Independent, data-driven stock research and equity reports from Beating The Bull, built to help you invest with more confidence and less guesswork.https://beatingthebull.com/https://beatingthebull.com/blog/adobe-adbe-worry-vs-overdone/https://beatingthebull.com/blog/adobe-adbe-worry-vs-overdone/Adobe trades at 9x forward earnings, a third of its historical average, after losing its CEO and CFO. Three reasons to worry, three reasons it may be overdone.Thu, 16 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/affirm-afrm-proven-profitable-priced-for-it/https://beatingthebull.com/blog/affirm-afrm-proven-profitable-priced-for-it/Affirm turned durably profitable this quarter with 35% GMV growth and contained credit losses. The business earned an upgrade; the price has not.Tue, 21 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/airbnb-abnb-wonderful-business-right-price/https://beatingthebull.com/blog/airbnb-abnb-wonderful-business-right-price/Airbnb generates 37% free cash flow margins and carries no debt, yet trades at nearly double the multiple of Booking Holdings. Quality is not the question.Tue, 21 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/alphabet-googl-best-business-question-mark/https://beatingthebull.com/blog/alphabet-googl-best-business-question-mark/Alphabet grew revenue 22% and Cloud 63%, yet the stock sits 15% below its high on capex fears. Why the sentiment-fundamentals gap looks like an opening.Sat, 18 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/alphabet-tesla-q2-2026-earnings-ai-boom/https://beatingthebull.com/blog/alphabet-tesla-q2-2026-earnings-ai-boom/Alphabet beat on revenue and raised capex guidance to $205 billion. Tesla beat on revenue but missed on profit. What both prints mean for AI and chip stocks.Thu, 23 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/amd-rhetorical/https://beatingthebull.com/blog/amd-rhetorical/AMD is up 197% in a year on 14 gigawatts of AI deals, yet earns 7.8% on invested capital against a 17.8% cost. Why the price, not the business, is the problem.Tue, 28 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/apple-aapl-numbered/https://beatingthebull.com/blog/apple-aapl-numbered/Apple grew revenue 16% and expanded margins this quarter, yet its earnings yield sits below the 10-year Treasury. Three numbers behind the Watchlist call.Mon, 27 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/broadcom-avgo-bull-bear/https://beatingthebull.com/blog/broadcom-avgo-bull-bear/Broadcom fell 13% on a clear earnings beat, then dropped another 20% from its June high on AI chip strength. The bull case, the bear case, and the verdict.Wed, 22 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/chip-stocks-selloff-correction-or-sale/https://beatingthebull.com/blog/chip-stocks-selloff-correction-or-sale/Chip stocks lost $1.3 trillion in weeks after a record quarter. Here is why this looks like a valuation reset, not a demand collapse, and where to look next.Thu, 16 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/circle-crcl-bull-bear-watchlist/https://beatingthebull.com/blog/circle-crcl-bull-bear-watchlist/Circle's USDC franchise is strong, but 94% of revenue rides on reserve rates now under attack from a rival coin. The bull case, bear case, and verdict.Fri, 17 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/coinbase-coin-bull-bear/https://beatingthebull.com/blog/coinbase-coin-bull-bear/Coinbase shares fell 57% from their high as Bitcoin dropped and revenue shrank. A bull-versus-bear breakdown of why the call is Watchlist, not Buy, near $167.Tue, 28 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/coreweave-crwv-narrative/https://beatingthebull.com/blog/coreweave-crwv-narrative/CoreWeave has a $99 billion backlog and 146% expected growth, yet depreciation and interest already erase its entire cash margin. The case for patience.Sat, 25 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/datadog-ddog-qa/https://beatingthebull.com/blog/datadog-ddog-qa/Datadog's revenue growth accelerated for four straight quarters to 32%, yet the stock trades at 19.5 times forward sales. A Q&A on whether that's a Buy.Sat, 25 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/ibm-worst-day-in-115-years/https://beatingthebull.com/blog/ibm-worst-day-in-115-years/IBM shares fell 26% in a day, the worst drop since 1987, after a surprise earnings warning. The balance sheet is fine, the moat holds, and one week settles it.Wed, 15 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/intel-intc-headers/https://beatingthebull.com/blog/intel-intc-headers/Intel is up 170% in 2026 on foundry turnaround hopes, trading near 90x forward earnings while the foundry loses $2 billion a quarter. The call is Watchlist.Fri, 24 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/lemonade-lmnd-worry-vs-overdone/https://beatingthebull.com/blog/lemonade-lmnd-worry-vs-overdone/Lemonade's loss ratio improved 16 points in a year and growth reaccelerated, yet the stock still trades at 4-5x sales. Weighing the bull and bear case.Thu, 23 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/lumentum-lite-priced-for-perfection/https://beatingthebull.com/blog/lumentum-lite-priced-for-perfection/Lumentum posted 90% revenue growth and a NVIDIA anchor investment, yet trades at 44x forward earnings. Great business, demanding price — call