Deep Dives

311 events · latest Aug 17, 2026

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Aug 17 deep dive NKE — Deep Dive NKE

Aug 17 deep dive LULU — Deep Dive LULU

Aug 15 deep dive RKLB — Deep Dive (Refresh) RKLB

Aug 15 deep dive RDDT: A Real Catalyst, an Unconfirmed Reclaim RDDT

Aug 14 deep dive Unusual Machines' Revenue Is Real Now. Its Profits Are Still Marks. UMAC

Aug 14 deep dive AeroVironment Doubled Its Revenue and Posted a $265 Million Net Loss in FY2026 AVAV

Aug 13 deep dive Nebius Surged 34% as Contract Economics Improved—Now the 5 GW Build Has to Deliver NBIS

Aug 12 deep dive ILMN — Deep Dive ILMN

Aug 12 deep dive DELL — Deep Dive DELL

Aug 7 deep dive Nokia Booked €2.8B of AI Orders and the Market Cut the Stock 45% Anyway NOK

Aug 7 deep dive Monster Beats, Splits 2-for-1 — and the Market Sells the News MNST

Aug 6 deep dive Magnite Gapped 20% on the First Quarter Where Operating Leverage Actually Showed Up MGNI

Aug 5 deep dive Arista Beats on Both Lines and Raises the Year — AI Networking Growth Is Accelerating, Not Slowing ANET

Aug 4 deep dive Planet Labs Fell 58%, and the Filings Finally Say Why PL

Jul 18 deep dive SCCO — Deep Dive (cost-curve position and the governance discount) SCCO

Jul 18 deep dive FCX — Deep Dive Refresh (zone re-entry, pre-earnings) FCX

Jul 1 deep dive ALMU — Deep Dive ALMU TSEM

Jun 30 deep dive VPG — Deep Dive VPG

Jun 29 deep dive Wdc Deep Dive WDC

Jun 29 deep dive Stx Deep Dive STX

Jun 29 deep dive RVMD — Deep Dive RVMD

Jun 29 deep dive RKLB — Deep Dive RKLB

Jun 29 deep dive PL — Deep Dive PL

Jun 29 deep dive Ntra Deep Dive NTRA

Jun 29 deep dive NET — Deep Dive (refresh) NET

Jun 29 deep dive Msft Deep Dive MSFT

Jun 29 deep dive Ilmn Deep Dive ILMN

Jun 29 deep dive EWY — Deep Dive EWY

Jun 29 deep dive CBRS — Deep Dive (Cerebras Systems) CBRS

Jun 29 deep dive Argx Deep Dive ARGX

Jun 28 deep dive RGTI — Deep Dive RGTI

Jun 28 deep dive QUBT — Deep Dive QUBT

Jun 28 deep dive QBTS — Deep Dive QBTS

Jun 28 deep dive OUST — Deep Dive OUST

Jun 28 deep dive KLIC — Deep Dive KLIC

Jun 28 deep dive IONQ — Deep Dive IONQ

Jun 28 deep dive INFQ — Deep Dive INFQ

Jun 25 deep dive LAES — SEALSQ Corp (quantum-RESISTANT secure-element semiconductors) LAES

Jun 25 deep dive IONQ — IonQ, Inc. (trapped-ion quantum computing) IONQ

Jun 25 deep dive INFQ — Infleqtion, Inc. (neutral-atom quantum computing) INFQ

Jun 18 deep dive CGEH — Deep Dive CGEH

Jun 4 deep dive SDGR — Deep Dive (Schrödinger) SDGR

Jun 4 deep dive RGEN — Deep Dive (Repligen) RGEN

Jun 4 deep dive MEDP — Deep Dive (Medpace Holdings) MEDP

Jun 4 deep dive GENB — Deep Dive (Generate Biomedicines) GENB

Jun 4 deep dive ELAN — Deep Dive ELAN ZTS PAHC

Jun 4 deep dive ABCL — Deep Dive (AbCellera Biologics) ABCL

Jun 1 deep dive CIEN — Deep Dive CIEN

May 29 deep dive IREN — Deep Dive IREN

May 29 deep dive BN — Deep Dive BN BAM BIP +1

May 29 deep dive BIP / BIPC — Deep Dive BIP BIPC

May 29 deep dive BEP — Deep Dive BEP BEPC

May 26 deep dive BAM — Deep Dive BAM BN

May 26 deep dive $AEHR — Deep Dive (Aehr Test Systems, wafer-level burn-in) AEHR ATEYY TER +7

