US Stock Analysis
Page 6 of 49 · 2,446 articles on US companies
Nvidia – The Inference Kingdom Expands
NVIDIA ($NVDA) • By SemiAnalysis • 2026-03-24
Why I am buying Floor & Decor
Floor and Decor ($FND) • By MBI Deep Dives • 2026-03-23
Nvidia GTC26: Winners & Losers
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-03-23
Berkshire Hathaway: Transition
Berkshire Hathaway ($BRK.A) • By TSOH Investment Research • 2026-03-23
Dollar Tree: Resilient Progress
Dollar Tree • By TSOH Investment Research • 2026-03-19
EMIB: Intel Foundry's Best Hope
Intel ($INTC) • By Damnang's Substack • 2026-03-19
Adobe's Q1/2026 Earnings Review
Adobe ($ADBE) • By 41investments • 2026-03-17
Dividend Informer Q4 2025 Update: Dollar General
Dollar General • By Dividend Informer • 2026-03-16
Investor Briefing Note: Meta's Sweeping Layoffs - Implications & Second Order Effects.
Meta Platforms ($META) • By Divergent Capital 7651 • 2026-03-16
Intel Foundry: A Last Chance
Intel ($INTC) • By Damnang's Substack • 2026-03-16
Veeva Model Update
Veeva • By MBI Deep Dives • 2026-03-15
Kinsale's PYD: Hidden risk?
Kinsale ($KNSL) • By Slow Compounding • 2026-03-15
Meta at the AI Crossroads
Meta Platforms ($META) • By MBI Deep Dives • 2026-03-14
Editing Adobe
Adobe ($ADBE) • By MBI Deep Dives • 2026-03-13
Meta's Chip Resilience
Meta Platforms ($META) • By MBI Deep Dives • 2026-03-12
Marvell & Broadcom: Q1 Earnings Roundup
Broadcom • By The Pragmatic Optimist • 2026-03-12
CEO Interview #1: Michael Kehoe (Kinsale Capital Group)
Kinsale ($KNSL) • By Slow Compounding • 2026-03-11
Berkshire Hathaway: Willing and Abel
Berkshire Hathaway ($BRK.A) • By Eagle Point Capital • 2026-03-07
March [Morgan Stanley TMT] Madness
Morgan Stanley • By Irrational Analysis • 2026-03-05
Veeva FY4Q'26 Update
Veeva • By MBI Deep Dives • 2026-03-05
Vital Farms: Fragility
Vital Farms • By TSOH Investment Research • 2026-03-05
Microsoft and the Agentic Race
Microsoft ($MSFT) • By Patient Capital Fund Newsletter • 2026-03-04
Deep|GTC 2026 Preview: NVIDIA is Rewriting the AI Factory Playbook
NVIDIA ($NVDA) • By FUNDA • 2026-03-03
Floor & Decor: Awaiting Normalization
Floor and Decor ($FND) • By TSOH Investment Research • 2026-03-02
Nvidia’s Q4: 9 Things For Investors To Takeaway
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-03-01
Kinsale Q4 2025 & Full Year 2025
Kinsale ($KNSL) • By Slow Compounding • 2026-03-01
Celsius 4Q’25 / FY’25 recap and one-year postmortem
Celsius Energy ($CELH) • By Capital Compounding • 2026-03-01
Meta’s AI Advantage is "In the Water"
Meta Platforms ($META) • By MBI Deep Dives • 2026-02-28
Netflix / Warner Bros.
Netflix ($NFLX) • By TSOH Investment Research • 2026-02-27
Airbnb: Setting The Stage (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-02-27
The Nvidia Math
NVIDIA ($NVDA) • By MBI Deep Dives • 2026-02-26
Scuttleblurb on Veeva
Veeva • By MBI Deep Dives • 2026-02-24
A Closer Look at Palantir's Receivables (PLTR)
Palantir Technologies ($PLTR) • By A Peek Behind the Numbers • 2026-02-23
Alphabet: From Search to AI to "AGI"
Alphabet ($GOOGL) • By MBI Deep Dives • 2026-02-23
Veeva, AI, and regulated workflows
Veeva • By scuttleblurb • 2026-02-23
Walmart’s Trillion-Dollar Mojo
Walmart ($WMT) • By MBI Deep Dives • 2026-02-21
Copart: 2Q26 Business Recap
Copart • By Speedwell Memos • 2026-02-21
Dividend Informer Q4 2025 Update: Hershey
Hershey ($HSY) • By Dividend Informer • 2026-02-19
Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question
Airbnb ($ABNB) • By MBI Deep Dives • 2026-02-19
Airbnb: Platform Pivot
Airbnb ($ABNB) • By TSOH Investment Research • 2026-02-19
Dividend Informer Q1 2026 Update: Qualcomm
Qualcomm • By Dividend Informer • 2026-02-18
Dividend Informer Q4 2025 Update: AbbVie
AbbVie • By Dividend Informer • 2026-02-18
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX
NVIDIA ($NVDA) • By SemiAnalysis • 2026-02-16
Airbnb 4Q25: Business Update
Airbnb ($ABNB) • By Speedwell Memos • 2026-02-14
Airbnb 4Q'25 Update
Airbnb ($ABNB) • By MBI Deep Dives • 2026-02-13
How Pool stacks up to Watsco
Watsco • By scuttleblurb • 2026-02-13
Philip Morris International: The Next Phase (Ticker: PM)
Philip Morris International ($PM) • By Chit Chat Stocks • 2026-02-13
Adobe Stock Breakdown (Five Minute Money)
Adobe ($ADBE) • By Speedwell Memos • 2026-02-12
Dividend Informer Q1 2026 Update: Starbucks
Starbucks Corporation ($SBUX) • By Dividend Informer • 2026-02-12
