Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 26, 2026Fund LettersScott LaBrecheGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bear NASDAQadvertising, AI, cloud, profitability, Search
Jan 26, 2026Fund LettersScott LaBrecheZTS Zoetis Inc. Health CarePharmaceuticals Bear New York Stock ExchangeAnimal Health, Competition, earnings visibility, pharmaceuticals, pipeline
Jan 26, 2026Fund LettersScott LaBrecheORCL Oracle Corp. Information TechnologySystems Software Bear New York Stock ExchangeAI infrastructure, CapEx, cloud, debt, Enterprise software
Jan 26, 2026Fund LettersScott LaBrecheMRK Merck & Co. Inc. Health CarePharmaceuticals Bull New York Stock ExchangeImmunology, Oncology, pharmaceuticals, pipeline, resilience
Jan 26, 2026Fund LettersScott LaBrecheAMD Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, GPUs, hyperscalers, semiconductors
Jan 26, 2026Fund LettersScott LaBrecheLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeGLP-1, Healthcare Access, Obesity, pharmaceuticals, Policy
Jan 26, 2026Fund LettersNelson WuPTON Peloton Interactive, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQFitness, Freecashflow, Refinancing, Subscriptions, turnaround
Jan 26, 2026Fund LettersNelson WuOXY Occidental Petroleum Corporation EnergyOil & Gas Exploration & Production Bull New York Stock ExchangeBalance_Sheet, consolidation, Freecashflow, Mna, oil
Jan 26, 2026SubstackScalpavelliMHGU Meritage Hospitality Group Inc. Consumer DiscretionaryRestaurants Bull United States Stock Exchangedebt default, financial recovery, long-term investment, Meritage Hospitality Group, microcap stock, operational challenges, restaurant industry, tax-loss selling, turnaround story, Wendy's franchisee
Jan 26, 2026SubstackTriples InvestingROK ROK Resources Inc. EnergyOil & Gas Exploration & Production Neutral Toronto Stock Exchangedeal uncertainty, financing challenges, going-private transaction, lithium asset spinoff, market conditions, microcap oil company, premium offer, reserves valuation
Jan 26, 2026SubstackTriples InvestingASPI ASP Isotopes Inc. MaterialsSpecialty Chemicals Bull NASDAQ Stock Marketenriched isotopes, helium production, medical isotopes, modular facility design, Quantum Leap Energy, semiconductors, spin-off, Trump network
Jan 26, 2026SubstackTriples InvestingJMIA Jumia Technologies AG Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAfrica, cash-on-delivery, direct supplier relationships, e-commerce, market growth, pickup stations, profitability target, strategic pivot
Jan 26, 2026SubstackTriples InvestingDDI DoubleDown Interactive Co., Ltd. Consumer DiscretionaryCasinos & Gaming Neutral NASDAQ Stock MarketEBITDA, litigation risk, net cash position, regulatory challenges, shareholder exit, Sin Stock, social casino gaming, virtual currency
Jan 26, 2026SubstackTriples InvestingYY JOYY Inc. TechnologyInteractive Media & Services Bull NASDAQ Stock Marketadvertising technology, asset-light business, China regulatory risk, livestreaming, market re-rating, net cash position, Share Buybacks, Undervalued Stock
Jan 25, 2026Twitter / X@johhnyWalkerAZPOET POET Technologies Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQ1.6T, AIInfrastructure, datacenter, Lasers, OpticalInterposer, Packaging, Photonics, semiconductors, WaferLevel
Jan 25, 2026Twitter / X@Miroslavtepnek1LODE Comstock Inc. Commercial Services & SuppliesEnvironmental & Facilities Services Bull New York Stock ExchangeAssetBacked, Biofuels, CircularEconomy, EnvironmentalServices, SilverRecovery, SolarRecycling
Jan 25, 2026Twitter / X@aleabitoredditWOLF Wolfspeed, Inc. SemiconductorsSemiconductors Bear New York Stock ExchangeAIHardware, Chipsact, Convertibles, Dilution, Foundry, Interposers, SiliconCarbide, Wafers
Jan 25, 2026SubstackSleepy SolINTC Intel Corporation SemiconductorsIntegrated Circuits Bull Nasdaq Stock MarketApple, CPU shortage, Google, Intel, market volatility, NVIDIA, options market, semiconductors, Softbank, Strategic Partnerships
Jan 25, 2026SubstackThe MikrokapEVC Entravision Communications Corporation MediaBroadcasting Bull New York Stock Exchangeadtech, broadcasting, capital allocation, enterprise value, Entravision, growth driver, Michael Christenson, shareholder alignment, Smadex, Spanish-language media
Jan 24, 2026Twitter / X@Arya__DenizINTC Intel Corporation Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, Chips, CPUs, datacenter, Foundry, Geopolitics, Hedge, manufacturing, semiconductors, Taiwan, turnaround, X86

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