Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 17, 2026Twitter / X@BourbonCapSOFI SoFi Technologies, Inc. Financial ServicesConsumer Finance Bull NASDAQConsumerLending, CrossSelling, Crypto, Digitalbanking, FinancialPlatform, Fintech, Neobank, Payments
Jan 17, 2026Twitter / X@BourbonCapNVO Novo Nordisk A/S PharmaceuticalsBiotechnology Bull New York Stock Exchangebiologics, Denmark, Diabetes, Glp1, MetabolicDisease, NASH, Obesity, pharmaceuticals
Jan 17, 2026Twitter / X@BourbonCapAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, cloud, ecommerce, Freecashflow, GenerativeAI, GroceryExpansion, InternetRetail, PrimeMembership
Jan 17, 2026Twitter / X@BourbonCapGRAB Grab Holdings Limited Ground TransportationPassenger Ground Transportation Bull NASDAQFintech, Fooddelivery, Indonesia, Payments, Ridehailing, SoutheastAsia, Superapp
Jan 17, 2026Twitter / X@killapabkaiETOR eToro Group Ltd. FinancialsInteractive Brokerage & Trading Bull NASDAQcrypto trading, Equities Trading, Free Cash Flow, FX Trading, Online Brokerage, Retail trading, Social Trading
Jan 17, 2026Twitter / X@StockChaser_RDW Redwire Corporation Aerospace & DefenseAerospace & Defense Bull New York Stock Exchangebacklog, Defense, Dilution, Europe, GovernmentContracts, leverage, manufacturing, Satellites, Space, Spacecraft, Subsystems, turnaround
Jan 17, 2026Twitter / X@crux_capital_POET POET Technologies Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAlignment, CopackagedOptics, datacenters, EML, Interposer, Malaysia, Marvell, OpticalEngines, Packaging, Photonics, Transceivers, WaferScale, Yields
Jan 17, 2026Twitter / X@mottbox_RKLB Rocket Lab USA, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQArchimedes, BargeLanding, CarbonComposite, Constellations, Launch, Methalox, Neutron, Payload, Reflight, ReusableRockets, Space, Virginia, Wallops
Jan 17, 2026SubstackRijnberk Invest InsightsTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock ExchangeAdvanced logic manufacturing, AI infrastructure, Capacity constraints, capital discipline, Free Cash Flow, geopolitical risk, market dominance, overseas expansion, semiconductors, technological leadership
Jan 16, 2026Fund LettersGlenn D. SurowiecRIVN Rivian Automotive Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAutonomy Platform, Electric Vehicles, Manufacturing Scale, Partnerships, Software Stack, vertical integration
Jan 16, 2026Fund LettersGlenn D. SurowiecTREX Trex Company Inc. IndustrialsBuilding Products Bull New York Stock Exchangebalance sheet, buybacks, composite decking, housing cycle, market share, ROIC
Jan 16, 2026Fund LettersGlenn D. SurowiecAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, capital expenditure, Cloud computing, diversification, Logistics Automation, operating leverage
Jan 16, 2026Fund LettersGlenn D. SurowiecGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI Enhancement, cloud, competitive moat, Search Dominance, YouTube
Jan 16, 2026Twitter / X@FundaBottomAXTI AXT, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Materials & Equipment Bull NASDAQ Global MarketChina, datacenters, Epitaxy, ExportControls, Indium, IndiumPhosphide, Lasers, MOCVD, OpticalCommunications, Substrates
Jan 16, 2026Twitter / X@stock_loggingMOB Mobilicom Aerospace & DefenseAerospace & Defense Bull NASDAQcybersecurity, Defense, Drones, EdgeSecurity, MilitaryContracts, OperatingSystems, ProgramsOfRecord, Regulation, robotics, SoftwareMargins, Zerotrust
Jan 16, 2026Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQATS, CEO, Defense, Execution, Fab25, Foundry, Integration, Margins, semiconductors, TaaS, Texas, TrustedFoundry
Jan 16, 2026Twitter / X@weary_centurionODD ODDITY Tech Ltd. Personal Care ProductsPersonal Care Products Bull NASDAQBeauty, compounder, Cosmetics, Data, Directtoconsumer, ecommerce, Founderled, Moat, Personalization, RuleOf40, valuation, Wellness
Jan 16, 2026Fund LettersBrad HathawayTHRY Thryv Holdings, Inc. Information TechnologySMB Software Bear NASDAQChurn, execution risk, exit, Retention, SaaS
Jan 16, 2026Fund LettersBrad HathawayTRST LN Trustpilot Group plc Communication ServicesOnline Reviews Platform Bull New York Stock ExchangeInsiders, network effects, Platforms, Reviews, short interest
Jan 16, 2026Fund LettersBrad HathawayCRTA LN Cirata plc Information TechnologyData Integration Software Bull New York Stock ExchangeBookings, Data software, enterprise, Inflection, turnaround

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