Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 10, 2026Twitter / X@BradoCapitalCSU.TO Constellation Software Inc. SoftwareApplication Software Bull TSXAcquisitions, Application Software, Canada, capital allocation, Enterprise software, Rollup, vertical software
Jan 10, 2026Twitter / X@BourbonInsiderTTD The Trade Desk, Inc. Media & EntertainmentAdvertising Bull NASDAQAdvertising Software, Connected tv, Demand Side Platform, digital media, Identity Resolution, programmatic advertising
Jan 10, 2026Twitter / X@BourbonInsiderWRD WeRide Inc. -- Bull NASDAQAbuDhabi, Adas, Autonomy, China, Dubai, Europe, Fleet, mobility, robotaxi, SaudiArabia, Singapore, Switzerland, uae
Jan 10, 2026Twitter / X@BourbonInsiderCPRT Copart, Inc. Commercial Services & SuppliesDiversified Support Services Bull NASDAQLogistics, oligopoly, Real Estate, Salvage Vehicles, Vehicle Auctions
Jan 10, 2026Twitter / X@mply_capTDG TransDigm Group Incorporated IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Certification, Components, Ip, MRO, Pricing
Jan 10, 2026Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Foundries Bull NASDAQCustomSilicon, DefenseElectronics, QuantumComputing, RadiationHardened, Reshoring, SemiconductorFoundry, SpaceSystems, SuperconductingChips, TrustedFoundry
Jan 10, 2026Twitter / X@justfactstruthARDX Ardelyx, Inc. Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull NASDAQbiopharma, biotechnology, ESRD, Gastroenterology, Nephrology, Oraltherapy, Phosphate, Reimbursement, TDAPA, XPHOZAH
Jan 10, 2026Twitter / X@JKeynesAlphaOKLO Oklo, Inc. -- Bear New York Stock Exchangedatacenters, Grid, Nuclear, NuScale, Offtake, OKLO, Reactors, SMR, Solar, Storage, TerraPower, utilities
Jan 10, 2026Twitter / X@mottbox_RKLB Rocket Lab Corporation Aerospace & DefenseAerospace & Defense Bull NASDAQConstellations, Defense, Launch, Neutron, Orbital, Rockets, Satellites, Space Infrastructure, Spacecraft
Jan 10, 2026Twitter / X@Yeah_DaveASTI Ascent Solar Technologies, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQDrones, Oceanography, Photovoltaics, Powerbeaming, Satellites, Solar, Space, Stratosphere, ThinFilm, USVs
Jan 10, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI investment, Alibaba, buybacks, competitive resilience, e-commerce, investor expectations, management strategy, market share, quick commerce, regulatory intervention
Jan 10, 2026SubstackShareholders UniteGSI.V Gatekeeper Systems Inc. TechnologyVideo Surveillance Bull Toronto Stock ExchangeAI-assisted software, Competitive Advantage, government contracts, market growth, platform as a service, recurring revenue, regulatory mandates, strategic financing, transit safety, video surveillance
Jan 10, 2026SubstackRijnberk Invest InsightsDG Dollar General RetailDiscount Stores Bull New York Stock Exchangeconvenience, countercyclical, discount retail, Essential Products, Margin recovery, Rural Focus, store expansion, Structural Levers, traffic growth, Value Positioning
Jan 9, 2026Twitter / X@yianiszAXTI AXT, Inc. -- Bull NASDAQAllocation, datacenters, hyperscalers, InP, Interconnect, Lasers, Networking, Photonics, Substrates, Transceivers
Jan 9, 2026Twitter / X@keyesmnASTS AST SpaceMobile, Inc. -- Bull NASDAQBundling, Churn, Constellation, Coverage, Roaming, Satellites, Subscribers, Telecom
Jan 9, 2026Twitter / X@MMMTwealthCRDO Credo Technology Group Holding Ltd Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAec, AI, Cables, datacenters, Ethernet, Interconnect, Optical DSP, Optics, semiconductors
Jan 9, 2026Twitter / X@ReneSellmannINPST InPost S.A. TransportationAir Freight & Logistics Bull Euronext Amsterdame-commerce, Europe, infrastructure, Last Mile Logistics, Logistics, Parcel Lockers
Jan 9, 2026Twitter / X@moninvestorALMU Aeluma, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, AR/VR, Compound Semiconductors, Defense, Optoelectronics, Quantum, robotics
Jan 9, 2026Twitter / X@aleabitoredditVLN Valens Semiconductor Ltd. Semiconductors & Semiconductor EquipmentSemiconductors Bull New York Stock ExchangeAI Semiconductors, automotive, Computer Vision, DSP, fabless, Machine vision, robotics
Jan 9, 2026Twitter / X@rk8215CPSH CPS Technologies Corp. Aerospace & DefenseAerospace & Defense Bull NASDAQArmor, data centers, Defense, Metal Matrix Composites, Nuclear, Satellites, supply chain, thermal management

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