Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 10, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyInternet Retail Bull New York Stock ExchangeAI investment, Alibaba, buybacks, competitive resilience, e-commerce, investor expectations, management strategy, market share, quick commerce, regulatory intervention
Jan 10, 2026SubstackShareholders UniteGSI.V Gatekeeper Systems Inc. TechnologyVideo Surveillance Bull Toronto Stock ExchangeAI-assisted software, Competitive Advantage, government contracts, market growth, platform as a service, recurring revenue, regulatory mandates, strategic financing, transit safety, video surveillance
Jan 10, 2026SubstackRijnberk Invest InsightsDG Dollar General RetailDiscount Stores Bull New York Stock Exchangeconvenience, countercyclical, discount retail, Essential Products, Margin recovery, Rural Focus, store expansion, Structural Levers, traffic growth, Value Positioning
Jan 9, 2026Twitter / X@yianiszAXTI AXT, Inc. -- Bull NASDAQAllocation, datacenters, hyperscalers, InP, Interconnect, Lasers, Networking, Photonics, Substrates, Transceivers
Jan 9, 2026Twitter / X@keyesmnASTS AST SpaceMobile, Inc. -- Bull NASDAQBundling, Churn, Constellation, Coverage, Roaming, Satellites, Subscribers, Telecom
Jan 9, 2026Twitter / X@MMMTwealthCRDO Credo Technology Group Holding Ltd Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAec, AI, Cables, datacenters, Ethernet, Interconnect, Optical DSP, Optics, semiconductors
Jan 9, 2026Twitter / X@ReneSellmannINPST InPost S.A. TransportationAir Freight & Logistics Bull Euronext Amsterdame-commerce, Europe, infrastructure, Last Mile Logistics, Logistics, Parcel Lockers
Jan 9, 2026Twitter / X@moninvestorALMU Aeluma, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, AR/VR, Compound Semiconductors, Defense, Optoelectronics, Quantum, robotics
Jan 9, 2026Twitter / X@aleabitoredditVLN Valens Semiconductor Ltd. Semiconductors & Semiconductor EquipmentSemiconductors Bull New York Stock ExchangeAI Semiconductors, automotive, Computer Vision, DSP, fabless, Machine vision, robotics
Jan 9, 2026Twitter / X@rk8215CPSH CPS Technologies Corp. Aerospace & DefenseAerospace & Defense Bull NASDAQArmor, data centers, Defense, Metal Matrix Composites, Nuclear, Satellites, supply chain, thermal management
Jan 9, 2026Twitter / X@spacanpanmanBAER Bridger Aerospace Group Holdings, Inc. Commercial Services & SuppliesSecurity & Alarm Services Bull NASDAQAerial Firefighting, Air Attack, Aircraft, EBITDA, Fire Suppression, Fleet, Government Spending, Legislation, Super Scoopers, Wildfire
Jan 9, 2026Twitter / X@bobspaysubstackTOST Toast SoftwareApplication Software Bear New York Stock ExchangeApplication Software, EBITDA margins, Fintech, Payments Software, Restaurant POS, SMB Merchants, valuation, vertical software
Jan 9, 2026Twitter / X@ReneSellmannTRN Trainline plc -- Bull LSEAggregator, B2b, Disintermediation, Europe, Gross margin, marketplace, Owner Earnings, Rail Ticketing, Travel App, UK
Jan 9, 2026Twitter / X@ZeeContrarian1PLX Protalix Biotherapeutics, Inc. BiotechnologyBiotechnology Bull New York Stock Exchange Americanbiotechnology, Enzyme Replacement, Fabry, Gaucher, Gout, Israel, Orphan drugs, pipeline, rare diseases, royalties
Jan 9, 2026Fund LettersEugene NgSE Sea Limited Consumer DiscretionaryInternet Retail Bull New York Stock Exchangedigital payments, ecommerce, Fintech, Logistics, Southeast Asia
Jan 9, 2026Fund LettersChristopher TsaiTSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAI, Autonomy, EVs, Optionality, robotics
Jan 9, 2026Fund LettersChristopher TsaiQXO QXO, Inc. IndustrialsBuilding Products Distribution Bull New York Stock Exchangeconsolidation, Execution, Housing, Margins, Rollup
Jan 9, 2026Fund LettersChristopher TsaiBN CN Brookfield Corporation FinancialsAsset Management & Custody Activities Bull New York Stock ExchangeAlternatives, Capitalallocation, compounding, Fees, infrastructure
Jan 9, 2026Fund LettersChristopher TsaiAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQbuybacks, Ecosystem, innovation, Margins, services
Jan 9, 2026Fund LettersChristopher TsaiAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcloud, compounding, ecommerce, Reinvestment, scale

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