Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 14, 2025Fund LettersAmy ZhangALAB Astera Labs Inc. Information TechnologySemiconductors Bull NASDAQAI, cloud, Connectivity, data center, growth, Hardware, Interconnect, semiconductors
Oct 14, 2025Fund LettersAmy ZhangHOOD Robinhood Markets Inc. FinancialsCapital Markets Bull NASDAQAI, banking, Brokerage, Crypto, Fintech, growth, Margins, platform, Trading
Oct 14, 2025Fund LettersAnkur CrawfordNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Chips, cloud, Compute, datacenter, GPUs, growth, Hardware, semiconductors
Oct 14, 2025Fund LettersAnkur CrawfordAPP AppLovin Corp. Communication ServicesAdvertising Technology Bull NASDAQadvertising, AI, Data, growth, Mobile, monetization, network, platform, Software
Oct 14, 2025SubstackTriples InvestingEMO.V Emerita Resources MaterialsOther Industrial Metals & Mining Bull -Aznalcóllar project, Copper, corruption, Emerita Resources, Gold, lead, legal verdict, Mining, Spain, Zinc
Oct 14, 2025SubstackTriples InvestingMYX.AX Mayne Pharma Health CareDrug Manufacturers - General Bull -acquisition, Australian courts, Cosette, FIRB, legal battle, Material Adverse Change, Mayne Pharma, oral contraceptive, pharmaceuticals, Revenue Growth
Oct 14, 2025SubstackStock PursuitAOUT American Outdoor Brands Consumer DiscretionaryLeisure Bull -affluent consumers, consumer goods, deep value, Gross margin, long-term growth, market cap, net tangible asset value, premium brands, stock buyback, tariff impact
Oct 13, 2025Twitter / X@puppyeh1AQZ.AX Alliance Aviation Services Ltd IndustrialsAirlines Bull Australian Stock ExchangeAqz, Australia, Aviation, Fifo, Hard Asset, Qantas, Tangible, Viburnum
Oct 13, 2025Fund LettersJesse FloresBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull -AI, China, cloud, e-commerce, growth, Value
Oct 13, 2025Fund LettersGarvin JabuschXPEV XPeng Inc. Consumer DiscretionaryAutomotive Bull NYSEAI, autonomous driving, Electric Vehicles, Ev infrastructure, Mass market, mobility, Partnerships
Oct 13, 2025Fund LettersGarvin JabuschRBRK Rubrik Inc. Information TechnologySoftware Bull NYSEAI, cybersecurity, Microsoft partnership, Ransomware, resilience, SaaS, Zero trust
Oct 13, 2025Fund LettersGarvin JabuschAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware
Oct 13, 2025Fund LettersGarvin JabuschNET Cloudflare Inc. Information TechnologySoftware Bull NYSEAi edge, cybersecurity, energy efficiency, SaaS, Scalability, Sustainability, Zero trust
Oct 13, 2025Fund LettersBrent Jackson7422 JP Toho Lamac Co., Ltd. Consumer DiscretionaryFootwear Retail Bull NYSEbalance sheet, cash, Crypto, Footwear, Japan, Revaluation, undervalued, value investing
Oct 13, 2025Fund LettersAndrew T. AntonOXY US Occidental Petroleum Corp. EnergyIntegrated Oil & Gas Bull NYSEbalance sheet, energy, FCF, M&A, oil, Re-rating, valuation
Oct 13, 2025Fund LettersAndrew T. AntonLYB US LyondellBasell Industries N.V. MaterialsChemicals Bull NYSEcash flow, Chemicals, energy, M&A, recovery, valuation, Value
Oct 13, 2025Fund LettersAndrew T. AntonFHI US Federated Hermes, Inc. FinancialsAsset Management Bull NYSEasset management, buybacks, capital allocation, compounding, dividends, growth, valuation
Oct 13, 2025Fund LettersMichael McCloskeyADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI, Creativity, growth, Moat, SaaS, Software, Subscription
Oct 13, 2025Fund LettersMichael McCloskeyNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NYSECompetition, Diabetes, efficiency, GLP-1, growth, Obesity, pipeline
Oct 13, 2025Fund LettersMichael McCloskeyFI Fiserv Inc. Information TechnologyFinancial Technology Bull NASDAQbuybacks, FCF, Fintech, growth, Merchant, Payments, valuation

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