US Stock Analysis
Page 12 of 49 · 2,446 articles on US companies
My Experience on Airbnb Experience
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-21
Nvidia & Intel’s Ripple Effect On AI Chips
Intel ($INTC) • By The Pragmatic Optimist • 2025-09-21
Broadcom – An AI Powerhouse With 20%+ Growth and a 44% FCF Margin
Broadcom • By Rijnberk Investinsights • 2025-09-20
Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal
Intel ($INTC) • By Irrational Analysis • 2025-09-19
Intel got Everything Except what it Really Wanted.
Intel ($INTC) • By Semiconductor Business Intelligence • 2025-09-19
Heartland Express: A Trucking Stock Stuck in Neutral...For Now
Heartland Express • By Enterprising Investor • 2025-09-19
Disney Isn't Cowardly or Evil. It's Something Far More Unsettling
Disney ($DIS) • By KonichiValue • 2025-09-19
Qualcomm is out of time.
Qualcomm • By Irrational Analysis • 2025-09-18
Problems at DraftKings (DKNG)
DraftKings ($DKNG) • By The Bear Cave • 2025-09-18
Caterpillar (NYSE: CAT)
Caterpillar ($CAT) • By Quality Value Investing • 2025-09-18
Thoughts on Meta Connect 2025
Meta Platforms ($META) • By MBI Deep Dives • 2025-09-18
The Indictment That Reads Like Satire: RCI Hospitality and a Tax Auditor
RCI Hospitality ($RICK) • By Heavy Moat Investments • 2025-09-18
Caterpillar (NYSE: CAT)
Caterpillar ($CAT) • By Quality Value Investing • 2025-09-18
Amazon's "unfair" advantage in advertising
Amazon ($AMZN) • By MBI Deep Dives • 2025-09-17
UiPath Stock: Is This the Comeback Investors Didn’t See Coming?
UiPath ($PATH) • By High Growth Investing • 2025-09-17
Behind Chipotle's Buyback Math (CMG)
Chipotle ($CMG) • By A Peek Behind the Numbers • 2025-09-16
Amazon (NASDAQ: AMZN)
Amazon ($AMZN) • By Quality Value Investing • 2025-09-16
Oracle’s 36% Rally is Built on Hope, Not Fundamentals
Oracle • By Rijnberk Investinsights • 2025-09-16
Stock of the Week: Oracle, the New Hyperscaler
Oracle • By Quality Stocks • 2025-09-16
Amazon (NASDAQ: AMZN)
Amazon ($AMZN) • By Quality Value Investing • 2025-09-16
Why we need Intel foundry spin-off, funded by a mag7 consortium
Intel ($INTC) • By MBI Deep Dives • 2025-09-15
Deep|META: Evolution of Recommender Model
Meta Platforms ($META) • By FUNDA • 2025-09-15
Urgent Updates On Micron, Trade Desk & Arista Networks
Arista Networks ($ANET) • By The Pragmatic Optimist • 2025-09-15
Texas Instruments' data center and robotics opportunity
Texas Instruments ($TXN) • By MBI Deep Dives • 2025-09-14
Airbnb's untapped monetization lever(s)
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-13
Synopsys Crashed 36% — What Investors Need to Know
Synopsys • By Rijnberk Investinsights • 2025-09-13
AI Skepticism & Oracle's Big Risk
Oracle • By Eagle Point Capital • 2025-09-13
Synopsys is probably a buy.
Synopsys • By Irrational Analysis • 2025-09-13
Notes and thoughts on Meta and Microsoft discussion at GS Communicopia
Meta Platforms ($META) • By MBI Deep Dives • 2025-09-12
Why Synopsys Sank
Synopsys • By MBI Deep Dives • 2025-09-11
Vimeo Stock: Valuation Matters after all!
Vimeo • By High Growth Investing • 2025-09-11
Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)
Oracle • By Crack The Market • 2025-09-10
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Intel ($INTC) • By Irrational Analysis • 2025-09-10
More Alphabet!
Alphabet ($GOOGL) • By MBI Deep Dives • 2025-09-10
Oracle & Nebius Are Breaking AI Expectations
Oracle • By The Pragmatic Optimist • 2025-09-10
Stock of the Week: Alphabet - Does Its Court Victory Matter?
Alphabet ($GOOGL) • By Quality Stocks • 2025-09-09
Google's evolving TPU strategy
Google • By MBI Deep Dives • 2025-09-07
CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-09-06
Dividend Informer Q2 2025 Update: Dollar General
Dollar General • By Dividend Informer • 2025-09-05
Dividend Informer Q2 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2025-09-04
Dollar General: Delivering
Dollar General • By TSOH Investment Research • 2025-09-04
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
Amazon ($AMZN) • By SemiAnalysis • 2025-09-03
Why I bought more Alphabet!
Alphabet ($GOOGL) • By MBI Deep Dives • 2025-09-03
Intuit vs. Nu Holdings: The Fintech Face-Off
Intuit ($INTU) • By Compound & Fire • 2025-09-02
Adobe (NASDAQ: ADBE)
Adobe ($ADBE) • By Possible Value • 2025-09-02
FICO: The Score Behind the Score
FICO • By Crack The Market • 2025-08-31
Another Celsius (ticker: CELH) update
Celsius Energy ($CELH) • By Capital Compounding • 2025-08-30
Google's "first mistake"
Google • By MBI Deep Dives • 2025-08-30
Portfolio Update and Why I’m Trimming Rocket Lab
Rocket Lab ($RKLB) • By Growth Curve Investing • 2025-08-30
Dollar General 2Q'25, Microsoft's Cybersecurity business
Dollar General • By MBI Deep Dives • 2025-08-29
