Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 20, 2025Fund LettersChristopher SmithRR Rolls-Royce Holdings plc IndustrialsAerospace & Defense Bull NYSE—
Oct 20, 2025Fund LettersChristopher SmithGE General Electric Co. IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, Cyclicality, Engines, Margins, ROIC, travel demand
Oct 20, 2025Fund LettersChristopher SmithNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, capital intensity, data centers, earnings growth, GPUs, hyperscale, semiconductors
Oct 20, 2025Fund LettersChristopher SmithMSFT Microsoft Corp. Information TechnologySystem Software Bull NASDAQAI, cloud, Digital transformation, Enterprise transformation, recurring revenue, ROIC
Oct 20, 2025Fund LettersDavid PolanskyMAMA Mama’s Creations Inc. Consumer StaplesPackaged Foods Bull NASDAQacquisition, Deli, EBITDA, Food, growth, Integration, M&A, Prepared foods, scale, valuation
Oct 20, 2025Fund LettersDavid PolanskyCELH Celsius Holdings Inc. Consumer StaplesBeverages Bull NASDAQBeverages, Distribution, EBITDA, Energy drinks, growth, Margins, market share, Partnership, PepsiCo, Re-rating
Oct 20, 2025Fund LettersEmerson BluhmSNOW Snowflake Inc. Information TechnologyData Warehousing Bear NYSEAI, cloud, Consumption, Data, growth, Re-rating
Oct 20, 2025Fund LettersEmerson BluhmMNDY monday.com Ltd. Information TechnologyApplication Software Bull NASDAQAI, Margins, SaaS, User growth, Work management
Oct 20, 2025Fund LettersEmerson BluhmDUOL Duolingo Inc. Information TechnologyEducation Technology Bull NASDAQAI, Edtech, gamification, monetization, Subscription
Oct 20, 2025Fund LettersEmerson BluhmRBLX Roblox Corp. Communication ServicesInteractive Media & Services Bull NYSEAI, Engagement, Gaming, monetization, User-generated content
Oct 20, 2025Fund LettersEmerson BluhmAPP AppLovin Corp. Communication ServicesDigital Advertising Bull NASDAQadtech, AI, ecommerce, Margins, Scalability, Self-serve
Oct 20, 2025Fund LettersEmerson BluhmTSM TSMC Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, CapEx, Foundry, Margins, Packaging, semiconductors
Oct 20, 2025Fund LettersEmerson BluhmNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, datacenter, GPUs, hyperscalers, Pricing power, semiconductors
Oct 20, 2025Fund LettersGeorge L. Smith IIINVO Novo Nordisk A/S Health CarePharmaceuticals Bear NYSECompetition, Diabetes, GLP-1, healthcare, Obesity, pharmaceuticals, R&D
Oct 20, 2025Fund LettersGeorge L. Smith IIINVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, data centers, Ecosystem, Gpu, growth, Pricing power, semiconductors
Oct 20, 2025Fund LettersHarvey Warren SaxMRVL Marvell Technology Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, growth, hyperscalers, Margins, Networking, semiconductors
Oct 20, 2025Fund LettersHarvey Warren SaxAMD Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, cloud, datacenters, GPUs, growth, Margins, semiconductors
Oct 20, 2025Fund LettersHarvey Warren SaxINTC Intel Corp. Information TechnologySemiconductors Bull NASDAQAI, Foundry, Margins, Policy, restructuring, semiconductors, turnaround
Oct 20, 2025Fund LettersHarvey Warren SaxAMAT Applied Materials Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, Capital equipment, Fabrication, FCF, growth, Margins, semiconductors
Oct 20, 2025Fund LettersHarvey Warren SaxLLY Eli Lilly and Co. Health CarePharmaceuticals Bull NYSEAlzheimer’s, Diabetes, GLP-1, growth, innovation, Obesity, pharma

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