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Stoa publishes research and education, not investment advice. Stoa is not a broker or investment adviser. Past performance does not guarantee future results.

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STOA

Think clearly. Invest better.

Independent analysts publish their research on video. Every call locks at publish and is graded by the market, hits and misses alike.

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0 PUBLICATIONS TODAY · 0 ANALYSTS · 2 CALLS RESOLVED

or scroll to see today ↓

STOA · TODAYIssue №67 · FRIDAY, SEPTEMBER 11, 2026

The lead · SOFTWARE

Microsoft: strong attach on a base that is not growing

Elena Petrova

SOFTWARE

Microsoft: the cost programme has slipped twice without a new date

Lena Kowalczyk

ENERGY

Exxon: refining margins normalised faster than guidance admits

Olivia Grant

SLB

SLB: the backlog has repriced and the market has not noticed

Mira Solberg

INDUSTRIALS

Caterpillar: three plants come online against a book that runs past 2029

Olivia Grant

Members get the full issue, shaped around what they follow.

Most popular verdicts

Every call is recorded when it's published and graded by the market. Misses stay visible.

AVGOLong

Broadcom: capacity is no longer the thing that gates revenue

Marcus Webb · 236.42 → 361.99 · +53.1%

TSLALong

Tesla: cost per unit is falling faster than price

Hana Ito · 269.55 → 365.44 · +35.6%

NVDA

Long

Nvidia: pricing is holding because the substitute does not exist

Maren Vos · 137.03 → 218.29 · +59.3%

NVDALong

Nvidia: being the alternative is worth more than the benchmark suggests

Maren Vos · 134.52 → 218.36 · +62.3%

AVGOShort

Broadcom: the hardware wins the benchmark and loses the deployment

Anya Volkov · 255.70 → 364.38 · -42.5%

Most popular creators

Analysts people follow. A face, a name, a specialty.

Multi-cap generalist. 15 years on the buy side.

Semis and AI infrastructure. Concentrated, high conviction.

Fatima Al-Hariri

Fatima Al-Hariri

Healthcare and biotech catalysts. Event driven.

TASE tech and growth, from Tel Aviv.

Sofia Lindqvist

Sofia Lindqvist

Multi-cap generalist. 15 years on the buy side.

Semis and AI infrastructure. Concentrated, high conviction.

Fatima Al-Hariri

Fatima Al-Hariri

Healthcare and biotech catalysts. Event driven.

Read the record before you trust the opinion.

S&P 5007,656.98+0.9%Nasdaq26,333.04+1.0%Dow52,573.30+1.0%Russell 20002,903.94+0.4%TA-354,221.44+0.0%VIX15.84-11.2%WTI Crude$99.99-2.4%Brent Crude$104.42-3.0%Gold$4,390.00-0.4%10Y Treasury

Sara Cohen

TASE tech and growth, from Tel Aviv.

Contrarian shorts. Often wrong, occasionally very right.

Sofia Lindqvist

Sofia Lindqvist

4.975%

+0.6%

30Y Treasury5.354%-0.1%

Bitcoin$77,254.56+0.5%

CHKP.TA––––

WIX.TA––––

AVGO361.99+0.3%

MSFT495.63+0.6%

POLI.TA7,989.00+0.0%

GS1,029.18+0.9%

TSEM.TA64,190.00+0.0%

S&P 5007,656.98+0.9%

Nasdaq26,333.04+1.0%

Dow52,573.30+1.0%

Russell 20002,903.94+0.4%

TA-354,221.44+0.0%

VIX15.84-11.2%

WTI Crude$99.99-2.4%

Brent Crude$104.42-3.0%

Gold$4,390.00-0.4%

10Y Treasury4.975%+0.6%

30Y Treasury5.354%-0.1%

Bitcoin$77,254.56+0.5%

CHKP.TA––––

JPM356.23+0.8%

WIX.TA––––

AVGO361.99+0.3%

MSFT495.63+0.6%

POLI.TA7,989.00+0.0%

GS1,029.18+0.9%

TSEM.TA64,190.00+0.0%