Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 7, 2026Twitter / X@RihardJarcAMZN Amazon.com, Inc. Broadline RetailInternet & Direct Marketing Retail Bull NASDAQadvertising, AIInfrastructure, cloud, ecommerce, hyperscalers, Logistics, semiconductors, Trainium
Jan 7, 2026Twitter / X@LucasSacerdote_EOSE Eos Energy Enterprises, Inc. Electrical Equipment, Appliances & ComponentsElectrical Equipment & Parts Bull NASDAQBattery, Cost leadership, electrical equipment, energy storage, Grid Storage, manufacturing, Production Efficiency, vertical integration, Zinc-BESS
Jan 7, 2026Twitter / X@DutchInvestorsTOI Topicus.com Inc. SoftwareApplication Software Bull TSX Venture ExchangeAcquisitions, Application Software, Canada, cashflow, compounding, Europe, M&A, vertical software
Jan 7, 2026Twitter / X@HoppingfreightsADUR Aduro Clean Technologies Inc -- Bull NASDAQCanada, chemical recycling, patents, Plastics, Process Engineering, refining, Shell, Steam Cracking, Supercritical Water, Upcycling
Jan 7, 2026Twitter / X@nitinkinvestXPOF Xponential Fitness, Inc. Hotels, Restaurants & LeisureLeisure Facilities Neutral New York Stock ExchangeAlternative Data, Capacity constraints, consumer trends, Fitness Franchising, franchise model, Instructor Quality, Leisure Facilities, Pilates, Reformer Pilates, Wellness
Jan 7, 2026Twitter / X@blondesnmoneyKSPI Kaspi.kz AO FinancialsConsumer Finance Bull NASDAQbuybacks, consumer finance, Digital Wallet, dividends, Emerging markets, Fintech, Kazakhstan, Lending, Payments, Superapp
Jan 7, 2026Fund LettersWilly PackerCA FP Carrefour S.A. Consumer StaplesFood Retail Bull Euronext Stock Exchangedividends, retail, turnaround, valuation
Jan 7, 2026Fund LettersAnthonyMAY AU Mayne Pharma Group Limited Health CarePharmaceuticals Bear New York Stock ExchangeDealrisk, Downside, FIRB, Mergerarb, Regulation
Jan 7, 2026Fund LettersAnthonyCPH CN Cipher Pharmaceuticals Inc. Health CarePharmaceuticals Bull New York Stock Exchangecashflow, deleveraging, litigation, pharma, royalties
Jan 7, 2026Fund LettersAnthonyEDU AU EDU Holdings Limited Consumer DiscretionaryEducation Services Bull New York Stock Exchangebuybacks, Education, growth, Insiderbuying, rerating
Jan 7, 2026Fund LettersPeter BourbeauSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bear NASDAQconsumer, Execution, Restaurants, turnaround, Unit_economics
Jan 7, 2026Fund LettersPeter BourbeauUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bear New York Stock ExchangeDisclosure, Execution, Regulation, Sentiment, turnaround
Jan 7, 2026Fund LettersPeter BourbeauPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bear NASDAQAI, Expectations, Momentum, Software, valuation
Jan 7, 2026Fund LettersJohn BaldiAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, ASICs, Capitaldiscipline, Margins, semiconductors
Jan 7, 2026Fund LettersJohn BaldiORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, CapEx, cloud, Margins, Risk
Jan 7, 2026SubstackRijnberk Invest InsightsMU Micron Technology, Inc. SemiconductorsMemory Chips Bull Nasdaq Stock MarketAI infrastructure, Capex discipline, DRAM, Geopolitical Alignment, High-Bandwidth Memory, long-term contracts, Memory Demand, Micron Technology, semiconductors, technological leadership
Jan 7, 2026SubstackAlluvialVPK.AS Koninklijke Vopak N.V. EnergyOil & Gas Storage & Transportation Bull Euronext AmsterdamAegis Vopak Terminals, energy transition, global supply chains, IPO, liquid storage, low-carbon fuels, natural gas, share repurchase, valuation, Vopak
Jan 7, 2026SubstackAlluvialSSPG.L SSP Group Plc Consumer ServicesRestaurants and Bars Neutral London Stock Exchangeconcessionaire, cost-cutting, India, IPO, Market Capitalization, Restaurants, SSP Group, subsidiary, Travel Food Services, turnaround
Jan 7, 2026SubstackAlluvialFILA.MI Fabbrica Italiana Lapis ed Affini Consumer GoodsStationery and Office Supplies Bear Borsa ItalianaAcquisitions, consumer goods, debt, DOMS Industries, FILA, India, IPO, market strategy, stationery, valuation
Jan 7, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited E-commerce- Bull New York Stock ExchangeAI revenue, Alibaba, Chinese Equities, Cloud computing, geopolitical tailwind, Lunar New Year, multi-year re-rating, tariff reduction, tax-loss selling, valuation

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