4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum-3.4%HOLDWilliam O'Neilgemini@thomastraum-14.6%BUYWarren Buffettgemini@thomastraum-14.6%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum-9.5%HOLDWilliam O'Neilanthropic-6.6%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum-1.4%HOLDWilliam O'Neilgemini+40.5%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum-3.4%HOLDWilliam O'Neilgemini-16.5%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-13.0%BUYKeith Gillanthropic@thomastraum-19.3%BUYWilliam O'Neilanthropic-22.5%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+1.2%HOLDStanley Druckenmillerkimi@thomastraum+1.2%BUYStanley Druckenmillerkimi@thomastraum-9.9%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-17.1%BUYStanley Druckenmillerkimi@thomastraum-17.1%BUYWilliam O'Neilanthropic-16.8%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+39.2%HOLDStanley Druckenmilleranthropic@johncanoe+42.6%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+6.6%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-22.9%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum-5.8%BUYWilliam O'Neilopenai@thomastraum-5.8%HOLDPeter Lynchopenai@thomastraum-5.8%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel-11.4%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-37.7%SELLStanley Druckenmillerkimi@thomastraum-37.7%BUYJoel Greenblattkimi@thomastraum-37.7%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum-2.7%BUYWilliam O'Neilkimi@thomastraum-2.7%HOLDWarren Buffettkimi@thomastraum-2.7%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum+13.8%HOLDStanley Druckenmillerkimi@thomastraum+13.8%BUYWilliam O'Neilkimi@thomastraum+13.8%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-23.8%SELLStanley Druckenmillerkimi@thomastraum-23.8%BUYJoel Greenblattkimi@thomastraum-23.8%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum-17.3%SELLJoel Greenblattkimi@thomastraum-17.3%HOLDStanley Druckenmillerkimi@thomastraum-17.3%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+11.2%HOLDWilliam O'Neildeepseek@thomastraum+51.0%HOLDStanley Druckenmillerdeepseek@thomastraum+51.0%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+3.0%HOLDStanley Druckenmillerkimi@thomastraum+3.0%BUYWilliam O'Neilgemini-14.0%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum-12.3%BUYWilliam O'Neilkimi@thomastraum-12.3%BUYStanley Druckenmillerkimi@thomastraum-12.3%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a-34.5%SELLStanley Druckenmilleranthropic@a-34.6%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a-7.1%BUYStanley Druckenmilleranthropic@a-7.1%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a-7.7%HOLDWarren Buffettopenai@adammagic-4.1%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+40.4%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum-0.7%BUYWarren Buffettopenai@thomastraum-0.7%HOLDWilliam O'Neilopenai@thomastraum-0.7%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-42.0%BUYWilliam O'Neilopenai@thomastraum-27.0%HOLDStanley Druckenmilleranthropic@thomastraum-27.0%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+49.7%HOLDJoel Greenblattdeepseek@thomastraum+49.7%HOLDStanley Druckenmilleranthropic@thomastraum+49.7%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-15.6%SELLWilliam O'Neilanthropic+2.1%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+38.5%HOLDWilliam O'Neildeepseek@thomastraum+38.5%HOLDWarren Buffettopenai@thomastraum+38.5%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum-13.5%HOLDStanley Druckenmilleropenai@thomastraum-13.5%HOLDStanley Druckenmillergemini@thomastraum-13.5%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-25.4%HOLDStanley Druckenmilleropenai@thomastraum-25.4%HOLDWarren Buffettgemini@thomastraum-25.4%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum0.0%SELLWarren Buffettanthropic@thomastraum0.0%HOLDStanley Druckenmilleranthropic@thomastraum0.0%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum-16.6%HOLDWilliam O'Neilanthropic@thomastraum-16.6%BUYStanley Druckenmilleranthropic@valtteri-16.6%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-20.5%SELLStanley Druckenmilleranthropic@thomastraum-20.5%HOLDJoel Greenblattgrok@thomastraum-20.5%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+10.8%HOLDWarren Buffettanthropic@thomastraum+10.8%HOLDStanley Druckenmilleranthropic@thomastraum+10.8%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+13.5%HOLDWarren Buffettanthropic@thomastraum+13.5%SELLStanley Druckenmilleranthropic@thomastraum+13.5%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum-20.8%HOLDWilliam O'Neilanthropic@thomastraum-20.8%HOLDStanley Druckenmilleranthropic@thomastraum-20.8%BUY+1 more reports
Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+2.8%BUYStanley Druckenmilleranthropic@thomastraum+2.8%BUY
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+17.4%BUYWilliam O'Neilanthropic@thomastraum+17.4%BUYKeith Gillanthropic@thomastraum+17.4%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+63.2%HOLD
Oroco Resource Corp.FWB:OR6@thomastraumBasic Materials·Other Industrial Metals & MiningWilliam O'Neilanthropic@thomastraum-1.6%HOLDWarren Buffettanthropic@thomastraum-1.6%HOLDStanley Druckenmilleranthropic@thomastraum-1.6%BUY
