Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 21, 2026Twitter / X@MarkosAAIGNVDA NVIDIA Corporation Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQaccelerators, CoWoS, data centers, GPUs, HBM, HBM3E, HBM4, Packaging
Jan 21, 2026Twitter / X@BlockChain187INTC Intel Corporation Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQ18A, CapEx, EMIB, Foundry, GrossMargin, Japan, Packaging, restructuring, SaleLeaseback, semiconductors, ServerCPUs, TaxCredit
Jan 21, 2026Twitter / X@boring_investIBRX ImmunityBio, Inc. BiotechnologyBiotechnology Bull NASDAQAI manufacturing, Biomanufacturing, Bladder Cancer, cell therapy, Immunotherapy, Lung Cancer, Natural Killer Cells, Oncology
Jan 21, 2026Twitter / X@LiebermanAustinONDS Ondas Holdings Inc. Aerospace & DefenseDefense Electronics Neutral NASDAQAutonomous Drones, Counter-UAS, defense electronics, defense technology, Industrial Wireless, Rail Communications, robotics, Systems Integration
Jan 21, 2026Twitter / X@SpecSitsCapMgmt1.HK CK Hutchison Holdings Limited Industrial ConglomeratesIndustrial Conglomerates Bull Hong Kong Stock Exchange (HKEX)buybacks, conglomerate, HongKong, IPO, Ports, retail, spinoff, telecommunications
Jan 21, 2026Twitter / X@crux_capital_POCI Precision Optics Corporation, Inc. Health Care Equipment & SuppliesHealth Care Equipment Bull OTC MarketsAerospace Optics, augmented reality, defense electronics, Medical Optics, Onshoring, Optical Assemblies, Robotic Surgery, SWaP-C
Jan 21, 2026Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Manufacturing Bull NASDAQdefense electronics, Domestic Supply Chain, foundry services, Quantum Chips, Radiation Hardened, Semiconductor manufacturing, Superconducting Chips, Trusted Foundry
Jan 21, 2026Twitter / X@VictorRenajljRIME Algorhythm Holdings, Inc. -- Bull NASDAQAI, ARR, Dispatch, Logistics, Optimization, Orchestration, Software, Telematics, TMS, Trucking
Jan 21, 2026Twitter / X@daniel_kossSHMD SCHMID Group N.V. MachineryIndustrial Machinery & Supplies & Components Bull NASDAQAI, Germany, Glass, machinery, Packaging, Plating, Reshoring, semiconductors, Shortsqueeze, Space, Substrates, WetProcessing
Jan 21, 2026Fund LettersBrian CampbellRSG Republic Services, Inc. IndustrialsEnvironmental & Facilities Services Bull New York Stock Exchangecashflow, Defensiveness, insider buying, Pricing power, waste management
Jan 21, 2026Fund LettersBrian CampbellNSC Norfolk Southern Corporation IndustrialsRail Transportation Bull New York Stock ExchangeCyclicality, insider buying, railroads, recovery, valuation
Jan 21, 2026Fund LettersBrian CampbellDV DoubleVerify Holdings Inc Communication ServicesAdvertising Bear New York Stock Exchangeadtech, advertising, Cyclicality, Execution, visibility
Jan 21, 2026Fund LettersBrian CampbellCCC CCC Intelligent Solutions Holdings Inc Information TechnologyApplication Software Bull New York Stock ExchangeAI, buybacks, Insurance-software, network effects, recurring revenue
Jan 21, 2026Fund LettersBrian CampbellGTES Gates Industrial Corporation plc IndustrialsIndustrial Machinery Bull New York Stock ExchangeElectrification, Industrial, Margins, productivity, restructuring
Jan 21, 2026Fund LettersBrian CampbellCERT Certara Inc Health CareHealth Care Technology Bull NASDAQBiosimulation, cashflow, healthcare, Margins, Software
Jan 21, 2026Fund LettersBrian CampbellNEU NewMarket Corporation MaterialsSpecialty Chemicals Bull New York Stock ExchangeAdditives, balance sheet, cashflow, Chemicals, Cyclicality
Jan 21, 2026Fund LettersBrian CampbellHAE Haemonetics Corporation Health CareHealth Care Supplies Bull New York Stock Exchangebuybacks, cashflow, Margins, Medical devices, turnaround
Jan 21, 2026Fund LettersBrian CampbellBLK BlackRock, Inc. FinancialsAsset Management Bull New York Stock ExchangeAlternatives, asset management, capital returns, ETFs, scale
Jan 21, 2026Fund LettersBrian CampbellNEU NewMarket Corporation MaterialsSpecialty Chemicals Bull New York Stock Exchangebalance sheet, cashflow, Cyclicality, energy, specialty chemicals
Jan 21, 2026Fund LettersBrian CampbellFI Fiserv, Inc. Information TechnologyTransaction & Payment Processing Services Bear New York Stock ExchangeCredibility, execution risk, Payments, Slowdown, turnaround

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