Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 8, 2026Twitter / X@guo_lin99725QBTS D-Wave Quantum Inc. SoftwareApplication Software Bull New York Stock ExchangeAnnealing, GateModel, Logistics, Optimization, Ports, Quantum, Qubits, Scheduling, Superconducting, Supplychain
Jan 8, 2026Twitter / X@InvestSpecialSOHOO Sotherly Hotels Inc Preferred (SOHOO) Hotel & Resort REITsHotel & Resort REITs Bull NASDAQbuyout, Liquidity, Lodging, Mergerarb, Preferred, REIT, Specialsituations, Spread
Jan 8, 2026Twitter / X@InvestSpecialATKR Atkore Inc. Electrical EquipmentElectrical Components & Equipment Bull New York Stock Exchangeactivist, Conduit, cost-cutting, divestitures, electrical equipment, infrastructure, M&A, private equity
Jan 8, 2026Twitter / X@nitinkinvest3560.T Hobonichi Co., Ltd. Specialty RetailOther Specialty Retail Bull Tokyo Stock ExchangeAmazon, Community, ecommerce, Japan, Paper, Planners, premiumization, retail, Scarcity, stationery, tariffs, Yen
Jan 8, 2026Twitter / X@capytalmgmt9911.HK Newborn Town Inc Interactive Media & ServicesInteractive Media & Services Bull Hong Kong Stock Exchange (HKEX)China, Dating, Gaming, Middle East, monetization, Platforms, Social, Southeast Asia, StockConnect, Streaming
Jan 8, 2026Twitter / X@ArrakisGlobalPBF PBF Energy Inc. Oil, Gas & Consumable FuelsOil & Gas Refining & Marketing Bull New York Stock ExchangeCrackspreads, Crude, Diesel, EBITDA, Importer, Margins, Mexico, refining, Throughput, Venezuela
Jan 8, 2026Twitter / X@EricJhonsaMOD Modine Manufacturing Company Building ProductsBuilding Products Bull New York Stock ExchangeAIInfrastructure, Chillers, Cooling, datacenters, FacilityEquipment, HeatDissipation, HVAC, LiquidCooling, ThermalManagement
Jan 8, 2026Twitter / X@nitinkinvestTBTG.L The Beauty Tech Group plc Household & Personal ProductsHousehold & Personal Products Bull London Stock ExchangeAtHomeBeauty, BlueLight, ConsumerTech, DermatologyDevices, Directtoconsumer, HighMargins, LaserHairRemoval, LED Therapy, RedLight
Jan 8, 2026Fund LettersMarc-Lennart BräutigamACT GR AlzChem Group AG MaterialsSpecialty Chemicals Bull XetraCapitalallocation, compounding, Margins, Pricingpower, Specialtychemicals
Jan 8, 2026Fund LettersMarc-Lennart BräutigamWOSG LN Watches of Switzerland Group Plc Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangebrands, cashflow, expansion, Luxury, retail
Jan 8, 2026Fund LettersMarc-Lennart BräutigamNA9 GR Nagarro SE Information TechnologyIT Services Bull New York Stock ExchangeEventdriven, Mna, Software, Specialsituations, valuation
Jan 8, 2026Fund LettersScott GoodwinNVDA NVIDIA Corporation Information TechnologySemiconductors Bear NASDAQCapEx, GPUs, Productcycle, scaling, semiconductors
Jan 8, 2026Fund LettersScott GoodwinSATS EchoStar Corporation Communication ServicesCable & Satellite Bull NASDAQinference, monetization, Regulation, Spectrum, Sumofparts
Jan 8, 2026Fund LettersScott GoodwinORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock Exchangecloud, Database, Financing, infrastructure, Issuance
Jan 8, 2026SubstackWinter GemsRI.PA Pernod Ricard SA BeveragesDistillers & Vintners Bull Euronext ParisAbsolut, competitive position, france, Jameson, Pernod Ricard, Spirits, Supreme Court, tariff, trade environment, US market
Jan 8, 2026SubstackWinter GemsDEO Diageo plc BeveragesDistillers & Vintners Bull London Stock Exchangecompetitive position, Diageo, Guinness, Johnnie Walker, Spirits, Supreme Court, tariff, trade environment, UK, US market
Jan 8, 2026SubstackWinter GemsNTDOY Nintendo Co., Ltd. Communication ServicesInteractive Home Entertainment Bull Over-the-Countercompetitive position, Japan, Nintendo, profitability, Supreme Court, Switch2, tariff, trade environment, US market, Video games
Jan 8, 2026SubstackWinter GemsHML.DE Hermle AG MachineryIndustrial Machinery Bull Frankfurt Stock Exchangecompetitive position, Germany, Hermle, machine tools, profitability, short-term growth, Supreme Court, tariff, trade environment, US market
Jan 8, 2026SubstackWinter GemsAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Neutral NASDAQ Stock MarketAmazon, China, Competition, e-commerce, innovation, market leadership, operating margin, Supreme Court, tariff, US market
Jan 8, 2026SubstackWinter GemsDBOXF D-Box Technologies Inc. TechnologyElectronic Equipment & Instruments Bull Over-the-Countercompetitive position, D-Box Technologies, long-term growth, Market expansion, motion systems, Supreme Court, tariff, technology, trade environment, US market

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