Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 18, 2026Twitter / X@drjimjonesceoTLO.TO Talon Metals Corp. -- Bull Toronto Stock ExchangeCopper, Critical Minerals, Mining, Nickel, Offtake, palladium, Tamarack
Jan 18, 2026Twitter / X@Swedish_uraniumCCJ Cameco Corporation -- Bull New York Stock ExchangeConversion, NuclearFuel, Reactors, uranium, Westinghouse
Jan 18, 2026Twitter / X@Silver__SantaDEF.V Defiance Silver Corp. Metals & MiningSilver Bull TSX Venture ExchangeBreakout, Exploration, Financing, Highgrade, Mexico, Optionality, Orderbook, Silver, Trenching, Volume
Jan 18, 2026Twitter / X@Schneyder518102TUD Tudor Gold Corp. Metals & MiningGold Bull TSX Venture Exchange (TSXV)Breakout, Brucejack, BullFlag, Canada, Copper, Exploration, Fibonacci, Gold, GoldenTriangle, MineBuilder, Newmont, Resource, Silver, Trendline, valuation
Jan 18, 2026Twitter / X@aleabitoredditLPTH LightPath Technologies, Inc. Electronic Equipment, Instruments & ComponentsElectronic Components Bull NASDAQBottleneck, Chalcogenide, datacenters, Defense, Drones, Fiber, Germanium, InfraRed, lenses, Missiles, NightVision, Optics, Satellites, Seeker, Space, Supplychain, Thermal
Jan 18, 2026Twitter / X@capytalmgmt2121 Shenzhen Clou Electronics Co., Ltd. -- Neutral Shenzhen Stock ExchangeBatteries, China, datacenters, Energystorage, GridUpgrade, Indonesia, Midea, Policy, Power, SmartGrid, SOE, turnaround
Jan 18, 2026Twitter / X@GabGrowthCHA Chagee Holdings Limited Hotels, Restaurants & LeisureRestaurants Bear NASDAQAutomation, China, Competition, ConsumerBrand, DelistingRisk, Franchising, IPO, MilkTea, Samestoresales, Singapore, tea, Teahouses
Jan 18, 2026Twitter / X@SpaceInvestor_DSYPR Sypris Solutions, Inc. -- Bull NASDAQAvionics, backlog, DefenseElectronics, ElectronicWarfare, illiquidity, Marginrecovery, SignalIntelligence, SpaceSystems, SubseaCommunications
Jan 18, 2026Twitter / X@makingmoneynow1ADUR Aduro Clean Technologies Inc. ChemicalsSpecialty Chemicals Bull NASDAQBorrowRate, Canada, ChemicalRecycling, ImpliedVolatility, Liquidity, Options, Plastics, Shortinterest, Specialtychemicals
Jan 18, 2026Fund LettersPatrick BrennanDCC LN DCC plc EnergyEnergy Distribution Bull New York Stock Exchangebuybacks, Energy Distribution, Propane, Sum-of-parts, valuation
Jan 18, 2026Fund LettersPatrick BrennanCODI Compass Diversified Holdings FinancialsConglomerates Bull New York Stock Exchangebalance sheet, conglomerate, deleveraging, Fraud Recovery, Preferreds
Jan 18, 2026Fund LettersPatrick BrennanWBD Warner Bros Discovery Inc. Communication ServicesMovies & Entertainment Bull NASDAQarbitrage, M&A, media, Regulatory risk, Streaming
Jan 18, 2026Fund LettersPatrick BrennanPTSB ID Permanent TSB Group Holdings plc FinancialsDiversified Banks Bull Euronext Stock Exchangebanking, Capital, Ireland, M&A, Optionality
Jan 18, 2026Fund LettersPatrick BrennanMTRO LN Metro Bank Holdings plc FinancialsDiversified Banks Bull New York Stock Exchangebanking, capital returns, MREL, restructuring, tangible book
Jan 18, 2026Fund LettersPaul Singer6201 JP Toyota Industries Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeActivism, Governance, Sum-of-the-Parts, Takeovers, Under valuation
Jan 18, 2026Fund LettersScott O'GormanVEEV Veeva Systems Inc. Class A Health CareHealth Care Technology Bear New York Stock ExchangeAI, Competition, CRM, lifesciences, SaaS
Jan 18, 2026Fund LettersScott O'GormanNOW ServiceNow, Inc. Information TechnologyApplication Software Bear New York Stock ExchangeAI, Automation, SaaS, valuation, Workflow
Jan 18, 2026Fund LettersScott O'GormanGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Networkeffects, Platforms
Jan 18, 2026Fund LettersScott O'GormanAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, datacenters, GPUs, growth, semiconductors
Jan 18, 2026Fund LettersScott O'GormanISRG Intuitive Surgical, Inc. Health CareHealth Care Equipment Bull NASDAQhealthcare, Margins, Recurringrevenue, robotics, Surgery

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