Saga plcLSE:SAGA@thomastraumFinancial Services·Insurance—DiversifiedWilliam O'Neilanthropic@thomastraum+25.5%HOLDStanley Druckenmilleropenai@thomastraum+52.9%BUYWarren Buffettopenai@thomastraum+52.9%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-22.9%BUYPeter Lynchgemini@thomastraum-22.9%BUYWilliam O'Neilgemini@thomastraum-22.9%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-23.2%SELLWilliam O'Neilanthropic@crighton-23.2%HOLDStanley Druckenmillergrok@crighton-23.2%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton-8.2%BUYWarren Buffettdeepseek@crighton-8.2%HOLDStanley Druckenmillergrok@crighton-8.2%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+12.9%HOLDWilliam O'Neilanthropic@crighton+12.9%HOLDStanley Druckenmillergrok@crighton+12.9%BUY
Pure Storage, Inc.PSTG@thomastraumTechnology·Computer HardwareWilliam O'Neilanthropic@thomastraum-17.3%HOLDWarren Buffettgemini@thomastraum-17.3%SELLStanley Druckenmillergemini@thomastraum-17.6%BUY
Auto Trader Group plcLSE:AUTO@thomastraumCommunication Services·Internet Content & InformationWilliam O'Neilgemini@thomastraum-27.3%HOLDStanley Druckenmillergemini@thomastraum-27.3%BUYWarren Buffettgemini@thomastraum-27.3%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+30.5%BUYStanley Druckenmilleranthropic@thomastraum+30.5%BUYWarren Buffettanthropic@thomastraum+30.5%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum-8.1%BUYStanley Druckenmilleropenai@thomastraum-8.1%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-60.5%BUYWilliam O'Neildeepseek@thomastraum-54.3%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-44.1%HOLDStanley Druckenmillergemini@thomastraum-44.1%BUYWarren Buffettgemini@thomastraum-44.1%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+77.4%HOLDWilliam O'Neilanthropic+111.5%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+25.1%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum-10.3%HOLDWarren Buffettgemini@thomastraum-10.3%BUYStanley Druckenmillergemini@thomastraum-10.3%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+15.1%HOLDWarren Buffettdeepseek@thomastraum+15.1%HOLDStanley Druckenmillerdeepseek@thomastraum+15.1%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum-8.3%BUYWilliam O'Neilgemini@thomastraum-8.3%HOLDWarren Buffettgemini@thomastraum-8.3%BUY
Hong Kong Exchanges and Clearing LimitedHKEX:80388@thomastraumChart unavailableWilliam O'Neildeepseek@thomastraum-6.7%HOLDWarren Buffettdeepseek@thomastraum-6.7%HOLDStanley Druckenmillerdeepseek@thomastraum-6.7%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+16.7%HOLDWarren Buffettanthropic@thomastraum+16.7%HOLDStanley Druckenmillergemini@thomastraum+16.7%BUY
Aluminum Corporation of China LimitedHKG:2600@thomastraumBasic Materials·AluminumWilliam O'Neilanthropic@thomastraum-7.6%HOLDWarren Buffettanthropic@thomastraum-7.6%HOLDStanley Druckenmilleranthropic@thomastraum-7.6%BUY
Borr Drilling LimitedBORR@thomastraumEnergy·Oil & Gas DrillingStanley Druckenmilleropenai@thomastraum+47.1%BUYStanley Druckenmilleranthropic@thomastraum+47.1%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+32.7%HOLD
South32 Ltd. R32ZA.F@thomastraumWarren Buffettgemini@thomastraum+25.4%HOLDWilliam O'Neilgemini@thomastraum+25.4%HOLDStanley Druckenmillergemini@thomastraum+25.4%BUY
Ithaca Energy plcLSE:ITH@thomastraumEnergy·Oil & Gas E&PWarren Buffettgemini@thomastraum+39.2%HOLDWilliam O'Neilgemini@thomastraum+39.2%HOLDStanley Druckenmillergemini@thomastraum+39.2%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+36.5%BUYStanley Druckenmillerdeepseek@thomastraum+36.5%BUYWarren Buffettdeepseek@thomastraum+36.5%HOLD
BlackRock Throgmorton Trust plcLSE:THRG@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-16.0%HOLDWarren Buffettopenai@thomastraum-16.0%BUYStanley Druckenmilleropenai@thomastraum-16.0%BUY
Shopify Inc.SHOP@thomastraumTechnology·Software—ApplicationStanley Druckenmilleranthropic@thomastraum-30.7%BUYWarren Buffettanthropic@thomastraum-30.7%HOLDWilliam O'Neilanthropic@thomastraum-30.7%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-14.5%BUYWarren Buffettopenai@thomastraum-14.5%HOLDStanley Druckenmilleropenai@thomastraum-14.5%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+20.0%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-16.9%HOLDWarren Buffettdeepseek@thomastraum-16.9%SELLWilliam O'Neildeepseek@thomastraum-16.9%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-50.7%HOLDWarren Buffettdeepseek@thomastraum-50.7%SELLStanley Druckenmilleranthropic@thomastraum-50.7%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum+36.2%HOLDWarren Buffettdeepseek@thomastraum+36.2%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+60.9%BUYStanley Druckenmillergemini+60.9%BUYWarren Buffettgemini+60.9%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic-7.6%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic+1.0%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+21.8%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+5.4%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic-4.3%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-42.9%BUY