May 25 deep dive KMT — Kennametal Inc. — Deep Dive KMT ALMU CRS

May 25 deep dive KLIC — Deep Dive (Kulicke & Soffa, Layer-4 advanced packaging) KLIC BESIY ATEYY +1

May 25 deep dive ATEYY — Deep Dive (Advantest, Layer-3 HBM test equipment) ATEYY TER KLIC +3

May 25 deep dive ARM — Deep Dive ARM

May 11 deep dive CRS — Carpenter Technology Corporation — Deep Dive CRS

May 10 deep dive BG — Bunge Global SA — Deep Dive BG

May 6 deep dive WAT — Deep Dive WAT

May 6 deep dive HWM — Howmet Aerospace — Deep Dive HWM

May 6 deep dive ATI — ATI Inc. — Deep Dive ATI

May 5 deep dive WW (WeightWatchers) — Deep Dive WW

May 5 deep dive IREN — Deep Dive IREN

May 5 deep dive ALT (Altimmune) — Deep Dive ALT

May 4 deep dive CLF (Cleveland-Cliffs Inc.) — Deep Dive CLF

May 1 deep dive VICR - Vicor Corporation Deep Dive VICR

May 1 deep dive Reddit, Inc. (RDDT) — Deep Dive RDDT

May 1 deep dive POWI - Power Integrations Deep Dive POWI

May 1 deep dive PLTR — Palantir Technologies Deep Dive PLTR

May 1 deep dive Navitas Semiconductor (NVTS) — Deep Dive NVTS

May 1 deep dive MPWR - Monolithic Power Systems Deep Dive MPWR AOSL VICR +1

May 1 deep dive IFNNY — Infineon Technologies AG (ADR) IFNNY

May 1 deep dive BESI / BESIY - BE Semiconductor Industries N.V. Deep Dive BESI

May 1 deep dive AOSL — Alpha & Omega Semiconductor Deep Dive AOSL

Apr 28 deep dive POET Technologies — Deep Dive POET

Apr 13 deep dive LASR - nLIGHT Inc. Deep Dive LASR

Apr 13 deep dive CF Industries (CF) — Deep Dive CF

Apr 12 deep dive LITE - Lumentum Holdings Deep Dive LITE

Apr 12 deep dive ITB/XHB - Housing ETFs Deep Dive ITB XHB

Apr 12 deep dive ITB Deep Dive — April 12, 2026 (duplicate, archived) ITB

Apr 12 deep dive INDA - India ETF Quick Note INDA

Apr 12 deep dive GLD/GDX - Gold ETFs Deep Dive GDX GLD

Apr 12 deep dive GLD Deep Dive — April 12, 2026 (duplicate, archived) GLD

Apr 12 deep dive BRBR - BellRing Brands Deep Dive BRBR

Apr 10 deep dive VRT Deep Dive VRT

Apr 10 deep dive U Deep Dive U

Apr 10 deep dive TSLA Deep Dive TSLA

Apr 10 deep dive TMO Deep Dive TMO

Apr 10 deep dive TEAM Deep Dive TEAM

Apr 10 deep dive SOFI Deep Dive SOFI

Apr 10 deep dive PTON Deep Dive PTON

Apr 10 deep dive PLTR Deep Dive PLTR

Apr 10 deep dive ORCL Deep Dive ORCL

Apr 10 deep dive NVDA Deep Dive NVDA

Apr 10 deep dive NTR Deep Dive NTR

Apr 10 deep dive NET Deep Dive NET

Apr 10 deep dive MSFT Deep Dive MSFT

Apr 10 deep dive MDT Deep Dive MDT

Apr 10 deep dive LOW Deep Dive LOWE

Apr 10 deep dive ISRG Deep Dive ISRG

Apr 10 deep dive IQV Deep Dive IQV

Apr 10 deep dive INTU Deep Dive INTU

Apr 10 deep dive IBM Deep Dive IBM

Apr 10 deep dive HUBS Deep Dive HUBS

Apr 10 deep dive GOOGL Deep Dive GOOGL

Apr 10 deep dive FUBO Deep Dive FUBO

Apr 10 deep dive DELL Deep Dive DELL

Apr 10 deep dive DDOG Deep Dive DDOG

Apr 10 deep dive CRM Deep Dive CRM

Apr 10 deep dive BYDDY Deep Dive BYDDY

Apr 10 deep dive BNTX Deep Dive BNTX

