Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 13, 2025SubstackStock PursuitCRON Cronos Group CannabisCannabis Production and Distribution Bull NASDAQ Stock MarketAltria, Cannabis, Cronos Group, Federal legalization, long-term growth, PharmaCann, Regulatory landscape, Schedule III reclassification, tax benefits, US market expansion
Dec 13, 2025Twitter / X@siyulVAL Valaris Limited Energy Equipment & ServicesOil & Gas Drilling Bull New York Stock Exchangebacklog, Brazil, Dayrate, Drillship, OffshoreDrilling, Petrobras, Shell, Utilization
Dec 13, 2025Twitter / X@SuburbanDroneFFTY Innovator IBD 50 ETF -- Bear New York Stock Exchange ArcaCPI, Distribution, ETF, Jobs, Micron, MidCap, Momentum, NASDAQ, Technicals, VIX
Dec 12, 2025Twitter / X@BidBird10EQR EQ Resources Limited Metals & MiningOther Industrial Metals & Mining Bull Australian Stock ExchangeAustralia, Concentrate, CriticalMinerals, MarginSafety, Mining, Offtake, Operations, Smallcaps, Spain, Tungsten
Dec 12, 2025Twitter / X@FuzzyPandaShortNUAI New Era Energy & Digital, Inc. -- Bear NASDAQdatacenter, Dilution, Gas, Governance, Helium, Power, Promotion, RelatedParty, ShortSeller, SPAC
Dec 12, 2025Twitter / X@ToffCapDBRG DigitalBridge Group, Inc. Capital MarketsAsset Management & Custody Banks Bull New York Stock ExchangeAssetmanagement, datacenters, DigitalInfrastructure, M&A, Multiples, Rumors, Softbank, Takeout, Towers, valuation
Dec 12, 2025Twitter / X@Zerosumgame33CLMT Calumet, Inc. Oil, Gas & Consumable FuelsOil & Gas Refining & Marketing Bull NASDAQdeleveraging, Doe, leverage, Options, refining, RenewableDiesel, SAF, synergies, TakeOrPay, warrants
Dec 12, 2025Twitter / X@OddDiligenceBRR ProCap Financial FinancialsBanking Bear NASDAQApproximate, Approximate Price, Approximately, Bitcoin, Bitcoin Approximate, Crypto, Photonics, Transactions
Dec 12, 2025Twitter / X@KyleAdamsStocksPPIH Perma-Pipe International Holdings, Inc. IndustrialsBuilding Products & Equipment Bull NASDAQbacklog, energy, energy infrastructure, Fiscal, Ppih, Projects, Upside Upside, Which
Dec 12, 2025Twitter / X@blondesnmoneyASIC Alpha Specialty Insurance Group FinancialsInsurance Bull New York Stock ExchangeAsic, Chunk, investment portfolio, KNSL, portfolio, Reserve, Small Float, underwriting
Dec 12, 2025SubstackCompound and FireKPG.AX Kelly Partners Group Accounting ServicesAccounting Services Bull Australian Securities Exchangeaccounting network, discounted cash flow, global expansion, intrinsic value, Kelly Partners Group, margin of safety, organic growth, Partner-Owner-Driver model, quality compounder, strategic acquisitions
Dec 12, 2025SubstackCoughlin CapitalRACE Ferrari N.V. Luxury AutomobilesLuxury Automobiles Bull New York Stock ExchangeBrand Equity, Capital Markets Day, China exposure, Electric Vehicles, Ferrari, luxury automobiles, luxury demand risk, Multiple compression, Scarcity, stock buybacks
Dec 11, 2025SubstackSpecial Situations Global Equities4441.T Tobila Systems Inc. SoftwareSecurity / Telecommunications Bull Tokyo Stock ExchangeB2b, Digital transformation, Fraud prevention, growth, Japan, recurring revenue, SaaS, Security, telecommunications, valuation
Dec 11, 2025Twitter / X@KairosPraxisTVK.TO TerraVest Industries Inc. MachineryIndustrial Machinery Bull Toronto Stock ExchangeAcquisitions, cashflow, compounder, construction, HVAC, IndustrialMachinery, infrastructure, Tanks, tariffs, WaterManagement
Dec 11, 2025Twitter / X@nitinkinvestTAC TransAlta Corporation Independent Power and Renewable Electricity ProducersIndependent Power Producers & Energy Traders Bull New York Stock ExchangeAlberta, Capacity, datacenters, Gas, Grid, hyperscalers, Interconnection, Microsoft, Ontario, Permitting, utilities
Dec 11, 2025Twitter / X@OilandGasInvestRZL RZOLV Technologies Inc. ChemicalsCommodity Chemicals Bull TSX Venture Exchange (TSXV)Cyanide, Gold, Hydrometallurgy, Leaching, Oxide, Permitting, Reagent, Smelting, Sulphide, Tailings
Dec 11, 2025Twitter / X@MattJMcClintockRH RH, Inc. Consumer DiscretionaryHome Furnishings Retail Bull New York Stock ExchangeChannel, Channel Check, Chart, Get One, Homebuilders, People, Promo, Tables
Dec 11, 2025Twitter / X@SixSigmaCapitalHOOD Robinhood Markets, Inc. FinancialsInvestment Banking & Brokerage Bear NASDAQCrypto, Down, Down Mom, HOOD, Interest, Mom, Net Interest, Options
Dec 11, 2025SubstackKairos ResearchQXO QXO Building Materials DistributionRoofing Supply Distribution Bull NASDAQ Stock MarketAcquisitions, Brad Jacobs, Building Materials Distribution, EBITDA margins, procurement optimization, Roll-up Strategy, roofing supply, shareholder value, speculative investment, technology integration
Dec 11, 2025SubstackUzo CapitalRELY Remitly Financial ServicesDigital Remittances Bull NASDAQ Stock Marketcustomer retention, Digital remittances, Free Cash Flow, growth strategy, Legislative Impact, LTV/CAC Ratio, Market Fragmentation, Share Buybacks, shareholder value, valuation discount

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