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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 14, 2026 | Chilton Capital Management | - | - | AAPL, BXDC, BXP, GOOGL, MSFT, NVDA, SPCX, TSM, VNQ | AI, Data centers, earnings growth, emerging markets, inflation, Office, REITs, semiconductors | BXDC BXP |
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| 2026 Q2 | Jul 1, 2026 | North Sky Capital | - | - | EROC, FAC, FISN, FRVO, LIME, SPCX, XE, ZFIV | Data centers, Energy Transition, EV Batteries, Infrastructure Spending, private credit, semiconductors, Solar, Space | LIME ZFIV FAC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 14, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Exploration | Bear | Nasdaq Stock Market | Aerospace, AI segment, Insider Control, IPO structure, Market Capitalization, satellite internet, SpaceX, speculative investment, Starlink, valuation | View Pitch |
| Jul 12, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space & Satellite | Bear | Nasdaq Stock Market | AI Hype, Insider selling, IPO, lockup expiration, market cap, orbital data centers, SpaceX, Starlink, stock float, valuation | View Pitch |
| Jul 11, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Exploration | Bear | Nasdaq Stock Market | aerospace industry, AI segment, bearish outlook, float increase, IPO, lock-up expiration, put options, short selling, SpaceX, stock volatility | View Pitch |
| Jun 23, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Technology | Bear | NASDAQ Stock Market | AI segment, Elon Musk, Free Cash Flow, investor enthusiasm, IPO, operating losses, Overvaluation, SpaceX, total addressable market, valuation multiples | View Pitch |
| Jun 23, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Exploration | Bear | NASDAQ Stock Market | AI competition, AI investments, cash burn, Cursor acquisition, IPO, Nvidia GPUs, space launches, SpaceX, Starlink, valuation | View Pitch |
| Jun 19, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space & Satellite | Bear | AI Diversification, growth potential, IPO Hype, market cap, operating income, Overvaluation, satellite internet, SpaceX, Starlink, vertical integration | View Pitch | |
| Jun 19, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Exploration | Bear | NASDAQ Stock Market | Aerospace, Drawdown, Elon Musk, IPO, market cap, Price-to-Sales Ratio, SpaceX, target price, tech IPO, valuation | View Pitch |
| Jun 18, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Technology | Bull | Nasdaq Stock Market | aerospace technology, AI acquisition, IPO, lockup expiration, Market Capitalization, NASDAQ 100, passive investment, retail buying, SpaceX, stock demand | View Pitch |
| Jun 14, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space & Satellite | Bear | Nasdaq Stock Market | AI infrastructure, capital expenditures, Elon Musk, execution risk, governance structure, NASDAQ 100, Overvaluation, SpaceX, Starlink, Starship | View Pitch |
| Jun 14, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Exploration | Bear | NASDAQ Stock Market | Aerospace, AI, EBITDA, Elon Musk, investment risk, IPO, Revenue Growth, SpaceX, Starlink, valuation | View Pitch |
| Jun 12, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space & Satellite | Bear | NASDAQ Stock Market | aerospace industry, AI infrastructure, capital expenditures, GAAP losses, geopolitical risks, negative free cash flow, satellite internet, SpaceX IPO, Tesla merger speculation, valuation concerns | View Pitch |
| Jun 8, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Exploration | Bear | Nasdaq Stock Market | AI market, Aswath Damodaran, Grok, IPO, NASDAQ, Oversubscription, Space Exploration, SpaceX, valuation, xAI | View Pitch |
| Jun 6, 2026 | Seeking Alpha | Seeking Alpha | Space Exploration Technologies Corp. | Aerospace & Defense | Space Exploration | Bull | Aerospace, COLOSSUS, compute capacity, Elon Musk, IPO, Satellite Broadband, SpaceX, Starlink, V3/Starship, valuation | 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. | ||||||||