Stock Analysis

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[scuttlebit] Charles Schwab is so back

by scuttleblurb | 2025-09-22

$SCHW

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My Experience on Airbnb Experience

by MBI Deep Dives | 2025-09-21

$ABNB

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Nvidia & Intel’s Ripple Effect On AI Chips

by The Pragmatic Optimist | 2025-09-21

$INTC

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Bolloré H1 2025 results : part 2

by French Hidden Champions | 2025-09-21

$BOL.PA

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Broadcom – An AI Powerhouse With 20%+ Growth and a 44% FCF Margin

by Rijnberk Investinsights | 2025-09-20

$AVGO

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Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal

by Irrational Analysis | 2025-09-19

$INTC

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Intel got Everything Except what it Really Wanted.

by Semiconductor Business Intelligence | 2025-09-19

$INTC

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Heartland Express: A Trucking Stock Stuck in Neutral...For Now

by Enterprising Investor | 2025-09-19

$HTLD

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Bolloré H1 2025 results : feedback from the meeting

by French Hidden Champions | 2025-09-19

$BOL.PA

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Disney Isn't Cowardly or Evil. It's Something Far More Unsettling

by KonichiValue | 2025-09-19

$DIS

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Qualcomm is out of time.

by Irrational Analysis | 2025-09-18

$QCOM

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Problems at DraftKings (DKNG)

by The Bear Cave | 2025-09-18

$DKNG

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Caterpillar (NYSE: CAT)

by Quality Value Investing | 2025-09-18

$CAT

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Buying into Cogent Communications' Hidden Value

by Compound & Fire | 2025-09-18

$CCOI

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Thoughts on Meta Connect 2025

by MBI Deep Dives | 2025-09-18

$META

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The Indictment That Reads Like Satire: RCI Hospitality and a Tax Auditor

by Heavy Moat Investments | 2025-09-18

$RICK

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Fever-Tree: "A Great Blueprint"

by TSOH Investment Research | 2025-09-18

$FEVR

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Caterpillar (NYSE: CAT)

by Quality Value Investing | 2025-09-18

$CAT

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Amazon's "unfair" advantage in advertising

by MBI Deep Dives | 2025-09-17

$AMZN

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UiPath Stock: Is This the Comeback Investors Didn’t See Coming?

by High Growth Investing | 2025-09-17

$PATH

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Samse 2025 half year results: some difficulties but nothing that they have not already faced!

by French Hidden Champions | 2025-09-17

$SAMS.PA

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Behind Chipotle's Buyback Math (CMG)

by A Peek Behind the Numbers | 2025-09-16

$CMG

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Amazon (NASDAQ: AMZN)

by Quality Value Investing | 2025-09-16

$AMZN

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Nu Holdings: Revolutionizing Banking in Latin America

by Compound & Fire | 2025-09-16

$NU

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Oracle’s 36% Rally is Built on Hope, Not Fundamentals

by Rijnberk Investinsights | 2025-09-16

$ORCL

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Stock of the Week: Oracle, the New Hyperscaler

by Quality Stocks | 2025-09-16

$ORCL

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Amazon (NASDAQ: AMZN)

by Quality Value Investing | 2025-09-16

$AMZN

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#129 Mips AB - A Stock Analysis

by Kroker Equity Research | 2025-09-16

$MIPS

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Why we need Intel foundry spin-off, funded by a mag7 consortium

by MBI Deep Dives | 2025-09-15

$INTC

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Deep|META: Evolution of Recommender Model

by FUNDA | 2025-09-15

$EVVTY

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[scuttlebit] thoughts on ASML

by scuttleblurb | 2025-09-15

$ASML

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Urgent Updates On Micron, Trade Desk & Arista Networks

by The Pragmatic Optimist | 2025-09-15

$ANET

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Texas Instruments' data center and robotics opportunity

by MBI Deep Dives | 2025-09-14

$TXN

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Basic-Fit: A Turnaround Story?

by Capital Compounding | 2025-09-14

$BFIT.AS

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Airbnb's untapped monetization lever(s)

by MBI Deep Dives | 2025-09-13

$ABNB

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Synopsys Crashed 36% — What Investors Need to Know

by Rijnberk Investinsights | 2025-09-13

$SNPS

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AI Skepticism & Oracle's Big Risk

by Eagle Point Capital | 2025-09-13

$ORCL

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Synopsys is probably a buy.

by Irrational Analysis | 2025-09-13

$SNPS

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Notes and thoughts on Meta and Microsoft discussion at GS Communicopia

by MBI Deep Dives | 2025-09-12

$META

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Q2/1H 2025 - Puuilo Oyj - Full Analysis

by The Compounding Tortoise | 2025-09-11

$PUUILO.HE

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Why Synopsys Sank

by MBI Deep Dives | 2025-09-11

$SNPS

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Vimeo Stock: Valuation Matters after all!

by High Growth Investing | 2025-09-11

$VMEO

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Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)

by Crack The Market | 2025-09-10

$ORCL

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Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys

by Irrational Analysis | 2025-09-10

$INTC

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New Buy: Taiwan Semiconductor

by Growth Curve Investing | 2025-09-10

$TSM

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More Alphabet!

by MBI Deep Dives | 2025-09-10

$GOOGL

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Dividend Informer Q3 2025 Update: The Toro Company

by Dividend Informer | 2025-09-10

$TTC

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Oracle & Nebius Are Breaking AI Expectations

by The Pragmatic Optimist | 2025-09-10

$NBIS

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Kinepolis: Finally time to shine

by Bos Invest | 2025-09-09

$KIN.BR

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Edenred/Pluxee: Sunk cost fallacy or opportunity amidst more regulatory pressures?

by Heavy Moat Investments | 2025-09-09

$FR:EDEN

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