Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 17, 2025Twitter / X@crussian17VICR Vicor Corporation Information TechnologyElectronic Components Bull NASDAQFloat, hyperscaler, Licensing, process control, Rev, Talked, Vicor, Vicr
Oct 17, 2025Twitter / X@dustpennyAIRO AIRO Group Holdings Inc. IndustrialsAerospace & Defense Bear NASDAQAerospace, Airo, Defense, Predatory, Sky Watch, Unfunded, Unfunded Capex, Uphealth
Oct 17, 2025Value Investors ClubSamPRMSTR Strategy Inc. (MicroStrategy) Information TechnologySoftware Bear NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 17, 2025Fund LettersSteve ChambersSAGA LN Saga plc FinancialsTravel & Leisure Bull NYSEDemographics, growth, Insurance, Travel, turnaround, UK, valuation
Oct 17, 2025Fund LettersSteve ChambersFCX US Freeport-McMoRan Inc. MaterialsCopper Mining Bull NYSEAI, cash flow, Copper, Electrification, infrastructure, Mining, valuation
Oct 17, 2025Fund LettersKathleen A. McCarragherORCL US Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, growth, Margins, Partnerships, Software, valuation
Oct 17, 2025Fund LettersKathleen A. McCarragherTOST US Toast, Inc. Information TechnologyApplication Software Bull NYSEefficiency, expansion, growth, recurring revenue, SaaS, Software, valuation
Oct 17, 2025Fund LettersKathleen A. McCarragherAMD US Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, growth, innovation, Margins, semiconductors, valuation
Oct 17, 2025Fund LettersJosef LakonishokWWD US Woodward, Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, aftermarket, Defense, growth, Margins, recovery, valuation
Oct 17, 2025Fund LettersAlain ChungNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Bubble, growth, innovation, semiconductors, valuation
Oct 17, 2025Fund LettersMark BoyarNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, datacenter, GPUs, growth, Hardware, semiconductors, technology
Oct 17, 2025Fund LettersMark BoyarGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Dominance, growth, Search, technology
Oct 17, 2025SubstackPound the Rock InvestingPBI Pitney Bowes IndustrialsIntegrated Freight & Logistics Bull -Cost Reduction, dividends, Free Cash Flow, investment thesis, leadership, mail presort, Pitney Bowes, share repurchases, turnaround, U.S. mail
Oct 16, 2025Twitter / X@LucasSacerdote_EOSE Eos Energy Enterprises, Inc. IndustrialsElectrical Components & Equipment Bull NASDAQDefense, energy, Eos, Eos Energy, Eose, Lithium, Non Lithium, Storage
Oct 16, 2025Twitter / X@BDeveranBAER Bridger Aerospace Group Holdings, Inc. IndustrialsAerospace & Defense Bull NASDAQAviation, Defense, Fms, Government IT, Huntsville, Lasers, Satellite, Space Command
Oct 16, 2025Twitter / X@Fierce__beastUDMY Udemy, Inc. Consumer DiscretionaryConsumer Services Bear NASDAQAdj Ebitda, Content, Fcfe, Learning, Marketing Software, Some Sort, Sort, Udemy
Oct 16, 2025Twitter / X@mascarosergiCTT.AX Cettire Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull Australian Stock ExchangeAustralia, Cettire, Logistics, Luxury, Minimis, Rule, Rule Change, Satellite
Oct 16, 2025Value Investors Cluberst1071BOAT Nimbus Group AB IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 16, 2025Fund LettersTed AlexanderTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull Warsaw Stock ExchangeAI, Chips, Foundry, Pricing power, semiconductors, Taiwan
Oct 16, 2025Fund LettersBasil F. AlsikafiTGT US Target Corp Consumer DiscretionaryGeneral Merchandise Stores Bull NYSEcashflow, consumer, dividend, management, retail, turnaround

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