Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 22, 2026SubstackPacific Northwest EdgeTOTZF Total Energy Services, Inc. EnergyOil & Gas Equipment & Services Bull Toronto Stock ExchangeCanadian energy stocks, crude oil transportation, debt reduction, East Asia exports, export capacity, Free Cash Flow, oil and gas services, shareholder returns, Total Energy Services, Trans Mountain Expansion
Mar 21, 2026SubstackRijnberk Invest InsightsGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock Marketadvertising revenue, AI integration, Alphabet Inc., Anthropic, Google Cloud, Google Search, SpaceX, technology conglomerate, Waymo, YouTube
Mar 20, 2026SubstackMonopolistic InvestorADSK Autodesk, Inc. SoftwareApplication Software Neutral Nasdaq Stock Market3D design software, Autodesk, Cost management, debt expansion, economic cycles, Free Cash Flow, Interest rates, ROIC, stock-based compensation, WACC
Mar 20, 2026SubstackMonopolistic InvestorADBE Adobe Inc. SoftwareApplication Software Bull Nasdaq Stock MarketAdobe, Competitive Advantage, creative software, deepening moat, Free Cash Flow, NOPAT growth, profitability, ROIC, stock-based compensation, WACC
Mar 20, 2026SubstackCoughlin CapitalBABA Alibaba Group Holding Limited TechnologyE-commerce Bull New York Stock ExchangeAI-driven shopping, Alibaba, cloud services, divestitures, e-commerce, Lunar New Year, market share, quick commerce, Revenue Growth, technology
Mar 19, 2026SubstackKairos ResearchTIC TIC Solutions Engineering ServicesInspection and Consulting Services Neutral -competitive pressures, data centers, EBITDA margin, Engineering services, inspection services, NV5 merger, organic growth, post-merger integration, SG&A reduction, TIC Solutions
Mar 19, 2026SubstackMindset ValueVREOF Vireo CannabisCannabis Bull Over-the-CounterAcquisitions, balance sheet, Cannabis, ETF Rebalancing, growth, Investor Participation, Minnesota Facility, Revenue Growth, Tier 1 MSOs, undervalued
Mar 18, 2026SubstackTriples InvestingNFE New Fortress Energy EnergyLNG Infrastructure Bull NASDAQ Stock MarketBrazil terminals, BrazilCo, conversion risk, debt reduction, Energy Sector, LNG infrastructure, New Fortress Energy, New NFE, Preferred equity, restructuring
Mar 17, 2026SubstackToff Cap Monday MonitorAEMD Aethlon Medical HealthcareBiotechnology Neutral United StatesAcquisitions, Aethlon Medical, biotechnology, Clinical research, Intellectual Property, market skepticism, Oncology, Partnerships, regulatory hurdles, strategic options
Mar 17, 2026SubstackToff Cap Monday MonitorDOC Healthpeak Properties Real EstateREIT - Healthcare Facilities Bull United Statesdemographic trends, financial flexibility, Healthpeak Properties, Janus Living, market volatility, occupancy rates, Real Estate, REIT, senior housing, spin-off
Mar 17, 2026SubstackToff Cap Monday MonitorMMED MiniMed HealthcareMedical Devices Neutral United StatesAutonomy, growth driver, Healthcare Sector, innovation, market skepticism, Medical devices, Medtronic, profitability, spin-off, strategic goals
Mar 17, 2026SubstackToff Cap Monday MonitorFNUC Frontier Nuclear and Minerals EnergyNuclear Energy Bull United Statesclean energy, Energy Sector, Enrichment, nuclear energy, regulatory challenges, small modular reactors, spin-off, strategic shift, uranium projects, US nuclear fuel
Mar 17, 2026SubstackModern Value InvestingWW WeightWatchers Health and WellnessWeight Management Services Bull NASDAQ Stock MarketBehavioral business, clinical subscribers, GLP-1 medications, health and wellness, marketing strategy, Med+ positioning, New Year’s resolutions, revenue per user, Subscriber Growth, WeightWatchers
Mar 17, 2026SubstackStock PursuitELVA Electrovaya Lithium-ion BatteryMaterial Handling Bull -earnings per share, Electrification, Electrovaya, energy storage, Energy-Density, Industrial vehicles, Lithium-ion battery, Material handling, Revenue Growth, sales growth
Mar 15, 2026SubstackModern Value InvestingFOUR Shift4 Payments Financial TechnologyPayment Processing Bull New York Stock Exchangeacquisition strategy, Fintech, Free Cash Flow, Global Blue, integrated solutions, international expansion, margin expansion, payment processing, Share Buyback, SkyTab
Mar 14, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock MarketCybercab, Electric Vehicles, market cap, robotaxi, Shanghai Factory, South Korea, SpaceX IPO, stock price, Tesla, valuation
Mar 14, 2026SubstackCoughlin CapitalVNET VNET Group Information TechnologyData Centers Bull NASDAQ Stock MarketAI infrastructure, ByteDance, carrier-neutral, China market, cloud-neutral, data centers, growth potential, hyperscalers, VNET Group, wholesale IDC
Mar 14, 2026SubstackRijnberk Invest InsightsSU.PA Schneider Electric IndustrialElectrical Equipment Bull Euronext ParisAI infrastructure, AVEVA, data centers, digital flywheel, EcoStruxure, Electrification, Grid modernization, Industrial automation, recurring revenue, Schneider Electric
Mar 13, 2026SubstackMonopolistic InvestorAMAT Applied Materials, Inc. SemiconductorsSemiconductor Equipment & Materials Bear Nasdaq Stock MarketChina Sales Decline, dividend hike, inventory levels, operating margins, R&D spending, Segment Data Recasting, semiconductors, Taiwan Expansion, Trade Restrictions, valuation gap
Mar 12, 2026SubstackMindset ValueLEEEF LEEF Brands CannabisCannabis Cultivation and Extraction Bull Over-the-Counterbiomass, California, Cannabis, Cost efficiency, expansion, extraction, federal reform, LEEF Brands, pesticide-free, strategic value

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