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ClearThesis AI writes a full investment thesis on 505+ leading US stocks, organized below by sector. Every thesis covers the business, moat, financial health, management, outlook, and fair value, refreshed monthly.

Mag 7

AppleAppleMicrosoftMicrosoftNvidiaNvidiaAlphabetAlphabetAmazonAmazonMeta PlatformsMeta PlatformsTeslaTesla

Semiconductors

Advanced Micro DevicesAdvanced Micro DevicesBroadcomBroadcomQualcommQualcommArm HoldingsArm HoldingsTSMCTSMCASMLASMLMicron TechnologyMicron TechnologyApplied MaterialsApplied MaterialsSuper Micro ComputerSuper Micro ComputerIntelIntelMarvell TechnologyMarvell TechnologyON SemiconductorON SemiconductorWolfspeedWolfspeedTexas InstrumentsTexas InstrumentsLam ResearchLam ResearchKLA CorporationKLA CorporationArista NetworksArista NetworksMicrochip TechnologyMicrochip TechnologySeagate TechnologySeagate TechnologyWestern DigitalWestern DigitalSandiskSandiskNetAppNetAppACM ResearchACM ResearchAmbarellaAmbarellaSynopsysSynopsysCadence Design SystemsCadence Design SystemsMonolithic Power SystemsMonolithic Power SystemsSkyworks SolutionsSkyworks SolutionsAnalog DevicesAnalog DevicesMotorola SolutionsMotorola SolutionsLumentum HoldingsLumentum HoldingsCienaCienaApplied OptoelectronicsApplied OptoelectronicsCredo TechnologyCredo TechnologySTMicroelectronicsSTMicroelectronicsSilicon Motion TechnologySilicon Motion TechnologyAstera LabsAstera LabsCerebras SystemsCerebras SystemsCoherentCoherentAmkor TechnologyAmkor TechnologyNavitas SemiconductorNavitas SemiconductorMaxLinearMaxLinearMACOM TechnologyMACOM TechnologyOnto InnovationOnto InnovationNovaNovaAXTAXT

AI Infrastructure

Vertiv HoldingsVertiv HoldingsCore ScientificCore ScientificIris EnergyIris EnergyTeraWulfTeraWulfApplied DigitalApplied DigitalIBMIBMCisco SystemsCisco SystemsDell TechnologiesDell TechnologiesHP EnterpriseHP EnterpriseHP IncHP IncEaton CorporationEaton CorporationEquinixEquinixDigital RealtyDigital RealtyDigitalOceanDigitalOceanCorningCorningWhiteFiberWhiteFibernVent ElectricnVent ElectricSharonAI HoldingsSharonAI HoldingsCoreWeaveCoreWeavePowell IndustriesPowell IndustriesKeel InfrastructureKeel InfrastructureFabrinetFabrinetAmphenolAmphenolCelesticaCelesticaComfort Systems USAComfort Systems USASterling InfrastructureSterling Infrastructure

AI & Data

PalantirPalantirC3.aiC3.aiAppLovinAppLovinThe Trade DeskThe Trade DeskUiPathUiPathSoundHound AISoundHound AIRecursion PharmaceuticalsRecursion PharmaceuticalsDuolingoDuolingoNebius GroupNebius GroupLemonadeLemonadeCEVA IncCEVA IncTempus AITempus AIZeta GlobalZeta Global

Enterprise SaaS

OracleOracleSalesforceSalesforceIntuitIntuitAutodeskAutodeskCognizantCognizantAtlassianAtlassianFair Isaac CorporationFair Isaac CorporationAutomatic Data ProcessingAutomatic Data ProcessingGartnerGartnerAdobeAdobeFigmaFigmaServiceNowServiceNowSnowflakeSnowflakeDatadogDatadogCloudflareCloudflareOktaOktaMongoDBMongoDBHubSpotHubSpotVeeva SystemsVeeva SystemsWorkdayWorkdayTwilioTwilioDocuSignDocuSignAccentureAccentureNutanixNutanixVeriSignVeriSignGitLabGitLabDynatraceDynatraceThomson ReutersThomson ReutersRubrikRubrikAkamai TechnologiesAkamai Technologies

Cybersecurity

CrowdStrikeCrowdStrikePalo Alto NetworksPalo Alto NetworksZscalerZscalerSentinelOneSentinelOneFortinetFortinetCheck Point SoftwareCheck Point SoftwareBlackBerryBlackBerry

