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ClearThesis AI writes a full investment thesis on 608+ 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 DigitalNetAppNetAppACM ResearchACM ResearchAmbarellaAmbarellaSynopsysSynopsysCadence Design SystemsCadence Design SystemsMonolithic Power SystemsMonolithic Power SystemsEntegrisEntegrisSkyworks SolutionsSkyworks SolutionsLattice SemiconductorLattice SemiconductorAnalog DevicesAnalog DevicesMotorola SolutionsMotorola SolutionsLumentum HoldingsLumentum Holdings

AI Infrastructure

Vertiv HoldingsVertiv HoldingsCore ScientificCore ScientificIris EnergyIris EnergyTeraWulfTeraWulfApplied DigitalApplied DigitalIBMIBMCisco SystemsCisco SystemsDell TechnologiesDell TechnologiesHP EnterpriseHP EnterprisePure StoragePure StorageHP IncHP IncEaton CorporationEaton CorporationEquinixEquinixDigital RealtyDigital RealtyDigitalOceanDigitalOceanCorningCorning

AI & Data

PalantirPalantirC3.aiC3.aiAppLovinAppLovinThe Trade DeskThe Trade DeskUiPathUiPathSoundHound AISoundHound AIBigBear.aiBigBear.aiRecursion PharmaceuticalsRecursion PharmaceuticalsDuolingoDuolingoNebius GroupNebius GroupLemonadeLemonadeCEVA IncCEVA Inc

Enterprise SaaS

OracleOracleSalesforceSalesforceIntuitIntuitAutodeskAutodeskCognizantCognizantAtlassianAtlassianFair Isaac CorporationFair Isaac CorporationAutomatic Data ProcessingAutomatic Data ProcessingPaychexPaychexGartnerGartnerVeriSignVeriSignAnsysAnsysAdobeAdobeFigmaFigmaServiceNowServiceNowSnowflakeSnowflakeDatadogDatadogCloudflareCloudflareGitLabGitLabOktaOktaMongoDBMongoDBHubSpotHubSpotVeeva SystemsVeeva SystemsWorkdayWorkdayBill.comBill.comZoomZoomTwilioTwilioElasticElasticDocuSignDocuSignRingCentralRingCentralAccentureAccenturePaycomPaycomNutanixNutanix

Cybersecurity

CrowdStrikeCrowdStrikePalo Alto NetworksPalo Alto NetworksZscalerZscalerSentinelOneSentinelOneFortinetFortinetCyberArkCyberArkTenableTenableQualysQualysCheck Point SoftwareCheck Point SoftwareGen DigitalGen DigitalSailPoint TechnologiesSailPoint TechnologiesCellebriteCellebrite

B2B Growth SaaS

monday.commonday.comBrazeBrazeSamsaraSamsaraConfluentConfluentAsanaAsanaPaylocityPaylocityProcore TechnologiesProcore TechnologiesFive9Five9WorkivaWorkivaPagerDutyPagerDutyJFrogJFrogGlobal-E OnlineGlobal-E OnlineSPS CommerceSPS CommerceAppianAppianAppFolioAppFolioEPAM SystemsEPAM SystemsGlobantGlobantClearwater AnalyticsClearwater AnalyticsToastToastKlaviyoKlaviyoFreshworksFreshworksSmartsheetSmartsheetBlackLineBlackLineQ2 HoldingsQ2 Holdings

Robotics & Automation

SymboticSymboticZebra TechnologiesZebra TechnologiesCognexCognexTeradyneTeradyneRockwell AutomationRockwell AutomationEmerson ElectricEmerson ElectricABB LtdABB LtdPTC IncPTC IncTeledyne TechnologiesTeledyne TechnologiesIntuitive SurgicalIntuitive SurgicalBrooks AutomationBrooks Automation

