US Stock Analysis
Page 3 of 50 · 2,452 articles on US companies
The Case For Broadcom (Part 2)
Broadcom • By Outperforming the Market • 2026-07-10
The Future of Meta Superintelligence: A 1 Year Progress Update
Meta Platforms ($META) • By SemiAnalysis • 2026-07-09
Nike: Conditioning Phase
NIKE ($NKE) • By TSOH Investment Research • 2026-07-09
💥Skillsoft's Selling Stuff💥
Skillsoft • By PETITION • 2026-07-08
CrowdStrike: Investor meetings takeaways
CrowdStrike ($CRWD) • By Outperforming the Market • 2026-07-08
A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
NVIDIA ($NVDA) • By Damnang's Substack • 2026-07-07
Stock of the Week: Uber - The Latest Bet of Nancy Pelosi
Uber • By Quality Stocks • 2026-07-07
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
NVIDIA ($NVDA) • By SemiAnalysis • 2026-07-06
Why Mohnish Pabrai sold Micron right before it went up 10x
Micron • By TQI Capital • 2026-07-06
HEICO Corp: A World-Class Compounding Flywheel Riding a Multi-Decade Tailwind
HEICO • By Slow Compounding • 2026-07-05
Meta Compute: Everyone Wants To Be A Neocloud
Meta Platforms ($META) • By SemiAnalysis • 2026-07-02
Hub Group Class A (HUBG): A Good Idea At the Time
Hub Group ($HUBG) • By Quality Value Investing • 2026-07-02
Meta Compute Misread: Where the AI Infrastructure Opportunity Really Is
Meta Platforms ($META) • By Damnang's Substack • 2026-07-02
Intuit-INTU
Intuit ($INTU) • By InvestingWithWes • 2026-07-01
Micron: The Call Option on the Memory Singularity
Micron • By Crack The Market • 2026-07-01
Two Kings changing their throne?
Netflix ($NFLX) • By Flow Value Investing • 2026-07-01
Dividend Informer NEWS FLASH: Comcast to Split into Two Companies
Comcast ($CMCSA) • By Dividend Informer • 2026-06-29
[ZTS] Zoetis could use a booster shot
Zoetis • By scuttleblurb • 2026-06-29
Ollie's: A Good Stock Cheap?
Ollie's • By TSOH Investment Research • 2026-06-29
The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap
Apple ($AAPL) • By Burak Finance • 2026-06-27
Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)
Palantir Technologies ($PLTR) • By Rijnberk Investinsights • 2026-06-27
Airbnb: Building Blocks (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-06-26
Adobe Business History
Adobe ($ADBE) • By Speedwell Memos • 2026-06-25
Hubbell Inc. (HUBB): A Leading Infrastructure Player
Hubbell Incorporated ($HUBB) • By Quality Value Investing • 2026-06-25
Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business
Adobe ($ADBE) • By Possible Value • 2026-06-25
[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
Uber • By scuttleblurb • 2026-06-25
Micron Technology just reported. And this is what a structural supercycle looks like.
Micron • By The Disruptive Investor • 2026-06-24
Adobe's Q2/2026 Earnings Review
Adobe ($ADBE) • By 41investments • 2026-06-24
I Didn't Know Then. I Know Now. — ISRG & PME.AX
Intuitive Surgical ($ISRG) • By Sleep Well Investments • 2026-06-24
Dividend Informer NEWS FLASH: AbbVie to Acquire Apogee Therapeutics
AbbVie • By Dividend Informer • 2026-06-23
Airbnb's Fintech Opportunity
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-20
Investing Lessons from Disney's Magic Figures
Disney ($DIS) • By The Dutch Investors • 2026-06-20
Veeva Systems – A Deep Dive into a Misunderstood SaaS Stock, Now on Sale
Veeva System ($VEEV) • By Rijnberk Investinsights • 2026-06-20
Airbnb's Incentives
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-17
Alphabet (GOOGL): Business Model and Risks Outweigh Premium
Alphabet ($GOOGL) • By Quality Value Investing • 2026-06-17
Dividend Informer Q1 2026 Update: Dollar General
Dollar General • By Dividend Informer • 2026-06-16
Stock of the Week: Adobe - The Market Is Still Not Convinced Despite Accelerating Growth
Adobe ($ADBE) • By Quality Stocks • 2026-06-16
Meta's Myriad Questions
Meta Platforms ($META) • By MBI Deep Dives • 2026-06-15
Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
Intel ($INTC) • By SemiAnalysis • 2026-06-14
Adobe's Continued Deceleration
Adobe ($ADBE) • By MBI Deep Dives • 2026-06-13
FICO: Capital Allocation, Management Incentives, and Valuation
FICO • By MBI Deep Dives • 2026-06-12
Intel Should Raise Capital
Intel ($INTC) • By SemiAnalysis • 2026-06-11
Markel: "Building To Win"
Markel ($MKL) • By TSOH Investment Research • 2026-06-11
Nvidia/Broadcom: On Sale While the Crowd Chases the Periphery
Broadcom • By Crack The Market • 2026-06-10
FICO: The Contestable Monopoly?
FICO • By MBI Deep Dives • 2026-06-09
Veeva 1Q'26: Strong Present, Patient Future
Veeva • By MBI Deep Dives • 2026-06-08
Why Google Pays Rent
Google • By Global Tech Research • 2026-06-08
Dollar General: Miles and Margins
Dollar General • By TSOH Investment Research • 2026-06-08