B2B Growth SaaS

monday.commonday.comBrazeBrazeSamsaraSamsaraProcore TechnologiesProcore TechnologiesPagerDutyPagerDutyGlobal-E OnlineGlobal-E OnlineSPS CommerceSPS CommerceAppianAppianAppFolioAppFolioEPAM SystemsEPAM SystemsToastToastKlaviyoKlaviyoFreshworksFreshworksWorkivaWorkivaJFrogJFrog

Robotics & Automation

SymboticSymboticCognexCognexTeradyneTeradynePTC IncPTC IncTeledyne TechnologiesTeledyne TechnologiesIntuitive SurgicalIntuitive SurgicalAurora InnovationAurora Innovation

Consumer Tech

NetflixNetflixSpotifySpotifyUberUberRobloxRobloxDisneyDisneyAirbnbAirbnbBooking HoldingsBooking HoldingsDoorDashDoorDashPinterestPinterestRedditRedditBumbleBumbleExpedia GroupExpedia GroupRokuRokuMatch GroupMatch GroupNokiaNokia

Gaming & Media

Electronic ArtsElectronic ArtsTake-Two InteractiveTake-Two InteractiveGameStopGameStopAMC EntertainmentAMC EntertainmentUnity SoftwareUnity SoftwareNew York TimesNew York TimesSirius XMSirius XMGenius SportsGenius SportsComcastComcastCharter CommunicationsCharter CommunicationsFuboTVFuboTVWarner Bros DiscoveryWarner Bros Discovery

Fintech

VisaVisaMastercardMastercardPayPalPayPalCoinbaseCoinbaseAffirmAffirmSoFi TechnologiesSoFi TechnologiesNu HoldingsNu HoldingsRobinhood MarketsRobinhood MarketsSezzleSezzleKlarnaKlarnaUpstartUpstartFiservFiservShift4 PaymentsShift4 PaymentsdLocaldLocalRocket CompaniesRocket CompaniesNerdWalletNerdWalletBlockBlockWebullWebullChime FinancialChime FinancialFigure TechnologyFigure Technology

Big Finance

JPMorgan ChaseJPMorgan ChaseBank of AmericaBank of AmericaGoldman SachsGoldman SachsMorgan StanleyMorgan StanleyWells FargoWells FargoBerkshire HathawayBerkshire HathawayMicroStrategyMicroStrategyAmerican ExpressAmerican ExpressCitigroupCitigroupBlackRockBlackRockCharles SchwabCharles SchwabCME GroupCME GroupIntercontinental ExchangeIntercontinental ExchangeCapital OneCapital OnePNC FinancialPNC FinancialU.S. BancorpU.S. BancorpBlackstoneBlackstoneKKR & CoKKR & CoApollo Global ManagementApollo Global ManagementAres ManagementAres ManagementBank of New York MellonBank of New York MellonS&P GlobalS&P GlobalMoody'sMoody'sMSCIMSCINasdaqNasdaqBrookfield Asset ManagementBrookfield Asset ManagementLPL FinancialLPL FinancialBrookfieldBrookfieldInteractive BrokersInteractive Brokers

Insurance & Wealth

ProgressiveProgressiveChubbChubbArthur J. GallagherArthur J. GallagherAllstateAllstateKinsale CapitalKinsale CapitalAIGAIG

Healthcare

Eli LillyEli LillyNovo NordiskNovo NordiskJohnson & JohnsonJohnson & JohnsonPfizerPfizerModernaModernaAbbVieAbbVieRegeneronRegeneronVertex PharmaceuticalsVertex PharmaceuticalsHims & Hers HealthHims & Hers HealthGilead SciencesGilead SciencesBristol-Myers SquibbBristol-Myers SquibbAmgenAmgenAlnylam PharmaceuticalsAlnylam PharmaceuticalsIncyteIncyteMerck & CoMerck & CoNeurocrine BiosciencesNeurocrine BiosciencesAstraZenecaAstraZenecaTeva PharmaceuticalTeva Pharmaceutical

Biotech & Genomics

CRISPR TherapeuticsCRISPR TherapeuticsBeam TherapeuticsBeam TherapeuticsIntellia TherapeuticsIntellia TherapeuticsViking TherapeuticsViking TherapeuticsSummit TherapeuticsSummit TherapeuticsRevolution MedicinesRevolution MedicinesExelixisExelixisHalozyme TherapeuticsHalozyme TherapeuticsACADIA PharmaceuticalsACADIA PharmaceuticalsNovoCureNovoCureLegend BiotechLegend BiotechNateraNateraMedpace HoldingsMedpace HoldingsIovance BiotherapeuticsIovance BiotherapeuticsSELLAS Life SciencesSELLAS Life SciencesBioNTechBioNTechCelcuityCelcuity

