Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 22, 2026SubstackAlpha Seeker 84META Meta Platforms, Inc. TechnologySocial Media Neutral Nasdaq Stock MarketAd revenue, Agentic Commerce, AI, financial impact, market reaction, Meta Platforms, Muse initiative, privacy policies, revenue model, social media
Sep 22, 2026SubstackAlpha Seeker 84AMD Advanced Micro Devices, Inc. SemiconductorsMicroprocessors Bear Nasdaq Stock MarketAdvanced Micro Devices, agentic head-node, EPYC share gains, growth prospects, market reaction, market share, Muse narrative, price surge, semiconductors, valuation
Sep 22, 2026SubstackAlpha Seeker 84INTC Intel Corporation SemiconductorsIntegrated Circuits Bear Nasdaq Stock Marketdata center growth, demand inflection, Intel Corporation, market reaction, Muse narrative, Pricing power, scarcity rent, semiconductors, Supply Shortage, Unit growth
Sep 22, 2026SubstackAlpha Seeker 84MU Micron Technology, Inc. SemiconductorsMemory Chips Neutral Nasdaq Stock Market2028 volume argument, agentic-VM memory, DRAM revenue, long-term growth, market reaction, memory chips, Micron Technology, peak-cycle earnings, supply response, valuation
Sep 22, 2026SubstackShareholders UniteMPC Marathon Petroleum EnergyOil & Gas Refining & Marketing Bull New York Stock ExchangeCrack Spreads, cyclical investment, Energy Sector, geopolitical risks, high-return projects, Marathon Petroleum, midstream business, oil supply, Refining Margins, shareholder returns
Sep 22, 2026SubstackToff Cap Monday MonitorMMED MiniMed HealthcareMedical Devices Neutral NASDAQ Stock Marketarbitrage opportunity, growth driver, Healthcare Sector, independent trading, Medical devices, Medtronic, MiniMed, odd-lot investors, spin-off, tender offer
Sep 22, 2026SubstackToff Cap Monday MonitorCTVA Corteva AgricultureAgricultural Products Bull New York Stock ExchangeCorteva, Crop protection, Investor Day, legal challenges, North American demand, PFAS liabilities, royalty guidance, Seeds, spin-off, Vylor
Sep 19, 2026SubstackPP Invest 007VRL.DE Net Digital AG TechnologySecurity and Defense Technology Bull Frankfurt Stock ExchangeAI technology, critical infrastructure, European market, innovation, Military Applications, Net Digital AG, perdix drone defense, security and defense, Strategic expansion, technology demonstrator
Sep 19, 2026SubstackRijnberk Invest InsightsMC.PA LVMH Moët Hennessy Louis Vuitton Consumer DiscretionaryLuxury Goods Bull Euronext Parisbrand portfolio, competitive edge, consumer trends, Emerging markets, financial strength, Growth Opportunities, Luxury goods, LVMH, market dominance, Temporary Headwinds
Sep 18, 2026SubstackThe Finance CornerAPP AppLovin Corporation TechnologyAdvertising Technology Bear Nasdaq Stock Marketadvertising technology, AppLovin, Connected tv, iOS moat, machine learning, market share, Mobile Gaming, non-gaming apps, open web, Revenue Growth
Sep 17, 2026SubstackTriples InvestingVZLA Vizsla Silver MaterialsPrecious Metals & Mining Bull Toronto Stock Exchangecapped call, convertible note, feasibility study, geopolitical risks, NPV, Panuco project, security measures, silver mining, Sinaloa, Vizsla Silver
Sep 17, 2026SubstackShareholders UniteNTSK Netskope CybersecuritySecurity Service Edge (SSE) / Secure Access Service Edge (SASE) Bull -AI Security, cybersecurity, net revenue retention, Netskope, NewEdge, Revenue Growth, Sase, SSE, stock-based compensation, Zero trust
Sep 15, 2026SubstackShareholders UniteS SentinelOne TechnologyCybersecurity Bull New York Stock ExchangeAI Security, ARR growth, AWS, cloud services, cybersecurity, international expansion, LevelBlue, operating margins, SentinelOne, Strategic Partnerships
Sep 15, 2026SubstackStock PursuitJVA Coffee Holding Company Consumer GoodsPackaged Foods & Meats Bull NASDAQ Stock MarketCoffee Holding Company, commodity prices, deep value, Free Cash Flow, Gross margin, market cap, net profit, net tangible asset value, tariff refunds, value stock
Sep 14, 2026SubstackThe Finance CornerADBE Adobe Inc. TechnologyApplication Software Neutral Nasdaq Stock MarketAdobe, AI disruption, freemium model, market competition, Moat-Erosion, operating margins, Revenue Growth, Semrush acquisition, software industry, user conversion
Sep 13, 2026SubstackAlpha Seeker 84AMZN Amazon.com, Inc. E-commerceOnline Retail Neutral Nasdaq Stock MarketAgentCore, Alexa for Shopping, Amazon, AWS, Bedrock, cash generation, commerce exposure, profitable use, Quick, workplace AI
Sep 13, 2026SubstackAlpha Seeker 84MSFT Microsoft Corporation TechnologySoftware Neutral Nasdaq Stock MarketAI, Autopilots, Copilot Cowork, customer relationships, Governance, incremental profit, Integration, Microsoft, Pricing Model, usage charges
Sep 13, 2026SubstackAlpha Seeker 84GOOGL Alphabet Inc. TechnologyInternet Services Neutral Nasdaq Stock MarketAI, Alphabet, CapEx, distribution advantage, Gemini, Google Cloud, investment bill, monetization, personal assistance, Search
Sep 13, 2026SubstackAlpha Seeker 84META Meta Platforms, Inc. TechnologySocial Media Bull Nasdaq Stock Marketconsumer relationship, infrastructure spending, META, Muse, personal agent, profitable usage, stock case, strategic opportunity, task completion, WhatsApp
Sep 13, 2026SubstackAlpha Seeker 84AVGO Broadcom Inc. SemiconductorsBroadband & Connectivity Neutral Nasdaq Stock MarketAI revenue, Broadcom, custom silicon, customer risk, Google, growth potential, lab roadmaps, market position, Marvell, META

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