#VTSI #stockideas #stocks A Primer on VirTra, by @stpioc Get familiar with the main products, moving parts, and competitive landscape. open.substack.com/pub/shareh…
A (not so) Quick Take on Box, by @stpioc Box is very well positioned to enable customers to benefit from the agentic-AI revolution, putting meat on the promised productivity pay-off open.substack.com/pub/shareh…
A Quick Take on SetinelOne, by @stpioc open.substack.com/pub/shareh… Ready for prime time as it has a very scalable business model and is operating at the forefront of applying AI to cybersecurity, while trading at a fraction to peers.
#SOFI #StocksInFocus SoFi's flywheel is producing tremendous operating leverage shareholdersunite.substack.c…
#INMB #StockToWatch Results of Alzheimer's trial imminent, could the company's XPro be the first $100B+ selling drug? The stock could explode higher with a favorable outcome.. shareholdersunite.substack.c…
#QCOM A Primer on QUALCOMM provides an overview of its technologies and business model. See also the linked discussion on the financial prospects in the linked Quick Take. shareholdersunite.substack.c…
#SNES #StocksToBuy We think today's successful Baltimore trial news (and expansion) is pivotal validation, very bullish. shareholdersunite.substack.c…
#YieldMaxETFs #MSTY Triple-digit dividend yields, is that sustainable?? shareholdersunite.substack.c…
#GKPRF #StocksToBuy Gatekeeper is on a roll, six deals in the last four weeks, by @stpioc open.substack.com/pub/shareh…
#ISSC #StocksToBuy A Quick Take on Innovative Solutions; "we doubled our revenue, tripled our EBITDA and quadrupled our profit from a year ago" shareholdersunite.substack.c…
#TSSI #StocksToBuy After NVDA now Dell, TSS biggest customer by far (90%+) with Q1 server revenue exceeding the entire FY24 and backlog through the roof. shareholdersunite.substack.c…
#ITMSF #StocksToBuy Intermap in the first inning of a tremendous growth story seekingalpha.com/article/479…
#ECOR #StocksToWatch Could it be that Q4/24 was just a blip in an otherwise relentless growth at the VA as the gammaCore is back on track in Q1/25 and now joined in with Truvaga growth.. shareholdersunite.substack.c…
#StocksToWatch #ECOR A Quick Take on electroCore, in much better shape than the stockprice suggests shareholdersunite.substack.c…
#HIMS #StocksToBuy The short thesis on HIMS is crumbling before our eyes. 33% of the float and nowhere to go.. open.substack.com/pub/shareh…
#TTD #StocksToWatch A Primer on The Trade Desk, its products, business model explained in a handy overview, by @stpioc open.substack.com/pub/shareh…
