Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 6, 2026Twitter / X@FedexSTiMELI MercadoLibre, Inc. Broadline RetailInternet & Direct Marketing Retail Bull NASDAQDigital Wallets, Dollarization, e-commerce, Fintech, Informal Economy, LatAm, Logistics, Option Value, Payments, Venezuela
Jan 6, 2026Twitter / X@weary_centurionJD JD.com, Inc. Broadline RetailBroadline Retail Bull NASDAQChina, e-commerce, food delivery, grocery, Logistics, marketplace, operating leverage, retail, supply chain
Jan 6, 2026Twitter / X@blondesnmoneyPSIX Power Solutions International, Inc. Electrical EquipmentHeavy Electrical Equipment Bull NASDAQAI, China, datacenters, earnings, Engines, Generators, Gensets, Microgrids, natural gas, Power, Weichai
Jan 6, 2026Twitter / X@macaronicapitalUBER Uber Technologies, Inc. Ground TransportationPassenger Ground Transportation Bull New York Stock ExchangeAsia, Autonomy, BYD, Hyundai, mobility, NVIDIA, Ridesharing, robotaxi, Toyota, Waymo
Jan 6, 2026Fund LettersJesse Flores2423 HK KE Holdings Inc. Real EstateReal Estate Services Bear New York Stock ExchangeAI, China, efficiency, Margins, realestate
Jan 6, 2026Fund LettersJesse FloresSE Sea Limited Communication ServicesInternet Services & Infrastructure Bear New York Stock ExchangeCompetition, ecommerce, growth, Logistics, Margins
Jan 6, 2026Fund LettersJesse FloresTEMN SW Temenos AG Information TechnologyApplication Software Bull Swiss Exchangebanking, guidance, Pipelines, rerating, Software
Jan 6, 2026Fund LettersJesse Flores6954 JP Fanuc Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAI, Automation, Reshoring, robotics, Utilization
Jan 6, 2026Fund LettersJesse Flores2269 HK WuXi Biologics Inc. Health CareLife Sciences Tools & Services Bear New York Stock Exchangebiologics, CapEx, Orders, valuation, Volatility
Jan 6, 2026Fund LettersJesse Flores2423 HK KE Holdings Inc. Real EstateReal Estate Services Bear New York Stock ExchangeAI, China, efficiency, Margins, realestate
Jan 6, 2026Fund LettersJesse FloresSE Sea Limited Communication ServicesInternet Services & Infrastructure Bear New York Stock ExchangeCompetition, ecommerce, growth, Logistics, Margins
Jan 6, 2026Fund LettersJesse FloresMU Micron Technology Inc. Information TechnologySemiconductors Bull NASDAQAI, DRAM, Memory, Nand, Pricing
Jan 6, 2026Fund LettersJesse FloresTEMN SW Temenos AG Information TechnologyApplication Software Bull Swiss Exchangebanking, guidance, Pipelines, rerating, Software
Jan 6, 2026Fund LettersJesse Flores6954 JP Fanuc Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAI, Automation, Reshoring, robotics, Utilization
Jan 6, 2026Fund LettersDaniel GladišCPAY Corpay Inc FinancialsTransaction & Payment Processing Bull New York Stock Exchangecashflow, FX, Payments, Recurringrevenue, scale
Jan 6, 2026Fund LettersDavid PintadoSFM Sprouts Farmers Market Inc Consumer StaplesFood Retail Bull NASDAQbuybacks, cashflow, expansion, grocery, Margins
Jan 6, 2026Fund LettersJack BeiroCLX The Clorox Company Consumer StaplesHousehold Products Bull New York Stock Exchangebrands, dividends, Staples, turnaround, valuation
Jan 6, 2026Fund LettersJack BeiroBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeAI, cashflow, cloud, ecommerce, valuation
Jan 6, 2026Fund LettersShomik GhoshWIX Wix.com Ltd Information TechnologyApplication Software Bear NASDAQAI, Margins, Options, Software, valuation
Jan 6, 2026Fund LettersShomik GhoshKSI CN kneat.com inc Information TechnologyApplication Software Bull New York Stock ExchangeARR, Retention, SaaS, Software, undervaluation

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