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Insider Monkey Blog

Portillo’s Inc. (PTLO): A Bull Case Theory

We came across a bullish thesis on Portillo’s Inc. (PTLO) on Substack by The Dutch Investors. In this article, we will summarize the bulls’ thesis on PTLO.

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May 20 - News, Stock Analysis

Comstock Holding Companies, Inc. (CHCI): A Bull Case Theory

We came across a bullish thesis on Comstock Holding Companies, Inc. (CHCI) on Substack by Capital Curiosity. In this article, we will summarize the bulls’ thesis on CHCI.

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May 20 - News, Stock Analysis

C3.ai, Inc. (AI): A Bear Case Theory

We came across a bearish thesis on C3.ai, Inc. (AI) on Substack by Stefan Waldhauser. In this article, we will summarize the bears’ thesis on AI. C3.ai, Inc.

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May 20 - News, Stock Analysis

Occidental Petroleum Corporation (OXY): A Bull Case Theory

We came across a bullish thesis on Occidental Petroleum Corporation (OXY) on Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on OXY.

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May 20 - News, Stock Analysis

QUALCOMM Incorporated (QCOM): A Bull Case Theory

We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Substack by Christopher Kirincic. In this article, we will summarize the bulls’ thesis on QCOM.

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May 20 - News, Stock Analysis

Eagle Materials Inc. (EXP): A Bull Case Theory

We came across a bullish thesis on Eagle Materials Inc. (EXP) on Substack by Margin of Sanity. In this article, we will summarize the bulls’ thesis on EXP.

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May 20 - News, Stock Analysis

D.R. Horton, Inc. (DHI): A Bull Case Theory

We came across a bullish thesis on D.R. Horton, Inc. (DHI) on Substack by Let it Compound. In this article, we will summarize the bulls’ thesis on DHI. D.R. Horton, Inc.

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May 20 - News, Stock Analysis

Visa Inc. (V): A Bull Case Theory

We came across a bullish thesis on Visa Inc. (V) on Substack by Margin of Sanity. In this article, we will summarize the bulls’ thesis on V. Visa Inc.

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May 20 - News, Stock Analysis

Elastic (ESTC) Supercharges NVIDIA AI Factories With Enterprise Data

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Elastic N.V.

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May 20 - News

Mizuho Raises Advanced Micro Devices (AMD) Target to $135, Reiterates Outperform

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Advanced Micro Devices, Inc.

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May 20 - News

Susquehanna Reiterates Positive Rating on Alibaba Group (BABA), Keeps $175 Target

We recently published a list of 11 AI Stocks On Wall Street’s Radar.

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May 20 - News

Cantor Fitzgerald Bullish on Tesla (TSLA), Keeps $425 Price Target

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Tesla, Inc.

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May 20 - News

JMP Reiterates Outperform on Salesforce (CRM), Cites Agentforce Pricing Shift

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Salesforce Inc.

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May 20 - News

Evercore ISI Reiterates Outperform on Apple (AAPL), Targets $250

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Apple Inc.

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May 20 - News

Raymond James Reiterates Strong Buy on NVIDIA (NVDA), Targets $150

We recently published a list of 11 AI Stocks On Wall Street’s Radar.

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May 20 - News

Bernstein Maintains Hold on Alphabet (GOOGL), Keeps $185 Price Target

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Alphabet Inc.

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May 20 - News

Apple Under-Owned, Meta Platforms (META) Over-Owned—Morgan Stanley Stays Bullish on Both

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Meta Platforms, Inc.

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May 20 - News

Build 2025 Highlights Microsoft (MSFT)’s Push Toward a Collaborative AI Future

We recently published a list of 11 AI Stocks On Wall Street’s Radar.

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May 20 - News

Microsoft (MSFT) Unveils AI Copilot Agent at Build 2025

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings.

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May 20 - News

NVIDIA (NVDA) Unveils Tech Plans to Speed AI Chip Communication

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings.

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May 20 - News

Apple (AAPL) Still Under-Owned, Says Morgan Stanley

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Apple Inc.

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May 20 - News

Takeda Taps Salesforce (CRM) for AI-Driven Customer Experience Platform

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings.

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May 20 - News

Morgan Stanley Bullish on Tesla (TSLA Beyond EVs, Sets $410 Target

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Tesla, Inc.

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May 20 - News

Vertiv Enhances AI Infrastructure with NVIDIA (NVDA) 800V DC

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings.

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May 20 - News

Wells Fargo Downgrades Reddit (RDDT) on AI Search Threats

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Reddit, Inc.

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May 20 - News

Snowflake (SNOW) Earns Buy Ratings Ahead of Earnings Report

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Snowflake Inc.

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May 20 - News

Intel Corp (INTC) Showcases Next-Gen GPUs for AI at Computex

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings.

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May 20 - News

NetApp (NTAP) Builds Intelligent AI Infrastructure Leveraging NVIDIA’s AI Data Platform

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where NetApp, Inc.

