Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 15, 2026Fund LettersAmy ZhangGH Guardant Health, Inc. Health CareDiagnostics & Research Bull NASDAQdiagnostics, growth, Liquidbiopsy, Oncology, Reimbursement
Jan 15, 2026Fund LettersAmy ZhangEXAS Exact Sciences Corporation Health CareDiagnostics & Research Bull NASDAQdiagnostics, M&A, Oncology, Screening, Takeout
Jan 15, 2026Fund LettersAnkur CrawfordMETA Meta Platforms Inc. Class A Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, CapEx, Platforms, Socialmedia
Jan 15, 2026Fund LettersAnkur CrawfordMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, enterprise, Software
Jan 15, 2026Fund LettersAnkur CrawfordNBIS Nebius Group N.V. Information TechnologyIT Services & Cloud Infrastructure Bull NASDAQAI, cloud, datacenters, GPUs, infrastructure
Jan 15, 2026Fund LettersAnkur CrawfordCIDM Cidara Therapeutics, Inc. Health CareBiotechnology Bull NASDAQAntivirals, Biotech, FDA, Influenza, M&A
Jan 15, 2026Fund LettersAnkur CrawfordNTRA Natera, Inc. Health CareDiagnostics & Research Bull NASDAQdiagnostics, Genomics, growth, Oncology, Reimbursement
Jan 15, 2026Fund LettersAnkur CrawfordGOOGL Alphabet Inc. Class A Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, infrastructure, scale
Jan 15, 2026Fund LettersH. George DaiKTOS Kratos Defense & Security Solutions, Inc. IndustrialsAerospace & Defense Bear NASDAQcashflow, Defense, Drones, Government, Hypersonics
Jan 15, 2026Fund LettersH. George DaiAIR AAR Corp. IndustrialsAerospace & Defense Bear New York Stock ExchangeAerospace, aftermarket, Cyclicality, Defense, Governance
Jan 15, 2026Fund LettersH. George DaiFSV FirstService Corporation Real EstateReal Estate Services Bear NASDAQCyclicality, Macro, Property_Management, services, Weather
Jan 15, 2026Fund LettersH. George DaiGKOS Glaukos Corporation Health CareMedical Devices Bull New York Stock ExchangeFDA, growth, innovation, Medical_Devices, Ophthalmology
Jan 15, 2026Fund LettersH. George DaiACAD ACADIA Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQBiotech, CNS, FDA, growth, Orphan_Drugs
Jan 15, 2026Fund LettersH. George DaiNTRA Natera, Inc. Health CareDiagnostics & Research Bull NASDAQdiagnostics, Genomics, growth, Oncology, Reimbursement
Jan 15, 2026Fund LettersMike CollinsMDXH MDxHealth S.A. Health CareDiagnostics & Research Bull NASDAQdiagnostics, Genomics, growth, Oncology, valuation
Jan 15, 2026Fund LettersMike CollinsAXSM Axsome Therapeutics, Inc. Health CareBiotechnology Bull NASDAQBiotech, CNS, Druglaunch, FDA, Optionality
Jan 15, 2026Fund LettersMike CollinsMAMA Mama’s Creations, Inc. Consumer StaplesPackaged Foods Bull NASDAQBranding, Distribution, Food, growth, Margins
Jan 15, 2026Fund LettersJonathan WellumSII Sprott Inc. FinancialsAsset Management Bull New York Stock ExchangeAssetmanagement, Commodities, Operatingleverage, Preciousmetals, uranium
Jan 15, 2026Fund LettersElisa MazenHEI GR Heidelberg Materials AG MaterialsConstruction Materials Bull XetraCement, Decarbonization, Margins, materials, Stimulus
Jan 15, 2026Fund LettersElisa MazenROG SW Roche Holding AG Health CarePharmaceuticals Bull Swiss Exchangegrowth, innovation, Oncology, pharma, pipeline

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