Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 23, 2026Fund LettersPolen Capital - Global GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI infrastructure, Cyclical, Foundry, growth, manufacturing, semiconductors, Taiwan
Apr 23, 2026Fund LettersWS Amati Global Innovation FundJHX James Hardie Industries plc Building MaterialsConstruction Materials Bull New York Stock ExchangeBuilding materials, Construction Innovation, fiber cement, Housing supply, market share gains, regulatory compliance, Technical Wood
Apr 23, 2026Fund LettersWS Amati Global Innovation FundBSY Bentley Systems Inc Software - ApplicationSoftware Bull NASDAQConstruction Technology, Data Moats, Engineering Design, infrastructure software, regulatory barriers, SaaS, User Training
Apr 23, 2026Fund LettersWS Amati Global Innovation FundTECN.SW Tecan Group AG Medical Instruments & SuppliesLife Sciences Tools & Services Bull Swiss ExchangeAI Acceleration, biotechnology, Drug Discovery, Laboratory Equipment, Life Sciences Automation, Pharmaceutical Research, Switzerland
Apr 23, 2026Fund LettersWS Amati Global Innovation Fund- Basler AG OtherElectronic Equipment, Instruments & Components Bull -Camera Technology, Computer Vision, Germany, Industrial automation, Machine vision, Physical AI, robotics
Apr 23, 2026Fund LettersWS Amati Global Innovation FundVU.PA VusionGroup SA Software - ApplicationTechnology Hardware, Storage & Peripherals Bull Euronext Stock ExchangeDigitalization, Electronic shelf labels, france, market dominance, productivity solutions, retail technology, Walmart Contract
Apr 23, 2026Fund LettersWS Amati Global Innovation FundPI Impinj Inc SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQExponential Growth, inventory management, market dominance, Radio-Frequency, retail technology, RFID, Volatile Stock
Apr 23, 2026Fund LettersWS Amati Global Innovation Fund- GeneDx Holdings Corp OtherLife Sciences Tools & Services Bull NASDAQconservative guidance, Genetic Diagnostics, Genomics, Healthcare services, life sciences, Precision-medicine, Thin Trading
Apr 23, 2026Fund LettersWS Amati Global Innovation FundMKSI MKS Instruments Inc Scientific & Technical InstrumentsSemiconductors & Semiconductor Equipment Bull NASDAQAI chips, capital investment, Chip Manufacturing, Fabrication, Malaysia Expansion, process control, semiconductor equipment
Apr 23, 2026Fund LettersWS Amati Global Innovation FundLITE Lumentum Holdings Inc Communication EquipmentCommunications Equipment Bull NASDAQAI infrastructure, Communications Equipment, data centers, Laser Technology, NVIDIA investment, optical networking, Photonics
Apr 23, 2026Fund LettersWS Amati Global Innovation Fund005930.KS Samsung Electronics Consumer ElectronicsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI infrastructure, HBM, memory chips, semiconductors, Share Buyback, South Korea, technology hardware
Apr 23, 2026Fund LettersMontaka Global InvestmentsICE Intercontinental Exchange Inc Financial Data & Stock ExchangesCapital Markets Bull New York Stock ExchangeClearing Houses, countercyclical, Energy Futures, Equity, Financial infrastructure, geopolitical, market volatility, NYSE, risk management, trading volumes
Apr 23, 2026Fund LettersMontaka Global InvestmentsUBER Uber Technologies Inc Software - ApplicationInteractive Media & Services Bull New York Stock ExchangeAgentic AI, autonomous vehicles, Equity, Flywheel, Market expansion, mobility, Multi-sided Platform, network effects, Real World Logistics
Apr 23, 2026Fund LettersMontaka Global InvestmentsTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI, Cloud computing, Equity, geopolitical risk, Monopolist, power efficiency, Pricing power, semiconductors, Taiwan
Apr 23, 2026Fund LettersMontaka Global InvestmentsBA.L BAE Systems Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace, AUKUS, backlog visibility, countercyclical, Defense Contractor, Equity, Geographic Diversification, geopolitical, NATO, Rearmament, UK
Apr 23, 2026SubstackAlpha Seeker 84TSLA Tesla, Inc. AutomotiveElectric Vehicles Neutral Nasdaq Stock MarketAutonomy, CapEx, Cybercab, Electric Vehicles, energy storage, Free Cash Flow, Gross margin, robotaxi, Semi production, Tesla
Apr 23, 2026SubstackAlpha Seeker 84NOW ServiceNow Information TechnologySoftware Bull New York Stock ExchangeAI monetization, Armis acquisition, enterprise cloud solutions, geopolitical risks, margin pressure, non-seat-based pricing, Q1 2026, ServiceNow, subscription revenue, workflow strength
Apr 23, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock MarketAI infrastructure, autonomous driving, CapEx, cash flow, Electric Vehicles, Inventory, price cuts, regulatory credits, robotaxi, Tesla
Apr 23, 2026SubstackRijnberk Invest InsightsNFLX Netflix, Inc. EntertainmentBroadcasting & Cable TV Bull Nasdaq Stock Marketadvertising revenue, content library, Free Cash Flow, Live Content, membership growth, operational efficiency, Pricing power, Share Buybacks, sports expansion, streaming service
Apr 22, 2026Fund LettersWhite Brook CapitalRPID Rapid Micro Biosystems Medical DevicesLife Sciences Tools & Services Bull NASDAQAmgen, biotechnology, Laboratory Equipment, life sciences, Merck, Microbial Detection, pharmaceutical manufacturing, Samsung Biologics, small-cap

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