Sandisk is up nearly 250% this year, and a new Wall Street superbull emerges. Here’s their thesis.
One of the market’s hottest stocks of 2026 has a new bull piling onto the trade. Longtime tech analyst Amit…
Tag: Thesis
3 Parts of XRP’s Thesis Aren’t Working. Should You Sell It?
Something uncomfortable is happening under the hood of XRP (CRYPTO: XRP). Compared to a year ago, the daily active accounts…
Exxon Mobil Stock Is Trading on an Iran War Thesis. How Should You Play XOM Here?
The escalating Iran war has sent shockwaves through global energy markets in recent weeks, with attacks on infrastructure and shipping risks…
The AI-Native Investment Thesis
Rudina Seseri, Founder and Managing Partner of Glasswing Ventures, discusses investing in companies where artificial intelligence is the core architectural…
Citadel Securities Challenges Citrini’s ‘Global Intelligence Crisis’ Thesis
Citadel Securities has issued a pointed rebuttal to Citrini Research’s viral “2028 Global Intelligence Crisis” artificial intelligence (AI) scenario, arguing…
Bitwise CIO Matt Hougan Challenges the ‘Commodity Blockspace’ Thesis
Ethereum controls roughly 60% of real-world asset ( RWA) tokenization today, but Bitwise CIO Matt Hougan questions whether layer one…
Bloomberg Report Argues Bitcoin’s Digital Gold Thesis Is Cracking, Bitcoiners Disagree
A new Bloomberg analysis argues bitcoin is facing a “$1 trillion identity crisis,” as falling prices, exchange-traded fund (ETF) outflows,…
Shopify (SHOP) Stock Surge Validates Rowan Street Capital’s Thesis
Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be…
Black Bear Value Fund Aligns with the Long-Term Thesis for Builders FirstSource (BLDR)
Black Bear Value Fund, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded…
Morgan Stanley Lifts AppLovin Corporation (APP) Target on AI-Led Growth Thesis
AppLovin Corporation (NASDAQ:APP) is among the stocks with the best earnings growth for the next 5 years. On January 13,…