on The Cigna Group (CI) on Antonio Linares’ Substack. In this article, we will summarize the bulls’ thesis on CI.

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May 30 - News, Stock Analysis

West Pharmaceutical Services, Inc. (WST): A Bull Case Theory

We came across a bullish thesis on West Pharmaceutical Services, Inc. (WST) on Swiss Transparent Portfolio’s Substack.

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May 30 - News, Stock Analysis

Zoetis Inc. (ZTS): A Bull Case Theory

We came across a bullish thesis on Zoetis Inc. (ZTS) on Best Anchor Stocks’ Substack. In this article, we will summarize the bulls’ thesis on ZTS. Zoetis Inc.

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May 30 - News, Stock Analysis

Well-Known Investor Is Bullish on Broadcom (AVGO) Stock

Further, the investor believes that AVGO "might surprise (its) shareholders by accelerating (its share) buyback program," he stated.  Some on the Street believe that AVGO will...

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May 30 - Market Movers, News

Acuren Corporation (TIC): A Bull Case Theory

We came across a bullish thesis on Acuren Corporation (TIC) on Kairos Research’s Substack. In this article, we will summarize the bulls’ thesis on TIC.

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May 30 - News, Stock Analysis

ASML Holding N.V. (ASML): A Bull Case Theory

We came across a bullish thesis on ASML Holding N.V. (ASML) on Monopolistic Investor’s Substack. In this article, we will summarize the bulls’ thesis on ASML.

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May 30 - News, Stock Analysis

Bio-Techne Corporation (TECH): A Bull Case Theory

We came across a bullish thesis on Bio-Techne Corporation (TECH) on scuttleblurb’s Substack. In this article, we will summarize the bulls’ thesis on TECH.

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May 30 - News, Stock Analysis

Carvana Co. (CVNA): A Bull Case Theory

We came across a bullish thesis on Carvana Co. (CVNA) on Investing City’s Substack. In this article, we will summarize the bulls’ thesis on CVNA. Carvana Co.

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May 30 - News, Stock Analysis

Charles River Laboratories International, Inc. (CRL): A Bull Case Theory

We came across a bullish thesis on Charles River Laboratories International, Inc. (CRL) on scuttleblurb’s Substack.

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May 30 - News, Stock Analysis

Deere & Company (DE): A Bull Case Theory

We came across a bullish thesis on Deere & Company (DE) on Best Anchor Stocks’ Substack. In this article, we will summarize the bulls’ thesis on DE.

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May 30 - News, Stock Analysis

IHS Holding Limited (IHS): A Bull Case Theory

We came across a bullish thesis on IHS Holding Limited (IHS) on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on IHS.

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May 30 - News, Stock Analysis

Interactive Brokers Group, Inc. (IBKR): A Bull Case Theory

We came across a bullish thesis on Interactive Brokers Group, Inc. (IBKR) on Chit Chat Stocks’ Substack. In this article, we will summarize the bulls’ thesis on IBKR.

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May 30 - News, Stock Analysis

Landsea Homes Corporation (LSEA): A Bull Case Theory

We came across a bullish thesis on Landsea Homes Corporation (LSEA) by @InvestSpecial on X (Twitter). In this article, we will summarize the bulls’ thesis on LSEA.

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May 30 - News, Stock Analysis

Maplebear Inc. (CART): A Bull Case Theory

We came across a bullish thesis on Maplebear Inc. (CART) on Chit Chat Stocks’ Substack. In this article, we will summarize the bulls’ thesis on CART. Maplebear Inc.

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May 30 - News, Stock Analysis

Nelnet, Inc. (NNI): A Bull Case Theory

We came across a bullish thesis on Nelnet, Inc. (NNI) on Chit Chat Stocks’ Substack. In this article, we will summarize the bulls’ thesis on NNI. Nelnet, Inc.

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May 30 - News, Stock Analysis

PDD Holdings Inc. (PDD): A Bull Case Theory

We came across a bullish thesis on PDD Holdings Inc. (PDD) on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on PDD. PDD Holdings Inc.

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May 30 - News, Stock Analysis

Robinhood Markets, Inc. (HOOD): A Bull Case Theory

We came across a bullish thesis on Robinhood Markets, Inc. (HOOD) on Chit Chat Stocks’ Substack. In this article, we will summarize the bulls’ thesis on HOOD.

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May 30 - News, Stock Analysis

SANUWAVE Health, Inc. (SNWV): A Bull Case Theory

We came across a bullish thesis son SANUWAVE Health, Inc. (SNWV) on @rationalformula on X(Twitter). In this article, we will summarize the bulls’ thesis on SNWV.

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May 30 - News, Stock Analysis

TTEC Holdings, Inc. (TTEC): A Bull Case Theory

We came across a bullish thesis on TTEC Holdings, Inc. (TTEC) on Reddit by burnoutstory. In this article, we will summarize the bulls’ thesis on TTEC. TTEC Holdings, Inc.

Keep Reading →

May 30 - News, Stock Analysis

Unity Software Inc. (U): A Bull Case Theory

We came across a bullish thesis on Unity Software Inc. (U) on @AlphaSenseInc on X(Twitter). In this article, we will summarize the bulls’ thesis on zzzz.

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May 30 - News, Stock Analysis

Wells Fargo Signs a Deal to Sell its $4.4 Billion Rail Asset Portfolio

The agreement covers the whole rail operating lease portfolio, which consists of about 105,000 railcars, as well as the rail finance leasing portfolio, which consists of 440 locomotives...

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May 30 - News

Amyris Buys Ingredion’s Stake in the Real Sweet Joint Venture

Amyris will take complete control of the Precision Fermentation Plant in Barra Bonita, Brazil, as part of the new agreement.

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May 30 - News

California Water to Acquire Casa Loma Water and Palm Mutual Water Utility Assets

The main subsidiary of California Water Service Group (NYSE:CWT), California Water Service (Cal Water), has signed contracts to buy the water utility assets of Palm Mutual Water...

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May 30 - News

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