Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 10, 2026Fund LettersTourlite Capital Management- FTAI Infrastructure ConglomeratesTransportation Infrastructure Bull NASDAQasset monetization, Delaware River, Energy Transfer, infrastructure, NGL, Rail, Repauno, Sum-of-parts, Transtar, Value
May 10, 2026Fund LettersTourlite Capital ManagementFTAI FTAI Aviation Aerospace & DefenseAerospace & Defense Bull NASDAQAerospace, aftermarket, Aviation, CFM56, Joint venture, market share, MRE, Power generation, Strategic Capital, Supply Constrained
May 10, 2026Fund LettersTourlite Capital ManagementAERO.SW Montana Aerospace Aerospace & DefenseAerospace & Defense Bull Swiss ExchangeAerospace, Aerostructures, Airbus, Boeing, dual listing, EBITDA multiple, operating leverage, Switzerland, undervalued, Value
May 10, 2026SubstackModern Value InvestingWW Weightwatchers Health and WellnessWeight Management Bull NASDAQ Stock Marketbehavioral decline, capital allocation, clinical subscriptions, debt buyback, health and wellness, marketing strategy, Med+ awareness, revenue mix shift, Wegovy pill launch, WeightWatchers
May 10, 2026SubstackAlpha Seeker 84CRWV CoreWeave TechnologyCloud Computing Bull NASDAQ Stock MarketAI cloud platform, backlog, execution risk, GAAP losses, Inference Demand, interest expense, investment-grade financing, NVIDIA investment, Pricing power, Structural Advantage
May 10, 2026SubstackAlpha Seeker 84DDOG Datadog, Inc. Information TechnologyApplication Software Bull NASDAQ Stock MarketAI demand, conservative guidance, Datadog, financial stability, hyperscaler AI training, multi-year deals, non-AI customer growth, observability solutions, Revenue Growth, total addressable market
May 10, 2026SubstackEveryone Hates PoetryPEW GrabAGun.com RetailE-commerce Bull New York Stock Exchangecapital allocation, deep value, direct-to-consumer, firearms e-commerce, GrabAGun.com, high-margin potential, industry outgrowth, PEW Logistics, structural share gainer, tech stack
May 10, 2026SubstackModern Value Investing000660.KS SK Hynix SemiconductorsMemory Chips Bull Korea ExchangeAI GPUs, customization, earnings growth, HBM, market leadership, memory chips, NVIDIA, Pricing power, semiconductors, SK Hynix
May 10, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI Computing, Alibaba, cloud, e-commerce, Investment cycle, margin compression, Pricing Strategy, quick commerce, Revenue Growth, technology
May 9, 2026SubstackStock PursuitFRVO Fervo Energy EnergyGeothermal Energy Bull Nasdaq Stock Marketclean energy, data centers, energy transition, Enhanced Geothermal Systems, Fiber Optic Sensing, Geothermal Power, horizontal drilling, IPO, Power Purchase Agreements, sustainable energy
May 9, 2026SubstackRijnberk Invest InsightsUBER Uber Technologies Inc. TechnologyRide-Hailing & Delivery Services Bull New York Stock Exchangeautonomous vehicles, Delivery Services, Free Cash Flow, growth metrics, long-term investment, Market expansion, network effects, operational efficiency, ride-hailing, valuation
May 8, 2026Fund LettersTCW Concentrated Large Cap Growth FundPLTR Palantir Technologies Inc. Software - InfrastructureApplication Software Bull New York Stock ExchangeAI platform, analytics, Data-integration, Defense, Enterprise software, Government, Ontology, workflow automation
May 8, 2026Fund LettersTCW Concentrated Large Cap Growth FundMCK McKesson Corporation Medical DistributionHealth Care Distributors Bull New York Stock Exchangecapital allocation, Drug Distribution, Healthcare Distribution, Healthcare IT, network effects, oligopoly, pharmaceuticals
May 8, 2026Fund LettersTCW Concentrated Large Cap Growth FundETN Eaton Corporation plc Specialty Industrial MachineryElectrical Components & Equipment Bull New York Stock ExchangeCooling Systems, datacenters, electrical equipment, Industrial Equipment, infrastructure, Megaprojects, Power management
May 8, 2026Fund LettersTCW Concentrated Large Cap Growth FundASML ASML Holding N.V. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQChip Manufacturing, Euv, Foundry, Lithography, Memory, Netherlands, semiconductor equipment, TSMC
May 8, 2026Fund LettersTCW Concentrated Large Cap Growth FundBSX Boston Scientific Corporation Medical DevicesHealth Care Equipment Bull New York Stock Exchangecardiovascular, Clinical trials, Electrophysiology, Healthcare Equipment, Interventional Medicine, Medical devices, Watchman
May 8, 2026Fund LettersTCW Concentrated Large Cap Growth FundNOW ServiceNow, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI, Cloud computing, Digital transformation, Enterprise software, SaaS, subscription model, workflow automation
May 8, 2026SubstackAlpha Seeker 84CORZ CoreWeave TechnologyData Center Infrastructure Neutral Nasdaq Stock MarketAI infrastructure, capital deployment, construction advantage, CoreWeave, Customer Diversification, data center, hyperscaler contracts, margin upgrade, negotiating leverage, project bond
May 8, 2026SubstackAlpha Seeker 84DOCN DigitalOcean Holdings, Inc. TechnologyCloud Computing Bull New York Stock ExchangeAI Customer ARR, AI-native cloud, Cloud computing, data center capacity, DigitalOcean, infrastructure, large customer ARR, Pricing power, Revenue Growth, valuation
May 7, 2026Fund LettersMindset Value FundGRUSF Grown Rogue Drug Manufacturers - Specialty & GenericAgricultural Products Bull Dubai Financial MarketAgricultural Products, Cannabis, Capacity utilization, Cultivation, Equity, Multi-State, Oregon, Value

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