Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTABABA Alibaba Group Holding Ltd Consumer DiscretionaryE-Commerce Bull New York Stock ExchangeAI, cloud, ecommerce, Investment cycle, scale
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTA9983 JP Fast Retailing Co Ltd Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, Branding, growth, Margins, supply chain
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAINFY Infosys Ltd Information TechnologyIT Services Bull National Stock Exchange of IndiaAI, cashflow, Itservices, Margins, Outsourcing
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAINFY Infosys Limited Information TechnologyIT Consulting & Other Services Bear New York Stock ExchangeArtificial Intelligence, enterprise spending, IT services, Outsourcing, Tariff Uncertainty
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTANOW ServiceNow, Inc. Information TechnologyApplication Software Bear New York Stock Exchangegrowth deceleration, Integration, M&A, Valuation risk, workflow automation
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAARM Arm Holdings plc Information TechnologySemiconductors Bull NASDAQdata centers, margin compression, R&D, royalties, semiconductor IP
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAMELI MercadoLibre, Inc. Consumer DiscretionaryE-commerce Bull NASDAQe-commerce, Fintech, Latin America, Logistics, scale
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAMSFT Microsoft Corporation Information TechnologySystem Software Bull NASDAQArtificial Intelligence, CapEx, cloud, Enterprise software, recurring revenue
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTASE Sea Limited Consumer DiscretionaryE-commerce Bull New York Stock Exchangee-commerce, Emerging markets, Fintech, Logistics, platform
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTANFLX Netflix, Inc. Communication ServicesStreaming Services Bull NASDAQadvertising, Free Cash Flow, Pricing power, Streaming, Subscriptions
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAAVGO Broadcom Inc. Information TechnologySemiconductor Designers Bull NASDAQCustom Asics, inference, Margins, Networking, recurring revenue
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTA9983 JP Fast Retailing Co., Ltd. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, Brand, Global Retail, Margins, supply chain
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductor Foundries Bull New York Stock ExchangeArtificial Intelligence, CapEx, Foundry, Pricing power, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAGOOG Alphabet Inc. Communication ServicesInternet Content & Information Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, Margins, Search
Feb 8, 2026Fund LettersTucker BrownALC Alcon Inc Health CareHealth Care Equipment Bull New York Stock Exchangeeyecare, Governance, Incentives, ROIC, Sustainability
Feb 8, 2026Fund LettersTucker BrownYUM Yum! Brands Inc Consumer DiscretionaryRestaurants Bull New York Stock ExchangeBranding, cashflow, ESG, Franchising, Regulation
Feb 8, 2026Fund LettersTucker BrownIT Gartner Inc Information TechnologyIT Consulting & Other Services Bull New York Stock Exchangecashflow, Governance, Incentives, Margins, Subscriptions
Feb 8, 2026Fund LettersTucker BrownMETA Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, CapEx, Engagement, monetization
Feb 8, 2026Fund LettersTucker BrownMSFT Microsoft Corp Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, enterprise, Recurring

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