Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 6, 2026SubstackToff Cap Monday MonitorVSNT Versant MediaCable Networks Neutral NASDAQ Stock Marketadvertising revenues, cable networks, Comcast, investment opportunity, media industry, pay TV fees, spin-off, trading pressure, Versant
Jan 6, 2026Twitter / X@mottbox_RKLB Rocket Lab Corporation Aerospace & DefenseAerospace & Defense Bull NASDAQacquisition, Amplifiers, antennas, Defense, Encryption, Ka-band, Lasercom, Launch, LEO, Modems, Phased-Array, Propulsion, Satellites, SDA, Space, Thrusters, Verticalization
Jan 6, 2026Twitter / X@guo_lin99725IONQ IonQ, Inc. -- Bull New York Stock ExchangeDefense, Foundries, GateFidelity, IonTraps, Lasers, OxfordIonics, Quantum, QuantumComputing, Qubits, UK
Jan 6, 2026Twitter / X@finphysnerdAVTB AVTECH Sweden AB SoftwareApplication Software Bull NASDAQ StockholmAirline Efficiency, Aviation Software, Emissions Reduction, Europe, Fuel Optimization, vertical software
Jan 6, 2026Twitter / X@aleabitoredditAIRO AIRO Group Holdings Aerospace & DefenseAerospace & Defense Bull NASDAQAerospace Platforms, Defense Manufacturing, Drones, ISR, Military Procurement, NATO, Ukraine, Unmanned systems
Jan 6, 2026Twitter / X@guo_lin99725OKLO Oklo Inc. -- Bull New York Stock ExchangeCommodities, Enrichment, Geopolitics, Inventory, Mining, Reactors, SMR, Supplychain, TRISO, uranium
Jan 6, 2026Twitter / X@investinglucBBAI BigBear.ai Holdings, Inc. SoftwareApplication Software Bull New York Stock ExchangeAgentic AI, Artificial Intelligence, Data Analytics, Defense Software, Defense spending, generative AI, government contracts, national security, Secure AI, technical breakout
Jan 6, 2026Twitter / X@makingmoneynow1ADUR Aduro Clean Technologies, Inc. MaterialsSpecialty Chemicals Bull NASDAQBitumen Upgrading, chemical recycling, Circular economy, clean technology, Plastic Waste, Platform Technology, Pyrolysis, renewables, specialty chemicals, waste management
Jan 6, 2026Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQdefense electronics, Domestic Manufacturing, Fab Capacity, national security, Quantum Computing, Radiation Hardened, Reshoring, semiconductors, Space Hardware, Trusted Foundry
Jan 6, 2026Twitter / X@thexcapitalistOSCR Oscar Health, Inc. -- Bull New York Stock ExchangeAca, Exchanges, health insurance, managed care, Medical Loss Ratio, Membership, Pricing, profitability, underwriting
Jan 6, 2026Twitter / X@FedexSTiMELI MercadoLibre, Inc. Broadline RetailInternet & Direct Marketing Retail Bull NASDAQDigital Wallets, Dollarization, e-commerce, Fintech, Informal Economy, LatAm, Logistics, Option Value, Payments, Venezuela
Jan 6, 2026Twitter / X@weary_centurionJD JD.com, Inc. Broadline RetailBroadline Retail Bull NASDAQChina, e-commerce, food delivery, grocery, Logistics, marketplace, operating leverage, retail, supply chain
Jan 6, 2026Twitter / X@blondesnmoneyPSIX Power Solutions International, Inc. Electrical EquipmentHeavy Electrical Equipment Bull NASDAQAI, China, datacenters, earnings, Engines, Generators, Gensets, Microgrids, natural gas, Power, Weichai
Jan 6, 2026Twitter / X@macaronicapitalUBER Uber Technologies, Inc. Ground TransportationPassenger Ground Transportation Bull New York Stock ExchangeAsia, Autonomy, BYD, Hyundai, mobility, NVIDIA, Ridesharing, robotaxi, Toyota, Waymo
Jan 6, 2026Fund LettersJesse Flores2423 HK KE Holdings Inc. Real EstateReal Estate Services Bear New York Stock ExchangeAI, China, efficiency, Margins, realestate
Jan 6, 2026Fund LettersJesse FloresSE Sea Limited Communication ServicesInternet Services & Infrastructure Bear New York Stock ExchangeCompetition, ecommerce, growth, Logistics, Margins
Jan 6, 2026Fund LettersJesse FloresTEMN SW Temenos AG Information TechnologyApplication Software Bull Swiss Exchangebanking, guidance, Pipelines, rerating, Software
Jan 6, 2026Fund LettersJesse Flores6954 JP Fanuc Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAI, Automation, Reshoring, robotics, Utilization
Jan 6, 2026Fund LettersJesse Flores2269 HK WuXi Biologics Inc. Health CareLife Sciences Tools & Services Bear New York Stock Exchangebiologics, CapEx, Orders, valuation, Volatility
Jan 6, 2026Fund LettersJesse Flores2423 HK KE Holdings Inc. Real EstateReal Estate Services Bear New York Stock ExchangeAI, China, efficiency, Margins, realestate

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: