Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 21, 2025SubstackPitching ValueBFF BFF Bank Other- Bull -banking sector, BFF Bank, dividend suspension, European expansion, government counterparty, non-recourse factoring, P/B ratio, regulatory capital, regulatory compliance, ROE
Feb 20, 2025SubstackIdea HiveQUBT Quantum Computing TechnologyQuantum Computing Bear Nasdaq Stock MarketBusiness Strategy, Credibility, Faked Revenues, investment risk, Minimal Revenue, Non-Existent Facilities, Pivots, Quantum Computing, Quantum Photonic Chips, Semiconductor Hype
Feb 20, 2025SubstackIdea HiveQBTS D-Wave Quantum TechnologyQuantum Computing Bear New York Stock ExchangeCloud-Based Access, Commercialization, competitive landscape, Equity raise, high valuation, Market Expectations, niche market, Optimization Problems, Quantum Annealers, Quantum Computing
Feb 20, 2025SubstackIdea HiveIONQ IONQ TechnologyQuantum Computing Bear New York Stock Exchangecash position, Commercial Scale, competitive landscape, government contracts, high valuation, market optimism, Quantum Computing, Revenue Growth, Revenue Targets, Trapped Ion Technology
Feb 20, 2025SubstackIdea HiveRGTI Rigetti Computing TechnologyQuantum Computing Bear Nasdaq Stock Marketcompetitive landscape, government contracts, high valuation, Market Expectations, net cash position, operating losses, Quantum Computing, Revenue Growth, Superconducting, Technology Development
Feb 20, 2025Twitter / X@ScorpionFundTMDX TransMedics Group, Inc. Health Care ServicesHealth Care Supplies Bear NASDAQHiring, Linkedin, Linkedin Data, Organox, Post Says, Tmdx, Transmedics, Transplant
Feb 20, 2025Twitter / X@TommyDeepwaterVAL Valaris Limited EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeDeepwater, Drillships, Offshore, offshore drilling, oilfield services, Rigs, Valaris, Warm
Feb 20, 2025Twitter / X@ToffCapRDX Redox Limited MaterialsChemical Distributors Bull Australian Stock Exchangecommodity, EBITDA, Isn, margin expansion, Rdx, Redox, Relative Pure, Smooth Cyclicality
Feb 20, 2025Short ThesisThe Bear CaveAPP AppLovin Corp Communication ServicesInteractive Media & Services Bear NASDAQadtech, buybacks, Concentration, Ecosystem, Gaming
Feb 19, 2025Twitter / X@secretlyaninjaFIS Fidelity National Information Services, Inc. Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangebanking, Capital markets, FCF, Fcf Conv, Fis, Outlook, Rev, Seg
Feb 19, 2025SubstackOptrack.ioTAVI Tavia Acquisition Corp. Special Purpose Acquisition Company (SPAC)Special Purpose Acquisition Company (SPAC) Bear NASDAQ Stock Marketborrowing constraints, business dealings, failed ventures, Kenes Rakishev, management team, Oxus Acquisition Corp., SPAC, speculative investment, Tavia Acquisition Corp., trading volume
Feb 19, 2025SubstackOptrack.ioOXUS Oxus Acquisition Corp. Food ProductsFood Products Bear NASDAQ Stock MarketBorealis Foods, cash burn, Cup-o-Noodles, financial performance, Gordon Ramsey endorsement, gross margins, Kenes Rakishev, Oxus Acquisition Corp., short selling, SPAC
Feb 19, 2025Short ThesisSpruce PointDY Dycom Industries Inc IndustrialsConstruction & Engineering (Telecom Infrastructure) Bear NYSECapEx, Contracts, infrastructure, Margins, Telecom
Feb 18, 2025Twitter / X@thexcapitalistOSCR Oscar Health, Inc. Health Care ServicesManaged Health Care Bull New York Stock ExchangeAca, Employees, Employers, Health, health insurance, Insurance, Oscar, OSCR
Feb 18, 2025Twitter / X@cedargrovecmHIMS Hims & Hers Health, Inc. Health Care ServicesHealth Care Technology Bear New York Stock ExchangeFDA, Glp, HIMS, Marketing Software, Our, Over Indexing, Play, Shortage
Feb 18, 2025Short ThesisBlue Orca CapitalTDOC Teladoc Health Inc Health CareHealth Care Technology Bear NYSECompetition, Livongo, Normalization, profitability, telehealth
Feb 18, 2025Short ThesisLauren BalikAPP AppLovin Corp Communication ServicesInteractive Media & Services Bear NASDAQadtech, Competition, Gaming, Privacy, valuation
Feb 17, 2025SubstackRaging Bull InvestmentsOGI Organigram Holdings Inc. Health CareDrug Manufacturers - Specialty & Generic Bull TSX—
Feb 14, 2025SubstackPound the Rock InvestingLEFUF Leon’s Furniture Limited Consumer DiscretionarySpecialty Retail Bull TSX—
Feb 14, 2025SubstackWaterboy InvestingFF FutureFuel Corp. MaterialsSpecialty Chemicals Bull NYSE—

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