Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 22, 2025Fund LettersOpal CapitalSNOW Snowflake Inc. Information TechnologySoftware Bull NYSECloud Data Platform, Data Analytics, Enterprise AI, Enterprise software, machine learning, Multi Cloud, SaaS, unstructured data
Oct 22, 2025Fund LettersOpal CapitalAMD 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 LettersAirlie Small Companies FundBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI innovation, autonomous vehicles, Chinese Technology, cloud services, Enterprise software, Language Models, robotaxis, Southeast Asia Expansion
Oct 22, 2025Fund LettersAirlie Small Companies FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia, Chinese Technology, Cloud computing, Digital transformation, e-commerce, high-performance computing, semiconductors
Oct 22, 2025Fund LettersAirlie Small Companies 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 LettersAirlie Small Companies FundAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, competitive positioning, CPU, data center, Gpu, market share gains, Partnerships, semiconductors
Oct 22, 2025Fund LettersFortress - Caribbean Growth FundBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI innovation, autonomous vehicles, China, cloud services, Enterprise software, Language Models, robotaxis, Southeast Asia
Oct 22, 2025Fund LettersFortress - Caribbean Growth FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia, China, Cloud computing, data centers, Digital transformation, e-commerce, high-performance computing
Oct 22, 2025Fund LettersFortress - Caribbean Growth 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 LettersFortress - Caribbean Growth FundAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, data centers, GPUs, market share gains, semiconductors, Server CPUs, Strategic Partnerships
Oct 22, 2025Fund LettersMPD PartnersBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI innovation, autonomous vehicles, China, cloud services, Commercial Autonomy, Enterprise software, Language Models, robotaxis, Southeast Asia Expansion
Oct 22, 2025Fund LettersMPD PartnersBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia, China, Cloud computing, custom semiconductors, Digital transformation, e-commerce, high-performance computing, regional expansion
Oct 22, 2025Fund LettersMPD PartnersSNOW Snowflake Inc. Information TechnologySoftware Bull NYSECloud Data Platform, customer experience, Data Analytics, Demand Forecasting, Enterprise AI, machine learning, Multi Cloud, SaaS, unstructured data
Oct 22, 2025Fund LettersMPD PartnersAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, Cyclical Transformation, data centers, GPUs, market share gains, semiconductors, Server CPUs, Strategic Partnerships
Oct 22, 2025Fund LettersBrookfield Asset ManagementBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI innovation, autonomous vehicles, China, cloud services, Domestic AI Solutions, Enterprise software, Language Models, robotaxis, Southeast Asia
Oct 22, 2025Fund LettersBrookfield Asset ManagementBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI investment, Asia, China, Cloud computing, custom semiconductors, data centers, Digital transformation, e-commerce, high-performance computing
Oct 22, 2025Fund LettersBrookfield Asset ManagementSNOW Snowflake Inc. Information TechnologySoftware Bull NYSECloud Data Platform, customer experience, Data Analytics, Demand Forecasting, Enterprise AI, machine learning, Multi Cloud, SaaS, unstructured data
Oct 22, 2025Fund LettersBrookfield Asset ManagementAMD Advanced Micro Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, Cyclical Transformation, data center, GPUs, market share gains, semiconductors, Server CPUs, strategic partnership
Oct 22, 2025Fund LettersQuadCap wealth managementBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI innovation, autonomous vehicles, China, Enterprise software, Language Models, Mobility Services, technology platform
Oct 22, 2025Fund LettersQuadCap wealth managementBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI infrastructure, Asia, China, Cloud computing, Digital transformation, e-commerce, technology platform

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