Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 23, 2025SubstackToff CapHCO.PA HighCo Communication ServicesAdvertising Agencies Bull -Acquisitions, BudgetBox, couponing, data-driven promotions, Digital transformation, French market, operating margin, retail media, Sogec, structural retail shifts
Oct 23, 2025SubstackPillars and ProfitsSHB-A.ST Svenska Handelsbanken AB FinancialsBanks - Diversified Neutral -banking, Decentralization, Digital transformation, efficiency, growth, Nordic banks, Oktogonen, profitability, risk management, Svenska Handelsbanken
Oct 22, 2025Fund LettersTMR Long Short OpportunitiesBIDU Baidu Communication ServicesInteractive Media & Services Bull NASDAQautonomous vehicles, Chinese AI, cloud services, Commercial Autonomy, Enterprise software, Language Models, robotaxis, Southeast Asia Expansion, technology platform
Oct 22, 2025Fund LettersTMR Long Short OpportunitiesBABA Alibaba Group Holding Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia Infrastructure, cash flow generation, Chinese Technology, Cloud computing, Digital transformation, e-commerce, high-performance computing, regional expansion
Oct 22, 2025Fund LettersTMR Long Short OpportunitiesSNOW Snowflake Information TechnologySoftware Bull NYSECloud Data Platform, Data Analytics, Enterprise AI, machine learning, Multi Cloud, product innovation, Revenue Generation, SaaS, unstructured data
Oct 22, 2025Fund LettersTMR Long Short OpportunitiesAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, data center, GPUs, market share gains, Partnerships, semiconductors, Server CPUs, Technology Transformation
Oct 22, 2025Fund LettersLVS Advisory - Event DrivenBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQautonomous vehicles, Chinese AI, cloud services, Domestic AI Solutions, Enterprise software, Language Models, Mobility Technology, robotaxis, Southeast Asia Expansion
Oct 22, 2025Fund LettersLVS Advisory - Event DrivenBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asian Infrastructure, Chinese Technology, Cloud computing, data centers, Digital transformation, e-commerce, regional expansion, semiconductors
Oct 22, 2025Fund LettersLVS Advisory - Event DrivenSNOW Snowflake Inc. Information TechnologySoftware Bull NYSEAI monetization, Cloud Data Platform, Data Analytics, Data Processing, Enterprise AI, Enterprise software, machine learning, Multi Cloud, SaaS
Oct 22, 2025Fund LettersLVS Advisory - Event DrivenAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, data centers, GPUs, market share gains, semiconductors, Server CPUs, Strategic Partnerships, Technology Transformation
Oct 22, 2025Fund LettersAfrican Lions FundBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI innovation, autonomous vehicles, Chinese Technology, cloud services, Enterprise software, Language Models, Mobility Technology, Robo Taxis
Oct 22, 2025Fund LettersAfrican Lions FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia Infrastructure, Chinese Technology, Cloud computing, data centers, Digital transformation, e-commerce, semiconductors
Oct 22, 2025Fund LettersAfrican Lions FundSNOW Snowflake Inc. Information TechnologySoftware Bull NYSECloud Data Platform, Data Analytics, Enterprise AI, Enterprise software, machine learning, Multi Cloud, SaaS, unstructured data
Oct 22, 2025Fund LettersAfrican Lions FundAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, data centers, GPUs, semiconductors, Server CPUs, Strategic Partnerships, Technology Transformation
Oct 22, 2025Fund LettersHinde GroupBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQautonomous vehicles, Chinese AI, cloud services, Domestic AI Solutions, Enterprise AI, Language Models, Mobility Technology, robotaxis, Southeast Asia Expansion
Oct 22, 2025Fund LettersHinde GroupBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia Technology, China AI Strategy, Chinese E-commerce, Cloud computing, Digital transformation, high-performance computing, regional expansion
Oct 22, 2025Fund LettersHinde GroupSNOW Snowflake Inc. Information TechnologySoftware Bull NYSEAI monetization, Cloud Data Platform, Data Analytics, Enterprise AI, Enterprise software, machine learning, Multi Cloud, SaaS, unstructured data
Oct 22, 2025Fund LettersHinde GroupAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, Cyclical Recovery, data center, GPUs, market share gains, semiconductors, Server CPUs, strategic partnership
Oct 22, 2025Fund LettersOpal CapitalBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQautonomous vehicles, Chinese AI, cloud services, Enterprise software, Language Models, Mobility Technology, robotaxis, search engine
Oct 22, 2025Fund LettersOpal CapitalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asian Infrastructure, Chinese Technology, Cloud computing, data centers, Digital transformation, e-commerce, semiconductors

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