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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Deep Sail Capital Partners | 0.0% | 0.0% | ANET, CLPT, NVDA, SNWV | AI, Hedging, Long/Short, Networking, Recession, technology, Trade Policy | Fund discusses AI data center networking extensively, with focus on Ethernet vs InfiniBand architectures for AI training workloads. AI data center market projected to reach $100 billion by 2030 with 30% CAGR. Arista Networks positioned to benefit from AI infrastructure buildout through networking solutions. | ANET |
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| 2024 Q3 | Oct 23, 2024 | Deep Sail Capital Partners | 13.8% | 23.5% | CLBT, CLPT, PNG.TO, TSSI | AI, cybersecurity, growth, Long/Short, Robotics, small caps, technology | Manager expects continued excitement around AI infrastructure could lead to an outright AI bubble by mid-2025. TSS Inc. was added as a new position focused on AI data center growth, specifically liquid-cooled data centers. | CLBT |
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| 2025 Q3 | Oct 21, 2025 | Deep Sail Capital Partners | 5.8% | 18.1% | CLPT, HIMS, NURS.V, ONON, PNG.TO, QURE, VST.V, WSTL | Biotechnology, Bubble, defense, Gene Therapy, growth, small caps, Speculation, Telehealth | Hydreight Technologies represents a major position in the telehealth space, operating a vertically integrated mobile health platform combining SaaS technology with healthcare services. The company has experienced exceptional growth from $3 million in 2022 to over $100 million forecast in the next 12 months. VSDHOne platform enables consumer health brands to launch nationwide telehealth offerings in days, capitalizing on the trend following Hims & Hers' success. | View | |
| 2025 Q3 | Oct 19, 2025 | Minot Light Capital Partners | 7.6% | 12.5% | ARQ, CLPT, CURV, LGCY, LUCD, PAVM, QURE, REAL, SWAG | Beta-sliding, growth, healthcare, Micro-Cap, small caps, value | The fund is heavily positioned in out-of-favor healthcare stocks with strong business models, high growth potential, and substantial embedded optionality. ClearPoint Neuro provides hardware and consumables for precise drug delivery to brain and spine, particularly for cell and gene therapies. Lucid Diagnostics markets an FDA-approved DNA test for early detection of esophageal precancer with multi-billion dollar market opportunity pending Medicare reimbursement approval. | SWAG LUCD CURV ARQ CLPT REAL |
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| 2025 Q4 | Jan 18, 2026 | Minot Light Capital Partners | 0.0% | 14.4% | ARQ, CBLL, CLPT, CURV, KRMD, LAKE, LUCD, MAMA, MRVI, NEOG, OM, OWLT, REAL, RXST, RZLT, SWAG, XOMA | Biotech, growth, momentum, Process, small caps, value, volatility | The managers describe unprecedented speed and magnitude of volatility in small/micro-cap space, calling some institutional liquidations violent. They embrace this volatility as it creates opportunities to buy below fair value and sell above fair value, while improving their process to capitalize on these dynamics. The letter discusses how momentum has become an over-owned factor, with many investors avoiding declining stocks. The managers believe taking the other side of downward momentum can be extremely profitable if positioned to ride through volatility, as much trading is now quantitative rather than fundamental. The fund focuses exclusively on small and micro-cap opportunities, believing there is compelling opportunity for meaningful long-term capital appreciation. They discuss how small-caps falling into micro-cap territory face institutional selling pressure when they drop below arbitrary thresholds like $100M market cap. | OM ARQ RZLT XOMA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Jam Invest | ClearPoint Neuro, Inc. | Healthcare | Medical Devices | Bull | NASDAQ Stock Market | AMT-130, ClearPoint Neuro, FDA approval, healthcare innovation, investment opportunity, medical technology, Medtech, neurological therapies, regulatory uncertainty, UniQure | View Pitch |
| Feb 4, 2026 | Twitter / X | @mike98572986 | ClearPoint Neuro, Inc. | Health Care | Health Care Equipment | Bull | Nasdaq | AAV, Canada, Crowdfunding, Cytokines, Genetherapy, Glioma, Immunotherapy, IND, Oncology, OrphanDrug | View Pitch |
| Jan 23, 2026 | Twitter / X | @mike98572986 | ClearPoint Neuro, Inc. | Health Care | Health Care Equipment | Bull | NASDAQ | Askbio, Designation, Diseases, Japan, Product Designation, Review, Therapies, You Break | View Pitch |
| Jan 22, 2026 | Twitter / X | @LogicalThesis | ClearPoint Neuro, Inc. | Health Care | Health Care Equipment | Bull | NASDAQ | Binary Risk, Bio, Biotech, Clearpoint, Clinical, Clinical Bio, FDA, rare disease | View Pitch |
| Nov 29, 2025 | Fund Letters | Eddie Reilly | ClearPoint Neuro, Inc. | Health Care | Health Care Equipment & Supplies | Bull | NASDAQ | Cell and gene therapy, Disposables, Installed base, Neurosurgery, pipeline, Reimbursement, switching costs | View Pitch |
| Oct 5, 2025 | Substack | Jam Invest | ClearPoint Neuro | Healthcare | Medical Devices | Bull | capital raising, ClearPoint Neuro, growth potential, Huntington's therapy, Market expansion, Medical devices, minimally invasive surgery, neurology procedures, Parkinson's disease, robotic navigation | View Pitch | |
| Sep 26, 2025 | Seeking Alpha | Seeking Alpha | ClearPoint Neuro, Inc. | Medical Devices | Bull | AMT-130, ClearPoint Neuro, CNS applications, drug delivery, gene therapy, Huntington's Disease, Medical devices, MRI guidance, stock rally, uniQure partnership | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||