Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 22, 2026Fund LettersEmerson BluhmPLTR Palantir Technologies Inc. SoftwareData Analytics Software Bull New York Stock ExchangeData-integration, Government Tech, Mission-Critical, Operational Ai, workflow automation
Jan 22, 2026Fund LettersEmerson BluhmAVGO Broadcom Inc. SemiconductorsSemiconductor Infrastructure Bull NASDAQAi Scaling, custom silicon, data centers, Ethernet, Networking
Jan 22, 2026Fund LettersEmerson BluhmGOOGL Alphabet Inc. Interactive Media & ServicesDigital Advertising Bull NASDAQAi Assistants, Digital ads, Optionality, Platform Ecosystem, Search Intent
Jan 22, 2026Fund LettersEmerson BluhmMSFT Microsoft Corp. SoftwareSystem Software Bull NASDAQAI infrastructure, capacity expansion, Cloud Scale, Enterprise software, hyperscale
Jan 22, 2026Fund LettersEmerson BluhmNFLX Netflix Inc. EntertainmentStreaming Services Bull NASDAQconsolidation, Content Ownership, Engagement, IP strategy, Pricing power
Jan 22, 2026Fund LettersEmerson BluhmNU Nu Holdings Ltd. BanksDigital Banks Bull New York Stock Exchangecredit quality, digital banking, Financial Inclusion, Latin America, Unit economics
Jan 22, 2026Fund LettersEmerson BluhmSHOP Shopify Inc. IT ServicesE-commerce Platforms Bull New York Stock ExchangeAI tools, Gmv Growth, Merchant Services, Payments, Platform Scale
Jan 22, 2026Fund LettersEmerson BluhmKVYO Klaviyo Inc. SoftwareMarketing Software Bull New York Stock ExchangeAgentic Commerce, International Growth, Marketing automation, Platform Shift, revenue acceleration
Jan 22, 2026Fund LettersEmerson BluhmCVNA Carvana Co. Internet RetailE-commerce Retail Bull New York Stock Exchangeecommerce, Lending Margins, Logistics, scale, Unit growth
Jan 22, 2026Fund LettersEmerson BluhmTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductor Foundries Bull New York Stock Exchangeadvanced nodes, AI demand, Foundry, Pricing power, scale
Jan 22, 2026Fund LettersBrian A. ChristiansenARGX argenx SE Health CareBiotechnology Bull Shanghai Stock Exchangebiotechnology, growth, Immunology, Orphan, pipeline
Jan 22, 2026Fund LettersBrian A. ChristiansenAPP AppLovin Corporation Information TechnologySoftware Bull NASDAQadvertising, AI, ecommerce, Mobile, Software
Jan 22, 2026Fund LettersBrian A. ChristiansenSPOT Spotify Technology S.A. Communication ServicesEntertainment Bull New York Stock ExchangeAI, Audio, Margins, Pricing, Streaming
Jan 22, 2026Fund LettersBrian A. ChristiansenMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQecommerce, Fintech, Latin America, Moat, scale
Jan 22, 2026Fund LettersBrian A. ChristiansenDASH DoorDash, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQadvertising, delivery, Logistics, Margins, scale
Jan 22, 2026Fund LettersBrian A. ChristiansenAXON Axon Enterprise, Inc. IndustrialsAerospace & Defense Bull NASDAQgrowth, Public safety, Recurring, SaaS, Security
Jan 22, 2026Fund LettersBrian A. ChristiansenNFLX Netflix, Inc. Communication ServicesEntertainment Bear NASDAQContent, Ip, Pricing, scale, Streaming
Jan 22, 2026Fund LettersBrian A. ChristiansenTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Foundry, Pricing, scale, semiconductors
Jan 22, 2026Fund LettersBrian A. ChristiansenTITAN IN Titan Company Limited Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull National Stock Exchange of Indiabrands, Consumption, India, Jewelry, Margins
Jan 22, 2026Fund LettersBrian A. ChristiansenGALD SW Galderma Group AG Health CarePharmaceuticals Bull Swiss ExchangeAesthetics, dermatology, innovation, Margins, pharmaceuticals

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