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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Feb 26, 2025 | Fawkes Capital Management | 2.2% | 11.2% | AGX, BE, BSL.AX, CENX, CLS, DUOT, GEV, GOOGL, INOD, LPTH, LRV.AX, MND.TO, MSFT, NVDA, OCC, OSIS, RIO, SKYX, SOLI, VRT, WDC | AI, Border Security, Data centers, energy, infrastructure, Mining, semiconductors, tariffs | AI infrastructure demand continues to surge despite DeepSeek disruption. The rise of AI Agents for autonomous task execution represents a pivotal shift in automation, with NVIDIA emphasizing that achieving AI consistency at scale requires extensive training. Big Tech's strategy for AGI involves expanding from probabilistic text generation to capturing human reasoning patterns. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @aleabitoreddit | LightPath Technologies, Inc. | Electronic Equipment, Instruments & Components | Electronic Components | Bull | NASDAQ | Bottleneck, Chalcogenide, datacenters, Defense, Drones, Fiber, Germanium, InfraRed, lenses, Missiles, NightVision, Optics, Satellites, Seeker, Space, Supplychain, Thermal | View Pitch |
| Feb 4, 2026 | Twitter / X | @aleabitoreddit | LightPath Technologies | Electronic Equipment, Instruments & Components | Electronic Components | Bull | NASDAQ | backlog, ChalcogenideGlass, Defense, Drones, Germanium, InfraredOptics, Missiles, Monopoly, Photonics, Supplychain, ThermalImaging, WeaponSystems | View Pitch |
| Jan 23, 2026 | Twitter / X | @KairosPraxis | LightPath Technologies, Inc. | Industrials | Electronic Components | Bear | NASDAQ | China, Defense, Dilution, Lpth, Mixed Shelf, Photonics, Rare Earths, Shelf | View Pitch |
| Nov 25, 2025 | Substack | Shareholders Unite | LightPath Technologies, Inc. | Information Technology | Electronic Components | Bull | Acquisitions, BlackDiamond glass, defense programs, geopolitical tensions, growth potential, infrared optics, LightPath Technologies, Lockheed Martin, supply chain resiliency, vertically integrated | 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. | ||||||||