it Watchlist.Fri, 17 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/marvell-mrvl-headers/https://beatingthebull.com/blog/marvell-mrvl-headers/Marvell grew revenue 28% and raised its fiscal 2028 target, yet the stock still trades at 49 times earnings after a 41% drawdown. Why the call is Watchlist.Sun, 26 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/meta-five-questions-cheapest-megacap/https://beatingthebull.com/blog/meta-five-questions-cheapest-megacap/Meta grew revenue 33% and cut buybacks to zero in the same quarter. Five questions on why the stock still looks like a Buy at 19.8x forward earnings.Sun, 19 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/micron-mu-record-quarter-falling-stock/https://beatingthebull.com/blog/micron-mu-record-quarter-falling-stock/Micron just posted its best quarter ever and beat estimates. The stock fell 22% anyway. Here is why the drop has almost nothing to do with the business.Sun, 12 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/microsoft-msft-bull-bear-price-assumes/https://beatingthebull.com/blog/microsoft-msft-bull-bear-price-assumes/Microsoft fell 22% in a year despite accelerating Azure growth. The bull case, the bear case, and why the spending controversy looks priced in.Mon, 20 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/netflix-nflx-worry-vs-overdone/https://beatingthebull.com/blog/netflix-nflx-worry-vs-overdone/Netflix is down 45% on back-to-back guidance misses, trading at a multi-year-low multiple. Three reasons for caution, three reasons it looks overdone.Mon, 20 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/nvidia-nvda-buy/https://beatingthebull.com/blog/nvidia-nvda-buy/NVIDIA grew revenue 85% with 75% gross margins and a $1 trillion order backlog, yet trades at just 21x forward earnings. Buy, not Strong Buy, and here is why.Thu, 23 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/oracle-orcl-ai-boom-credit-crunch/https://beatingthebull.com/blog/oracle-orcl-ai-boom-credit-crunch/Oracle beat estimates and raised guidance, yet the stock is down nearly 60% from its peak. The problem is not demand. It is how the boom is being financed.Sun, 12 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/palantir-pltr-qa/https://beatingthebull.com/blog/palantir-pltr-qa/Palantir grew Q1 revenue 85% and posted a 145% Rule-of-40 score, yet trades at 41x forward sales and 90x earnings. Why the call lands on Watchlist, not Buy.Tue, 21 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/robinhood-hood-qa/https://beatingthebull.com/blog/robinhood-hood-qa/Robinhood grew net deposits 31% and converts 65% of revenue to free cash flow, yet trades at 44 times earnings with growth decelerating. A Q&A on the call.Wed, 29 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/samsung-sk-hynix-950-billion-memory-deals/https://beatingthebull.com/blog/samsung-sk-hynix-950-billion-memory-deals/Samsung and SK Hynix signed roughly $950 billion in supply deals with Nvidia and Broadcom, reversing a $1.5 trillion memory selloff. What it means for Micron, equipment makers, and 2028 oversupply risk.Sun, 26 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/servicenow-now-five-questions/https://beatingthebull.com/blog/servicenow-now-five-questions/ServiceNow is down nearly 50% on AI fears, yet renewals held near 97% and demand kept accelerating. Five questions on whether the dip is worth buying.Thu, 16 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/sk-hynix-record-quarter-micron-cxmt-ipo/https://beatingthebull.com/blog/sk-hynix-record-quarter-micron-cxmt-ipo/SK hynix beat every record on the books and still dropped 14.7% on an operating profit miss. Why this looks like an expectations reset, not a cycle turn, and what CXMT’s blockbuster IPO actually threatens.Wed, 29 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/sk-hynix-skhy-great-business-wrong-price/https://beatingthebull.com/blog/sk-hynix-skhy-great-business-wrong-price/SK hynix leads the AI memory market, but its new Nasdaq ADR trades 24% above the Seoul shares it represents. Why that gap, not the cycle, is the risk.Mon, 20 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/sofi-great-business-full-price/https://beatingthebull.com/blog/sofi-great-business-full-price/SoFi posted record revenue, profit, and loan growth this quarter, yet the stock is still down 31% for the year — and it still isn't obviously cheap.Wed, 15 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/spacex-spcx-rhetorical/https://beatingthebull.com/blog/spacex-spcx-rhetorical/SpaceX trades 47% below its post-IPO peak, weighed down by an $18 billion cash-burning xAI bet and a looming wave of lock-up share supply into year-end.Thu, 23 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/tesla-tsla-good-quarter-expensive-stock/https://beatingthebull.com/blog/tesla-tsla-good-quarter-expensive-stock/Tesla just posted record deliveries and real margin recovery. The car business looks solid. The $1.48 trillion price tag assumes a lot more than that.Wed, 15 Jul 2026 00:00:00 GMThttps://beatingthebull.com/blog/tsmc-q2-2026-earnings-ai-signal/https://beatingthebull.com/blog/tsmc-q2-2026-earnings-ai-signal/TSMC posted 77% profit growth and record margins in Q2 2026, with advanced chips driving 77% of sales — a strong signal for AI and chip demand.Thu, 16 Jul 2026 00:00:00 GMT