Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 13, 2026SubstackAlpha Seeker 84NVDA Nvidia Corporation SemiconductorsGraphics & Video Processing Bull Nasdaq Stock MarketAI cloud, Diversified demand, enterprise, financial guarantees, GPUs, growth potential, hardware investments, Industrial, market position, NVIDIA
Sep 13, 2026SubstackCoughlin CapitalDPZ Domino's Pizza, Inc. Consumer DiscretionaryRestaurants Bull New York Stock ExchangeCompetitive Advantage, Domino's Pizza, fortressing strategy, franchise model, operational efficiency, profit-sharing, Share Buybacks, supply chain, Technology investment, valuation
Sep 12, 2026SubstackRijnberk Invest InsightsAVGO Broadcom Inc. SemiconductorsSemiconductor Equipment & Materials Bull NASDAQ Stock MarketAI infrastructure, Credit risk, custom silicon, Customer concentration, Free Cash Flow, market undervaluation, networking silicon, operating leverage, semiconductor growth, vendor financing
Sep 11, 2026SubstackTriples InvestingNPWR NET Power Inc. EnergyClean Energy Bull New York Stock Exchangecarbon capture, energy transition, Equipment financing, natural gas, NET Power, Occidental Petroleum, Permian Basin, Power generation, Rice brothers, SPAC
Sep 10, 2026SubstackShareholders UnitePGY Pagaya Financial ServicesCredit Infrastructure Bull -ABS risk retention, AI-driven, asset-light, credit infrastructure, Fee-based Income, Institutional Investors, loan approvals, network volume, operating leverage, Scalability
Sep 10, 2026SubstackRijnberk Invest InsightsCRWD CrowdStrike Holdings, Inc. TechnologyCybersecurity Bull NASDAQ Stock MarketAI adoption, ARR growth, cloud security, CrowdStrike, cybersecurity, endpoint protection, Falcon Flex, operational efficiency, stock-based compensation, subscription model
Sep 8, 2026SubstackToff Cap Monday MonitorUPM UPM-Kymmene Corporation Basic MaterialsPaper & Forest Products Neutral Helsinki Stock Exchangebusiness performance, Capital Markets Day, discontinued operations, Forest Products, investor sentiment, operational challenges, spin-off, strategic focus, UPM Plywood, UPM-Kymmene
Sep 8, 2026SubstackToff Cap Monday MonitorTWEKA TKH Group N.V. IndustrialsIndustrial Conglomerates Bull Euronext Amsterdamdivestment program, Electrification business, HAL investment, industrial conglomerate, market growth, ownership structure, Share Buybacks, strategic focus, TKH Group, value creation
Sep 8, 2026SubstackToff Cap Monday MonitorFLEX Flex Ltd. TechnologyElectronic Manufacturing Services Bull NASDAQ Stock MarketAI-focused business, Cloud and Power Infrastructure, EPC Power acquisition, EV/Sales multiple, Flex Ltd., growth potential, Nextpower, shareholder value, spin-off, Vertiv
Sep 7, 2026SubstackAlmost MongolianLIBS LibertyStream NoneNone Bull -active rebalancing, bullish sentiment, buying on dips, Core Position, Dilution, investor engagement, LibertyStream, Multibagger, Reverse split, risk/reward analysis
Sep 7, 2026SubstackStock PursuitAOUT American Outdoors Brands Consumer GoodsRecreational Products Bull NASDAQ Stock MarketAmerican Outdoors Brands, balance sheet, ClayCopter products, Claymore platform, e-commerce, EBITDA guidance, Gross margin, innovation, sales growth, subscription revenue
Sep 7, 2026SubstackDB SilverfoxDIS The Walt Disney Company EntertainmentMedia Conglomerates Bull New York Stock ExchangeBrand Equity, capital expenditure, Disney, Entertainment Assets, financial recovery, Intellectual Property, long-term growth, share repurchases, streaming transition, theme parks
Sep 6, 2026SubstackModern Value InvestingAMZN Amazon.com, Inc. TechnologyInternet & Direct Marketing Retail Bull NASDAQ Stock MarketAI, Amazon, Anthropic, AWS, Cloud computing, e-commerce, Logistics, OpenAI, Revenue Growth, shareholder value
Sep 6, 2026SubstackAltay Cap3020.T Applied Co Information TechnologySpecialty IT Services Bull Tokyo Stock ExchangeAI deployments, Applied Co, custom systems, high operating margin, HPC systems, Japanese IT company, Management Buyout, small-cap, Tokyo Stock Exchange, Undervalued Stock
Sep 5, 2026SubstackPP Invest 007NDT.DE net digital AG Financial TechnologyOpen Banking Bull Frankfurt Stock Exchangeaccount-to-account payments, Fintech, growth potential, Market Capitalization, Net Digital AG, Net Money, open banking, payment services, regulatory environment, telecommunications
Sep 5, 2026SubstackRijnberk Invest InsightsMBGL Mobility Global Data and AnalyticsAutomotive Data Solutions Bull New York Stock Exchangeautomotive data, B2B solutions, Carfax, financial resilience, growth prospects, long-term investment, network effect, spin-off, Subscription-Based, valuation
Sep 5, 2026SubstackCoughlin CapitalVNET VNET Group, Inc. TechnologyData Centers Neutral Nasdaq Stock MarketCapacity utilization, China, compute capacity, data centers, EBITDA margin, infrastructure, investment thesis, Revenue Growth, VNET Group, Wholesale Business
Sep 4, 2026Fund LettersSawgrass Asset Management - Small Cap Quality GrowthSNEX StoneX Group Inc. Capital MarketsCapital Markets Bull NASDAQBrokerage, Capital markets, Client Engagement, fee income, financials, growth, Record Revenues, transaction volumes
Sep 4, 2026SubstackPacific Northwest EdgeLOPE Grand Canyon Education Education ServicesPostsecondary Education Bull NASDAQ Stock Marketbuybacks, Christian university, conservative values, Education Services, Enrollment Growth, financial strength, Grand Canyon Education, low debt, market position, Master Services Agreement
Sep 3, 2026SubstackAlpha Seeker 84GTLB GitLab Inc. TechnologySoftware - Infrastructure Bear NASDAQ Stock Marketcommercial model shift, competitive landscape, DevOps platform, Flex model, GitHub, Gitlab, Microsoft, Revenue Growth, Revenue Predictability, valuation concerns

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