Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 6, 2026Fund LettersJayme WigginsDOM LN Domino’s Pizza Group plc Consumer DiscretionaryRestaurants Bull New York Stock Exchangedividends, Franchising, marketshare, Restaurants, valuation
Jan 6, 2026SubstackToff Cap Monday MonitorVSNT Versant MediaMedia Neutral -advertising revenues, cable outlets, Comcast, investment opportunities, market pressure, media, pay TV fees, spin-off, trading difficulties, Versant
Jan 6, 2026Pratik KodialPratik KodialCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull New York Stock Exchange19413, 21288, 21334, 21539, 36660
Jan 5, 2026Twitter / X@guo_lin99725LUNR Intuitive Machines, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQArtemis, Communications, defense contracts, Lunar Infrastructure, Nuclear Space, Power systems, Propulsion, robotics, Satellite Buses, Space Prime
Jan 5, 2026Twitter / X@pennycheckUMAC Unusual Machines, Inc. -- Bull New York Stock Exchangebacklog, Components, Defense, Drones, Fcc, FPV, M&A, NDAA, Procurement, Reshoring
Jan 5, 2026Twitter / X@jakebrowatzkePATH UiPath, Inc. SoftwareApplication Software Bull New York Stock ExchangeAI agents, ARR, Automation, Enterprise software, Orchestration, productivity, RPA, SaaS, Workflow
Jan 5, 2026Twitter / X@nitinkinvestUI Ubiquiti Inc. Communications EquipmentCommunications Equipment Bull New York Stock ExchangeEnterprise Networking, Hardware, MSPs, Networking, operating leverage, Routers, supply constraints, Switches, WiFi
Jan 5, 2026Twitter / X@MMatters22596RR Richtech Robotics Inc. Industrial Machinery & Supplies & ComponentsIndustrial Machinery Bull NASDAQAutomation, healthcare, hospitality, industrial services, Labor shortage, robotics, Service Robots
Jan 5, 2026Twitter / X@KyleAdamsStocksZETA Zeta Global Holdings Corp. SoftwareApplication Software Bull New York Stock Exchangeadvertising, analytics, Customer, Data, enterprise, Marketing, platform, SaaS, Software
Jan 5, 2026Twitter / X@YeahDrDaveSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor Equipment- Bear NASDAQCapEx, Chips, Defense, Dilution, Fab25, Foundry, Government, Integration, LegacyNodes, Margins, Pricingpower, semiconductors
Jan 5, 2026Fund LettersErin GreenfieldGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, monetization, Platforms, Search
Jan 5, 2026Fund LettersErin GreenfieldJ36 SG Jardine Matheson Holdings Ltd IndustrialsDiversified Conglomerates Bull New York Stock ExchangeAsia, Conglomerates, diversification, dividends, valuation
Jan 5, 2026Fund LettersErin GreenfieldRYAAY Ryanair Holdings plc IndustrialsAirlines Bull NASDAQAirlines, balance sheet, Low cost, market share, Travel
Jan 5, 2026Fund LettersErin GreenfieldBNR GR Brenntag SE MaterialsChemicals Distribution Bull XetraChemicals, Cyclicality, Distribution, Margins, valuation
Jan 5, 2026Fund LettersErin GreenfieldBLDR Builders FirstSource Inc IndustrialsBuilding Products Bull New York Stock ExchangeBuilding materials, consolidation, Cyclicality, Housing, Margins
Jan 5, 2026Fund LettersErin GreenfieldINTC Intel Corp Information TechnologySemiconductors Bear NASDAQcapital allocation, Competition, management, semiconductors, strategy
Jan 5, 2026Fund LettersErin GreenfieldPOW CN Power Corporation of Canada FinancialsMulti-Sector Holdings Bull New York Stock ExchangeConglomerates, dividends, Insurance, Retirement, valuation
Jan 5, 2026Fund LettersErin GreenfieldMCK McKesson Corp Health CareHealth Care Distributors Bull New York Stock Exchangecashflow, defensive, Distribution, pharmaceuticals, scale
Jan 5, 2026Fund LettersErin GreenfieldHEI GR Heidelberg Materials AG MaterialsConstruction Materials Bull XetraCapEx, Cement, Cyclicality, infrastructure, valuation
Jan 5, 2026Fund LettersJames FellowsBIO Bio-Rad Laboratories, Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangediagnostics, Governance, healthcare, lifesciences, Recurringrevenue

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