Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+9.4%BUYWilliam O'Neilanthropic@thomastraum+6.4%BUYStanley Druckenmilleranthropic@thomastraum+6.4%BUY
4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum0.0%HOLDWilliam O'Neilgemini@thomastraum-11.5%BUYWarren Buffettgemini@thomastraum-11.5%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum+13.0%HOLDWilliam O'Neilanthropic+16.7%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum+5.9%HOLDWilliam O'Neilgemini+50.8%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum-2.7%HOLDWilliam O'Neilgemini-16.0%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-4.9%BUYKeith Gillanthropic@thomastraum-11.8%BUYWilliam O'Neilanthropic-15.2%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+8.5%HOLDStanley Druckenmillerkimi@thomastraum+8.5%BUYStanley Druckenmillerkimi@thomastraum-3.4%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-1.8%BUYStanley Druckenmillerkimi@thomastraum-1.8%BUYWilliam O'Neilanthropic-1.5%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+27.4%HOLDStanley Druckenmilleranthropic@johncanoe+30.5%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+8.4%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-3.6%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+1.8%BUYWilliam O'Neilopenai@thomastraum+1.8%HOLDPeter Lynchopenai@thomastraum+1.8%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel+3.0%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-30.0%SELLStanley Druckenmillerkimi@thomastraum-30.0%BUYJoel Greenblattkimi@thomastraum-30.0%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum-5.7%BUYWilliam O'Neilkimi@thomastraum-5.7%HOLDWarren Buffettkimi@thomastraum-5.7%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum+29.1%HOLDStanley Druckenmillerkimi@thomastraum+29.1%BUYWilliam O'Neilkimi@thomastraum+29.1%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-27.8%SELLStanley Druckenmillerkimi@thomastraum-27.8%BUYJoel Greenblattkimi@thomastraum-27.8%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum-15.2%SELLJoel Greenblattkimi@thomastraum-15.2%HOLDStanley Druckenmillerkimi@thomastraum-15.2%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+23.0%HOLDWilliam O'Neildeepseek@thomastraum+67.1%HOLDStanley Druckenmillerdeepseek@thomastraum+67.1%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+18.2%HOLDStanley Druckenmillerkimi@thomastraum+18.2%BUYWilliam O'Neilgemini-1.3%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum-6.5%BUYWilliam O'Neilkimi@thomastraum-6.5%BUYStanley Druckenmillerkimi@thomastraum-6.5%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a-6.7%SELLStanley Druckenmilleranthropic@a-6.9%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a+9.0%BUYStanley Druckenmilleranthropic@a+9.0%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a-4.0%HOLDWarren Buffettopenai@adammagic-0.2%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+22.8%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+15.8%BUYWarren Buffettopenai@thomastraum+15.8%HOLDWilliam O'Neilopenai@thomastraum+15.8%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-36.7%BUYWilliam O'Neilopenai@thomastraum-20.3%HOLDStanley Druckenmilleranthropic@thomastraum-20.3%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+33.3%HOLDJoel Greenblattdeepseek@thomastraum+33.3%HOLDStanley Druckenmilleranthropic@thomastraum+33.3%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-15.0%SELLWilliam O'Neilanthropic+2.8%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+76.2%HOLDWilliam O'Neildeepseek@thomastraum+76.2%HOLDWarren Buffettopenai@thomastraum+76.2%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum+2.0%HOLDStanley Druckenmilleropenai@thomastraum+2.0%HOLDStanley Druckenmillergemini@thomastraum+2.0%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-7.8%HOLDStanley Druckenmilleropenai@thomastraum-7.8%HOLDWarren Buffettgemini@thomastraum-7.8%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+7.2%SELLWarren Buffettanthropic@thomastraum+7.2%HOLDStanley Druckenmilleranthropic@thomastraum+7.2%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum+4.1%HOLDWilliam O'Neilanthropic@thomastraum+4.1%BUYStanley Druckenmilleranthropic@valtteri+4.1%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-19.8%SELLStanley Druckenmilleranthropic@thomastraum-19.8%HOLDJoel Greenblattgrok@thomastraum-19.8%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+26.6%HOLDWarren Buffettanthropic@thomastraum+26.6%HOLDStanley Druckenmilleranthropic@thomastraum+26.6%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+40.6%HOLDWarren Buffettanthropic@thomastraum+40.6%SELLStanley Druckenmilleranthropic@thomastraum+40.6%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum+0.6%HOLDWilliam O'Neilanthropic@thomastraum+0.6%HOLDStanley Druckenmilleranthropic@thomastraum+0.6%BUY+1 more reports
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+49.3%BUYWilliam O'Neilanthropic@thomastraum+49.3%BUYKeith Gillanthropic@thomastraum+49.3%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+150.2%HOLD
Oroco Resource Corp.FWB:OR6@thomastraumBasic Materials·Other Industrial Metals & MiningWilliam O'Neilanthropic@thomastraum+0.4%HOLDWarren Buffettanthropic@thomastraum+0.4%HOLDStanley Druckenmilleranthropic@thomastraum+0.4%BUY
