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Aptera: Front of the Napkin Math for a Late-to-the-Party Hype Stock

Aptera: Front of the Napkin Math for a Late-to-the-Party Hype StockYou can’t make this up — a company building solar-powered electric vehicles — words that would’ve melted WSB in 2013 when “EV + Solar” was the holy grail. The problem? It’s 2025, and the market’s chasing AI, quantum c…
October 24, 2025 5:35 pm
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RESEARCH

SOC: The Two Variables That Will Decide Everything

SOC: The Two Variables That Will Decide EverythingThis is a clean look at what actually drives Sable Offshore (SOC) — through the lens of StockThesis.ai, which merges real data from SEC filings and model outputs with the kind of oversight only a human portfolio manager provides.The goal is to show…
October 24, 2025 5:26 pm
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RESEARCH

The Trump Equity Gambit: Uncle Sam Buys the Dip

The Trump Equity Gambit: Uncle Sam Buys the DipFor people just waking up to it — this isn’t “new.” It’s the logical continuation of how Trump thinks. He likes instant feedback loops. He likes seeing the scoreboard move. And in America, the scoreboard is the market.So instead of handing out…
October 23, 2025 5:13 pm
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