Apr 10 deep dive BE Deep Dive BE

Apr 10 deep dive AVGO Deep Dive AVGO

Apr 10 deep dive ARM Deep Dive ARM

Apr 10 deep dive AMZN Deep Dive AMZN

Apr 10 deep dive AAPL Deep Dive AAPL

Apr 3 deep dive TSLA Deep Dive TSLA

Apr 3 deep dive NVDA Deep Dive NVDA

Apr 3 deep dive NTR - Nutrien Deep Dive NTR

Apr 3 deep dive NET - Cloudflare Deep Dive NET

Apr 3 deep dive MSFT Deep Dive MSFT

Apr 3 deep dive GOOGL Deep Dive GOOGL

Apr 3 deep dive ARM - Arm Holdings Deep Dive ARM

Apr 3 deep dive AMZN Deep Dive AMZN

Apr 3 deep dive AAPL Deep Dive AAPL

Mar 31 deep dive TSLA Deep Dive TSLA

Mar 31 deep dive NVDA Deep Dive NVDA

Mar 31 deep dive NTR - Nutrien Deep Dive NTR

Mar 31 deep dive NET - Cloudflare Deep Dive NET

Mar 31 deep dive MSFT Deep Dive MSFT

Mar 31 deep dive GOOGL Deep Dive GOOGL

Mar 31 deep dive ARM - Arm Holdings Deep Dive ARM

Mar 31 deep dive AMZN Deep Dive AMZN

Mar 31 deep dive AAPL Deep Dive AAPL

Mar 26 deep dive IBM - International Business Machines Deep Dive IBM

Mar 26 deep dive DELL - Dell Technologies Deep Dive DELL

Mar 25 deep dive NTR - Nutrien Ltd. Deep Dive NTR

Mar 25 deep dive ARM - Arm Holdings plc Deep Dive ARM

Mar 24 deep dive TSLA Deep Dive TSLA

Mar 24 deep dive NVDA Deep Dive NVDA

Mar 24 deep dive NET Deep Dive NET

Mar 24 deep dive MSFT Deep Dive MSFT

Mar 24 deep dive GOOGL Deep Dive GOOGL

Mar 24 deep dive AMZN Deep Dive AMZN

Mar 24 deep dive AAPL Deep Dive AAPL

Mar 13 deep dive Deep Dive - VRT (Vertiv Holdings Co) VRT

Mar 13 deep dive Deep Dive - U (Unity Software) U

Mar 13 deep dive Deep Dive - TSLA (Tesla, Inc.) TSLA

Mar 13 deep dive Deep Dive - TMO (Thermo Fisher Scientific) TMO

Mar 13 deep dive Deep Dive - TEAM (Atlassian Corporation) TEAM

Mar 13 deep dive Deep Dive - SOFI (SoFi Technologies) SOFI

Mar 13 deep dive Deep Dive - PTON (Peloton Interactive) PTON

Mar 13 deep dive Deep Dive - PLTR (Palantir Technologies) PLTR

Mar 13 deep dive Deep Dive - ORCL (Oracle Corporation) ORCL

Mar 13 deep dive Deep Dive - NVDA (Nvidia Corp) NVDA

Mar 13 deep dive Deep Dive - NET (Cloudflare) NET

Mar 13 deep dive Deep Dive - MSFT (Microsoft Corp) MSFT

Mar 13 deep dive Deep Dive - MDT (Medtronic) MDT

Mar 13 deep dive Deep Dive - LOW (Lowe's Companies) LOWE

Mar 13 deep dive Deep Dive - ISRG (Intuitive Surgical) ISRG

Mar 13 deep dive Deep Dive - IQV (IQVIA Holdings) IQV

Mar 13 deep dive Deep Dive - INTU (Intuit) INTU

Mar 13 deep dive Deep Dive - HUBS (HubSpot) HUBS

Mar 13 deep dive Deep Dive - FUBO (fuboTV Inc.) FUBO

Mar 13 deep dive Deep Dive - DDOG (Datadog, Inc.) DDOG

Mar 13 deep dive Deep Dive - CRM (Salesforce) CRM

Mar 13 deep dive Deep Dive - BYDDY (BYD Company) BYDDY

Mar 13 deep dive Deep Dive - BNTX (BioNTech SE) BNTX

Mar 13 deep dive Deep Dive - BE (Bloom Energy Corporation) BE

Mar 13 deep dive Deep Dive - AVGO (Broadcom Inc.) AVGO

Mar 13 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Mar 12 deep dive VRT - Vertiv Holdings Co Deep Dive VRT

