Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 28, 2026SubstackToff Cap Monday MonitorDOMO Domo, Inc. TechnologySoftware Neutral NASDAQ Stock MarketAI, cash reserves, Data Business, Domo, EBITDA, enterprise value, net operating losses, profitability, strategic alternatives, technology
Jul 28, 2026SubstackToff Cap Monday MonitorUPM.HE UPM-Kymmene Corporation Basic MaterialsPaper & Forest Products Bear Helsinki Stock Exchangebasic materials, discontinued operations, Forest Products, market reaction, Paper, plywood, Risk, spin-off, Underperformance, UPM-Kymmene
Jul 28, 2026SubstackToff Cap Monday MonitorFLEX Flex Ltd. TechnologyElectronic Manufacturing Services Bull NASDAQ Stock MarketAI, cloud infrastructure, Electronic Manufacturing Services, Flex, growth, manufacturing, Nextpower, Revenue, spin-off, technology
Jul 28, 2026SubstackToff Cap Monday MonitorVALMT.HE Valmet Oyj Industrial GoodsMachinery Bull Helsinki Stock ExchangeBiomaterial Solutions, growth, Holding Company Discount, industrial goods, machinery, margin expansion, Process Performance Solutions, spin-off, strategic review, Valmet
Jul 27, 2026Fund LettersBaillie Gifford - International AlphaG24.DE Scout24 Internet Content & InformationInteractive Media & Services Bull Frankfurt Stock Exchange (Deutsche Börse)AI tools, Digital Marketplace, EPS growth, Germany, Pricing power, Real Estate Platform, Software, subscription model
Jul 27, 2026Fund LettersBaillie Gifford - International AlphaARGX Argenx BiotechnologyBiotechnology Bull NASDAQAntibody Therapies, Belgium, Best-in-Class Drugs, biotechnology, Pipeline Derisking, rapid growth, Rare Autoimmune Diseases
Jul 27, 2026Fund LettersBaillie Gifford - International AlphaMTX.DE MTU Aero Engines Aerospace & DefenseAerospace & Defense Bull Frankfurt Stock Exchange (Deutsche Börse)Aerospace, aftermarket services, Defensive growth, fleet growth, Germany, Maintenance Repair Overhaul, MRO, recurring revenue
Jul 27, 2026Fund LettersBaillie Gifford - International AlphaWARTSILA.HE Wärtsilä OtherIndustrial Machinery Bull Nasdaq Helsinki (Helsinki Stock Exchange)AI infrastructure, Datacenter Power, Finland, Flexible Power, Grid Infrastructure, LNG, Marine Decarbonization, Multi-Fuel Engines, renewables
Jul 27, 2026Fund LettersBaillie Gifford - International Alpha9984.T SoftBank Group Telecom ServicesWireless Telecommunication Services Bull Japan Exchange Group (Tokyo Stock Exchange)AI Assets, Arm Holdings, holding company, Japan, OpenAI, Physical AI Infrastructure, Record Profits, technology conglomerate
Jul 27, 2026Fund LettersBaillie Gifford - International Alpha2454.TW MediaTek SemiconductorsSemiconductors Bull Taiwan Stock ExchangeAI chips, Application-Specific Integrated Circuits, ASICs, Chip Designer, large language models, Llms, Taiwan, transformation, turnaround
Jul 27, 2026Fund LettersBaillie Gifford - International AlphaTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAI infrastructure, High-Performance Chips, Leading-Edge Compute, margin expansion, Revenue Growth, semiconductor foundry, Taiwan
Jul 27, 2026Fund LettersBaillie Gifford - International Alpha005930.KS Samsung Electronics Consumer ElectronicsSemiconductors Bull Korea ExchangeAI infrastructure, HBM, High-Bandwidth Memory, Leading-Edge Compute, memory chips, profit growth, semiconductors, South Korea
Jul 27, 2026Fund LettersBaillie Gifford -Global AlphaLIN Linde plc Specialty ChemicalsIndustrial Gases Bull New York Stock ExchangeAcquisitions, Client Partnerships, Compounding Returns, consolidation, Defensive growth, Fragmented Industry, Industrial Gases, operational excellence
Jul 27, 2026Fund LettersBaillie Gifford -Global AlphaAXON Axon Enterprise Inc Aerospace & DefenseAerospace & Defense Bull NASDAQconnected devices, data platform, Evidence Management, Law Enforcement Technology, Public safety, SaaS platform, TASER, Trusted Data
Jul 27, 2026Fund LettersBaillie Gifford -Global Alpha- Wärtsilä Corporation Specialty Industrial MachineryIndustrial Machinery Bull Nasdaq Helsinki (Helsinki Stock Exchange)AI infrastructure, Data center infrastructure, Distributed Power, Electricity Supply, Finland, Grid Resilience, Marine Engines, Power generation
Jul 27, 2026Fund LettersBaillie Gifford -Global Alpha6920.T Lasertec Corporation Semiconductor Equipment & MaterialsSemiconductor Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)AI infrastructure, Inspection Systems, Japan, Manufacturing Equipment, Niche Market Leader, Photomask Inspection, semiconductor equipment, Virtual Monopoly
Jul 27, 2026Fund LettersBaillie Gifford -Global AlphaBESI.AS BE Semiconductor Industries Semiconductor Equipment & MaterialsSemiconductor Equipment Bull -Advanced Packaging, AI infrastructure, Chip Stacking, Hybrid bonding, Manufacturing Equipment, Netherlands, Niche Market Leader, semiconductor equipment
Jul 27, 2026Fund LettersBaillie Gifford -Global AlphaTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Process Technology, AI infrastructure, Chip Production, Durable Competitive Advantage, manufacturing, market dominance, semiconductor foundry, Taiwan
Jul 27, 2026Fund LettersBaillie Gifford -Global AlphaNVDA NVIDIA Corporation SemiconductorsSemiconductors Bull NASDAQAI Computing, AI infrastructure, data centers, Durable Competitive Advantage, Gpu, Innovation Leadership, market dominance, semiconductors
Jul 27, 2026Fund LettersBaillie Gifford -Global Alpha005930.KS Samsung Electronics Consumer ElectronicsSemiconductors Bull Korea ExchangeAI infrastructure, cyclical pricing, memory chips, semiconductors, South Korea, Supply-Demand Imbalance, technology hardware

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