Stock Analysis
Page 29 of 107 · Expert research and deep-dive articles on companies
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
Next 15 Group plc (UK:NFG)
Next 15 Group plc ($NFG) • By Robin Research • 2025-09-02
Intuit vs. Nu Holdings: The Fintech Face-Off
Intuit ($INTU) • By Compound & Fire • 2025-09-02
Adobe (NASDAQ: ADBE)
Adobe ($ADBE) • By Possible Value • 2025-09-02
Stock of the Week: Alibaba - Regaining Investors’ Trust
Alibaba ($BABA) • By Quality Stocks • 2025-09-02
FICO: The Score Behind the Score
FICO • By Crack The Market • 2025-08-31
HAL Trust: H1 results update on my largest position
HAL Trust • By Bos Invest • 2025-08-31
Scandinavian Tobacco Group: Racked
Scandinavian Tobacco Group • By Invariant • 2025-08-31
Another Celsius (ticker: CELH) update
Celsius Energy ($CELH) • By Capital Compounding • 2025-08-30
Google's "first mistake"
Google • By MBI Deep Dives • 2025-08-30
Portfolio Update and Why I’m Trimming Rocket Lab
Rocket Lab ($RKLB) • By Growth Curve Investing • 2025-08-30
#125 LegalZoom - A Stock Analysis
LegalZoom • By Kroker Equity Research • 2025-08-30
Dollar General 2Q'25, Microsoft's Cybersecurity business
Dollar General • By MBI Deep Dives • 2025-08-29
LVMH Deep Dive
LVMH • By Speedwell Memos • 2025-08-29
Deep Dive - Lotus Bakeries
Lotus Bakeries • By The Compounding Tortoise • 2025-08-28
Elliptic Laboratories Q2 2025
Elliptic Laboratories • By Under Followed Stocks • 2025-08-28
ER Reviews: Software, Cybersecurity & Nvidia’s China Woes
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-08-28
Meta's (lack of) Agency
Meta Platforms ($META) • By MBI Deep Dives • 2025-08-28
Warner Bros. Discovery Stock: 100% Chance until the Split?
Warner Bros. Discovery • By High Growth Investing • 2025-08-28
Business Update - Mercado Libre Q2'25: Shopee's Success Is Causing Troubles
Mercado Libre ($MELI) • By Sleep Well Investments • 2025-08-28
Review|OKTA 2Q25:Margin improvement and a more detailed AI Agent Identity narrative strengthened investor
Okta ($OKTA) • By FUNDA • 2025-08-27
Gamma Communications-GAMA.L
Gamma Communications ($GAMA.L) • By InvestingWithWes • 2025-08-27
Amazon's Ambition in Groceries: Part 2
Amazon ($AMZN) • By MBI Deep Dives • 2025-08-27
Justifying Meta’s $69B Reality Labs Loss — Here’s My Case
Meta Platforms ($META) • By Rijnberk Investinsights • 2025-08-27
Problems at QMMM Holdings (QMMM)
QMMM Holdings ($QMMM) • By The Bear Cave • 2025-08-27
Lagardère H1 results: things are moving on nicely!
Lagardère • By French Hidden Champions • 2025-08-27
Update on Intel Headcount
Intel ($INTC) • By Semiconductor Business Intelligence • 2025-08-27
Crane Co.
Crane Co. • By Kairos Research • 2025-08-26
What Norbit’s Stock Behavior Reveals About Investment Strategy?
Norbit • By Quality Stocks • 2025-08-26
Preview|OKTA 2Q25:Marginal Business Improvement, But Limited Inflection This Quarter
Okta ($OKTA) • By FUNDA • 2025-08-25
Never Sell: Episode 9-Global Payments, AI and Software, OpenAI and Anthropic Bubble?
OpenAI • By MBI Deep Dives • 2025-08-25
Cellebrite: Dominating digital Forensics ( Growth plus special situation)
Cellebrite • By Heavy Moat Investments • 2025-08-25
Airbnb's unique demand driver
Airbnb ($ABNB) • By MBI Deep Dives • 2025-08-23
Dino Polska 2Q'25 results
Dino Polska • By Capital Compounding • 2025-08-23
