Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 8, 2026Fund LettersTucker BrownTEAM Atlassian Corp. Information TechnologyApplication Software Bear NASDAQAI, Collaboration, Rotation, Software, uncertainty
Feb 8, 2026Fund LettersTucker BrownARM Arm Holdings plc Information TechnologySemiconductors Bull NASDAQAI, architecture, datacenters, royalties, semiconductors
Feb 8, 2026Fund LettersTucker BrownDSY FP Dassault Systemes SE Information TechnologyApplication Software Bull Euronext Stock Exchangeengineering, Lifecycle, SaaS, Software, Subscriptions
Feb 8, 2026Fund LettersTucker BrownSRT GR Sartorius AG Health CareLife Sciences Tools & Services Bull XetraBioprocessing, Consumables, earnings growth, lifesciences, Margins
Feb 8, 2026Fund LettersTucker Brown9983 JP Fast Retailing Co., Ltd. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeChina, fashion, Japan, Moat, retail
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAOR FP L’Oréal SA Consumer StaplesPersonal Care Products Bear Euronext Stock ExchangeBeauty, growth, innovation, Rotation, valuation
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATME Tencent Music Entertainment Group Communication ServicesInteractive Media & Services Bull New York Stock ExchangeCompetition, Content, Margins, monetization, Streaming
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAGRAB Grab Holdings Ltd IndustrialsPassenger Ground Transportation Bull NASDAQdeliveries, Fintech, Margins, mobility, Provisions
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTASE Sea Ltd Consumer DiscretionaryInternet Retail Bull New York Stock Exchangeecommerce, Emerging markets, Fintech, Logistics, platform
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTABABA Alibaba Group Holding Ltd Consumer DiscretionaryE-Commerce Bull New York Stock ExchangeAI, cloud, ecommerce, Investment cycle, scale
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTA9983 JP Fast Retailing Co Ltd Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, Branding, growth, Margins, supply chain
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAINFY Infosys Ltd Information TechnologyIT Services Bull National Stock Exchange of IndiaAI, cashflow, Itservices, Margins, Outsourcing
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAINFY Infosys Limited Information TechnologyIT Consulting & Other Services Bear New York Stock ExchangeArtificial Intelligence, enterprise spending, IT services, Outsourcing, Tariff Uncertainty
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTANOW ServiceNow, Inc. Information TechnologyApplication Software Bear New York Stock Exchangegrowth deceleration, Integration, M&A, Valuation risk, workflow automation
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAARM Arm Holdings plc Information TechnologySemiconductors Bull NASDAQdata centers, margin compression, R&D, royalties, semiconductor IP
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAMELI MercadoLibre, Inc. Consumer DiscretionaryE-commerce Bull NASDAQe-commerce, Fintech, Latin America, Logistics, scale
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAMSFT Microsoft Corporation Information TechnologySystem Software Bull NASDAQArtificial Intelligence, CapEx, cloud, Enterprise software, recurring revenue
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTASE Sea Limited Consumer DiscretionaryE-commerce Bull New York Stock Exchangee-commerce, Emerging markets, Fintech, Logistics, platform
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTANFLX Netflix, Inc. Communication ServicesStreaming Services Bull NASDAQadvertising, Free Cash Flow, Pricing power, Streaming, Subscriptions

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