Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 26, 2026SubstackTriples InvestingYY JOYY Inc. TechnologyInteractive Media & Services Bull NASDAQ Stock Marketadvertising technology, asset-light business, China regulatory risk, livestreaming, market re-rating, net cash position, Share Buybacks, Undervalued Stock
Jan 25, 2026Twitter / X@johhnyWalkerAZPOET POET Technologies Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQ1.6T, AIInfrastructure, datacenter, Lasers, OpticalInterposer, Packaging, Photonics, semiconductors, WaferLevel
Jan 25, 2026Twitter / X@Miroslavtepnek1LODE Comstock Inc. Commercial Services & SuppliesEnvironmental & Facilities Services Bull New York Stock ExchangeAssetBacked, Biofuels, CircularEconomy, EnvironmentalServices, SilverRecovery, SolarRecycling
Jan 25, 2026Twitter / X@aleabitoredditWOLF Wolfspeed, Inc. SemiconductorsSemiconductors Bear New York Stock ExchangeAIHardware, Chipsact, Convertibles, Dilution, Foundry, Interposers, SiliconCarbide, Wafers
Jan 25, 2026SubstackSleepy SolINTC Intel Corporation SemiconductorsIntegrated Circuits Bull Nasdaq Stock MarketApple, CPU shortage, Google, Intel, market volatility, NVIDIA, options market, semiconductors, Softbank, Strategic Partnerships
Jan 25, 2026SubstackThe MikrokapEVC Entravision Communications Corporation MediaBroadcasting Bull New York Stock Exchangeadtech, broadcasting, capital allocation, enterprise value, Entravision, growth driver, Michael Christenson, shareholder alignment, Smadex, Spanish-language media
Jan 24, 2026Twitter / X@Arya__DenizINTC Intel Corporation Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, Chips, CPUs, datacenter, Foundry, Geopolitics, Hedge, manufacturing, semiconductors, Taiwan, turnaround, X86
Jan 24, 2026Twitter / X@SunvMikeyOUST Ouster, Inc. Electronic Equipment, Instruments & ComponentsElectronic Equipment & Instruments Bull NASDAQAutonomy, BlueUAS, DefenseSensors, DigitalLidar, Geopolitics, Lidar, NDAA, Physicalai, robotics, Supplychain
Jan 24, 2026Twitter / X@PharmdcaIOVA Iovance Biotherapeutics, Inc. BiotechnologyBiotechnology Bull NASDAQbiotechnology, Celltherapy, Immunotherapy, LungCancer, Melanoma, NSCLC, Oncology, TIL
Jan 24, 2026Twitter / X@PersimmonTIOCUL Ocular Therapeutix, Inc. BiotechnologyBiotechnology Bull NASDAQAntiVEGF, BiodegradableImplant, BiotechLaunch, DrugDelivery, Ophthalmology, Retina, WetAMD
Jan 24, 2026Twitter / X@realrosecelineRACE Ferrari N.V. AutomobilesAutomobile Manufacturers Bull New York Stock ExchangeBrand Power, Italy, luxury automobiles, Pricing power, Scarcity, Ultra-Wealth
Jan 24, 2026Twitter / X@BourbonInsiderAMZN Amazon.com, Inc. Broadline RetailBroadline Retail Bull NASDAQadvertising, AI, AWS, cloud, datacenters, ecommerce, Groceries, Logistics, Prime
Jan 24, 2026Twitter / X@AtlasCapitalxxNBIS Nebius Group Software & ServicesData Processing & Outsourced Services Bull NASDAQAICloud, AIInfrastructure, backlog, CloudInfrastructure, datacenters, GPUCompute, hyperscalers, NVIDIA, PowerInfrastructure
Jan 24, 2026Twitter / X@yianiszPOET POET Technologies Inc. Semiconductors & Semiconductor EquipmentSemiconductor Materials & Equipment Bear NASDAQAIConnectivity, backlog, Cashburn, datacenter, Dilution, EquityRaise, Hiring, Optics, Photonics
Jan 24, 2026Twitter / X@GabGrowthSE Sea Limited Broadline RetailBroadline Retail Bull New York Stock Exchange (New York Stock Exchange)Brazil, ecommerce, Fulfillment, GMV, Logistics, Shopee, Singapore, SocialCommerce, SoutheastAsia, TikTokShop
Jan 24, 2026Twitter / X@johhnyWalkerAZDTREF Dateline Resources Limited Metals & MiningGold Neutral OTC MarketsDilution, Exploration, Gold, MarketCap, Mining, OTC, RareEarths, ShareFloat
Jan 24, 2026Twitter / X@aleabitoreddit3037 Unimicron Technology Corp Electronic Equipment, Instruments & ComponentsElectronic Components Bull TWSEABF, Advancedpackaging, AIHardware, CoWoS, HBM, ICSubstrates, Interconnects, Taiwan
Jan 24, 2026Twitter / X@realTimHackNAMM Namib Minerals Metals & MiningGold Bull NASDAQAfrica, Cobalt, Copper, CriticalMinerals, Gold, IPO, Mining, rerating, valuation, Zimbabwe
Jan 24, 2026Twitter / X@CapexAndChillCSU Constellation Software Inc. SoftwareApplication Software Bull Toronto Stock ExchangeAcquisitions, AI, Asseco, Canada, Capitalallocation, DataMoats, Decentralization, IRGA, Refactoring, Verticalsoftware
Jan 24, 2026Twitter / X@StonkValueONDS Ondas Holdings Inc. Communications EquipmentCommunications Equipment Bull NASDAQAcquisitions, AutonomousSystems, backlog, CommercialDrones, CommunicationsEquipment, DefenseAdjacency, Drones, Europe, IndustrialWireless, MiddleEast

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