US Stock Analysis
Page 5 of 50 · 2,452 articles on US companies
Intel’s Real Moat That Nobody Talks About: STCO
Intel ($INTC) • By Damnang's Substack • 2026-05-04
Adobe Expert Insight Interview (No Paywall)
Adobe ($ADBE) • By Speedwell Memos • 2026-05-04
PayPal tries again (and again)
PayPal • By scuttleblurb • 2026-05-04
Roblox: Reality Check
Roblox ($RBLX) • By TSOH Investment Research • 2026-05-04
Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV
Veeva System ($VEEV) • By Sleep Well Investments • 2026-05-04
Monograms surgical device is a future market leader in robotic orthopedic surgery that will ragdoll $PDEX common shares.
Pro-Dex, Inc. ($PDEX) • By Leftfield Investing • 2026-05-04
Microsoft FY 3Q'26: Multi-Model Mirage, Copilot Momentum
Microsoft ($MSFT) • By MBI Deep Dives • 2026-05-03
Altria: An Oral History
Altria ($MO) • By Invariant • 2026-05-03
Kinsale Just Hit Its Lowest P/E Ever (2026 Q1 Update)
Kinsale ($KNSL) • By Slow Compounding • 2026-05-03
Amazon 1Q'26: Rosy Near-term but "Cloudy" Long-term
Amazon ($AMZN) • By MBI Deep Dives • 2026-05-02
Alphabet 1Q'26: Stratospheric Heights in Performance and Expectations
Alphabet ($GOOGL) • By MBI Deep Dives • 2026-05-01
Meta Platforms 1Q’26 Recap: Will Meta’s growth justify increased capex?
Meta Platforms ($META) • By Capital Compounding • 2026-05-01
Meta 1Q'26: Nothing to Complain About
Meta Platforms ($META) • By MBI Deep Dives • 2026-04-30
Meta: 1Q26 Business Update
Meta Platforms ($META) • By Speedwell Memos • 2026-04-30
The One Sentence That Made Me Look at Qualcomm Again
Qualcomm • By Damnang's Substack • 2026-04-30
Nike: Fighting Back
NIKE ($NKE) • By TSOH Investment Research • 2026-04-30
Google’s AI Infrastructure Layer Map
Google • By Damnang's Substack • 2026-04-28
Adobe Expert Insight Interview (No Paywall)
Adobe ($ADBE) • By Speedwell Memos • 2026-04-28
Roblox: Aggregating the Attention of Next Generation
Roblox ($RBLX) • By MBI Deep Dives • 2026-04-28
Roblox
Roblox ($RBLX) • By MBI Deep Dives • 2026-04-28
Deep|TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet
Meta Platforms ($META) • By FUNDA • 2026-04-27
Ally Financial: In Gear
Ally Financial • By TSOH Investment Research • 2026-04-27
Philip Morris International: Centered
Philip Morris International ($PM) • By Invariant • 2026-04-26
IBP: The valuation gap is there. The timing isn't. Yet.
Installed Building Products ($IBP) • By Flow Value Investing • 2026-04-24
Intel is still cheap on price/book value.
Intel ($INTC) • By Irrational Analysis • 2026-04-24
Tesla's Terafab Dream
Tesla ($TSLA) • By MBI Deep Dives • 2026-04-23
Deep|NVDA: Rethinking NVIDIA's Moat in the AI Stack
NVIDIA ($NVDA) • By FUNDA • 2026-04-23
Netflix – This 13% Dip Doesn’t Make it a Buy.
Netflix ($NFLX) • By Rijnberk Investinsights • 2026-04-23
WSO: The Consolidation Trade on the Wrong Side
Watsco • By Flow Value Investing • 2026-04-22
Danaher 1Q'26 Update
Danaher • By MBI Deep Dives • 2026-04-22
Amazon🤝Anthropic: $100B Implications
Amazon ($AMZN) • By The Pragmatic Optimist • 2026-04-22
Meta's Heterogeneous Fleet
Meta Platforms ($META) • By MBI Deep Dives • 2026-04-21
Netflix: The Pace Of Change
Netflix ($NFLX) • By TSOH Investment Research • 2026-04-20
Microsoft: The Best Company In The World Is Too Cheap
Microsoft ($MSFT) • By Crack The Market • 2026-04-19
Can AMD Beat NVIDIA?
NVIDIA ($NVDA) • By Damnang's Substack • 2026-04-17
The Cadence Ambition the Market Isn't Pricing Yet
Cadence • By Damnang's Substack • 2026-04-16
Chipotle: Recipe For Growth
Chipotle ($CMG) • By TSOH Investment Research • 2026-04-16
ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More
Broadcom • By SemiAnalysis • 2026-04-15
BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING
Oracle • By The Disruptive Investor • 2026-04-14
Planet Fitness: Maxing Out?
Planet Fitness ($PLNT) • By TSOH Investment Research • 2026-04-13
Sirius XM (An Excerpt From Our Recent Letter)
SiriusXM ($SIRI) • By Eagle Point Capital • 2026-04-11
Crocs: The HeyDude Hangover
Crocs ($CROX) • By TSOH Investment Research • 2026-04-06
"Never Sell" Episode: AI Doom, Veeva, Research and Writing
Veeva • By MBI Deep Dives • 2026-04-03
NVIDIA's Marvell Investment: What Lies Beneath
NVIDIA ($NVDA) • By Damnang's Substack • 2026-04-02
Dividend Informer Q4 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2026-04-01