Consumer Tech

NetflixNetflixSpotifySpotifyUberUberRobloxRobloxDisneyDisneyAirbnbAirbnbBooking HoldingsBooking HoldingsDoorDashDoorDashPinterestPinterestSnapSnapLyftLyftRokuRokuRedditRedditMatch GroupMatch GroupBumbleBumbleExpedia GroupExpedia GroupInstacart (Maplebear)Instacart (Maplebear)PelotonPelotonTripAdvisorTripAdvisorIACIAC

Gaming & Media

Electronic ArtsElectronic ArtsTake-Two InteractiveTake-Two InteractiveGameStopGameStopAMC EntertainmentAMC EntertainmentUnity SoftwareUnity SoftwareParamount GlobalParamount GlobalWarner Bros DiscoveryWarner Bros DiscoveryFox CorporationFox CorporationNew York TimesNew York TimesSirius XMSirius XMLive Nation EntertainmentLive Nation EntertainmentGenius SportsGenius SportsComcastComcastCharter CommunicationsCharter CommunicationsFuboTVFuboTV

Fintech

VisaVisaMastercardMastercardPayPalPayPalBlockBlockCoinbaseCoinbaseAffirmAffirmSoFi TechnologiesSoFi TechnologiesNu HoldingsNu HoldingsRobinhood MarketsRobinhood MarketsSezzleSezzleKlarnaKlarnaUpstartUpstartLendingClubLendingClubAlly FinancialAlly FinancialWestern UnionWestern UnionFidelity National InformationFidelity National InformationFiservFiservGlobal PaymentsGlobal PaymentsShift4 PaymentsShift4 PaymentsPayoneerPayoneerdLocaldLocalStoneCoStoneCoWEX IncWEX IncNerdWalletNerdWalletRocket CompaniesRocket CompaniesMr. Cooper GroupMr. Cooper Group

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. BancorpTruist FinancialTruist FinancialBlackstoneBlackstoneKKR & CoKKR & CoApollo Global ManagementApollo Global ManagementAres ManagementAres ManagementBank of New York MellonBank of New York MellonState StreetState StreetT. Rowe PriceT. Rowe PriceS&P GlobalS&P GlobalMoody'sMoody'sMSCIMSCINasdaqNasdaqCboe Global MarketsCboe Global MarketsBlue Owl CapitalBlue Owl CapitalBrookfield Asset ManagementBrookfield Asset ManagementRegions FinancialRegions FinancialLPL FinancialLPL Financial

Insurance & Wealth

ProgressiveProgressiveChubbChubbMarsh McLennanMarsh McLennanArthur J. GallagherArthur J. GallagherAflacAflacMetLifeMetLifePrudential FinancialPrudential FinancialAllstateAllstateHartford FinancialHartford FinancialArch Capital GroupArch Capital GroupKinsale CapitalKinsale CapitalRyan SpecialtyRyan SpecialtyAIGAIGAonAonTravelersTravelers

Healthcare

Eli LillyEli LillyNovo NordiskNovo NordiskJohnson & JohnsonJohnson & JohnsonPfizerPfizerModernaModernaAbbVieAbbVieRegeneronRegeneronVertex PharmaceuticalsVertex PharmaceuticalsHims & Hers HealthHims & Hers HealthGilead SciencesGilead SciencesBristol-Myers SquibbBristol-Myers SquibbNovavaxNovavaxAmgenAmgenAlnylam PharmaceuticalsAlnylam PharmaceuticalsIncyteIncyteUnited TherapeuticsUnited TherapeuticsMerck & CoMerck & CoJazz PharmaceuticalsJazz Pharmaceuticals

