Equity Research Cheat Sheets
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TSLA, $TSLA, Tesla
NVDA, $NVDA, Nvidia
Nov 07, 2025
Moving to Substack
Cheat Sheets
Nov 06, 2025
DDOG 3Q25 - Stock up big on a beat and raise everything quarter. Bull case $245 Bear case $145
Cheat Sheets
Nov 06, 2025
CELH 3Q25 - Stock crushed. Messy Q4. What happens next? Bull case $85 Bear case $32
Cheat Sheets
Nov 06, 2025
DUOL 3Q25 - Wrecked after hours. Quality over near-term monetization says CEO. What's next? Bull case $420 Bear case $140
Cheat Sheets
Nov 06, 2025
HOOD 3Q25 - HOOD lovin crypto. What's next? Bull case $200 Bear case $90
Cheat Sheets
Nov 06, 2025
IONQ 3Q25 - IonQ positioned as "the NVIDIA of quantum" What do you think? Bull case $98 Bear case $34
Cheat Sheet
Nov 05, 2025
SNAP 3Q25 - Everytime I think I am out. They pull me back in. Bull case $14 Bear case $6.50
Cheat Sheets
Nov 05, 2025
U 3Q25 - Stock up on a beat. What's next? Bull case $55 Bear case $22
Cheat Sheets
Nov 05, 2025
WES 3Q25 - EPS Snapshot. What's next? Bull case $52 Bear case $32
Cheat Sheets
Nov 05, 2025
LMND 3Q25 - Insurance is a great business to leverage AI — just ask LMND. Bull case $120 Bear case $52
Cheat Sheets
Nov 05, 2025
AXON 3Q25 - Crushed on Q3 EPS miss. Promises huge Q4. Bull case $950 Bear case $500
Cheat Sheets
Nov 05, 2025
UPST 3Q25 - Revenue miss. Stock hammered. What's next? Bull case $85 Bear case $20
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