Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 23, 2026Fund LettersJeffrey EverettMP MP Materials Corp. MaterialsSpecialty Mining & Metals Bull New York Stock Exchangemagnets, materials, RareEarths, robotics, Supplychain
Jan 23, 2026Fund LettersJeffrey Everett9660 HK Horizon Robotics Information TechnologySemiconductors Bull New York Stock ExchangeAI, Autonomy, Edgecompute, robotics, semiconductors
Jan 23, 2026Fund LettersJeffrey EverettUBER Uber Technologies, Inc. IndustrialsRoad & Rail Transportation Bull New York Stock ExchangeAutonomy, Marketplaces, mobility, Platforms, robotics
Jan 23, 2026SubstackStock PursuitNVX NOVONIX Limited Energy StorageBattery Materials Bull Australian Securities Exchangebattery materials, Electric Vehicles, energy storage, market growth, NOVONIX, renewable energy, Strategic Partnerships, sustainable energy, Technology Solutions
Jan 23, 2026SubstackStock PursuitGPHOF Graphite One Inc. MiningGraphite Mining Bull OTC Markets Groupbattery production, domestic resources, Electric Vehicles, graphite mining, Graphite One, market opportunities, renewable energy, strategic materials, supply chain
Jan 23, 2026SubstackStock PursuitPLUG Plug Power Inc. Alternative EnergyHydrogen Fuel Cells Bull NASDAQ Stock Marketalternative energy, carbon emissions, clean energy, growth prospects, hydrogen fuel cells, hydrogen solutions, market leadership, Plug Power, sustainable energy
Jan 23, 2026SubstackStock PursuitFCEL FuelCell Energy, Inc. Alternative EnergyFuel Cell Technology Bull NASDAQ Stock Marketalternative energy, clean energy, Decarbonization, fuel cell technology, FuelCell Energy, growth prospects, Market expansion, renewable energy, sustainable energy
Jan 23, 2026Fund LettersKevin ToneyJNJ Johnson & Johnson Health CarePharmaceuticals Bull New York Stock Exchangedividends, earnings, healthcare, Quality, spin-off
Jan 23, 2026Fund LettersPatricia RibeiroRADICO IN Radico Khaitan Ltd. Consumer StaplesDistillers & Vintners Bull New York Stock Exchangebrands, India, Margins, premiumization, Spirits
Jan 23, 2026Fund LettersPatricia Ribeiro0700 HK Tencent Holdings Ltd. Communication ServicesInteractive Media & Services Bear New York Stock ExchangeAI investment, Gaming, Margins, Platforms, Sentiment
Jan 23, 2026Fund LettersPatricia Ribeiro1810 HK Xiaomi Corporation Consumer DiscretionaryConsumer Electronics Bear New York Stock ExchangeCompetition, EV, Execution, Margins, Smart phones
Jan 23, 2026Fund LettersPatricia Ribeiro688008 CH Montage Technology Co., Ltd. Information TechnologySemiconductors Neutral Shanghai Stock ExchangeAI, Memory interfaces, Product cycle, semiconductors, Volatility
Jan 23, 2026Fund LettersPatricia Ribeiro300308 CH Zhongji Innolight Co., Ltd. Information TechnologyCommunications Equipment Bull Shenzhen Stock Exchange5 G, AI, datacenters, growth, Optic modules
Jan 23, 2026Fund LettersPatricia Ribeiro267260 KS HD Hyundai Electric Co., Ltd. IndustrialsElectrical Equipment Bull New York Stock ExchangeAI, Electrification, infrastructure, Powergrid, Sustainability
Jan 23, 2026Fund LettersPatricia Ribeiro000660 KS SK Hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, data centers, Memory, Pricing power, Semi Conductors
Jan 23, 2026Fund LettersRajesh Gandhi6954 JP FANUC Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAutomation, growth, Industrial cycle, Reshoring, robotics
Jan 23, 2026Fund LettersRajesh GandhiROG SW Roche Holding AG Health CarePharmaceuticals Bull Swiss Exchangeearnings inflection, innovation, Oncology, pharma, pipeline
Jan 23, 2026Fund LettersRajesh Gandhi5838 JP Rakuten Bank Ltd. FinancialsRegional Banks Bull New York Stock Exchangedigital banking, financials, growth, Japan, Margins
Jan 23, 2026Fund LettersRajesh GandhiAZN LN AstraZeneca PLC Health CarePharmaceuticals Bull New York Stock ExchangeClinicaltrials, growth, pharma, pipeline, Regulation
Jan 23, 2026Fund LettersRajesh GandhiAMKR Amkor Technology Inc. Information TechnologySemiconductor Assembly & Testing Bull NASDAQAdvanced Packaging, AI, Margins, Onshoring, Semi Conductors

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