Healthcare Services

UnitedHealthUnitedHealthIQVIA HoldingsIQVIA HoldingsCenteneCenteneStrykerStrykerBoston ScientificBoston ScientificEdwards LifesciencesEdwards LifesciencesAbbott LaboratoriesAbbott LaboratoriesResMedResMedInsuletInsuletGE HealthCareGE HealthCareThermo FisherThermo FisherDanaherDanaherMedtronicMedtronicZoetisZoetisDoximityDoximityCVS HealthCVS HealthHumanaHumanaThe Cigna GroupThe Cigna GroupIDEXX LaboratoriesIDEXX LaboratoriesHCA HealthcareHCA HealthcareClover HealthClover Health

Consumer & Retail

WalmartWalmartCostcoCostcoHome DepotHome DepotMcDonald'sMcDonald'sStarbucksStarbucksNikeNikeLululemonLululemonChipotleChipotleShopifyShopifyMercadoLibreMercadoLibreCelsius HoldingsCelsius HoldingsCAVA GroupCAVA GroupLowe'sLowe'sTJX CompaniesTJX CompaniesDraftKingsDraftKingsSea LimitedSea LimitedGrab HoldingsGrab HoldingsEtsyEtsyWayfairWayfairChewyChewye.l.f. Beautye.l.f. BeautyDutch Bros CoffeeDutch Bros CoffeeSweetgreenSweetgreenUlta BeautyUlta BeautyTractor SupplyTractor SupplySprouts Farmers MarketSprouts Farmers MarketOn HoldingOn HoldingDomino's PizzaDomino's PizzaO'Reilly Auto PartsO'Reilly Auto PartsAutoZoneAutoZoneRoss StoresRoss StoresYum! BrandsYum! BrandsDeckers OutdoorDeckers OutdoorGarminGarminFord MotorFord MotorRivianRivianTargetTargetGeneral MotorsGeneral MotorsCarvanaCarvanaFerrariFerrariCoupangCoupangAmer SportsAmer SportsStellantisStellantis

Consumer Staples

Coca-ColaCoca-ColaPepsiCoPepsiCoProcter & GambleProcter & GamblePhilip MorrisPhilip MorrisAltriaAltriaKrogerKrogerCloroxCloroxMcCormickMcCormickColgate-PalmoliveColgate-PalmoliveKimberly-ClarkKimberly-ClarkMonster BeverageMonster BeverageMondelez InternationalMondelez InternationalGeneral MillsGeneral MillsHersheyHersheyAB InBevAB InBevKenvueKenvue

Energy & Power

ExxonMobilExxonMobilChevronChevronOccidental PetroleumOccidental PetroleumConocoPhillipsConocoPhillipsEOG ResourcesEOG ResourcesMarathon PetroleumMarathon PetroleumValero EnergyValero EnergyDiamondback EnergyDiamondback EnergyDevon EnergyDevon EnergyBaker HughesBaker HughesCheniere EnergyCheniere EnergyKinder MorganKinder MorganEnergy TransferEnergy TransferEnterprise Products PartnersEnterprise Products PartnersEQT CorporationEQT CorporationVenture GlobalVenture GlobalCanadian Natural ResourcesCanadian Natural Resources

Clean Energy & Nuclear

NextEra EnergyNextEra EnergyConstellation EnergyConstellation EnergyVistraVistraFirst SolarFirst SolarGE VernovaGE VernovaOkloOkloEnphase EnergyEnphase EnergyNuScale PowerNuScale PowerCamecoCamecoBloom EnergyBloom EnergyFluence EnergyFluence EnergyArray TechnologiesArray TechnologiesNextrackerNextrackerQuantumScapeQuantumScapeAmprius TechnologiesAmprius Technologies

Defense & Space

Lockheed MartinLockheed MartinRTX CorporationRTX CorporationNorthrop GrummanNorthrop GrummanAxon EnterpriseAxon EnterpriseGeneral DynamicsGeneral DynamicsLeidosLeidosL3Harris TechnologiesL3Harris TechnologiesKratos DefenseKratos DefenseAeroVironmentAeroVironmentBWX TechnologiesBWX TechnologiesOndas HoldingsOndas Holdings

Space & Deep Tech

Rocket LabRocket LabArcher AviationArcher AviationAST SpaceMobileAST SpaceMobileIntuitive MachinesIntuitive MachinesJoby AviationJoby AviationRedwireRedwireRed Cat HoldingsRed Cat HoldingsMobileyeMobileyeLuminar TechnologiesLuminar TechnologiesSpaceXSpaceXPlanet LabsPlanet LabsMDA SpaceMDA Space

