Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 20, 2025Twitter / X@mply_capBN Brookfield Corporation Capital MarketsAsset Management & Custody Banks Bull New York Stock ExchangeCanada, Dams, data centers, Electricity, Hydropower, Leases, Nuclear, Permitting, Power, TakeOrPay
Dec 20, 2025Twitter / X@AwareWealthNBIS Nebius Group N.V. -- Bull NASDAQAI, ClickHouse, cloud, Cooling, data centers, Finland, GPUs, META, Microsoft, NVIDIA, robotics
Dec 20, 2025Twitter / X@TheValueistLUNR Intuitive Machines, Inc. Aerospace & DefenseAerospace & Defense Neutral NASDAQacquisition, Contracts, Governance, infrastructure, Integration, manufacturing, NASA, Satellites, services, Space
Dec 20, 2025Twitter / X@MMatters22596SMR NuScale Power Corporation UtilitiesElectric Utilities Bull New York Stock ExchangeDecarbonization, Electricity, energy infrastructure, Light-Water Reactor, Modular Power, Nuclear, Small Modular Reactor, utilities
Dec 20, 2025Twitter / X@TheValueistNVMI Nova Ltd. Semiconductors & Semiconductor EquipmentSemiconductor Equipment Bull NASDAQAdvancedpackaging, AIChips, GateAllAround, HBM, Israel, Metrology, ProcessControl, SemiconductorEquipment, ThinFilm
Dec 20, 2025Twitter / X@TheValueistASTS AST SpaceMobile Wireless Telecommunication ServicesWireless Telecommunication Services Neutral NASDAQantennas, broadband, Connectivity, Dilution, Launches, Satellites, Smartphones, Spectrum, Starlink, Telecom, Verizon, Vodafone
Dec 20, 2025Twitter / X@TheValueistRKLB Rocket Lab USA, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQDefenseContracts, Launch, LEO, manufacturing, Missiles, Reusability, Satellites, Sensors, SpaceSystems, Verticalintegration
Dec 20, 2025Twitter / X@TheValueistNVMI Nova Ltd. Semiconductors & Semiconductor EquipmentSemiconductor Materials & Equipment Bull NASDAQChina, Convertibles, DRAM, GAA, HBM, Metrology, Packaging, ProcessControl, Raman, Scatterometry, services, Spectroscopy, ThinFilm, WFE, yield
Dec 20, 2025Twitter / X@JKeynesAlphaTEM Tempus AI, Inc. Health Care TechnologyHealth Care Technology Bull NASDAQAIInfrastructure, ClinicalData, diagnostics, Genomics, HealthData, Oncology, PrecisionMedicine, PredictiveMedicine, RealWorldEvidence
Dec 20, 2025Twitter / X@ArmsGarrettMOH Molina Healthcare, Inc. Health Care Providers & ServicesManaged Health Care Bull New York Stock ExchangeActuarial, buybacks, GovernmentPrograms, Healthinsurance, HMOs, Managedcare, Medicaid, MLR, Redetermination, Reimbursement
Dec 20, 2025Twitter / X@TheValueistKLAC KLA Corporation Semiconductors & Semiconductor EquipmentSemiconductor Materials & Equipment Bull NASDAQAI, annuity, China, ExportControls, HBM, Inspection, Metrology, Packaging, semiconductors, services, yield
Dec 20, 2025SubstackThe Finance CornerSNAP Snap Inc. Social MediaSocial Media Bull New York Stock ExchangeFair value, high-margin, market cap, Memories Storage Plans, META, recurring revenue, Snap Inc., social media, storage costs, user monetization
Dec 19, 2025SubstackSpecial Situations Global Equities4441.T Tobila Systems Inc. TechnologyTelecommunications Equipment Bull Tokyo Stock ExchangeAccounting Discrepancy, Free Cash Flow, Growth Engine, Japanese Telecommunications, NTT East/West, SaaS in a Box, Tobila Systems, TobilaPhone Biz, Upfront Payment Model, valuation gap
Dec 19, 2025Twitter / X@realrosecelineGPN Global Payments Inc. Information TechnologyApplication Software Bull New York Stock ExchangeCapitalallocation, Fintech, Freecashflow, Issuing, MerchantAcquiring, NYSE, Payments, Processing, Software
Dec 19, 2025Twitter / X@wallstengineRBRK Rubrik, Inc. Software & ServicesApplication Software Bull New York Stock ExchangeARR, Backup, cloud, cybersecurity, DataProtection, EnterpriseSoftware, FCF, Ransomware, SaaS
Dec 19, 2025Twitter / X@makingmoneynow1ADUR Aduro Clean Technologies Inc. -- Bull NASDAQCleanTech, DemonstrationPlant, Plastics, Pyrolysis, Recycling
Dec 19, 2025Twitter / X@WisemanCapRBRK Rubrik, Inc. Software & ServicesApplication Software Bull New York Stock ExchangeBackup, cloud, cybersecurity, DataProtection, Ransomware, SaaS
Dec 19, 2025Twitter / X@DeepIceValueUNH UnitedHealth Group Incorporated Health Care Providers & ServicesManaged Health Care Neutral New York Stock ExchangeContracts, healthcare, Optum, Pbm, Pharmacy, Reimbursement, Transparency
Dec 19, 2025Twitter / X@convexitittiesHYDTF Hydreight Technologies Inc. -- Bull OTCMKTSAOV, Canada, Fulfillment, Licenses, Margins, marketplace, Onboarding, Orders, telehealth
Dec 19, 2025Twitter / X@A_May_MDHIMS Hims & Hers Health, Inc. Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bear New York Stock ExchangeChronicCare, CompoundDrugs, Digitalhealth, Glp1, HealthcareServices, telehealth, telemedicine

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