Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 11, 2026Fund LettersMurray StahlICE Intercontinental Exchange Inc. FinancialsFinancial Exchanges Bull New York Stock Exchangecompounding, consolidation, Exchanges, scale, Tollbooth
Jan 11, 2026Fund LettersMurray StahlMIAX Miami International Holdings Inc. FinancialsFinancial Exchanges Bull New York Stock ExchangeClearing, Exchanges, infrastructure, Optionality, scale
Jan 11, 2026Fund LettersJonathan T. BloomSMIN LN Smiths Group plc IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeBreakup, conglomerate, divestment, efficiency, Margins
Jan 11, 2026Fund LettersJonathan T. BloomACN Accenture plc Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeAI, Consulting, Digitaltransformation, Partnerships, valuation
Jan 11, 2026Fund LettersJonathan T. BloomHAYW Hayward Holdings, Inc. IndustrialsBuilding Products Bull New York Stock ExchangeCyclicality, Installedbase, Margins, Pricingpower, recovery
Jan 11, 2026SubstackEveryone Hates PoetryCTM Castellum Inc TechnologyCybersecurity and Electronic Warfare Bull NYSE AmericanContract Win, cybersecurity, defense sector, Electronic Warfare, Federal Government, financial stability, Growth Opportunities, market presence, Technology Solutions
Jan 11, 2026SubstackEveryone Hates PoetryNPK National Presto Industries DefenseAmmunition Manufacturing Bull New York Stock ExchangeAmmunition, Contract Award, Defense, Defense spending, geopolitical tensions, growth potential, market dynamics, Military Supplier, U.S. Army
Jan 11, 2026SubstackEveryone Hates PoetryOPTT Ocean Power Technologies Ocean TechnologyMaritime Surveillance Bull NYSE AmericanContract Award, defense sector, growth potential, innovation, Maritime Surveillance, national security, Ocean Technology, PowerBuoy, Technological capabilities
Jan 11, 2026SubstackEveryone Hates PoetrySMXT SolarMax Technology Renewable EnergyBattery Energy Storage Systems Bull NASDAQ Stock MarketBattery Storage, Competitive Advantage, Contract Win, Energy Sector, market positioning, operational improvements, renewable energy, Revenue Growth, sustainable energy
Jan 10, 2026Twitter / X@PronkDanielMELI MercadoLibre, Inc. Broadline RetailInternet & Direct Marketing Retail Bull NASDAQadvertising, Credit, ecommerce, Fintech, LatinAmerica, Payments
Jan 10, 2026Twitter / X@BradoCapitalCSU.TO Constellation Software Inc. SoftwareApplication Software Bull TSXAcquisitions, Application Software, Canada, capital allocation, Enterprise software, Rollup, vertical software
Jan 10, 2026Twitter / X@BourbonInsiderTTD The Trade Desk, Inc. Media & EntertainmentAdvertising Bull NASDAQAdvertising Software, Connected tv, Demand Side Platform, digital media, Identity Resolution, programmatic advertising
Jan 10, 2026Twitter / X@BourbonInsiderWRD WeRide Inc. -- Bull NASDAQAbuDhabi, Adas, Autonomy, China, Dubai, Europe, Fleet, mobility, robotaxi, SaudiArabia, Singapore, Switzerland, uae
Jan 10, 2026Twitter / X@BourbonInsiderCPRT Copart, Inc. Commercial Services & SuppliesDiversified Support Services Bull NASDAQLogistics, oligopoly, Real Estate, Salvage Vehicles, Vehicle Auctions
Jan 10, 2026Twitter / X@mply_capTDG TransDigm Group Incorporated IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, Certification, Components, Ip, MRO, Pricing
Jan 10, 2026Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Foundries Bull NASDAQCustomSilicon, DefenseElectronics, QuantumComputing, RadiationHardened, Reshoring, SemiconductorFoundry, SpaceSystems, SuperconductingChips, TrustedFoundry
Jan 10, 2026Twitter / X@justfactstruthARDX Ardelyx, Inc. Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull NASDAQbiopharma, biotechnology, ESRD, Gastroenterology, Nephrology, Oraltherapy, Phosphate, Reimbursement, TDAPA, XPHOZAH
Jan 10, 2026Twitter / X@JKeynesAlphaOKLO Oklo, Inc. -- Bear New York Stock Exchangedatacenters, Grid, Nuclear, NuScale, Offtake, OKLO, Reactors, SMR, Solar, Storage, TerraPower, utilities
Jan 10, 2026Twitter / X@mottbox_RKLB Rocket Lab Corporation Aerospace & DefenseAerospace & Defense Bull NASDAQConstellations, Defense, Launch, Neutron, Orbital, Rockets, Satellites, Space Infrastructure, Spacecraft
Jan 10, 2026Twitter / X@Yeah_DaveASTI Ascent Solar Technologies, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQDrones, Oceanography, Photovoltaics, Powerbeaming, Satellites, Solar, Space, Stratosphere, ThinFilm, USVs

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