Stock Analysis
Page 28 of 107 · Expert research and deep-dive articles on companies
Samse 2025 half year results: some difficulties but nothing that they have not already faced!
Samse • By French Hidden Champions • 2025-09-17
Behind Chipotle's Buyback Math (CMG)
Chipotle ($CMG) • By A Peek Behind the Numbers • 2025-09-16
Amazon (NASDAQ: AMZN)
Amazon ($AMZN) • By Quality Value Investing • 2025-09-16
Nu Holdings: Revolutionizing Banking in Latin America
Nu Holdings • By Compound & Fire • 2025-09-16
Oracle’s 36% Rally is Built on Hope, Not Fundamentals
Oracle • By Rijnberk Investinsights • 2025-09-16
Stock of the Week: Oracle, the New Hyperscaler
Oracle • By Quality Stocks • 2025-09-16
Amazon (NASDAQ: AMZN)
Amazon ($AMZN) • By Quality Value Investing • 2025-09-16
#129 Mips AB - A Stock Analysis
MIPS AB ($MIPS) • By Kroker Equity Research • 2025-09-16
Why we need Intel foundry spin-off, funded by a mag7 consortium
Intel ($INTC) • By MBI Deep Dives • 2025-09-15
Deep|META: Evolution of Recommender Model
Evolution AB ($EVVTY) • By FUNDA • 2025-09-15
[scuttlebit] thoughts on ASML
ASML Holding N.V. • By scuttleblurb • 2025-09-15
Urgent Updates On Micron, Trade Desk & Arista Networks
Arista Networks ($ANET) • By The Pragmatic Optimist • 2025-09-15
Texas Instruments' data center and robotics opportunity
Texas Instruments ($TXN) • By MBI Deep Dives • 2025-09-14
Basic-Fit: A Turnaround Story?
Basic-Fit • By Capital Compounding • 2025-09-14
Airbnb's untapped monetization lever(s)
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-13
Synopsys Crashed 36% — What Investors Need to Know
Synopsys • By Rijnberk Investinsights • 2025-09-13
AI Skepticism & Oracle's Big Risk
Oracle • By Eagle Point Capital • 2025-09-13
Synopsys is probably a buy.
Synopsys • By Irrational Analysis • 2025-09-13
Notes and thoughts on Meta and Microsoft discussion at GS Communicopia
Meta Platforms ($META) • By MBI Deep Dives • 2025-09-12
Q2/1H 2025 - Puuilo Oyj - Full Analysis
Puuilo Oyj • By The Compounding Tortoise • 2025-09-11
Why Synopsys Sank
Synopsys • By MBI Deep Dives • 2025-09-11
Vimeo Stock: Valuation Matters after all!
Vimeo • By High Growth Investing • 2025-09-11
Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)
Oracle • By Crack The Market • 2025-09-10
Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys
Intel ($INTC) • By Irrational Analysis • 2025-09-10
New Buy: Taiwan Semiconductor
TSMC ($TSM) • By Growth Curve Investing • 2025-09-10
More Alphabet!
Alphabet ($GOOGL) • By MBI Deep Dives • 2025-09-10
Dividend Informer Q3 2025 Update: The Toro Company
Toro Company • By Dividend Informer • 2025-09-10
Oracle & Nebius Are Breaking AI Expectations
Nebius ($NBIS) • By The Pragmatic Optimist • 2025-09-10
Lululemon – A Turning Point That Breaks the Bull Case
Lululemon • By Rijnberk Investinsights • 2025-09-10
Kinepolis: Finally time to shine
Kinepolis • By Bos Invest • 2025-09-09
Edenred/Pluxee: Sunk cost fallacy or opportunity amidst more regulatory pressures?
Edenred SE ($FR:EDEN) • By Heavy Moat Investments • 2025-09-09
Stock of the Week: Alphabet - Does Its Court Victory Matter?
Alphabet ($GOOGL) • By Quality Stocks • 2025-09-09
Consolidating German dividend growth monster: Mensch und Maschine Quality Score
Mensch und Maschine • By Heavy Moat Investments • 2025-09-08
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
TSMC ($TSM) • By SemiAnalysis • 2025-09-08
#126 Norbit ASA - A Stock Analysis
Norbit ASA • By Kroker Equity Research • 2025-09-07
Google's evolving TPU strategy
Google • By MBI Deep Dives • 2025-09-07
CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-09-06
SoFi: The Perfect Middle Ground (Ticker: SOFI)
SOFI • By Chit Chat Stocks • 2025-09-06
Applied Optoelectronics (AAOI): Flash of Light, or False Dawn?
Applied Optoelectronics ($AAOI) • By A Peek Behind the Numbers • 2025-09-05
Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
Mercado Libre ($MELI) • By Bristlemoon Research • 2025-09-05
Dividend Informer Q2 2025 Update: Dollar General
Dollar General • By Dividend Informer • 2025-09-05
Lululemon 2Q'25 Update
Lululemon • By MBI Deep Dives • 2025-09-05
Dividend Informer Q2 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2025-09-04
Perimeter Solutions: 2Q25 Business Update
Perimeter Solutions • By Speedwell Memos • 2025-09-04
Dollar General: Delivering
Dollar General • By TSOH Investment Research • 2025-09-04
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
Amazon ($AMZN) • By SemiAnalysis • 2025-09-03
Why I bought more Alphabet!
Alphabet ($GOOGL) • By MBI Deep Dives • 2025-09-03
Deep|FIG 2Q25:Figma Make Could Emerge as the Catalyst for Figma’s AI Growth Story
Figma ($FIG) • By FUNDA • 2025-09-03
Cellebrite: Benefiting from rising digital crime in a structurally underpenetrated market
Cellebrite • By Heavy Moat Investments • 2025-09-03
Deep|C3.AI 2Q25:Preliminary Results Analysis: A True Turning Point Hinges on a New CEO
C3.ai • By FUNDA • 2025-09-02
