Reports

50 reports

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Navan, Inc.NAVNCurrent
Sector
Technology
Industry
Software—Application
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$19.13
Current price
$21.37
Since report
+11.7%
Creator
@thomastraum
Equinor ASAEQNRCurrent
Sector
Energy
Industry
Oil & Gas Integrated
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$37.74
Current price
$35.99
Since report
-4.6%
Creator
@thomastraum
Kainos Group plcLSE:KNOSCurrent
Sector
Technology
Industry
Software—Application
Investment style
Keith Gill
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£8.63
Current price
£8.72
Since report
+1.0%
Creator
@thomastraum
Kainos Group plcLSE:KNOSCurrent
Sector
Technology
Industry
Software—Application
Investment style
Joel Greenblatt
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£8.63
Current price
£8.72
Since report
+1.0%
Creator
@thomastraum
Kainos Group plcLSE:KNOSCurrent
Sector
Technology
Industry
Software—Application
Investment style
Peter Lynch
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£8.63
Current price
£8.72
Since report
+1.0%
Creator
@thomastraum
Kainos Group plcLSE:KNOSCurrent
Sector
Technology
Industry
Software—Application
Investment style
Warren Buffett
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£8.63
Current price
£8.72
Since report
+1.0%
Creator
@thomastraum
Kainos Group plcLSE:KNOSCurrent
Sector
Technology
Industry
Software—Application
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£8.63
Current price
£8.72
Since report
+1.0%
Creator
@thomastraum
Kainos Group plcLSE:KNOSCurrent
Sector
Technology
Industry
Software—Application
Investment style
Stanley Druckenmiller
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£8.63
Current price
£8.72
Since report
+1.0%
Creator
@thomastraum
Dialight plcLSE:DIACurrent
Sector
Industrials
Industry
Electrical Equipment & Parts
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£3.60
Current price
£3.95
Since report
+9.7%
Creator
@thomastraum
Kodiak Sciences Inc.KODCurrent
Sector
Healthcare
Industry
Biotechnology
Investment style
William O'Neil
LLM provider
Gemini (Google)
Rating
HOLD
Report date
Report snapshot price
$34.61
Current price
$36.71
Since report
+6.1%
Creator
@thomastraum
IQE plcLSE:IQECurrent
Sector
Technology
Industry
Semiconductor Equipment & Materials
Investment style
Keith Gill
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£0.38
Current price
£0.48
Since report
+25.0%
Creator
@thomastraum
IQE plcLSE:IQECurrent
Sector
Technology
Industry
Semiconductor Equipment & Materials
Investment style
Peter Lynch
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
£0.38
Current price
£0.48
Since report
+25.0%
Creator
@thomastraum
IQE plcLSE:IQECurrent
Sector
Technology
Industry
Semiconductor Equipment & Materials
Investment style
Stanley Druckenmiller
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£0.38
Current price
£0.48
Since report
+25.0%
Creator
@thomastraum
IQE plcLSE:IQECurrent
Sector
Technology
Industry
Semiconductor Equipment & Materials
Investment style
Joel Greenblatt
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
£0.38
Current price
£0.48
Since report
+25.0%
Creator
@thomastraum
IQE plcLSE:IQECurrent
Sector
Technology
Industry
Semiconductor Equipment & Materials
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
£0.38
Current price
£0.48
Since report
+25.0%
Creator
@thomastraum
IQE plcLSE:IQECurrent
Sector
Technology
Industry
Semiconductor Equipment & Materials
Investment style
Warren Buffett
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
£0.38
Current price
£0.48
Since report
+25.0%
Creator
@thomastraum
Costain Group PLCLSE:COSTCurrent
Sector
Industrials
Industry
Engineering & Construction
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
£1.90
Current price
£1.94
Since report
+2.2%
Creator
@thomastraum
Synectics plcLSE:SNXCurrent
Sector
Industrials
Industry
Security & Protection Services
