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VZ 3Q25 - A little static. Cleared up by Jan 26? Bull case $56 Bear case $35
Oct 29, 2025

VZ 3Q25 - A little static. Cleared up by Jan 26? Bull case $56 Bear case $35

Cheat Sheets

ENPH 3Q25 - Bummer guidance for 4Q. Will 1Q26 be the bottom? Bull case $73 Bear case $28
Oct 29, 2025

ENPH 3Q25 - Bummer guidance for 4Q. Will 1Q26 be the bottom? Bull case $73 Bear case $28

Cheat Sheets

V 3Q25 - "don't ever recall being so excited about the opportunities ahead of this company", says management. Bull case $450 Bear case $305
Oct 29, 2025

V 3Q25 - "don't ever recall being so excited about the opportunities ahead of this company", says management. Bull case $450 Bear case $305

Cheat Sheets

UNH 3Q25 - Beat expectations. What's next? Bull case $495 Bear case $285
Oct 28, 2025

UNH 3Q25 - Beat expectations. What's next? Bull case $495 Bear case $285

Cheat Sheets

W 3Q25 - Orders, revenue, and profits at records. What's next? Bull case $145 Bear case $78
Oct 28, 2025

W 3Q25 - Orders, revenue, and profits at records. What's next? Bull case $145 Bear case $78

Cheat Sheet

PYPL 3Q25 - Another OpenAI deal. Bull case $115 Bear case $62
Oct 28, 2025

PYPL 3Q25 - Another OpenAI deal. Bull case $115 Bear case $62

Cheat Sheets

SOFI 3Q25 - Revenue beat and record customers. Is it enough? Bull case $50 Bear case $18
Oct 28, 2025

SOFI 3Q25 - Revenue beat and record customers. Is it enough? Bull case $50 Bear case $18

Cheat Sheets

NXPI 3Q25 - New upcycle coming says CEO. Is inline good enough? Bull case $295 Bear case $185
Oct 28, 2025

NXPI 3Q25 - New upcycle coming says CEO. Is inline good enough? Bull case $295 Bear case $185

Cheat Sheets

BBBY 3Q25 - Revenue growth next year, says company? What do you think? Bull case $16 Bear case $4
Oct 28, 2025

BBBY 3Q25 - Revenue growth next year, says company? What do you think? Bull case $16 Bear case $4

Cheat Sheet

F 3Q25 - Beat and raise and 52 week highs. Bull case $20 Bear case $9
Oct 24, 2025

F 3Q25 - Beat and raise and 52 week highs. Bull case $20 Bear case $9

Cheat Sheets

INTC 3Q25 - INTC crashing the AI party. Bull case $60. Bear case $24.
Oct 24, 2025

INTC 3Q25 - INTC crashing the AI party. Bull case $60. Bear case $24.

Cheat Sheet

AAL 3Q25 - Solid Q. What's next? Bull case $20. Bear case $8.
Oct 23, 2025

AAL 3Q25 - Solid Q. What's next? Bull case $20. Bear case $8.

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