Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 9, 2026Fund LettersJames HayDKSH MK DKSH Holdings (Malaysia) Berhad Consumer StaplesConsumer Staples Distribution Bull Bolsas y Mercados Españoles (Madrid)cashflow, Distributor, Governance, takeover, undervaluation
Jan 9, 2026SubstackTriples InvestingFNMAT Fannie Mae Financial ServicesMortgage Finance Bull Over-the-Countercapital requirements, Conservatorship, dividends, Fannie mae, financial crisis, IPO, mortgage finance, preferred stock, Privatization, Trump administration
Jan 9, 2026SubstackMonopolistic InvestorPLTR Palantir Technologies Inc. SoftwareData Analytics Bear New York Stock Exchangecommercial growth, Data Analytics, Free Cash Flow, government contracts, Overvaluation, Palantir, Software Monopoly, stock-based compensation, switching costs, valuation
Jan 9, 2026SubstackShareholders UniteHYDTF Hydreight Technologies HealthcareTelehealth Bull Over-the-Counterhealthcare ecosystem, Hydreight Technologies, medical weight loss, NASDAQ uplisting, profitability, STI testing, strategic acquisitions, telehealth, vertical integration, VSDHOne platform
Jan 8, 2026Twitter / X@hamidsMU Micron Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, data centers, DRAM, Memory, Nand, semiconductors, Storage
Jan 8, 2026Twitter / X@svane_christianCURI CuriosityStream Inc. MediaBroadcasting Bull NASDAQAI data, Content, hyperscalers, Licensing, Streaming, Training, Video
Jan 8, 2026Twitter / X@stock_logging5314.TW Myson Century, Inc. Aerospace & DefenseAerospace & Defense Bull Taiwan Stock ExchangeAI, Defense, Drones, manufacturing, supply chain, Surveillance, Taiwan, UAV
Jan 8, 2026Twitter / X@makingmoneynow1ADUR Aduro Clean Technologies Inc. ChemicalsSpecialty Chemicals Bull TSXVAdvanced Recycling, Hydrothermal, Mexico, Plastics, Recycling, separation, Sustainability, waste
Jan 8, 2026Twitter / X@RKLBManRDW Redwire Corporation Aerospace & DefenseAerospace & Defense Bear New York Stock ExchangeArrays, backlog, Dilution, Drones, manufacturing, Printing, Satellites, Solar, Space, UAS
Jan 8, 2026Twitter / X@ManuInvestsMA Mastercard Incorporated Financial ServicesTransaction & Payment Processing Services Bull New York Stock ExchangeCashless, Commerce, Crossborder, duopoly, Fraud, inflation, International, network, Payments, Tokenization
Jan 8, 2026Twitter / X@guo_lin99725QBTS D-Wave Quantum Inc. SoftwareApplication Software Bull New York Stock ExchangeAnnealing, GateModel, Logistics, Optimization, Ports, Quantum, Qubits, Scheduling, Superconducting, Supplychain
Jan 8, 2026Twitter / X@InvestSpecialSOHOO Sotherly Hotels Inc Preferred (SOHOO) Hotel & Resort REITsHotel & Resort REITs Bull NASDAQbuyout, Liquidity, Lodging, Mergerarb, Preferred, REIT, Specialsituations, Spread
Jan 8, 2026Twitter / X@InvestSpecialATKR Atkore Inc. Electrical EquipmentElectrical Components & Equipment Bull New York Stock Exchangeactivist, Conduit, cost-cutting, divestitures, electrical equipment, infrastructure, M&A, private equity
Jan 8, 2026Twitter / X@nitinkinvest3560.T Hobonichi Co., Ltd. Specialty RetailOther Specialty Retail Bull Tokyo Stock ExchangeAmazon, Community, ecommerce, Japan, Paper, Planners, premiumization, retail, Scarcity, stationery, tariffs, Yen
Jan 8, 2026Twitter / X@capytalmgmt9911.HK Newborn Town Inc Interactive Media & ServicesInteractive Media & Services Bull Hong Kong Stock Exchange (HKEX)China, Dating, Gaming, Middle East, monetization, Platforms, Social, Southeast Asia, StockConnect, Streaming
Jan 8, 2026Twitter / X@ArrakisGlobalPBF PBF Energy Inc. Oil, Gas & Consumable FuelsOil & Gas Refining & Marketing Bull New York Stock ExchangeCrackspreads, Crude, Diesel, EBITDA, Importer, Margins, Mexico, refining, Throughput, Venezuela
Jan 8, 2026Twitter / X@EricJhonsaMOD Modine Manufacturing Company Building ProductsBuilding Products Bull New York Stock ExchangeAIInfrastructure, Chillers, Cooling, datacenters, FacilityEquipment, HeatDissipation, HVAC, LiquidCooling, ThermalManagement
Jan 8, 2026Twitter / X@nitinkinvestTBTG.L The Beauty Tech Group plc Household & Personal ProductsHousehold & Personal Products Bull London Stock ExchangeAtHomeBeauty, BlueLight, ConsumerTech, DermatologyDevices, Directtoconsumer, HighMargins, LaserHairRemoval, LED Therapy, RedLight
Jan 8, 2026Fund LettersMarc-Lennart BräutigamACT GR AlzChem Group AG MaterialsSpecialty Chemicals Bull XetraCapitalallocation, compounding, Margins, Pricingpower, Specialtychemicals
Jan 8, 2026Fund LettersMarc-Lennart BräutigamWOSG LN Watches of Switzerland Group Plc Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangebrands, cashflow, expansion, Luxury, retail

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