Investment style
William O'Neil
LLM provider
Anthropic
Rating
SELL
Report date
Report snapshot price
£1.80
Current price
£1.98
Since report
+9.7%
Creator
@thomastraum
Costain Group PLCLSE:COSTCurrent
Sector
Industrials
Industry
Engineering & Construction
Investment style
Warren Buffett
LLM provider
OpenAI
Rating
HOLD
Report date
Report snapshot price
£1.90
Current price
£1.94
Since report
+2.2%
Creator
@thomastraum
Playtech plcLSE:PTECCurrent
Sector
Consumer Cyclical
Industry
Gambling
Investment style
Stanley Druckenmiller
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£3.62
Current price
£3.51
Since report
-3.0%
Creator
@thomastraum
Ashtead Technology Holdings PlcLSE:ATCurrent
Sector
Energy
Industry
Oil & Gas Equipment & Services
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
£5.33
Current price
£4.28
Since report
-19.7%
Creator
@thomastraum
Ashtead Technology Holdings PlcLSE:ATCurrent
Sector
Energy
Industry
Oil & Gas Equipment & Services
Investment style
Keith Gill
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£5.33
Current price
£4.28
Since report
-19.7%
Creator
@thomastraum
Ashtead Technology Holdings PlcLSE:ATCurrent
Sector
Energy
Industry
Oil & Gas Equipment & Services
Investment style
Peter Lynch
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£5.33
Current price
£4.28
Since report
-19.7%
Creator
@thomastraum
Ashtead Technology Holdings PlcLSE:ATCurrent
Sector
Energy
Industry
Oil & Gas Equipment & Services
Investment style
Warren Buffett
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£5.33
Current price
£4.28
Since report
-19.7%
Creator
@thomastraum
Ashtead Technology Holdings PlcLSE:ATCurrent
Sector
Energy
Industry
Oil & Gas Equipment & Services
Investment style
Stanley Druckenmiller
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
£5.33
Current price
£4.28
Since report
-19.7%
Creator
@thomastraum
Cohort plcLSE:CHRTCurrent
Sector
Industrials
Industry
Aerospace & Defense
Investment style
Warren Buffett
LLM provider
Kimi (Moonshot)
Rating
BUY
Report date
Report snapshot price
£10.75
Current price
£13.82
Since report
+28.6%
Creator
@thomastraum
ServiceNow, Inc.NOWCurrent
Sector
Technology
Industry
Software—Application
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$95.07
Current price
$124.37
Since report
+30.8%
Creator
@thomastraum
ServiceNow, Inc.NOWCurrent
Sector
Technology
Industry
Software—Application
Investment style
Peter Lynch
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
$95.07
Current price
$124.37
Since report
+30.8%
Creator
@thomastraum
ServiceNow, Inc.NOWCurrent
Sector
Technology
Industry
Software—Application
Investment style
Joel Greenblatt
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
$95.07
Current price
$124.37
Since report
+30.8%
Creator
@thomastraum
ServiceNow, Inc.NOWCurrent
Sector
Technology
Industry
Software—Application
Investment style
Stanley Druckenmiller
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
$95.07
Current price
$124.37
Since report
+30.8%
Creator
@thomastraum
ServiceNow, Inc.NOWCurrent
Sector
Technology
Industry
Software—Application
Investment style
Warren Buffett
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
$95.07
Current price
$124.37
Since report
+30.8%
Creator
@thomastraum
ServiceNow, Inc.NOWCurrent
Sector
Technology
Industry
Software—Application
Investment style
Keith Gill
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
$95.07
Current price
$124.37
Since report
+30.8%
Creator
@thomastraum
On Holding AGONONCurrent
Sector
Consumer Cyclical
Industry
Footwear & Accessories
Investment style
Joel Greenblatt
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$36.83
Current price
$40.82
Since report
+10.8%
Creator
@thomastraum
On Holding AGONONCurrent
Sector
Consumer Cyclical
Industry
Footwear & Accessories
Investment style
Peter Lynch
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
$36.83
Current price
$40.82
Since report
+10.8%
