Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2025SubstackMonopolistic InvestorMSFT Microsoft Corporation TechnologySoftware Neutral NASDAQ Stock MarketAI infrastructure, CapEx, data centers, FTC investigation, Microsoft, Nvidia GPUs, regulatory challenges, Software dominance, Teams bundling, Xbox sales
Dec 31, 2025SubstackMonopolistic InvestorDUOL Duolingo, Inc. EducationEducational Technology Bull NASDAQ Stock MarketAI-first approach, Chess and PVP, Duolingo, Duolingo Music, Language learning, LinkedIn integration, NextBeat acquisition, Public backlash, R&D investment, user engagement
Dec 31, 2025SubstackMonopolistic InvestorASML ASML Holding N.V. SemiconductorsSemiconductor Equipment & Materials Bull NASDAQ Stock MarketASML, capital allocation, China sales, High-NA machines, Intel, R&D investment, semiconductors, supply chain, technological leadership, TSMC
Dec 30, 2025Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Manufacturing Bull NASDAQdefense electronics, Onshoring, Quantum Hardware, Quantum Manufacturing, semiconductor foundry, specialty semiconductors, Trusted Foundry
Dec 30, 2025Twitter / X@finance_schmidtAP Ampco-Pittsburgh Corporation -- Bull -Asbestos, Castings, deleveraging, Forging, HeatExchangers, Nuclear, Pumps, Rolls, Shipbuilding, Slovenia, Steel, Sweden, tariffs, UK
Dec 30, 2025Twitter / X@wallstengineDECK Deckers Outdoor Corporation Textiles, Apparel & Luxury GoodsFootwear Bull New York Stock ExchangeAthletic, Awareness, Branding, Footwear, growth, Hoka, International, retail, Running, Survey
Dec 30, 2025Twitter / X@investingbyGenZPYPL PayPal Holdings, Inc. Financial ServicesTransaction & Payment Processing Services Bull NASDAQadvertising, buybacks, cashflow, Checkout, Eps, Payments, Sharecount, Venmo, Wallet
Dec 30, 2025Twitter / X@FundasyInvestorFOUR Shift4 Payments, Inc. Financial ServicesData Processing & Outsourced Services Bull New York Stock ExchangeAccounting, Acquisitions, Amortization, buybacks, EBITDA, leverage, Merchants, Payments, Processing, Terminals
Dec 30, 2025Twitter / X@jukan05ASML ASML Holding N.V. Semiconductors & Semiconductor EquipmentSemiconductor Equipment Bull NASDAQAWS, Broadcom, EMIB, Euv, Foundry, Intel, Lithography, Netherlands, NVIDIA, Packaging, semiconductors
Dec 30, 2025Twitter / X@UpdateNuclearCCJ Cameco Corporation -- Bull New York Stock ExchangeCanada, Contracts, Conversion, Enrichment, HALEU, Reactors, uranium, utilities, Westinghouse
Dec 30, 2025Twitter / X@guo_lin99725LUNR Intuitive Machines, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQDefense, GEO, Lunar, manufacturing, NASA, NSNS, Satellites, SDA, Spacecraft, SpaceEconomy, Verticalintegration
Dec 30, 2025Twitter / X@TheValueistCSCO Cisco Systems, Inc. Technology Hardware, Storage & PeripheralsCommunications Equipment Neutral NASDAQCampus, datacenters, Ethernet, hyperscalers, Networking, observability, Optics, Routing, Security, Silicon, Splunk, Switching, Telemetry
Dec 30, 2025Twitter / X@nataninvestingMNDY monday.com Ltd. SoftwareApplication Software Bull NASDAQAI, Automation, Collaboration, Israel, Retention, SaaS, Switching, valuation, Workflow, WorkOS
Dec 30, 2025Twitter / X@GarpandChillDAC Danaos Corporation Marine TransportationMarine Transportation Bull New York Stock Exchangebuybacks, Charters, Containerships, deleveraging, dividends, Drybulk, Leasing, Oversupply, Shipping, Steel
Dec 30, 2025Twitter / X@david_katunaricLDB.MI Lindbergh S.p.A. -- Bull -compounding, COST, earnings, Ebit, EVEBIT, Founder, Japan, Margins, Microcaps, valuation
Dec 30, 2025Twitter / X@aleabitoredditNBIS Nebius Group N.V. -- Bull NASDAQClickHouse, Colocation, Convertibles, datacenters, Dilution, Electricity, Finland, hyperscalers, Neoclouds, Photonics, robotaxis
Dec 30, 2025Twitter / X@weary_centurionJD JD.com, Inc. Consumer Discretionary Distribution & RetailInternet & Direct Marketing Retail Bull NASDAQbuybacks, cash, China, dividends, ecommerce, Logistics, retail, Value
Dec 30, 2025Twitter / X@ACapitalLPTDS Telephone and Data Systems, Inc. Diversified Telecommunication ServicesIntegrated Telecommunication Services Bull New York Stock Exchangedividend, Fiber, infrastructure, Leases, monetization, restructuring, Simplification, Spectrum, Telecom, Towers
Dec 30, 2025Twitter / X@RihardJarcMETA Meta Platforms, Inc. Media & EntertainmentInteractive Media & Services Bull NASDAQAgents, Automation, Compute, infrastructure, Manus, Messaging, Orchestration, Sandboxing, Smartglasses, WhatsApp
Dec 30, 2025SubstackBrad Munchen6752.T Panasonic Holdings Corporation Consumer ElectronicsElectronic Components Bear Tokyo Stock Exchange4680 line, battery production, client dependence, Kansas plant, market dynamics, operational risks, Panasonic, profit decline, short opportunity, Tesla

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