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PINS 3Q25 - Stock crushed - down 20%. What's next? Bull case $48 Bear case $20
Nov 05, 2025

PINS 3Q25 - Stock crushed - down 20%. What's next? Bull case $48 Bear case $20

Cheat Sheets

SMCI F1Q26 - Mixed outlook. Stock down after hours. What's next? Bull case $70. Bear case $30
Nov 05, 2025

SMCI F1Q26 - Mixed outlook. Stock down after hours. What's next? Bull case $70. Bear case $30

Cheat Sheets

AMD 3Q25 - Beat and raise all around. Is it enough? Bull case $350 Bear case $180
Nov 05, 2025

AMD 3Q25 - Beat and raise all around. Is it enough? Bull case $350 Bear case $180

Cheat Sheets

SHOP 3Q25 - Beat on strong merchants. What's next? Bull case $245 Bear case $125
Nov 04, 2025

SHOP 3Q25 - Beat on strong merchants. What's next? Bull case $245 Bear case $125

Cheat Sheet

UBER 3Q25 - Stock down after EPS beat. What happens next? Bull case $140 Bear case $70
Nov 04, 2025

UBER 3Q25 - Stock down after EPS beat. What happens next? Bull case $140 Bear case $70

Cheat Sheets

HIMS 3Q25 - HIMS CEO says bigger is better. Bull case $75 Bear case $32
Nov 04, 2025

HIMS 3Q25 - HIMS CEO says bigger is better. Bull case $75 Bear case $32

Cheat Sheets

PLTR 3Q25 - "Best results that any software company has ever delivered", says CEO. Bull case $320 Bear case $140
Nov 04, 2025

PLTR 3Q25 - "Best results that any software company has ever delivered", says CEO. Bull case $320 Bear case $140

Cheat Sheets

CIFR 3Q25 - CEO Quote: "In my 25-year career, I have never witnessed anything close to what is going on right now" Bull case $42 Bear case $12
Nov 03, 2025

CIFR 3Q25 - CEO Quote: "In my 25-year career, I have never witnessed anything close to what is going on right now" Bull case $42 Bear case $12

Cheat Sheets

UURAF - 2Q Review - Refresher before Q3 EPS results. Bull case $14.50 Bear case $1.50
Oct 31, 2025

UURAF - 2Q Review - Refresher before Q3 EPS results. Bull case $14.50 Bear case $1.50

Cheat Sheets

CVX 3Q25 - EPS upside impressive. What's next? Bull case $197 Bear case $124
Oct 31, 2025

CVX 3Q25 - EPS upside impressive. What's next? Bull case $197 Bear case $124

Cheat Sheets

EPD 3Q25 - Strong cash flow. Increasing buyback. Bull case $40 Bear case $27
Oct 31, 2025

EPD 3Q25 - Strong cash flow. Increasing buyback. Bull case $40 Bear case $27

Cheat Sheet

LODE 3Q25 - Huge opportunities in huge markets. What's next? Bull case $9.50 Bear case $1.80
Oct 31, 2025

LODE 3Q25 - Huge opportunities in huge markets. What's next? Bull case $9.50 Bear case $1.80

Cheat Sheets

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Daily Equity Research summaries powered by AI. Institutional content. Retail format. The companies you care about in language you understand.

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