Biotech & Genomics

CRISPR TherapeuticsCRISPR TherapeuticsBeam TherapeuticsBeam TherapeuticsIntellia TherapeuticsIntellia TherapeuticsEditas MedicineEditas MedicineViking TherapeuticsViking TherapeuticsSummit TherapeuticsSummit TherapeuticsRevolution MedicinesRevolution MedicinesArvinasArvinasBioMarin PharmaceuticalBioMarin PharmaceuticalExelixisExelixisHalozyme TherapeuticsHalozyme TherapeuticsACADIA PharmaceuticalsACADIA PharmaceuticalsNovoCureNovoCureApellis PharmaceuticalsApellis PharmaceuticalsLegend BiotechLegend BiotechTG TherapeuticsTG TherapeuticsAmicus TherapeuticsAmicus TherapeuticsProtagonist TherapeuticsProtagonist TherapeuticsRoivant SciencesRoivant SciencesNateraNateraExact SciencesExact SciencesIlluminaIlluminaArrowhead PharmaceuticalsArrowhead PharmaceuticalsMedpace HoldingsMedpace HoldingsICON plcICON plcCertaraCertaraKrystal BiotechKrystal BiotechDenali TherapeuticsDenali Therapeutics

Healthcare Services

UnitedHealthUnitedHealthIQVIA HoldingsIQVIA HoldingsLabcorpLabcorpQuest DiagnosticsQuest DiagnosticsCenteneCenteneStrykerStrykerBoston ScientificBoston ScientificEdwards LifesciencesEdwards LifesciencesBecton DickinsonBecton DickinsonAbbott LaboratoriesAbbott LaboratoriesResMedResMedDexComDexComAlign TechnologyAlign TechnologyInsuletInsuletGE HealthCareGE HealthCareThermo FisherThermo FisherDanaherDanaherMedtronicMedtronicZoetisZoetisDoximityDoximityTeladoc HealthTeladoc HealthCVS HealthCVS HealthHumanaHumanaThe Cigna GroupThe Cigna GroupMcKessonMcKessonIDEXX LaboratoriesIDEXX LaboratoriesHCA HealthcareHCA HealthcareHologicHologicInspire Medical SystemsInspire Medical SystemsiRhythm TechnologiesiRhythm TechnologiesElevance HealthElevance Health

Consumer & Retail

WalmartWalmartCostcoCostcoHome DepotHome DepotMcDonald'sMcDonald'sStarbucksStarbucksNikeNikeLululemonLululemonChipotleChipotleShopifyShopifyMercadoLibreMercadoLibreCelsius HoldingsCelsius HoldingsCAVA GroupCAVA GroupTargetTargetLowe'sLowe'sTJX CompaniesTJX CompaniesDraftKingsDraftKingsMGM ResortsMGM ResortsWynn ResortsWynn ResortsLas Vegas SandsLas Vegas SandsSea LimitedSea LimitedGrab HoldingsGrab HoldingsEtsyEtsyeBayeBayWayfairWayfairChewyChewye.l.f. Beautye.l.f. BeautyDutch Bros CoffeeDutch Bros CoffeeSweetgreenSweetgreenBirkenstockBirkenstockUlta BeautyUlta BeautyFive BelowFive BelowBurlington StoresBurlington StoresTractor SupplyTractor SupplyRHRHFlutter EntertainmentFlutter EntertainmentPenn EntertainmentPenn EntertainmentCaesars EntertainmentCaesars EntertainmentSprouts Farmers MarketSprouts Farmers MarketDollar GeneralDollar GeneralRalph LaurenRalph LaurenFloor & DecorFloor & DecorOn HoldingOn HoldingDomino's PizzaDomino's PizzaDollar TreeDollar TreeZillow GroupZillow GroupO'Reilly Auto PartsO'Reilly Auto PartsAutoZoneAutoZoneRoss StoresRoss StoresDarden RestaurantsDarden RestaurantsYum! BrandsYum! BrandsDeckers OutdoorDeckers OutdoorGarminGarminGeneral MotorsGeneral MotorsFord MotorFord MotorRivianRivianLucid GroupLucid Group

Consumer Staples

Coca-ColaCoca-ColaPepsiCoPepsiCoProcter & GambleProcter & GamblePhilip MorrisPhilip MorrisAltriaAltriaKrogerKrogerEstée LauderEstée LauderTilray BrandsTilray BrandsCloroxCloroxMcCormickMcCormickArcher-Daniels-MidlandArcher-Daniels-MidlandColgate-PalmoliveColgate-PalmoliveKimberly-ClarkKimberly-ClarkMonster BeverageMonster BeverageConstellation BrandsConstellation BrandsMondelez InternationalMondelez InternationalGeneral MillsGeneral MillsHersheyHersheyKraft HeinzKraft HeinzAB InBevAB InBevBoston Beer CompanyBoston Beer Company