Mar 12 deep dive U - Unity Software Deep Dive U

Mar 12 deep dive TSLA - Tesla, Inc. Deep Dive TSLA

Mar 12 deep dive TMO - Thermo Fisher Scientific Deep Dive TMO

Mar 12 deep dive TEAM - Atlassian Corporation Deep Dive TEAM

Mar 12 deep dive SOFI - SoFi Technologies Deep Dive SOFI

Mar 12 deep dive PTON - Peloton Interactive Deep Dive PTON

Mar 12 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Mar 12 deep dive ORCL - Oracle Corporation Deep Dive ORCL

Mar 12 deep dive NVDA - Nvidia Corp Deep Dive NVDA

Mar 12 deep dive NET - Cloudflare Deep Dive NET

Mar 12 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Mar 12 deep dive MDT - Medtronic Deep Dive MDT

Mar 12 deep dive LOW - Lowe's Companies Deep Dive LOWE

Mar 12 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Mar 12 deep dive IQV - IQVIA Holdings Deep Dive IQV

Mar 12 deep dive INTU - Intuit Deep Dive INTU

Mar 12 deep dive HUBS - HubSpot Deep Dive HUBS

Mar 12 deep dive FUBO - fuboTV Inc. Deep Dive FUBO

Mar 12 deep dive DDOG - Datadog, Inc. Deep Dive DDOG

Mar 12 deep dive CRM - Salesforce Deep Dive CRM

Mar 12 deep dive BYDDY - BYD Company Deep Dive BYDDY

Mar 12 deep dive BNTX - BioNTech SE Deep Dive BNTX

Mar 12 deep dive BE - Bloom Energy Corporation Deep Dive BE

Mar 12 deep dive AVGO - Broadcom Inc. Deep Dive AVGO

Mar 12 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Mar 11 deep dive VRT - Vertiv Holdings Co Deep Dive VRT

Mar 11 deep dive U - Unity Software Deep Dive U

Mar 11 deep dive TSLA - Tesla, Inc. Deep Dive TSLA

Mar 11 deep dive TMO - Thermo Fisher Scientific Deep Dive TMO

Mar 11 deep dive TEAM - Atlassian Corporation Deep Dive TEAM

Mar 11 deep dive SOFI - SoFi Technologies Deep Dive SOFI

Mar 11 deep dive PTON - Peloton Interactive Deep Dive PTON

Mar 11 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Mar 11 deep dive ORCL - Oracle Corporation Deep Dive ORCL

Mar 11 deep dive NVDA - Nvidia Corp Deep Dive NVDA

Mar 11 deep dive NET - Cloudflare Deep Dive NET

Mar 11 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Mar 11 deep dive MDT - Medtronic Deep Dive MDT

Mar 11 deep dive LOW - Lowe's Companies Deep Dive LOWE

Mar 11 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Mar 11 deep dive IQV - IQVIA Holdings Deep Dive IQV

Mar 11 deep dive INTU - Intuit Deep Dive INTU

Mar 11 deep dive HUBS - HubSpot Deep Dive HUBS

Mar 11 deep dive FUBO - fuboTV Inc. Deep Dive FUBO

Mar 11 deep dive DDOG - Datadog, Inc. Deep Dive DDOG

Mar 11 deep dive CRM - Salesforce Deep Dive CRM

Mar 11 deep dive BYDDY - BYD Company Deep Dive BYDDY

Mar 11 deep dive BNTX - BioNTech SE Deep Dive BNTX

Mar 11 deep dive BE - Bloom Energy Corporation Deep Dive BE

Mar 11 deep dive AVGO - Broadcom Inc. Deep Dive AVGO

Mar 11 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Mar 10 deep dive U - Unity Software Deep Dive U

Mar 10 deep dive TMO - Thermo Fisher Scientific Deep Dive TMO

Mar 10 deep dive TEAM - Atlassian Corporation Deep Dive TEAM

Mar 10 deep dive SOFI - SoFi Technologies Deep Dive SOFI

Mar 10 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Mar 10 deep dive ORCL - Oracle Corporation Deep Dive ORCL

Mar 10 deep dive NVDA - Nvidia Corp Deep Dive NVDA

Mar 10 deep dive NET - Cloudflare Deep Dive NET

Mar 10 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Mar 10 deep dive MDT - Medtronic Deep Dive MDT

Mar 10 deep dive LOW - Lowe's Companies Deep Dive (NEW) LOWE

Mar 10 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Mar 10 deep dive IQV - IQVIA Holdings Deep Dive IQV

