US Stock Analysis

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Broadcom Spooked AI’s Euphoria

Broadcom • By The Pragmatic Optimist • 2026-06-07

ALPHABET'S $80 BILLION SIGNAL

Alphabet ($GOOGL) • By The Disruptive Investor • 2026-06-03

⚡ Microsoft's pincer move on the AI duopoly

Microsoft ($MSFT) • By Global Tech Research • 2026-06-01

Dollar Tree: Through The Noise

Dollar Tree • By TSOH Investment Research • 2026-06-01

Adobe Deep Dive

Adobe ($ADBE) • By Speedwell Memos • 2026-05-26

AXON, CORZ & NEE: Our New Bets

Axon ($AXON) • By The Pragmatic Optimist • 2026-05-26

dLocal ($DLO): The Next MercadoLibre or The Next PayPal

PayPal • By Emerging Opportunities • 2026-05-26

Vital Farms: The Price Of Growth

Vital Farms • By TSOH Investment Research • 2026-05-25

Another Kinsale Short Report? Come On. 🐻

Kinsale ($KNSL) • By Slow Compounding • 2026-05-24

Toast (TOST) Recap and Investment

Toast ($TOST) • By Capital Compounding • 2026-05-23

Nvidia’s Q1: Six Key Takeaways

NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-05-21

Airbnb's Soul Search Beyond Homes

Airbnb ($ABNB) • By MBI Deep Dives • 2026-05-21

FICO: Deconstructing the Monopoly Margins

FICO • By MBI Deep Dives • 2026-05-20

Airbnb: Room To Breathe

Airbnb ($ABNB) • By TSOH Investment Research • 2026-05-18

The CrowdStrike vs SentinelOne Puzzle, Solved

CrowdStrike ($CRWD) • By Flow Value Investing • 2026-05-16

FICO: Pricing the Standard

FICO • By MBI Deep Dives • 2026-05-15

Disney: After Iger

Disney ($DIS) • By TSOH Investment Research • 2026-05-14

Dividend Informer Q1 2026 Update: Hershey

Hershey ($HSY) • By Dividend Informer • 2026-05-12

Dividend Informer Q2 2026 Update: Qualcomm

Qualcomm • By Dividend Informer • 2026-05-11

Peloton: From Defense To Offense

Peloton ($PTON) • By TSOH Investment Research • 2026-05-11

Dividend Informer Q1 2026 Update: AbbVie

AbbVie • By Dividend Informer • 2026-05-08

Celsius (CELH) Q1’26 Recap

Celsius Energy ($CELH) • By Capital Compounding • 2026-05-07

Dividend Informer Q1 2026 Update: Comcast

Comcast ($CMCSA) • By Dividend Informer • 2026-05-06

META: A Win-Win Position

Meta Platforms ($META) • By Emerging Opportunities • 2026-05-06

Sandisk/Micron Critical Q2 Updates

Micron • By The Pragmatic Optimist • 2026-05-05