Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 31, 2026Twitter / X@100xCompoundingFPH Five Point Holdings, LLC Real EstateReal Estate Operating Companies Bull NYSEAssetLight, buybacks, JointVentures, LandDevelopment, MasterPlannedCommunities, realestate
Jan 31, 2026Twitter / X@undrvalueMRVL Marvell Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, China, CloudComputing, CustomASICs, datacenters, Networking, semiconductors
Jan 31, 2026Twitter / X@DimitryNakhlaFICO Fair Isaac Corporation Information TechnologyApplication Software Bull NYSECreditscores, Freecashflow, Housing, Lending, Mortgage, Pricingpower, Refinancing, Software, Tollbooth
Jan 31, 2026Twitter / X@convexitittiesBLNE Beeline Holdings, Inc. FinancialsConsumer Finance Bull NASDAQDigitalLending, DSCRLoans, FintechLending, MortgageOrigination, Multifamily, PrivateCredit, RealEstateFinance
Jan 31, 2026Twitter / X@mike98572986CLPT ClearPoint Neuro, Inc. Health CareHealth Care Equipment Bull NasdaqAAV, Canada, Crowdfunding, Cytokines, Genetherapy, Glioma, Immunotherapy, IND, Oncology, OrphanDrug
Jan 31, 2026Twitter / X@convexitittiesBLNE Beeline Holdings, Inc. FinancialsConsumer Finance Bull NASDAQCapitalStructure, Consumerfinance, Dilution, Fintech, Freecashflow, IndustryConsolidation, MortgageBanking
Jan 31, 2026Twitter / X@StockChaser_TE T1 Energy Inc. IndustrialsElectrical Components & Equipment Bull NYSEBatteries, earnings, ElliottWave, Fibonacci, Photovoltaic, Solar, SolarModules, SupportLevels, TechnicalAnalysis
Jan 31, 2026Fund LettersBrian YacktmanMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, monetization, network effects, social media
Jan 31, 2026Fund LettersBrian YacktmanLIN Linde plc MaterialsIndustrial Gases Bull New York Stock ExchangeContracts, Industrial Gases, Inflation Protection, Pricing power, scale
Jan 31, 2026Fund LettersBrian YacktmanTDG TransDigm Group Inc. IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, annuity, Monopoly, Pricing power
Jan 31, 2026SubstackRijnberk Invest InsightsNFLX Netflix, Inc. EntertainmentBroadcasting & Cable TV Bull Nasdaq Stock MarketAd revenue, Competitive Advantage, content library, Financial results, industry consolidation, investment opportunity, market position, Streaming, Subscriber Growth, Warner Bros. acquisition
Jan 30, 2026Twitter / X@itschrisrayONDS Ondas Holdings Inc. IndustrialsDefense Electronics Bull NASDAQAutonomousSystems, CommandAndControl, CounterUAS, DefenseSoftware, DroneDefense, ISR, robotics
Jan 30, 2026Twitter / X@weary_centurionPYPL PayPal Holdings, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQbuybacks, Costcutting, DigitalWallets, Fintech, Payments, Venmo
Jan 30, 2026Twitter / X@itschrisrayONDS Ondas Inc. IndustrialsAerospace & Defense Bull NASDAQAirshow, Autonomy, C2, CounterUAS, Defense, Drones, ISR, robotics, Security, Singapore
Jan 30, 2026Twitter / X@crux_capital_LASR nLight, Inc. Information TechnologyElectronic Manufacturing Services Bull NASDAQCounterDrone, DefenseManufacturing, DirectedEnergy, HypersonicDefense, Lasers, MissileDefense, Spaceforce
Jan 30, 2026Twitter / X@Heady_CreekDECK Deckers Outdoor Corporation Consumer DiscretionaryFootwear Bull NYSEathleisure, ChannelInventory, Footwear, GrossMargins, Promotions, Running, Sneakers, Surveys, valuation
Jan 30, 2026Fund LettersAndrew FlatteryCEF Sprott Physical Gold and Silver Trust FinancialsAsset Management Bull New York Stock Exchangediversification, Gold, Hedging, inflation, Silver
Jan 30, 2026Fund LettersAndrew FlatteryHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAcquisitions, Aerospace, compounder, Defense, Margins
Jan 30, 2026Fund LettersAndrew FlatteryASTS AST SpaceMobile, Inc. Communication ServicesWireless Telecommunications Bull NASDAQinfrastructure, Optionality, Satellites, Space, Telecom
Jan 30, 2026Fund LettersAndrew FlatteryMSTR Strategy Inc. (formerly MicroStrategy, Inc.) Information TechnologyApplication Software Bull NASDAQBitcoin, Capital markets, Digital Gold, leverage, Volatility

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