Mar 10 deep dive INTU - Intuit Deep Dive INTU

Mar 10 deep dive HUBS - HubSpot Deep Dive HUBS

Mar 10 deep dive DDOG - Datadog, Inc. Deep Dive DDOG

Mar 10 deep dive CRM - Salesforce Deep Dive CRM

Mar 10 deep dive BE - Bloom Energy Corporation Deep Dive BE

Mar 10 deep dive AVGO - Broadcom Inc. Deep Dive AVGO

Mar 10 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Mar 4 deep dive DDOG — Datadog, Inc. Deep Dive DDOG

Mar 4 deep dive AVGO — Broadcom Inc. Deep Dive AVGO

Mar 3 deep dive U - Unity Software Deep Dive (NEW) U

Mar 3 deep dive TMO - Thermo Fisher Scientific Deep Dive TMO

Mar 3 deep dive SOFI - SoFi Technologies Deep Dive (NEW) SOFI

Mar 3 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Mar 3 deep dive ORCL - Oracle Corporation Deep Dive (NEW) ORCL

Mar 3 deep dive NVDA - Nvidia Corp Deep Dive NVDA

Mar 3 deep dive NET - Cloudflare Deep Dive NET

Mar 3 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Mar 3 deep dive MDT - Medtronic Deep Dive MDT

Mar 3 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Mar 3 deep dive IQV - IQVIA Holdings Deep Dive IQV

Mar 3 deep dive INTU - Intuit Deep Dive INTU

Mar 3 deep dive HUBS - HubSpot Deep Dive (NEW) HUBS

Mar 3 deep dive CRM - Salesforce Deep Dive CRM

Mar 3 deep dive BE - Bloom Energy Corporation Deep Dive BE

Mar 3 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Feb 26 deep dive TMO - Thermo Fisher Scientific Deep Dive TMO

Feb 26 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Feb 26 deep dive NVDA - Nvidia Corp Deep Dive NVDA

Feb 26 deep dive NET - Cloudflare Deep Dive NET

Feb 26 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Feb 26 deep dive MDT - Medtronic Deep Dive MDT

Feb 26 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Feb 26 deep dive IQV - IQVIA Holdings Deep Dive IQV

Feb 26 deep dive INTU - Intuit Deep Dive INTU

Feb 26 deep dive CRM - Salesforce Deep Dive CRM

Feb 26 deep dive BE - Bloom Energy Corporation Deep Dive BE

Feb 26 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Feb 22 deep dive TMO - Thermo Fisher Scientific Deep Dive TMO

Feb 22 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Feb 22 deep dive NET - Cloudflare Deep Dive NET

Feb 22 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Feb 22 deep dive MDT - Medtronic Deep Dive MDT

Feb 22 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Feb 22 deep dive IQV - IQVIA Holdings Deep Dive IQV

Feb 22 deep dive INTU - Intuit Deep Dive INTU

Feb 22 deep dive CRM - Salesforce Deep Dive CRM

Feb 22 deep dive BE - Bloom Energy Corporation Deep Dive BE

Feb 22 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Feb 16 deep dive TMO - Thermo Fisher Scientific Deep Dive TMO

Feb 16 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Feb 16 deep dive NET - Cloudflare Deep Dive NET

Feb 16 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Feb 16 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Feb 16 deep dive INTU - Intuit Deep Dive INTU

Feb 16 deep dive CRM - Salesforce Deep Dive CRM

Feb 16 deep dive BE - Bloom Energy Corporation Deep Dive BE

Feb 16 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Feb 15 deep dive IQV - IQVIA Holdings Deep Dive IQV

Feb 11 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Feb 11 deep dive NET - Cloudflare Deep Dive NET

Feb 11 deep dive MSFT - Microsoft Corp Deep Dive MSFT

Feb 11 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Feb 11 deep dive BE - Bloom Energy Corporation Deep Dive BE

Feb 11 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Feb 9 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Feb 9 deep dive NET - Cloudflare Deep Dive NET

Feb 9 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Feb 9 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Feb 5 deep dive ISRG - Intuitive Surgical Deep Dive ISRG

Feb 5 deep dive Deep Dive - AMZN (Amazon.com, Inc.) AMZN

Feb 4 deep dive PLTR - Palantir Technologies Deep Dive PLTR

Feb 4 deep dive NET - Cloudflare Deep Dive NET

Feb 3 deep dive PLTR - Palantir Technologies Deep Dive PLTR