Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2025Fund LettersBob MitchellSSTI SoundThinking, Inc. Information TechnologyApplication Software Bear NASDAQAI, Demand, Municipalities, Publicsafety, SaaS
Jul 22, 2025Fund LettersBob MitchellERII Energy Recovery, Inc. IndustrialsElectrical Components & Equipment Bear NASDAQDesalination, energy, Execution, tariffs, Volatility
Jul 22, 2025Fund LettersBob MitchellHLMN Hillman Solutions Corp. Consumer DiscretionaryBuilding Products Bear NASDAQCosts, Hardware, Margins, retail, tariffs
Jul 22, 2025Fund LettersBob MitchellMEG Montrose Environmental Group, Inc. IndustrialsEnvironmental & Facilities Services Bull NYSECompliance, Environmental, growth, Remediation, services
Jul 22, 2025Fund LettersBob MitchellROAD Construction Partners, Inc. IndustrialsConstruction & Engineering Bull NASDAQbacklog, construction, growth, infrastructure, Margins
Jul 22, 2025Fund LettersBob MitchellWLDN Willdan Group, Inc. IndustrialsConsulting Services Bull NASDAQElectrification, Grid, growth, infrastructure, utilities
Jul 22, 2025Fund LettersBob MitchellPL Planet Labs PBC IndustrialsAerospace & Defense Bull NYSEcashflow, Defense, Demand, Geospatial, Satellites
Jul 22, 2025Fund LettersDavid NeidererTWST Twist Bioscience Corp. Health CareBiotechnology Bull NASDAQAntibodies, DNA, Ngs, profitability, Syntheticbiology
Jul 22, 2025Fund LettersVimal PatelSYNA Synaptics Incorporated Information TechnologySemiconductors Bear NASDAQExecution, IoT, leadership, Margins, restructuring
Jul 22, 2025Fund LettersVimal Patel6723 JP Renesas Electronics Corporation Information TechnologySemiconductors Bear NYSEAutos, guidance, Industrial, Risk, semiconductors
Jul 22, 2025Fund LettersVimal PatelBE Bloom Energy Corporation IndustrialsElectrical Components & Equipment Bull NYSEdatacenters, energy, Hydrogen, Policy, Power
Jul 22, 2025Fund LettersVimal PatelAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQCompetition, Ecosystem, Hardware, Saturation, tariffs
Jul 22, 2025Fund LettersVimal PatelLRCX Lam Research Corporation Information TechnologySemiconductor Equipment Bull NASDAQEquipment, Memory, Packaging, R&D, semiconductors
Jul 22, 2025Fund LettersRahul NarangAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQCompetition, growth, Hardware, innovation, services
Jul 22, 2025Fund LettersRahul NarangTMUS T-Mobile US, Inc. Communication ServicesWireless Telecommunication Services Bear NASDAQChurn, Competition, Margins, Promotions, Telecom
Jul 22, 2025Fund LettersRahul NarangGPN Global Payments Inc. IndustrialsTransaction & Payment Processing Services Bear NYSECompetition, Execution, growth, Margins, Payments
Jul 22, 2025Fund LettersRahul NarangFI Fiserv, Inc. Information TechnologyTransaction & Payment Processing Services Bear NYSEExecution, growth, Merchant, Payments, valuation
Jul 22, 2025Fund LettersRahul NarangHOOD Robinhood Markets, Inc. FinancialsCapital Markets Bull NASDAQARPU, Crypto, Fintech, growth, Trading
Jul 22, 2025Fund LettersRahul NarangORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI, cloud, Databases, growth, Margins
Jul 22, 2025Fund LettersRahul NarangMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, growth, productivity, Software

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