Posts
Eli Lilly: Dominance Has A Price
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: LLY Only the headline is available; the article body is paywalled.
Uber: Mispriced Growth Hiding In Plain Sight
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: UBER Only the headline is available; the article body is paywalled.
MaxLinear: A Quiet AI Beneficiary With Growth Ahead
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: MXL Only the headline is available; the article body is paywalled.
AppLovin: Why I Think The Bears Are Wrong
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: APP Only the headline is available; the article body is paywalled.
Sezzle: Why I Think The Sell-Off Is An Opportunity
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: SEZL Only the headline is available; the article body is paywalled.
IBM: A Rough Quarter, But The Fundamentals Tell A Different Story
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: IBM Only the headline is available; the article body is paywalled.
Celestica: A Cheaper Ticket To The AI Infrastructure Boom
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: CLS Only the headline is available; the article body is paywalled.
CoreWeave: The Revenue Backlog Growth Outpaces The Fear
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: CRWV Only the headline is available; the article body is paywalled.
Cipher Digital: Volatility Aside, The Story Hasn't Changed
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: CIFR Only the headline is available; the article body is paywalled.
Shopify: Down YTD, But Up On The Numbers That Matter
SeekingAlpha article by The J Thesis. Tickers tagged by SeekingAlpha: SHOP Only the headline is available; the article body is paywalled.