US Stock Analysis
Page 8 of 61 · 3,007 articles on US companies
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 ($WSO) • By Flow Value Investing • 2026-04-22
Danaher 1Q'26 Update
Danaher ($DHR) • 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 ($MSFT) • By Crack The Market • 2026-04-19
Does Upwork have a future?
Upwork ($UPWK) • By scuttleblurb • 2026-04-17
Can AMD Beat NVIDIA?
NVIDIA ($NVDA) • By Damnang's Substack • 2026-04-17
Deja vu all over again: Allbirds vs. Zapata's 1998 "fish oil to Dot.com" Pivot
Allbirds ($8W80.DU) • By Value and Opportunity • 2026-04-17
Chipotle: Recipe For Growth
Chipotle ($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 ($AVGO) • By SemiAnalysis • 2026-04-15
BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING
Bloom Energy ($BE) • By The Disruptive Investor • 2026-04-14
BLOOM ENERGY: +216% UPSIDE - THIRD PICK ON THE DISRUPTIVE INVESTOR
Bloom Energy ($BE) • By The Disruptive Investor • 2026-04-13
Owned Destinations: Why Casella Waste is Winning the Northeast
Casella Waste Systems ($CWST) • By CompoundingAlpha • 2026-04-13
Planet Fitness: Maxing Out?
Planet Fitness ($PLNT) • By TSOH Investment Research • 2026-04-13
Modiv Industrial: “Too F***ing Cheap”
Modiv Industrial ($MDV) • By Value Zoomer • 2026-04-13
Sirius XM (An Excerpt From Our Recent Letter)
SiriusXM ($SIRI) • By Eagle Point Capital • 2026-04-11
Behind the Qs and Ks- (AAON, PRGS, EPAC)
AAON ($AAON) • By A Peek Behind the Numbers • 2026-04-10
The Alpha in PGR: Why Progressive is the Ultimate Compounding Engine
Progressive ($PGR) • By CompoundingAlpha • 2026-04-09
Crocs: The HeyDude Hangover
Crocs ($CROX) • By TSOH Investment Research • 2026-04-06
APPLIED OPTOELECTRONICS: +258% UPSIDE - SECOND PICK ON THE DISRUPTIVE INVESTOR
Applied Optoelectronics ($AAOI) • By The Disruptive Investor • 2026-04-04
Meta Platforms: The $135 Billion Bet
Meta Platforms ($META) • By CompoundingAlpha • 2026-04-02
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
Discerning Signal from Noise: Why Meta's Advertising Franchise is Materially Mispriced
Meta Platforms ($META) • By Divergent Capital 7651 • 2026-04-01
Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield
NVIDIA ($NVDA) • By SemiAnalysis • 2026-03-31
[scuttlebit] Danaher update
Danaher ($DHR) • By scuttleblurb • 2026-03-31
The Ultimate Toll Booth: A Deep Dive into Texas Pacific Land (TPL)
Texas Pacific Land ($TPL) • By CompoundingAlpha • 2026-03-30
MarineMax Stock Analysis
MarineMax ($HZO) • By Enterprising Investor • 2026-03-29
Beyond NVIDIA and Broadcom: What the Market May Be Missing
Broadcom ($AVGO) • By Damnang's Substack • 2026-03-27
Is SanDisk Done?
SanDisk ($SNDK) • By Damnang's Substack • 2026-03-26
Follow-up on Floor & Decor
Floor and Decor ($FND) • By MBI Deep Dives • 2026-03-26
Baxter International: Deep value turnaround or hopeless value trap?
Baxter International ($BAX) • By Heavy Moat Investments • 2026-03-25
DECK: Two Brands, One Mispricing
Deckers Outdoor Corporation ($DECK) • By Flow Value Investing • 2026-03-24
INTU: Buying the Moonshot at Base-Case Prices
Intuit ($INTU) • By CompoundingAlpha • 2026-03-24
Nvidia – The Inference Kingdom Expands
NVIDIA ($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 ($BRK.A) • By TSOH Investment Research • 2026-03-23
Honeywell's Spinoff Implies ~39% Upside Without Requiring Either Business to Trade Above Its Peer Median Valuation Multiple
Honeywell ($HON) • By Divergent Capital 7651 • 2026-03-23
TIC Solutions: Thesis Check
TIC Solutions ($TIC) • By Kairos Research • 2026-03-19
Dollar Tree: Resilient Progress
Dollar Tree ($DLTR) • 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 ($DG) • By Dividend Informer • 2026-03-16
Dividend Informer Q4 2025 Update: ONEOK
ONEOK ($OKE) • By Dividend Informer • 2026-03-16