Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAAVGO Broadcom Inc. Information TechnologySemiconductor Designers Bull NASDAQCustom Asics, inference, Margins, Networking, recurring revenue
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTA9983 JP Fast Retailing Co., Ltd. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, Brand, Global Retail, Margins, supply chain
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductor Foundries Bull New York Stock ExchangeArtificial Intelligence, CapEx, Foundry, Pricing power, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAGOOG Alphabet Inc. Communication ServicesInternet Content & Information Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, Margins, Search
Feb 8, 2026Fund LettersTucker BrownALC Alcon Inc Health CareHealth Care Equipment Bull New York Stock Exchangeeyecare, Governance, Incentives, ROIC, Sustainability
Feb 8, 2026Fund LettersTucker BrownYUM Yum! Brands Inc Consumer DiscretionaryRestaurants Bull New York Stock ExchangeBranding, cashflow, ESG, Franchising, Regulation
Feb 8, 2026Fund LettersTucker BrownIT Gartner Inc Information TechnologyIT Consulting & Other Services Bull New York Stock Exchangecashflow, Governance, Incentives, Margins, Subscriptions
Feb 8, 2026Fund LettersTucker BrownMETA Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, CapEx, Engagement, monetization
Feb 8, 2026Fund LettersTucker BrownMSFT Microsoft Corp Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, enterprise, Recurring
Feb 8, 2026Fund LettersTucker BrownARM Arm Holdings plc Information TechnologySemiconductors Bear NASDAQMargins, Overhang, royalties, semiconductors, Volatility
Feb 8, 2026Fund LettersTucker BrownAVGO Broadcom Inc Information TechnologySemiconductors Bull NASDAQAI, inference, infrastructure, Margins, semiconductors
Feb 8, 2026Fund LettersTucker BrownCRM Salesforce Inc Information TechnologyApplication Software Bull New York Stock ExchangeAI, ARR, buybacks, cloud, Software
Feb 8, 2026Fund LettersTucker BrownCOO Cooper Companies Inc Health CareHealth Care Supplies Bull New York Stock Exchangecashflow, Governance, innovation, Margins, Medical devices
Feb 8, 2026Fund LettersTucker BrownGOOG Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Margins, monetization
Feb 8, 2026Fund LettersRichard BeavenGDOT Green Dot Corporation FinancialsConsumer Finance Bull New York Stock ExchangeBanking As A Service, Interim Ceo, strategic alternatives, takeover potential, valuation arbitrage
Feb 8, 2026Fund LettersRichard BeavenAESI Atlas Energy Solutions Inc. EnergyOil & Gas Equipment & Services Bull New York Stock Exchangedata centers, Distributed Power, Frac Sand, Logistics Advantage, Low-cost producer
Feb 8, 2026Fund LettersRichard BeavenMETC Ramaco Resources, Inc. MaterialsSteel Bull New York Stock ExchangeAsset Mispricing, metallurgical coal, Preliminary Economic Assessment, production growth, Rare Earths
Feb 8, 2026SubstackModern Value InvestingNVO Novo Nordisk PharmaceuticalsBiotechnology Bull Copenhagen Stock ExchangeFDA intervention, GLP-1 market, Intellectual Property, market dominance, Novo Nordisk, pharmaceuticals, regulatory support, Revenue Growth, semaglutide, Wegovy pill
Feb 8, 2026SubstackStock PursuitTYGO Tigo Energy Alternative EnergySolar Hardware Bull NASDAQ Stock Marketalternative energy, cost-effectiveness, energy storage, Flex MLPE, growth potential, solar hardware, solar optimizer, Tigo Energy, universal compatibility, Virtual Power Plant
Feb 7, 2026SubstackRijnberk Invest InsightsUBER Uber Technologies, Inc. TechnologyRide-Hailing and Delivery Services Bull New York Stock Exchangeautonomous vehicles, cash flow, delivery, growth, market share, platform, profitability, ride-hailing, UBER, valuation

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