Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 19, 2026Twitter / X@asym_investorTE T1 Energy Inc. Electrical EquipmentElectrical Components & Equipment Bull New York Stock Exchangedatacenters, FEOC, Ira, manufacturing, Modules, Solar, tariffs, TaxCredits, Topcon, Wafers
Jan 19, 2026Twitter / X@crux_capital_POET POET Technologies Inc. Semiconductors & Semiconductor Equipment- Bull NASDAQdatacenters, hyperscalers, Lasers, manufacturing, Marvell, Optics, Packaging, Photonic, SiliconPhotonics, Transceivers
Jan 19, 2026Twitter / X@CapexAndChillMELI MercadoLibre, Inc. Broadline RetailInternet & Direct Marketing Retail Bull NASDAQadvertising, Credit, DigitalPayments, ecommerce, Fintech, LastMile, LatinAmerica, Logistics, Marketplaces
Jan 19, 2026Twitter / X@keyesmnASTS AST SpaceMobile, Inc. Communications EquipmentSatellite & Telecommunication Equipment Bull NASDAQCommandAndControl, DefenseCommunications, ElectronicWarfare, LEO, MissileDefense, PhasedArrays, PNT, Rf, Satellites, SpaceSensing
Jan 19, 2026Twitter / X@TMTMoatsADBE Adobe Inc. SoftwareApplication Software Bull NASDAQAI, CloudPlatforms, Creative, Software, Subscription
Jan 19, 2026Twitter / X@accounting_dsVG Venture Global LNG Oil, Gas & Consumable FuelsIntegrated Oil & Gas Bull New York Stock ExchangeEurope, Exports, Liquefaction, LNG, ModularTrains
Jan 19, 2026Twitter / X@JaguarAnalyticsLUNR Intuitive Machines, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQArtemis, CislunarNavigation, CLPS, DefenseSatellites, LunarLander, MEO, RadioisotopePower, SatelliteBuses, SpaceCommunications, SpaceInfrastructure
Jan 19, 2026Fund LettersSandy LiangMDA CN MDA Space Ltd. IndustrialsAerospace & Defense Bull New York Stock ExchangeCredit, Defence, Geopolitics, Satellites, yield
Jan 19, 2026Fund LettersMatthew KammIRTC iRhythm Technologies, Inc. Health CareHealth Care Equipment Bull NASDAQcashflow, diagnostics, healthcare, marketshare, Wearables
Jan 19, 2026Fund LettersMatthew KammFERG Ferguson Enterprises Inc. IndustrialsIndustrial Distribution Bear New York Stock Exchangeconstruction, Distribution, Housing, M&A, valuation
Jan 19, 2026Fund LettersMatthew KammSNOW Snowflake Inc. Information TechnologyApplication Software Bear New York Stock ExchangeAI, cloud, Consumption, Data, valuation
Jan 19, 2026Fund LettersMatthew KammWAT Waters Corporation Health CareLife Sciences Tools & Services Bull New York Stock Exchangebiologics, Consumables, instruments, lifesciences, Recurring_revenue
Jan 19, 2026Fund LettersMatthew KammTTAN ServiceTitan, Inc. Information TechnologyApplication Software Bull New York Stock Exchangegrowth, Payments, Trades, Verticalsaas, Workflows
Jan 19, 2026Fund LettersMatthew KammCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull New York Stock ExchangeAutos, ecommerce, Logistics, scale, Unit_economics
Jan 19, 2026Fund LettersMatthew KammALAB Astera Labs, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Bandwidth, Connectivity, datacenters, semiconductors
Jan 19, 2026Fund LettersMatthew KammLHX L3Harris Technologies, Inc. IndustrialsAerospace & Defense Bull New York Stock ExchangeDefense, Drones, Missiles, Nationalsecurity, Satellites
Jan 19, 2026Fund LettersMatthew KammSPOT Spotify Technology S.A. Communication ServicesMusic Streaming Bull New York Stock ExchangeAudio, Margins, monetization, Streaming, Subscriptions
Jan 19, 2026Fund LettersMatthew KammVEEV Veeva Systems Inc. Class A Health CareHealth Care Technology Bear New York Stock ExchangeAI, Churn, Competition, lifesciences, SaaS
Jan 19, 2026Fund LettersMatthew KammMDB MongoDB, Inc. Information TechnologyApplication Software Bull NASDAQAI, cloud, Databases, Developers, growth
Jan 19, 2026Fund LettersMatthew KammRBLX Roblox Corporation Communication ServicesInteractive Home Entertainment Bull New York Stock ExchangeAI, Creators, Engagement, Gaming, Platforms

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