Industrials

CaterpillarCaterpillarDeere & CompanyDeere & CompanyBoeingBoeingGE AerospaceGE AerospaceHoneywellHoneywellUPSUPSFedExFedExTrane TechnologiesTrane TechnologiesCarrier GlobalCarrier GlobalOtis WorldwideOtis WorldwideAMETEKAMETEKRoper TechnologiesRoper TechnologiesTransDigm GroupTransDigm GroupOld Dominion FreightOld Dominion FreightUnion PacificUnion PacificNorfolk SouthernNorfolk SouthernUnited RentalsUnited RentalsHowmet AerospaceHowmet AerospaceW.W. GraingerW.W. GraingerFastenalFastenalCintasCintasCopartCopartQuanta ServicesQuanta ServicesHEICOHEICOWabtecWabtecXylemXylemWaste ManagementWaste Management3M3MParker HannifinParker HannifinQXOQXO

Real Estate & Infrastructure

American TowerAmerican TowerRealty IncomeRealty IncomeWelltowerWelltowerVICI PropertiesVICI PropertiesSimon Property GroupSimon Property GroupOpendoor TechnologiesOpendoor TechnologiesCBRE GroupCBRE GroupCoStar GroupCoStar Group

Materials & Commodities

LindeLindeEcolabEcolabNewmontNewmontBarrick GoldBarrick GoldFreeport-McMoRanFreeport-McMoRanAlbemarleAlbemarleMP MaterialsMP MaterialsNucorNucorCF IndustriesCF IndustriesSherwin-WilliamsSherwin-WilliamsVulcan MaterialsVulcan MaterialsValeValeRio TintoRio TintoHecla MiningHecla MiningCoeur MiningCoeur MiningSouthern CopperSouthern CopperAgnico Eagle MinesAgnico Eagle MinesWheaton Precious MetalsWheaton Precious MetalsKinross GoldKinross GoldPan American SilverPan American Silver

Travel & Hospitality

Marriott InternationalMarriott InternationalHilton WorldwideHilton WorldwideNorwegian Cruise LinesNorwegian Cruise LinesDelta Air LinesDelta Air LinesCarnival Cruise LinesCarnival Cruise LinesViking HoldingsViking Holdings

Quantum Computing

IonQIonQRigetti ComputingRigetti ComputingQuantum Computing IncQuantum Computing IncD-Wave QuantumD-Wave QuantumInfleqtionInfleqtion

Crypto

Riot PlatformsRiot PlatformsCleanSparkCleanSparkCipher MiningCipher MiningBit DigitalBit DigitalHIVE Digital TechnologiesHIVE Digital TechnologiesCircle Internet GroupCircle Internet GroupBitmine ImmersionBitmine ImmersionGalaxy DigitalGalaxy Digital

Chinese ADRs

AlibabaAlibabaJD.comJD.comPDD Holdings (Temu)PDD Holdings (Temu)BaiduBaiduTrip.com GroupTrip.com GroupNetEaseNetEaseLi AutoLi AutoNIONIOKanzhunKanzhun

International ADRs

SAP SESAP SEInfosysInfosysPetrobrasPetrobrasRELX GroupRELX GroupSony GroupSony GroupHDFC BankHDFC Bank

Homebuilders

LennarLennarToll BrothersToll BrothersNVR IncNVR IncBuilders FirstSourceBuilders FirstSource

Utilities

Duke EnergyDuke EnergySouthern CompanySouthern CompanyXcel EnergyXcel EnergyAmerican Water WorksAmerican Water Works

Telecom

AT&TAT&TT-MobileT-Mobile

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AppleAppleMicrosoftMicrosoftNvidiaNvidiaAmazonAmazonAlphabetAlphabetMetaMetaTeslaTeslaBroadcomBroadcomAMDAMDTSMCTSMCArmArmQualcommQualcommMicronMicronMarvellMarvellOracleOracleAdobeAdobeSalesforceSalesforceServiceNowServiceNowCrowdStrikeCrowdStrikePalo AltoPalo AltoSpotifySpotifyCloudflareCloudflareShopifyShopifyVisaVisaMastercardMastercardRobinhoodRobinhoodCoinbaseCoinbasePalantirPalantirBerkshireBerkshireCostcoCostcoWalmartWalmartNetflixNetflixJPMorganJPMorgan
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For informational purposes only. Not investment advice. ClearThesis is not a registered investment adviser.