Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 7, 2025Fund LettersClayton FreemanMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, scale, Software
Aug 7, 2025Fund LettersClayton FreemanVST Vistra Corp. UtilitiesIndependent Power Producers & Energy Traders Bull New York Stock ExchangeCapacity, data centers, Power, Pricing, utilities
Aug 7, 2025Fund LettersDavid A.KatzAMAT Applied Materials Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, Equipment, Fabrication, semiconductors
Aug 7, 2025Fund LettersJesse FloresNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, CapEx, datacenters, Export controls, GPUs
Aug 7, 2025Fund LettersJesse Flores2423 HK KE Holdings Inc. Real EstateReal Estate Services Bull New York Stock ExchangeChina, COST, guidance, Housing, Property
Aug 7, 2025Fund LettersJesse FloresFFH CN Fairfax Financial Holdings Limited FinancialsProperty & Casualty Insurance Bull Toronto Stock ExchangeBookvalue, Catastrophes, Reinsurance, Repurchases, underwriting
Aug 7, 2025Fund LettersJesse FloresSAF FP Safran S.A. IndustrialsAerospace & Defense Bull Euronext Stock Exchangeaftermarket, backlog, Engines, Pricing, Utilization
Aug 7, 2025Fund LettersKevin ArensonCME CME Group Inc. FinancialsFinancial Exchanges & Data Bull NASDAQDerivatives, Exchanges, Networkeffects, Rates, Volatility
Aug 7, 2025Fund LettersKevin ArensonGE GE Aerospace IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, backlog, cashflow, services
Aug 7, 2025Fund LettersKevin ArensonSAF FP Safran S.A. IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, aftermarket, Engines, Margins, Utilization
Aug 7, 2025Fund LettersKevin ArensonAIR FP Airbus SE IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, backlog, Pricingpower, Supplychain, Travel
Aug 7, 2025Fund LettersKevin ArensonMA Mastercard Incorporated FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeFintech, Networks, Payments, resilience, stablecoins
Aug 7, 2025Fund LettersKevin ArensonV Visa Inc. FinancialsTransaction & Payment Processing Services Bull New York Stock ExchangeMargins, Networks, Payments, Regulation, stablecoins
Aug 7, 2025Fund LettersKevin ArensonAMZN Amazon.com, Inc. Information TechnologyIT Services Bull NASDAQAI, CapEx, cloud, infrastructure, scale
Aug 7, 2025Fund LettersKevin ArensonMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, hyperscalers, Margins
Aug 7, 2025Fund LettersSean KirkwoodSNWV Sanuwave Health, Inc. Health CareHealth Care Equipment Bull NASDAQgrowth, healthcare, Margins, Medicaldevices, Salesforce, uplisting, valuation
Aug 7, 2025Fund LettersSean KirkwoodSLSN Solésence, Inc. MaterialsSpecialty Chemicals Bear NASDAQexit, growth, Margins, materials, Specialtychemicals, Sunscreen, valuation
Aug 7, 2025Fund LettersSean KirkwoodICCC ImmuCell Corporation Health CareBiotechnology Bull NASDAQbiotechnology, earnings, FDA, Margins, Optionality, Smallcap, Veterinary
Aug 7, 2025Fund LettersSean KirkwoodISSC Innovative Solutions & Support, Inc. IndustrialsAerospace & Defense Bull NASDAQAcquisitions, Aerospace, Avionics, growth, manufacturing, Margins, Operatingleverage
Aug 7, 2025Fund LettersScott MillerASTS AST SpaceMobile, Inc. Information TechnologyCommunication Equipment Bull NASDAQbroadband, Connectivity, Partnerships, Satellites, Telecom

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