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22 Aug, 2024
Amazon TikToking Success: Seamless Social Shopping Integration – A Game-Changer as AWS Moves the Needle for Gen AI Workloads!- Major Drivers, Our Thesis, Earnings Review F2Q24 & Initiation of…
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22 Aug, 2024
Landstar System: Can Heavy Haul and Cross-Border Strategies Keep Them Afloat in a Weak Freight Market?- Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF,…
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22 Aug, 2024
Republic Services (RSG) Challenges the Mix: 3 Powerful Catalysts—Digital Advancements, Strong Acquisition Pipeline, and Sustainability Projects—Fueling Margin Expansion! -Major Drivers, Thesis &…
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22 Aug, 2024
Republic Services (RSG) Challenges the Mix: 3 Powerful Catalysts—Digital Advancements, Strong Acquisition Pipeline, and Sustainability Projects—Fueling Margin Expansion! -Major Drivers, Thesis &…
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22 Aug, 2024
Arista Networks in the Drivers Seat: Capitalizing on Generative AI Spending Surge & Their Expansion in AI Networking Catalyzing Growth in a BIG way!- Major Drivers, Thesis & Initiation of Coverage…
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22 Aug, 2024
Fair Isaac (FICO): High-Margin Leader—Soft Q, But Do Pricing Power and Lending Recovery Signal Unprecented Growth? – Major Drivers, Thesis & Initiation of Coverage :Earnings Review F3Q24,…
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22 Aug, 2024
Teradyne: AI Upside is Clear, But Key Catalysts Point to MEANINGFUL Growth in 2025 & 2026! -Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation, Peer…
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22 Aug, 2024
Tyler Technologies: Gears in Motion- 4 Key Drivers Underpinning Their Long-Term Strategic Focus & Biggest Competitve Edge!- Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24,…
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22 Aug, 2024
Motorola: Cloud-Based Safety Solutions and Strategic Acquisitions—The Key to Their Competitive Edge?- Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF,…
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22 Aug, 2024
Microchip Technology: Will Technological Differentiators Fall Short in the Face of a Stubborn Industrial Downturn? Initiation of Coverage :Earnings Review F1Q25,Growth Drivers, Forecasts,DCF,…
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22 Aug, 2024
Freeport-McMoRan: A Catalyst of Innovative Leaching, Smelter Success and Surging Copper Demand ! – Major Drivers, Thesis, & Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation,…
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22 Aug, 2024
Abbott: Balancing Portfolio Strength with Key Risks—What Uncertainties Could Weigh on Future Growth?Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation, Peer Analysis, ESG & Risks
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22 Aug, 2024
Arm Holdings (ARM): 99% Market Share Won’t Shield Them from These 2 Major Challenges- Are They Truly Thriving? Initiation of Coverage :Earnings Review F2Q2, Drivers, Forecasts,DCF, Valuation, Peer…
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22 Aug, 2024
Edison International: Linchpin for Growth – Accelerated Load Growth and Strong Regulatory Wins Powering Future Gains! -Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24,…
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22 Aug, 2024
Advanced Micro Devices (AMD): Capitalizing on Intels Struggles? -Data Center Expansion and AI Innovation Sets the Stage! Major Drivers, Thesis & Initiation of Coverage :Earnings Review F2Q24,…
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