Creator
@thomastraum
On Holding AGONONCurrent
Sector
Consumer Cyclical
Industry
Footwear & Accessories
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$36.83
Current price
$40.82
Since report
+10.8%
Creator
@thomastraum
On Holding AGONONCurrent
Sector
Consumer Cyclical
Industry
Footwear & Accessories
Investment style
Stanley Druckenmiller
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
$36.83
Current price
$40.82
Since report
+10.8%
Creator
@thomastraum
On Holding AGONONCurrent
Sector
Consumer Cyclical
Industry
Footwear & Accessories
Investment style
Warren Buffett
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$36.83
Current price
$40.82
Since report
+10.8%
Creator
@thomastraum
Under Armour, Inc.UAACurrent
Sector
Consumer Cyclical
Industry
Apparel Manufacturing
Investment style
Joel Greenblatt
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$5.16
Current price
$5.87
Since report
+13.9%
Creator
@thomastraum
Under Armour, Inc.UAACurrent
Sector
Consumer Cyclical
Industry
Apparel Manufacturing
Investment style
Peter Lynch
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$5.16
Current price
$5.87
Since report
+13.9%
Creator
@thomastraum
Under Armour, Inc.UAACurrent
Sector
Consumer Cyclical
Industry
Apparel Manufacturing
Investment style
Keith Gill
LLM provider
DeepSeek
Rating
BUY
Report date
Report snapshot price
$5.16
Current price
$5.87
Since report
+13.9%
Creator
@thomastraum
Under Armour, Inc.UAACurrent
Sector
Consumer Cyclical
Industry
Apparel Manufacturing
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
$5.16
Current price
$5.87
Since report
+13.9%
Creator
@thomastraum
Under Armour, Inc.UAACurrent
Sector
Consumer Cyclical
Industry
Apparel Manufacturing
Investment style
Stanley Druckenmiller
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
$5.16
Current price
$5.87
Since report
+13.9%
Creator
@thomastraum
Under Armour, Inc.UAACurrent
Sector
Consumer Cyclical
Industry
Apparel Manufacturing
Investment style
Warren Buffett
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
$5.16
Current price
$5.87
Since report
+13.9%
Creator
@thomastraum
Aurora Innovation, Inc.AURCurrent
Sector
Consumer Cyclical
Industry
Auto Parts
Investment style
William O'Neil
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
$7.95
Current price
$7.34
Since report
-7.7%
Creator
@thomastraum
Blackstone Digital Infrastructure Trust Inc.BXDCCurrent
Sector
Real Estate
Industry
REIT—Specialty
Investment style
Peter Lynch
LLM provider
Grok
Rating
HOLD
Report date
Report snapshot price
$19.99
Current price
$21.63
Since report
+8.2%
Creator
@thomastraum
Blackstone Digital Infrastructure Trust Inc.BXDCCurrent
Sector
Real Estate
Industry
REIT—Specialty
Investment style
Stanley Druckenmiller
LLM provider
Grok
Rating
BUY
Report date
Report snapshot price
$19.99
Current price
$21.63
Since report
+8.2%
Creator
@thomastraum
Blackstone Digital Infrastructure Trust Inc.BXDCCurrent
Sector
Real Estate
Industry
REIT—Specialty
Investment style
Warren Buffett
LLM provider
Grok
Rating
HOLD
Report date
Report snapshot price
$19.99
Current price
$21.63
Since report
+8.2%
Creator
@thomastraum
Blackstone Digital Infrastructure Trust Inc.BXDCCurrent
Sector
Real Estate
Industry
REIT—Specialty
Investment style
Joel Greenblatt
LLM provider
Grok
Rating
HOLD
Report date
Report snapshot price
$19.99
Current price
$21.63
Since report
+8.2%
Creator
@thomastraum
Fervo Energy Company Class A common stockFRVOCurrent
Sector
-
Industry
-
Investment style
Keith Gill
LLM provider
DeepSeek
Rating
HOLD
Report date
Report snapshot price
$41.81
Current price
$36.66
Since report
-12.3%
Creator
@thomastraum
Fervo Energy Company Class A common stockFRVOCurrent
Sector
-
Industry
-
Investment style
Joel Greenblatt
LLM provider
DeepSeek
Rating
SELL
Report date
Report snapshot price
$41.81
Current price
$36.66
Since report
-12.3%
Creator
@thomastraum
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