Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 21, 2026Fund LettersMichael E. SchroerNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bear NASDAQacquisition, Content, Streaming, taxes, valuation
Jan 21, 2026Fund LettersMichael E. SchroerAMAT Applied Materials, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, Chipsact, Equipment, semiconductors
Jan 21, 2026Fund LettersMichael E. SchroerGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Search, semiconductors
Jan 21, 2026Fund LettersMichael E. SchroerARIS CN Aris Mining Corporation MaterialsGold Bull New York Stock Exchangedeleveraging, expansion, Freecashflow, Gold, Mining
Jan 21, 2026Fund LettersMichael E. SchroerPSFE Paysafe Limited FinancialsTransaction & Payment Processing Services Bear New York Stock ExchangeFintech, growth, Margins, Payments, Regulation
Jan 21, 2026Fund LettersMichael E. SchroerTSEM Tower Semiconductor Ltd. Information TechnologySemiconductors Bull NASDAQAI, Capacity, Margins, Photonics, Rf, semiconductors
Jan 21, 2026Fund LettersSonu ChawlaHUBS HubSpot, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAdoption, ARR, CRM, monetization, Upmarket
Jan 21, 2026Fund LettersSonu ChawlaAPH Amphenol Corporation Information TechnologyElectronic Components Bull New York Stock ExchangeAerospace, Capacity, Connectors, Datacom, Defense
Jan 21, 2026Fund LettersSonu ChawlaKRMN Karman Holdings, Inc. IndustrialsAerospace & Defense Bull New York Stock Exchangebacklog, Defense, Hypersonics, Missiles, Satellites
Jan 21, 2026Fund LettersSonu ChawlaVEEV Veeva Systems Inc. Information TechnologyApplication Software Bull New York Stock Exchangecloud, Competition, CRM, guidance, lifesciences
Jan 21, 2026Fund LettersSonu ChawlaIBKR Interactive Brokers Group, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAccounts, Brokerage, efficiency, scale, Trading
Jan 21, 2026Fund LettersGrant R. BabyakFROG JFrog Ltd. Information TechnologyApplication Software Bull NASDAQDevops, growth, Security, Software, supply chain
Jan 21, 2026Fund LettersGrant R. BabyakAXGN Axogen, Inc. Health CareMedical Devices Bull NASDAQFDA, Medicaldevices, Nerves, Regeneration, Trauma
Jan 21, 2026Fund LettersGrant R. BabyakUEC Uranium Energy Corp. EnergyUranium Bull New York Stock ExchangeCommodities, energysecurity, Nuclear, Policy, uranium
Jan 21, 2026Fund LettersGrant R. BabyakOLLI Ollie’s Bargain Outlet Holdings, Inc. Consumer DiscretionaryDiscount Retail Bull NASDAQCost control, discount retail, Loyalty, Store growth, Value
Jan 21, 2026Fund LettersGrant R. BabyakWRBY Warby Parker Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeDirect toconsumer, Eye wear, innovation, Margins, smart glasses
Jan 21, 2026Fund LettersGrant R. BabyakBOOT Boot Barn Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeMargins, retail, Storegrowth, valuation, Westernwear
Jan 21, 2026Fund LettersSonu ChawlaAMAT Applied Materials, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, Foundry, Margins, Memory, Semicap
Jan 21, 2026Fund LettersSonu ChawlaAXON Axon Enterprise, Inc. IndustrialsAerospace & Defense Bull NASDAQAI, growth, Lawenforcement, Retention, Software
Jan 21, 2026Fund LettersSonu ChawlaPINS Pinterest, Inc. Communication ServicesInteractive Media & Services Bull New York Stock Exchangeadvertising, Engagement, International, monetization, social media

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