Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 30, 2026Fund LettersJacob MitchellAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, cloud, ecommerce, scale, valuation
Jan 30, 2026Fund LettersHarvey Warren SaxINTC Intel Corporation Information TechnologySemiconductors Bull NASDAQAI chips, Foundry, national security, Semiconductor manufacturing, turnaround
Jan 30, 2026Fund LettersHarvey Warren SaxMRVL Marvell Technology Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, buybacks, custom silicon, data centers, semiconductors
Jan 30, 2026Fund LettersHarvey Warren SaxNUE Nucor Corporation MaterialsSteel Bull New York Stock ExchangeDefense spending, infrastructure, manufacturing, Steel, tariffs
Jan 30, 2026Fund LettersJacob Mitchell2423 HK KE Holdings Inc. Real EstateReal Estate Services Bear New York Stock ExchangeChina, Margins, Property, Sentiment, Slowdown
Jan 30, 2026Fund LettersHarvey Warren SaxROK Rockwell Automation Inc. IndustrialsIndustrial Automation Bull New York Stock ExchangeAI, Digitization, Industrial automation, Reshoring, robotics
Jan 30, 2026Fund LettersJacob MitchellTCEHY Tencent Holdings Limited Communication ServicesInteractive Media & Services Bear New York Stock ExchangeChina, Internet, Liquidity, Regulation, Sentiment
Jan 30, 2026Fund LettersHarvey Warren SaxAMAT Applied Materials Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI capex, buybacks, Foundries, manufacturing, semiconductor equipment
Jan 30, 2026Fund LettersJacob MitchellSTM STMicroelectronics N.V. Information TechnologySemiconductors Bear New York Stock Exchangeautomotive, CapEx, Cyclicality, Industrial, Semi Conductors
Jan 30, 2026Fund LettersHarvey Warren SaxAPPF AppFolio Inc. Information TechnologyApplication Software Bull NASDAQAutomation, Fintech, Payments, property management, SaaS
Jan 30, 2026Fund LettersHarvey Warren SaxET Energy Transfer L.P. EnergyOil & Gas Storage & Transportation Bull New York Stock Exchangedata centers, dividends, midstream, Pipelines, Power-Demand
Jan 30, 2026Fund LettersJacob MitchellASAIY Sendas Distribuidora S.A. Consumer StaplesFood Retail & Distribution Bear Brasil Bolsa BalcãoBrazil, consumer, Rates, recovery, valuation
Jan 30, 2026Fund LettersHarvey Warren SaxGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, Artificial Intelligence, Cloud computing, Moonshots, Search
Jan 30, 2026Fund LettersTim HarrisGWRE Guidewire Software Inc. Information TechnologyApplication Software Neutral New York Stock ExchangeAI adoption, ARR growth, cloud migration, Insurance-software, vertical software
Jan 30, 2026Fund LettersJacob MitchellAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, datacenter, growth, infrastructure, semiconductors
Jan 30, 2026Fund LettersJacob MitchellGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, earnings, scale
Jan 30, 2026Fund LettersTim HarrisFOUR Shift4 Payments Inc. FinancialsTransaction & Payment Processing Services Neutral New York Stock Exchangebuybacks, consumer spending, hospitality, Payments, Sentiment
Jan 30, 2026Fund LettersJacob MitchellMRK Merck & Co., Inc. Health CarePharmaceuticals Bull New York Stock ExchangeClinicaltrials, growth, Oncology, pharmaceuticals, pipeline
Jan 30, 2026Fund LettersTim HarrisKEYS Keysight Technologies Inc. Information TechnologyElectronic Equipment & Instruments Bull New York Stock ExchangeAI infrastructure, Instrumentation, margin expansion, semiconductors, Test-And-Measurement
Jan 30, 2026Fund LettersJacob MitchellB Barrick Mining Corporation MaterialsGold Mining Bull New York Stock Exchangecashflow, Commodities, dividends, Gold, Margins

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: