Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Jackson Peak Capital LLC Patrick O'Brien | “We re-engaged with CORZ during Q1 after exiting in Q4, as the stock retraced to attractive levels just as we were looking to add to the AI infrastructure theme. CORZ is a beneficiary of the compute sh” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
Macro ops Brandon Beylo | “Core Scientific operates one of the largest digital mining infrastructures in North America, offering self-mining and HPC hosting services. Post-bankruptcy restructuring has improved its balance sheet, and the stock is forming an inverse head-and-shoulders pattern signaling a breakout to new highs. Institutional investors are showing renewed interest as BTC trends higher. BSD Analysis: Macro Ops identifies CORZ as a turnaround winner with scale advantage in digital infrastructure. Improved leverage metrics, growing HPC hosting demand, and technical recovery support near-term upside. Bitcoin correlation remains a risk factor.” | BULL | Q3 2025 Oct 14, 2025 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
