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Adyen: Persistent Growth (Ticker: ADYEN)

by Chit Chat Stocks | 2026-03-06

$ADYEY

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Nebius: The Purest Way to Play AI Compute

by Crack The Market | 2026-03-05

$NBIS

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March [Morgan Stanley TMT] Madness

by Irrational Analysis | 2026-03-05

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Veeva FY4Q'26 Update

by MBI Deep Dives | 2026-03-05

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Vital Farms: Fragility

by TSOH Investment Research | 2026-03-05

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Microsoft and the Agentic Race

by Patient Capital Fund Newsletter | 2026-03-04

$MSFT

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InPost: The Parcel-Locker Flywheel — and the Lowball Takeover

by Slow Compounding | 2026-03-04

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Salesforce February 2026 earnings review

by 41investments | 2026-03-03

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Review|MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty

by FUNDA | 2026-03-03

$MSTR

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Deep|GTC 2026 Preview: NVIDIA is Rewriting the AI Factory Playbook

by FUNDA | 2026-03-03

$NVDA

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Floor & Decor: Awaiting Normalization

by TSOH Investment Research | 2026-03-02

$FND

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Prosus: The tencent proxy

by TQI Capital | 2026-03-02

$PRX

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Nvidia’s Q4: 9 Things For Investors To Takeaway

by The Pragmatic Optimist | 2026-03-01

$NVDA

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Logista: Not All Too Piggish

by Invariant | 2026-03-01

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Kinsale Q4 2025 & Full Year 2025

by Slow Compounding | 2026-03-01

$KNSL

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Celsius 4Q’25 / FY’25 recap and one-year postmortem

by Capital Compounding | 2026-03-01

$CELH

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Meta’s AI Advantage is "In the Water"

by MBI Deep Dives | 2026-02-28

$META

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AutoTrader Group-AUTO.L

by InvestingWithWes | 2026-02-27

$AUTO.L

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Netflix / Warner Bros.

by TSOH Investment Research | 2026-02-27

$NFLX

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Airbnb: Setting The Stage (Ticker: ABNB)

by Chit Chat Stocks | 2026-02-27

$ABNB

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APi Group: How the story has evolved and what's next

by Kairos Research | 2026-02-26

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Shelly FY 2025

by Under Followed Stocks | 2026-02-26

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The Nvidia Math

by MBI Deep Dives | 2026-02-26

$NVDA

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Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon

by SemiAnalysis | 2026-02-25

$EVVTY

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🔎 Teqnion: Don't get fooled by 2025 Q4 (+Chris Mayer Feedback)

by Slow Compounding | 2026-02-25

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Scuttleblurb on Veeva

by MBI Deep Dives | 2026-02-24

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A Closer Look at Palantir's Receivables (PLTR)

by A Peek Behind the Numbers | 2026-02-23

$PLTR

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Alphabet: From Search to AI to "AGI"

by MBI Deep Dives | 2026-02-23

$GOOGL

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Veeva, AI, and regulated workflows

by scuttleblurb | 2026-02-23

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Weekly|LLM update, Clarifying OpenAI’s “Capex Reduction”, NVDA, CRM, PANW, ASTS

by FUNDA | 2026-02-22

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Haypp Group: Acceleration

by Invariant | 2026-02-22

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NSTS Bancorp Stock Analysis

by Enterprising Investor | 2026-02-22

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Walmart’s Trillion-Dollar Mojo

by MBI Deep Dives | 2026-02-21

$WMT

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Copart: 2Q26 Business Recap

by Speedwell Memos | 2026-02-21

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Research|OpenAI: What Is OpenAI's $600B Compute Spending? Did They Really Cut the $1.4T Investment Commitment?

by FUNDA | 2026-02-21

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Transense Technologies H1 FY 2026

by Under Followed Stocks | 2026-02-20

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Nintendo: Are We Doing This Again? (Ticker: NTDOY)

by Chit Chat Stocks | 2026-02-20

$7974

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Waste Management: A Forever Stock

by Crack The Market | 2026-02-19

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Dividend Informer Q4 2025 Update: Hershey

by Dividend Informer | 2026-02-19

$HSY

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Progress Software (PRGS): The Anatomy of a Repeatable Earnings Beat

by A Peek Behind the Numbers | 2026-02-19

$PRGS

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Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question

by MBI Deep Dives | 2026-02-19

$ABNB

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#15 Circle Group SpA

by Under Followed Stocks | 2026-02-19

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Airbnb: Platform Pivot

by TSOH Investment Research | 2026-02-19

$ABNB

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Dividend Informer Q1 2026 Update: Qualcomm

by Dividend Informer | 2026-02-18

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Dividend Informer Q4 2025 Update: AbbVie

by Dividend Informer | 2026-02-18

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Deep Dive - Teqnion AB (Part 3)

by Slow Compounding | 2026-02-18

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Q1'26 Idea Inventory, Part 1: $CPH.TO, $RCI.B, $SNAP, $HON.

by Divergent Capital 7651 | 2026-02-18

$CPH

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This €500M Company Will Generate €100M in Recurring Cash Flow. The Market Hasn't Noticed."

by Iggy’s Substack | 2026-02-18

$SE

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Adyen – 22x FCF for a Best-in-Class FinTech Stock growing at 20%+

by Rijnberk Investinsights | 2026-02-17

$ADYEY

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Stock of the Week: Adyen - Is Adyen on Sale After the 20% Post-Earnings Drop

by Quality Stocks | 2026-02-17

$ADYEY

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