Energy & Power

ExxonMobilExxonMobilChevronChevronOccidental PetroleumOccidental PetroleumConocoPhillipsConocoPhillipsEOG ResourcesEOG ResourcesMarathon PetroleumMarathon PetroleumValero EnergyValero EnergyPhillips 66Phillips 66Diamondback EnergyDiamondback EnergyCoterra EnergyCoterra EnergyDevon EnergyDevon EnergyHalliburtonHalliburtonSLBSLBBaker HughesBaker HughesCheniere EnergyCheniere EnergyKinder MorganKinder MorganWilliams CompaniesWilliams CompaniesONEOKONEOKEnergy TransferEnergy TransferEnterprise Products PartnersEnterprise Products Partners

Clean Energy & Nuclear

NextEra EnergyNextEra EnergyConstellation EnergyConstellation EnergyVistraVistraFirst SolarFirst SolarGE VernovaGE VernovaOkloOkloEnphase EnergyEnphase EnergyPlug PowerPlug PowerNuScale PowerNuScale PowerCamecoCamecoCentrus EnergyCentrus EnergyUranium Energy CorpUranium Energy CorpNano Nuclear EnergyNano Nuclear EnergyBloom EnergyBloom EnergyFluence EnergyFluence EnergySunrunSunrunArray TechnologiesArray TechnologiesGenerac HoldingsGenerac HoldingsOrmat TechnologiesOrmat TechnologiesAES CorporationAES Corporation

Defense & Space

Lockheed MartinLockheed MartinRTX CorporationRTX CorporationNorthrop GrummanNorthrop GrummanAxon EnterpriseAxon EnterpriseGeneral DynamicsGeneral DynamicsLeidosLeidosHuntington IngallsHuntington IngallsL3Harris TechnologiesL3Harris TechnologiesKratos DefenseKratos DefenseAeroVironmentAeroVironmentScience Applications InternationalScience Applications InternationalCACI InternationalCACI InternationalLeonardo DRSLeonardo DRSMoog IncMoog IncBWX TechnologiesBWX Technologies

Space & Deep Tech

Rocket LabRocket LabArcher AviationArcher AviationAST SpaceMobileAST SpaceMobileIntuitive MachinesIntuitive MachinesJoby AviationJoby AviationRedwireRedwireRed Cat HoldingsRed Cat HoldingsMobileyeMobileyeLuminar TechnologiesLuminar Technologies

Industrials

CaterpillarCaterpillarDeere & CompanyDeere & CompanyBoeingBoeingGE AerospaceGE AerospaceHoneywellHoneywellUPSUPSIngersoll RandIngersoll RandFedExFedEx3M3MParker HannifinParker HannifinIllinois Tool WorksIllinois Tool WorksTrane TechnologiesTrane TechnologiesCarrier GlobalCarrier GlobalOtis WorldwideOtis WorldwideAMETEKAMETEKRoper TechnologiesRoper TechnologiesTransDigm GroupTransDigm GroupXPO IncXPO IncSaia IncSaia IncOld Dominion FreightOld Dominion FreightC.H. RobinsonC.H. RobinsonGXO LogisticsGXO LogisticsSyscoSyscoUnion PacificUnion PacificCSX CorporationCSX CorporationNorfolk SouthernNorfolk SouthernPACCARPACCARUnited RentalsUnited RentalsHowmet AerospaceHowmet AerospaceW.W. GraingerW.W. GraingerFastenalFastenalCintasCintasCopartCopartQuanta ServicesQuanta ServicesHEICOHEICOWabtecWabtecXylemXylemVerisk AnalyticsVerisk AnalyticsWaste ManagementWaste ManagementRepublic ServicesRepublic Services