Saga plcLSE:SAGA@thomastraumFinancial Services·Insurance—DiversifiedWilliam O'Neilanthropic@thomastraum+65.4%HOLDStanley Druckenmilleropenai@thomastraum+101.6%BUYWarren Buffettopenai@thomastraum+101.6%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-20.2%BUYPeter Lynchgemini@thomastraum-20.2%BUYWilliam O'Neilgemini@thomastraum-20.2%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-13.5%SELLWilliam O'Neilanthropic@crighton-13.5%HOLDStanley Druckenmillergrok@crighton-13.5%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+10.9%BUYWarren Buffettdeepseek@crighton+10.9%HOLDStanley Druckenmillergrok@crighton+10.9%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+33.8%HOLDWilliam O'Neilanthropic@crighton+33.8%HOLDStanley Druckenmillergrok@crighton+33.8%BUY
Pure Storage, Inc.PSTG@thomastraumTechnology·Computer HardwareWilliam O'Neilanthropic@thomastraum-10.3%HOLDWarren Buffettgemini@thomastraum-10.3%SELLStanley Druckenmillergemini@thomastraum-10.6%BUY
Auto Trader Group plcLSE:AUTO@thomastraumCommunication Services·Internet Content & InformationWilliam O'Neilgemini@thomastraum-21.7%HOLDStanley Druckenmillergemini@thomastraum-21.7%BUYWarren Buffettgemini@thomastraum-21.7%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+48.6%BUYStanley Druckenmilleranthropic@thomastraum+48.6%BUYWarren Buffettanthropic@thomastraum+48.6%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum+8.4%BUYStanley Druckenmilleropenai@thomastraum+8.4%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-52.6%BUYWilliam O'Neildeepseek@thomastraum-45.1%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-45.9%HOLDStanley Druckenmillergemini@thomastraum-45.9%BUYWarren Buffettgemini@thomastraum-45.9%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+59.6%HOLDWilliam O'Neilanthropic+90.4%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+58.2%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum-3.4%HOLDWarren Buffettgemini@thomastraum-3.4%BUYStanley Druckenmillergemini@thomastraum-3.4%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+33.2%HOLDWarren Buffettdeepseek@thomastraum+33.2%HOLDStanley Druckenmillerdeepseek@thomastraum+33.2%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum+3.2%BUYWilliam O'Neilgemini@thomastraum+3.2%HOLDWarren Buffettgemini@thomastraum+3.2%BUY
Hong Kong Exchanges and Clearing LimitedHKEX:80388@thomastraumChart unavailableWilliam O'Neildeepseek@thomastraum-3.0%HOLDWarren Buffettdeepseek@thomastraum-3.0%HOLDStanley Druckenmillerdeepseek@thomastraum-3.0%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+35.7%HOLDWarren Buffettanthropic@thomastraum+35.7%HOLDStanley Druckenmillergemini@thomastraum+35.7%BUY
Aluminum Corporation of China LimitedHKG:2600@thomastraumBasic Materials·AluminumWilliam O'Neilanthropic@thomastraum+7.8%HOLDWarren Buffettanthropic@thomastraum+7.8%HOLDStanley Druckenmilleranthropic@thomastraum+7.8%BUY
Borr Drilling LimitedBORR@thomastraumEnergy·Oil & Gas DrillingStanley Druckenmilleropenai@thomastraum+38.6%BUYStanley Druckenmilleranthropic@thomastraum+38.6%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+63.2%HOLD
South32 Ltd. R32ZA.F@thomastraumWarren Buffettgemini@thomastraum+46.1%HOLDWilliam O'Neilgemini@thomastraum+46.1%HOLDStanley Druckenmillergemini@thomastraum+46.1%BUY
Ithaca Energy plcLSE:ITH@thomastraumEnergy·Oil & Gas E&PWarren Buffettgemini@thomastraum+40.2%HOLDWilliam O'Neilgemini@thomastraum+40.2%HOLDStanley Druckenmillergemini@thomastraum+40.2%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+53.2%BUYStanley Druckenmillerdeepseek@thomastraum+53.2%BUYWarren Buffettdeepseek@thomastraum+53.2%HOLD
BlackRock Throgmorton Trust plcLSE:THRG@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-10.1%HOLDWarren Buffettopenai@thomastraum-10.1%BUYStanley Druckenmilleropenai@thomastraum-10.1%BUY
Shopify Inc.SHOP@thomastraumTechnology·Software—ApplicationStanley Druckenmilleranthropic@thomastraum-27.1%BUYWarren Buffettanthropic@thomastraum-27.1%HOLDWilliam O'Neilanthropic@thomastraum-27.1%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-8.7%BUYWarren Buffettopenai@thomastraum-8.7%HOLDStanley Druckenmilleropenai@thomastraum-8.7%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+20.6%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-21.2%HOLDWarren Buffettdeepseek@thomastraum-21.2%SELLWilliam O'Neildeepseek@thomastraum-21.2%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-48.6%HOLDWarren Buffettdeepseek@thomastraum-48.6%SELLStanley Druckenmilleranthropic@thomastraum-48.6%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum+24.1%HOLDWarren Buffettdeepseek@thomastraum+24.1%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+96.0%BUYStanley Druckenmillergemini+96.0%BUYWarren Buffettgemini+96.0%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic-2.1%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic+9.9%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+27.4%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+22.5%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic+1.9%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-42.3%BUY