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May 20 - News

Hewlett Packard Enterprise Company (HPE) Boosts AI Lifecycle Support with Enhanced NVIDIA Integration

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings.

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May 20 - News

Piper Sandler Stays Neutral on Palo Alto Networks, Inc. (PANW) Amid Macro Uncertainty

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Palo Alto Networks, Inc.

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May 20 - News

Super Micro Computer (SMCI) Expands AI Portfolio with 20+ Systems Optimized for Nvidia RTX Pro 6000

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Super Micro Computer, Inc.

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May 20 - News

DBS Analyst Reiterates Buy on Amazon.com (AMZN) Amid Business Momentum

We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Amazon.com Inc.

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May 20 - News

Meta Platforms (META) to the Moon? Loop Capital Set an $888 Price Target!

Loop Capital analyst Rob Sanderson recently raised the price target on Meta Platforms, Inc. (NASDAQ:META) to $888 from $695 and keeps a Buy rating on the shares.

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May 20 - Market Movers, News

Hedge Fund and Insider Trading News: Ken Griffin, Warren Buffett, Jim Cramer, Bridgewater Associates, Saba Capital, Blue Diamond Asset Management, Patrick Industries Inc (PATK), Globalstar Inc (GSAT), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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May 20 - Hedge Funds, Insider Trading

AST SpaceMobile, Inc. (ASTS): A Bull Case Theory

We came across a bullish thesis on AST SpaceMobile, Inc. (ASTS) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on ASTS.

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May 20 - News, Stock Analysis

Microsoft Corporation (MSFT): A Bull Case Theory

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Ray Myers. In this article, we will summarize the bulls’ thesis on MSFT.

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May 20 - News, Stock Analysis

Natural Resource Partners L.P. (NRP): A Bull Case Theory

We came across a bullish thesis on Natural Resource Partners L.P. (NRP) on Substack by Pound the Rock Investing.

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May 20 - News, Stock Analysis

Enphase Energy, Inc. (ENPH): A Bull Case Theory

We came across a bullish thesis on Enphase Energy, Inc. (ENPH) on Substack by OppCost. In this article, we will summarize the bulls’ thesis on ENPH. Enphase Energy, Inc.

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May 20 - News, Stock Analysis

Vertiv Holdings Co (VRT): A Bull Case Theory

We came across a bullish thesis on Vertiv Holdings Co (VRT) on Substack by OppCost. In this article, we will summarize the bulls’ thesis on VRT.

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May 20 - News, Stock Analysis

Airbnb, Inc. (ABNB): A Bull Case Theory

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

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May 20 - News, Stock Analysis

DBS reiterates Buy on Uber Technologies (UBER)

The analyst highlighted Uber’s strong financial performance, particularly its better-than-expected adjusted EBITDA in its recently reported Q1 2025 results.

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May 20 - News

Morgan Stanley Positive on Intuit (INTU) Amid Cautious Yet Promising Guidance

On May 19, Keith Weiss from Morgan Stanley reiterated a Buy rating on Intuit Inc. (NASDAQ:INTU), with a price target of $720.

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May 20 - News

Oppenheimer Remains Optimistic on Netflix (NFLX) Given Strong Competitive Positioning

On May 19, Oppenheimer analyst Jason Helfstein published a bullish note on Netflix Inc.

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May 20 - News

Continental Resources Files a $69 Million Lawsuit Against Hess Midstream

Continental Resources, a petroleum and natural gas exploration and production company headquartered in Oklahoma City, filed a lawsuit against Hess Corp (NYSE:HES) in federal court...

Keep Reading →

May 20 - News

Morgan Stanley Upgrades Price Target for Prudential Financial, Inc. (PRU) on Cat Bond Surge and Clean Energy Deal

On May 15, 2025, Hedge Fund Fermat Capital Management forecasted in Bloomberg Law a 20% growth in the market for catastrophe bonds before the end of 2025.

Keep Reading →

May 20 - Insider Trading, Market Movers, News

Why Coinbase Global, Inc. (COIN) Skyrocketed on Friday

We recently published a list of 10 Surprising Stocks That Skyrocketed Today. In this article, we are going to take a look at where Coinbase Global, Inc.

Keep Reading →

May 20 - News

Why Archer Aviation Inc. (ACHR) Skyrocketed on Friday

We recently published a list of 10 Surprising Stocks That Skyrocketed Today. In this article, we are going to take a look at where Archer Aviation Inc.

Keep Reading →

May 20 - News

Why Hims & Hers Health, Inc. (HIMS) Skyrocketed on Friday

We recently published a list of 10 Surprising Stocks That Skyrocketed Today. In this article, we are going to take a look at where Hims & Hers Health, Inc.

Keep Reading →

May 20 - News

Why Bitdeer Technologies Group (BTDR) Skyrocketed on Friday

We recently published a list of 10 Surprising Stocks That Skyrocketed Today.

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May 20 - News

Why QuantumScape Corporation (QS) Skyrocketed on Friday

We recently published a list of 10 Surprising Stocks That Skyrocketed Today.

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May 20 - News

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