Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 9, 2026Fund LettersGeorge HadjiaADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI, Retention, Software, valuation, Workflows
Jan 9, 2026Fund LettersGeorge HadjiaPAR PAR Technology Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, Catalysts, platform, POS, Restauranttech
Jan 9, 2026Fund LettersGeorge HadjiaASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, CapEx, Euv, Monopoly, semiconductors
Jan 9, 2026Fund LettersTerry SmithINTU Intuit Inc Information TechnologyApplication Software Bull NASDAQAcquisitions, Discipline, Integration, rerating, Software
Jan 9, 2026Fund LettersTerry SmithEL FP EssilorLuxottica SA Health CareHealth Care Equipment Bull Euronext Stock ExchangeEyewear, innovation, Myopia, Penetration, Smartglasses
Jan 9, 2026Fund LettersTerry SmithPEP PepsiCo Inc Consumer StaplesPackaged Foods & Meats Bear NASDAQConsumption, Glp1, headwinds, Snacking, Weightloss
Jan 9, 2026Fund LettersTerry SmithNVO Novo Nordisk A/S Health CarePharmaceuticals Bear NASDAQGenerics, Glp1, management, Obesity, Repricing
Jan 9, 2026Fund LettersDavid RidlandCPG LN Compass Group plc Consumer DiscretionaryRestaurants Bull New York Stock Exchangecashflow, Contracts, Outsourcing, Retention, scale, services
Jan 9, 2026Fund LettersDavid RidlandDGE LN Diageo plc Consumer StaplesDistillers & Vintners Bull New York Stock Exchangebrands, Costdiscipline, Cycles, Margins, premiumization, Pricingpower
Jan 9, 2026Fund LettersDavid RidlandBATS LN British American Tobacco p.l.c. Consumer StaplesTobacco Bull New York Stock Exchangecashflow, Defensives, Nicotine, Pricingpower, Regulation
Jan 9, 2026Fund LettersJames HayDKSH MK DKSH Holdings (Malaysia) Berhad Consumer StaplesConsumer Staples Distribution Bull Bolsas y Mercados Españoles (Madrid)cashflow, Distributor, Governance, takeover, undervaluation
Jan 9, 2026SubstackTriples InvestingFNMAT Fannie Mae Financial ServicesMortgage Finance Bull Over-the-Countercapital requirements, Conservatorship, dividends, Fannie mae, financial crisis, IPO, mortgage finance, preferred stock, Privatization, Trump administration
Jan 9, 2026SubstackMonopolistic InvestorPLTR Palantir Technologies Inc. SoftwareData Analytics Bear New York Stock Exchangecommercial growth, Data Analytics, Free Cash Flow, government contracts, Overvaluation, Palantir, Software Monopoly, stock-based compensation, switching costs, valuation
Jan 9, 2026SubstackShareholders UniteHYDTF Hydreight Technologies HealthcareTelehealth Bull Over-the-Counterhealthcare ecosystem, Hydreight Technologies, medical weight loss, NASDAQ uplisting, profitability, STI testing, strategic acquisitions, telehealth, vertical integration, VSDHOne platform
Jan 8, 2026Twitter / X@hamidsMU Micron Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, data centers, DRAM, Memory, Nand, semiconductors, Storage
Jan 8, 2026Twitter / X@svane_christianCURI CuriosityStream Inc. MediaBroadcasting Bull NASDAQAI data, Content, hyperscalers, Licensing, Streaming, Training, Video
Jan 8, 2026Twitter / X@stock_logging5314.TW Myson Century, Inc. Aerospace & DefenseAerospace & Defense Bull Taiwan Stock ExchangeAI, Defense, Drones, manufacturing, supply chain, Surveillance, Taiwan, UAV
Jan 8, 2026Twitter / X@makingmoneynow1ADUR Aduro Clean Technologies Inc. ChemicalsSpecialty Chemicals Bull TSXVAdvanced Recycling, Hydrothermal, Mexico, Plastics, Recycling, separation, Sustainability, waste
Jan 8, 2026Twitter / X@RKLBManRDW Redwire Corporation Aerospace & DefenseAerospace & Defense Bear New York Stock ExchangeArrays, backlog, Dilution, Drones, manufacturing, Printing, Satellites, Solar, Space, UAS
Jan 8, 2026Twitter / X@ManuInvestsMA Mastercard Incorporated Financial ServicesTransaction & Payment Processing Services Bull New York Stock ExchangeCashless, Commerce, Crossborder, duopoly, Fraud, inflation, International, network, Payments, Tokenization

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