Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 30, 2026SubstackModern Value InvestingTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsFoundry Bull New York Stock ExchangeAdvanced Process Technology, AI demand, capacity expansion, Cloud computing, Competitive Advantage, earnings potential, R&D investment, semiconductor foundry, Strategic Partnerships, technological transformation
Aug 30, 2026SubstackModern Value InvestingNVDA Nvidia Corporation SemiconductorsGraphics & Video Processing Bull Nasdaq Stock MarketAI revolution, automotive, Cloud computing, data centers, earnings potential, Forward PE, Gaming, GPUs, innovation, Revenue Growth
Aug 30, 2026SubstackAlpha Seeker 84MDB MongoDB, Inc. TechnologyDatabase Management Neutral Nasdaq Stock Marketapplication code, backlog, competitive edge, customer consumption, database management, hyperscalers, innovation, MongoDB, net ARR expansion, Postgres
Aug 30, 2026SubstackAlpha Seeker 84SNOW Snowflake Inc. TechnologyData Warehousing Neutral New York Stock Exchangecloud, Customer loyalty, Data Warehousing, industry changes, innovation, market dominance, net revenue retention, open table formats, Snowflake, valuation
Aug 30, 2026SubstackAlpha Seeker 84RBRK Rubrik, Inc. TechnologyData Management Bear -Backup, cloud, competitive landscape, Data Management, earnings beat, growth prospects, market reaction, recovery, Rubrik, valuation
Aug 30, 2026SubstackAlpha Seeker 84OKTA Okta, Inc. TechnologyIdentity and Access Management Neutral Nasdaq Stock MarketAccess Control, AI demand, enterprise growth, financial impact, Governance, identity management, market share, Okta, privileged access, valuation
Aug 30, 2026SubstackAlpha Seeker 84CRWD CrowdStrike Holdings, Inc. TechnologyCybersecurity Bear Nasdaq Stock MarketARR, control point, CrowdStrike, cybersecurity, endpoint protection, growth, industry risk, market demand, Revenue Growth, valuation
Aug 30, 2026SubstackScalpavelliA192400.KS Cuckoo Holdings Co., Ltd. Consumer ElectronicsHome Appliances Bull Korea Securities ExchangeCuckoo Holdings, dividend yield, Home Appliances, investment opportunity, Korean dividend reform, Payout ratio, shareholder value, Value-Up Plan
Aug 30, 2026SubstackScalpavelliDULUTH Duluth Holdings Inc. ApparelClothing and Accessories Bull NASDAQ Stock MarketApparel, Cotton, Duluth Holdings, Free Cash Flow, investment opportunity, net debt, polyester avoidance, sustainable fashion
Aug 29, 2026Fund LettersRiver Oaks CapitalACNT Ascent Industries ChemicalsSpecialty Chemicals Bull NASDAQAPEO-Free Coating, Capacity utilization, Chemicals-as-a-Service, M&A, manufacturing, margin expansion, Packaging, Proprietary Formulations, Share Buyback, specialty chemicals, Trade Secrets, turnaround, Value
Aug 29, 2026Fund LettersRiver Oaks CapitalFFBB FFB Bank Banks - RegionalRegional Banks Bull NASDAQCalifornia, community bank, Consent Order, insider ownership, ISO, non-interest income, payment processing, regional bank, Relationship Banking, Share Buyback, Sponsor Bank, turnaround, Value
Aug 29, 2026SubstackRijnberk Invest InsightsSNPS Synopsys, Inc. TechnologySemiconductor Design Software Bull NASDAQ Stock MarketAdvanced Packaging, AI disruption, chiplet IP, EDA market, financial health, growth prospects, innovation, Multiphysics Fusion, Semiconductor Design, subscription revenue
Aug 29, 2026SubstackStock PursuitMITK Mitek Systems TechnologySoftware - Infrastructure Bull Nasdaq Stock MarketAI-related cyber threats, digital identity verification, financial performance, Fraud prevention, Market expansion, Partnerships, SaaS growth, stock buyback, trading range breakout, valuation
Aug 28, 2026SubstackUzo CapitalAPP Applovin TechnologySoftware Bull NASDAQ Stock Marketadvertising, AppLovin, divestiture, Financial metrics, growth stock, market skepticism, organic growth, re-rating potential, Software, Value Multiple
Aug 28, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock MarketAI robotics, competitive landscape, Electric Vehicles, Elon Musk, market cap, operating margins, robotaxis, Stock performance, Tesla, valuation
Aug 28, 2026SubstackShareholders UniteIQEPF IQE plc SemiconductorsSemiconductor Materials Bull -AI infrastructure, competitive moat, data-center optical interconnects, epitaxy pure-play, Growth Opportunities, indium phosphide wafers, MACOM Investment, margin expansion, semiconductor materials, Strategic Transformation
Aug 28, 2026SubstackUzo CapitalAPP Applovin TechnologyAdvertising Software Bull NASDAQ Stock MarketAdvertising Software, AI-driven growth, AppLovin, buybacks, Financial metrics, growth stock, market skepticism, organic growth, re-rating potential, Value Multiple
Aug 28, 2026SubstackCoughlin CapitalDBX Dropbox, Inc. TechnologyApplication Software Bull NASDAQ Stock MarketApple, Cloud storage, Competition, Dropbox, financial flexibility, Free Cash Flow, Google, Microsoft, Share Buyback, user retention
Aug 27, 2026SubstackTriples InvestingDOMO Domo, Inc. TechnologyBusiness Intelligence Software Bull NASDAQ Stock MarketAcquisitions, AI and automation, business intelligence, Cash Value, Domo, Inc., Josh James, NOLs, Progress Software, Stock Options, Turnaround strategy
Aug 25, 2026Fund LettersAtai Capital ManagementTRI.L Trifast PLC Tools & AccessoriesTrading Companies & Distributors Bull London Stock Exchangeactivist involvement, Automotive Exposure, Equity, ERP implementation, Fasteners, Industrial distribution, Management Change, margin expansion, medical equipment, operational efficiency, Smart Infrastructure, turnaround, UK, Value, VMI Services

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