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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q4
Feb 26, 2026
Crossroads Capital
Ryan O'Connor
View
Follow
AI
,
Space
,
Gaming
,
Space
ASTS
,
CLMT
,
FTAI
,
META
,
MSFT
,
NBIS
,
NTDOY
,
NVDA
,
ORCL
,
PLTR
aerospace, AI, gaming, growth, small cap, Space, technology, value