Real Estate & Infrastructure

American TowerAmerican TowerPrologisPrologisRealty IncomeRealty IncomeWelltowerWelltowerVICI PropertiesVICI PropertiesCrown CastleCrown CastleSimon Property GroupSimon Property GroupSBA CommunicationsSBA CommunicationsPublic StoragePublic StorageExtra Space StorageExtra Space StorageOpendoor TechnologiesOpendoor TechnologiesCBRE GroupCBRE GroupIron MountainIron MountainCoStar GroupCoStar GroupAvalonBay CommunitiesAvalonBay CommunitiesAlexandria Real EstateAlexandria Real Estate

Materials & Commodities

LindeLindeAir ProductsAir ProductsEcolabEcolabNewmontNewmontBarrick GoldBarrick GoldFreeport-McMoRanFreeport-McMoRanAlbemarleAlbemarleMP MaterialsMP MaterialsAlcoaAlcoaNucorNucorSteel DynamicsSteel DynamicsCF IndustriesCF IndustriesMosaicMosaicSherwin-WilliamsSherwin-WilliamsPPG IndustriesPPG IndustriesVulcan MaterialsVulcan MaterialsMartin Marietta MaterialsMartin Marietta MaterialsDowDowDuPontDuPontValeValeRio TintoRio TintoBHP GroupBHP Group

Travel & Hospitality

Marriott InternationalMarriott InternationalHilton WorldwideHilton WorldwideHyatt HotelsHyatt HotelsRoyal CaribbeanRoyal CaribbeanCarnival Cruise LinesCarnival Cruise LinesNorwegian Cruise LinesNorwegian Cruise LinesDelta Air LinesDelta Air LinesUnited AirlinesUnited AirlinesAmerican AirlinesAmerican AirlinesSouthwest AirlinesSouthwest Airlines

Quantum Computing

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

Crypto

Marathon DigitalMarathon DigitalRiot PlatformsRiot PlatformsCleanSparkCleanSparkCipher MiningCipher MiningHut 8Hut 8Bit DigitalBit Digital

Chinese ADRs

AlibabaAlibabaJD.comJD.comPDD Holdings (Temu)PDD Holdings (Temu)BaiduBaiduTrip.com GroupTrip.com GroupNetEaseNetEaseBilibiliBilibiliLi AutoLi AutoNIONIOXPengXPengYum ChinaYum China

International ADRs

SAP SESAP SEInfosysInfosysItau UnibancoItau UnibancoPetrobrasPetrobrasRELX GroupRELX GroupWiproWiproSony GroupSony Group

Homebuilders

D.R. HortonD.R. HortonLennarLennarToll BrothersToll BrothersPulteGroupPulteGroupNVR IncNVR IncBuilders FirstSourceBuilders FirstSourceM/I HomesM/I Homes

Utilities

Duke EnergyDuke EnergySouthern CompanySouthern CompanyAmerican Electric PowerAmerican Electric PowerExelonExelonDominion EnergyDominion EnergySempraSempraXcel EnergyXcel EnergyAmerican Water WorksAmerican Water Works

Telecom

AT&TAT&TVerizonVerizonT-MobileT-Mobile

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AppleAppleMicrosoftMicrosoftNvidiaNvidiaAmazonAmazonAlphabetAlphabetMetaMetaTeslaTeslaBroadcomBroadcomAMDAMDTSMCTSMCArmArmQualcommQualcommMicronMicronMarvellMarvellOracleOracleAdobeAdobeSalesforceSalesforceServiceNowServiceNowCrowdStrikeCrowdStrikePalo AltoPalo AltoSpotifySpotifyCloudflareCloudflareShopifyShopifyVisaVisaMastercardMastercardRobinhoodRobinhoodCoinbaseCoinbasePalantirPalantirBerkshireBerkshireCostcoCostcoWalmartWalmartNetflixNetflixJPMorganJPMorgan
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