Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 16, 2026SubstackMonopolistic InvestorKLAC KLA Corporation SemiconductorsSemiconductor Equipment & Materials Neutral NASDAQ Stock MarketChip production efficiency, Free Cash Flow Growth, Moat score, Overvaluation, Patient investors, Pricing power, Quality score, Semiconductor inspection, switching costs, target price
Jan 16, 2026SubstackCoughlin CapitalCPNG Coupang, Inc. E-commerceOnline Retail Bull New York Stock Exchangecompetitive moat, Coupang, data breach, e-commerce, investment opportunity, market presence, risk management, South Korea, Stock decline, user retention
Jan 15, 2026Twitter / X@aleabitoredditLPTH LightPath Technologies Electronic Equipment, Instruments & ComponentsElectronic Components Bull NASDAQbacklog, ChalcogenideGlass, Defense, Drones, Germanium, InfraredOptics, Missiles, Monopoly, Photonics, Supplychain, ThermalImaging, WeaponSystems
Jan 15, 2026Twitter / X@JaguarAnalyticsSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQATS, CarbonNanotubes, ChipStacking, DARPA, Foundry, hyperscalers, MemoryWall, Minnesota, Monolithic3D, Options, RRAM, semiconductors
Jan 15, 2026Twitter / X@StockChaser_TE T1 Energy Inc. Electrical EquipmentElectrical Components & Equipment Bull New York Stock Exchangebacklog, FEOC, Gigafactory, Ira, manufacturing, Offtake, Photovoltaics, SolarCells, SolarModules, TaxCredits, Texas, Verticalintegration
Jan 15, 2026Fund LettersSimon RaubenheimerSATS EchoStar Corporation Communication ServicesWireless Telecommunication Services Bull NASDAQdeleveraging, Optionality, Satellites, Specialsituations, Spectrum, Sumoftheparts
Jan 15, 2026Fund LettersJacob Grapengiesser000660 KS SK Hynix Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, datacenters, DRAM, Memory, Pricingpower
Jan 15, 2026Fund LettersAndrew LarkeFLT AU Flight Centre Travel Group Limited Consumer DiscretionaryTravel Services Bull New York Stock ExchangeCompetition, M&A, recovery, Sentiment, Travel
Jan 15, 2026Fund LettersAndrew LarkeLLOY LN Lloyds Banking Group plc FinancialsDiversified Banks Bull New York Stock Exchangebanking, Costefficiency, Deposits, Margins, Rates
Jan 15, 2026Fund LettersAndrew LarkeJHX AU James Hardie Industries plc IndustrialsBuilding Products Bull New York Stock ExchangeBuildingproducts, Cyclicality, Housing, Margins, recovery
Jan 15, 2026Fund LettersAndrew LarkeLNW AU Light & Wonder, Inc. Consumer DiscretionaryCasinos & Gaming Bull New York Stock Exchangeearnings, Gaming, litigation, rerating, Sentiment
Jan 15, 2026Fund LettersAndrew LarkeFTT CN Finning International Inc. IndustrialsIndustrial Machinery & Supplies Bull New York Stock ExchangeCopper, machinery, Margins, Mining, Operationalleverage
Jan 15, 2026Fund LettersAndrew LarkeAZJ AU Aurizon Holdings Limited IndustrialsRail Transportation Bull New York Stock Exchangecashflow, infrastructure, Rail, Regulation, Volumes
Jan 15, 2026Fund LettersAndrew LarkeMIN AU Mineral Resources Limited MaterialsDiversified Metals & Mining Bull New York Stock ExchangeAsset_Sales, Commodities, deleveraging, Ironore, Lithium
Jan 15, 2026Fund LettersAndrew LarkeWGX AU Westgold Resources Limited MaterialsGold Bull New York Stock Exchangecashflow, Exploration, Gold, leverage, Productiongrowth
Jan 15, 2026Fund LettersAndrew LarkeBSL AU BlueScope Steel Limited MaterialsSteel Bull New York Stock Exchangecashflow, Cyclicality, infrastructure, Steel, tariffs, valuation
Jan 15, 2026Fund LettersAmy ZhangSTVN Stevanato Group SpA Health CareHealth Care Supplies Bear New York Stock ExchangeCyclicality, Glp1, Injectables, Packaging, pharma
Jan 15, 2026Fund LettersAmy ZhangQURE uniQure N.V. Health CareBiotechnology Bear NASDAQFDA, Genetherapy, Neurology, Regulatory, Volatility
Jan 15, 2026Fund LettersAmy ZhangNBIS Nebius Group N.V. Information TechnologyIT Services & Cloud Infrastructure Bull NASDAQAI, cloud, datacenters, GPUs, infrastructure
Jan 15, 2026Fund LettersAmy ZhangNTRA Natera, Inc. Health CareDiagnostics & Research Bull NASDAQdiagnostics, Genomics, growth, Oncology, Reimbursement

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