Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 31, 2026Fund LettersAndrew MackenBX The Blackstone Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, Fees, Fundraising, M&A, Private Credit, Realizations
Jan 31, 2026Fund LettersAndrew MackenNOW ServiceNow, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAgentic, Automation, enterprise, Subscriptions, switching costs, Workflow
Jan 31, 2026Fund LettersAndrew MackenFND Floor & Decor Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeFlooring, Housing, operating leverage, Specialty retail, valuation
Jan 31, 2026Fund LettersAndrew MackenALB Albemarle Corporation MaterialsSpecialty Chemicals Bull New York Stock ExchangeBatteries, Commodities, energy storage, Lithium, renewables, Supply Shortage
Jan 31, 2026Twitter / X@asym_investorIREN IREN Limited UtilitiesRenewable Electricity Bull NasdaqAIInfrastructure, BitcoinMining, datacenters, energy, GPUs, HPC, NorthAmerica, RenewablePower
Jan 31, 2026Twitter / X@SJCapitalInvestAMPX Amprius Technologies, Inc. IndustrialsElectrical Components & Equipment Bull NYSEAutonomousSystems, DefenseTechnology, DroneBatteries, EnergyDensity, LithiumIonBatteries, MilitaryDrones, SiliconAnode
Jan 31, 2026Twitter / X@realrosecelineMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAdTargeting, AIAds, DigitalAdvertising, MachineLearning, monetization, PerformanceMarketing, Socialmedia
Jan 31, 2026Twitter / X@CapexAndChillBN Brookfield Corporation FinancialsAsset Management & Custody Banks Bull NYSEAIInfrastructure, BehindTheMeter, datacenters, GridConstraints, InfrastructureInvesting, Naturalgas, Powergeneration
Jan 31, 2026Twitter / X@undrvalueMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAdTargeting, AIAds, DigitalAdvertising, MachineLearning, monetization, PerformanceMarketing, Socialmedia
Jan 31, 2026Twitter / X@undrvalueDOCU DocuSign, Inc. Information TechnologyApplication Software Bull NASDAQAIContracts, ContractLifecycle, EnterpriseSoftware, ESignatures, Identity, SaaS, WorkflowAutomation
Jan 31, 2026Twitter / X@thexcapitalistSOFI SoFi Technologies, Inc. FinancialsConsumer Finance Bull NASDAQConsumerfinance, Deposits, Digitalbanking, FinancialPlatform, Fintech, PersonalLoans
Jan 31, 2026Twitter / X@100xCompoundingFPH Five Point Holdings, LLC Real EstateReal Estate Operating Companies Bull NYSEAssetLight, buybacks, JointVentures, LandDevelopment, MasterPlannedCommunities, realestate
Jan 31, 2026Twitter / X@undrvalueMRVL Marvell Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, China, CloudComputing, CustomASICs, datacenters, Networking, semiconductors
Jan 31, 2026Twitter / X@DimitryNakhlaFICO Fair Isaac Corporation Information TechnologyApplication Software Bull NYSECreditscores, Freecashflow, Housing, Lending, Mortgage, Pricingpower, Refinancing, Software, Tollbooth
Jan 31, 2026Twitter / X@convexitittiesBLNE Beeline Holdings, Inc. FinancialsConsumer Finance Bull NASDAQDigitalLending, DSCRLoans, FintechLending, MortgageOrigination, Multifamily, PrivateCredit, RealEstateFinance
Jan 31, 2026Twitter / X@mike98572986CLPT ClearPoint Neuro, Inc. Health CareHealth Care Equipment Bull NasdaqAAV, Canada, Crowdfunding, Cytokines, Genetherapy, Glioma, Immunotherapy, IND, Oncology, OrphanDrug
Jan 31, 2026Twitter / X@convexitittiesBLNE Beeline Holdings, Inc. FinancialsConsumer Finance Bull NASDAQCapitalStructure, Consumerfinance, Dilution, Fintech, Freecashflow, IndustryConsolidation, MortgageBanking
Jan 31, 2026Twitter / X@StockChaser_TE T1 Energy Inc. IndustrialsElectrical Components & Equipment Bull NYSEBatteries, earnings, ElliottWave, Fibonacci, Photovoltaic, Solar, SolarModules, SupportLevels, TechnicalAnalysis
Jan 31, 2026Fund LettersBrian YacktmanMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, monetization, network effects, social media
Jan 31, 2026Fund LettersBrian YacktmanLIN Linde plc MaterialsIndustrial Gases Bull New York Stock ExchangeContracts, Industrial Gases, Inflation Protection, Pricing power, scale

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