US Stock Analysis
Page 54 of 61 · 3,007 articles on US companies
GoodRx: An Oddity of U.S. Healthcare
GoodRx ($GDRX) • By TSOH Investment Research • 2021-10-11
Why I sold Etsy
Etsy ($ETSY) • By MBI Deep Dives • 2021-10-08
Problems at The Joint Corp (JYNT)
The Joint Corp ($JYNT) • By The Bear Cave • 2021-10-07
Apple A15 Die Shot and Annotation - IP Block Area Analysis
Apple ($AAPL) • By SemiAnalysis • 2021-10-01
Shipping Port Backlogs & DOCN, APPS, EXAS, and NARI Conference Notes
APPS ($APPS) • By Growth Curve Investing • 2021-09-24
[TWLO] Twilio
Twilio ($TWLO) • By scuttleblurb • 2021-09-17
The Bear Cave #82 + Union Pacific Railroads Linked to Cancer
Union Pacific ($UNP) • By The Bear Cave • 2021-09-12
Dollar Tree: A Vision Emerges
Dollar Tree ($DLTR) • By TSOH Investment Research • 2021-09-09
Airbnb: "Belonging Anywhere"
Airbnb ($ABNB) • By TSOH Investment Research • 2021-09-07
Problems at ShotSpotter (SSTI)
ShotSpotter ($918.MU) • By The Bear Cave • 2021-09-02
Enterprise Products Partners: Irreplaceable Assets and Long-Term Considerations
Enterprise Products Partners ($EPD) • By Eagle Point Capital • 2021-08-28
NOV Inc: A Survivor With Leverage to the Energy Revival
NOV Inc ($NOV) • By Superfluous Value • 2021-08-26
The Tesla Dojo Chip Is Impressive, But There Are Some Major Technical Issues
Tesla ($TSLA) • By SemiAnalysis • 2021-08-25
Tesla Dojo - Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware
Tesla ($TSLA) • By SemiAnalysis • 2021-08-20
Disney: "The First Inning"
Disney ($DIS) • By TSOH Investment Research • 2021-08-16
Cato Corporation – Slam Dunk or Value Trap?
Cato Corporation ($CATO) • By Eagle Point Capital • 2021-08-14
Boeing: Shadow of an American jewel from yesteryears
Boeing ($BA) • By MBI Deep Dives • 2021-08-13
Facebook: "Get To Scale"
Meta Platforms ($META) • By TSOH Investment Research • 2021-08-12
Problems at OppFi (OPFI)
OppFi ($OPFI) • By The Bear Cave • 2021-08-05
Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?
Tesla ($TSLA) • By SemiAnalysis • 2021-08-04
Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips
Amazon ($AMZN) • By SemiAnalysis • 2021-07-29
Microsoft: "A More Accelerated Pace"
Microsoft ($MSFT) • By TSOH Investment Research • 2021-07-29
Nvidia (NVDA): Part 2 of 2
NVIDIA ($NVDA) • By scuttleblurb • 2021-07-28
Netflix: "A One Product Company"
Netflix ($NFLX) • By TSOH Investment Research • 2021-07-26
Okta's Vision For The Next Decade
Okta ($OKTA) • By Sleep Well Investments • 2021-07-25
Domino's Pizza
Domino's Pizza Group ($DOM) • By Eagle Point Capital • 2021-07-17
Costco (COST) Podcast
Costco ($COST) • By TSOH Investment Research • 2021-07-16
Roku: A former trojan horse now in open fistfight
OPEN ($OPEN) • By MBI Deep Dives • 2021-07-13
Nvidia (NVDA): Part 1 of 2
NVIDIA ($NVDA) • By scuttleblurb • 2021-07-12
Jewett-Cameron Trading Company Limited - JCTCF
Jewett-Cameron Trading Company Limited ($JCTCF) • By Alluvial • 2021-07-08
Nvidia’s 2021 Bubble, Eerily Similar To Other Bubbles That Came Before
NVIDIA ($NVDA) • By SemiAnalysis • 2021-07-06
Costco: "Raising Prices Is The Easy Way"
Costco ($COST) • By TSOH Investment Research • 2021-07-06
Problems at Payoneer (PAYO)
Payoneer ($PAYO) • By The Bear Cave • 2021-07-01
Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B
Texas Instruments ($TXN) • By SemiAnalysis • 2021-06-30
$Olli: The Costco junkyard
Costco ($COST) • By TQI Capital • 2021-06-26
Update on IAC (+ Vimeo)
Vimeo ($VMEO) • By scuttleblurb • 2021-06-25
Walmart: Turning the Titanic
Walmart ($WMT) • By TSOH Investment Research • 2021-06-21
Qualcomm Hits a Homerun AI 100 - Powerful AI Inference Acceleration For the Edge
Qualcomm ($QCOM) • By SemiAnalysis • 2021-06-17
The Twitter Revolution (TWTR)
Twitter ($TWTR) • By The Bear Cave • 2021-06-17
What the early Amazon investors saw
Amazon ($AMZN) • By Value Investing for Professionals • 2021-06-11
CrowdStrike: Standing tall in crowded cybersecurity
CrowdStrike ($CRWD) • By MBI Deep Dives • 2021-06-11
NVR And The Housing Cycle
NVR ($NVR) • By Eagle Point Capital • 2021-06-05