US Stock Analysis
Page 5 of 61 · 3,007 articles on US companies
The market is pricing $MSTR distress everywhere... except the stock
Strategy ($MSTR) • By Yet Another Value Blog • 2026-07-07
A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
NVIDIA ($NVDA) • By Damnang's Substack • 2026-07-07
Jet Engines and AI Data Centers: The FTAI Aviation ($FTAI) Deep Dive
FTAI Aviation ($FTAI) • By CompoundingAlpha • 2026-07-07
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
NVIDIA ($NVDA) • By SemiAnalysis • 2026-07-06
HEICO Corp: A World-Class Compounding Flywheel Riding a Multi-Decade Tailwind
HEICO ($HEI) • By Slow Compounding • 2026-07-05
Tarsus Pharmaceuticals Lotilaner, a soon to be blockbuster with an Achilles' heel
Tarsus Pharmaceuticals ($TARS) • By Leftfield Investing • 2026-07-03
Meta Compute: Everyone Wants To Be A Neocloud
Meta Platforms ($META) • By SemiAnalysis • 2026-07-02
Problems at StepStone ($STEP)
StepStone ($$STEP) • By The Bear Cave • 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 ($INTU) • By InvestingWithWes • 2026-07-01
Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars
Toast ($TOST) • By CompoundingAlpha • 2026-07-01
Two Kings changing their throne?
Netflix ($NFLX) • By Flow Value Investing • 2026-07-01
Dividend Informer NEWS FLASH: Honeywell Completes Aerospace Spin-off
Honeywell ($HON) • By Dividend Informer • 2026-06-30
Dividend Informer NEWS FLASH: Comcast to Split into Two Companies
Comcast ($CMCSA) • By Dividend Informer • 2026-06-29
[ZTS] Zoetis could use a booster shot
Zoetis ($ZTS) • By scuttleblurb • 2026-06-29
The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap
Apple ($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 ($ADBE) • By Possible Value • 2026-06-25
Micron Technology just reported. And this is what a structural supercycle looks like.
Micron Technology ($MU) • 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 ($ABBV) • By Dividend Informer • 2026-06-23
Carnival Corporation: The Discount the Recovery Hasn’t Closed
Carnival Corporation ($CCL) • By Flow Value Investing • 2026-06-22
Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?
Charter Communications ($CHTR) • By Base Hit Investing • 2026-06-22
Airbnb's Fintech Opportunity
Airbnb ($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 ($DG) • By Dividend Informer • 2026-06-16
Stock of the Week: Adobe - The Market Is Still Not Convinced Despite Accelerating Growth
Adobe ($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 ($ADBE) • By MBI Deep Dives • 2026-06-13
Dividend Informer Q2 2026 Update: The Toro Company
Toro Company ($TTC) • By Dividend Informer • 2026-06-11
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 ($AVGO) • By Crack The Market • 2026-06-10
Stock of the Week: Marvell Technology - A Symbol of an Unhealthy Market
Marvell Technology ($MRVL) • By Quality Stocks • 2026-06-09
Dollar General: Miles and Margins
Dollar General ($DG) • By TSOH Investment Research • 2026-06-08
Why I’m Still Holding NBIS as 40% of My Portfolio at 18% Below Its High
Meta Platforms ($META) • By Burak Finance • 2026-06-08
Deep Dive : SanDisk Corp ($SNDK)
SanDisk ($SNDK) • By Springbok Finance • 2026-06-07
Broadcom Spooked AI’s Euphoria
Broadcom ($AVGO) • By The Pragmatic Optimist • 2026-06-07
Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
Google ($GOOG) • By Value and Opportunity • 2026-06-07