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Change feed · last 30 days

Everything that changed.

Updated ·

Sunday, June 14

AMRX Amneal Pharmaceuticals, Inc. (AMRX)

New dossier opened
BBAR Banco BBVA Argentina S.A. (BBAR)

New dossier opened
BBY Best Buy Company, Inc. (BBY)

New dossier opened
BIRK Birkenstock Holding plc (BIRK)

New dossier opened
BMA Banco Macro S.A. (BMA)

New dossier opened
CAKE Cheesecake Factory Incorporated (The) (CAKE)

New dossier opened
DLTR Dollar Tree Inc. (DLTR)

New dossier opened
DNUT Krispy Kreme, Inc. (DNUT)

New dossier opened
GGAL Grupo Financiero Galicia S.A. (GGAL)

New dossier opened
HTLD Heartland Express, Inc. (HTLD)

New dossier opened
KLAC KLA Corporation (KLAC)

New dossier opened
KMX CarMax Inc. (KMX)

New dossier opened
KSS Kohls Corporation (KSS)

New dossier opened
M Macy's Inc. (M)

New dossier opened
MOV Movado Group, Inc. (MOV)

New dossier opened
PAYO Payoneer Global Inc. (PAYO)

New dossier opened
PLAY Dave & Buster's Entertainment, Inc. (PLAY)

New dossier opened
STUB StubHub Holdings, Inc. (STUB)

New dossier opened
SUPV Grupo Supervielle S.A. (SUPV)

New dossier opened
SVV Savers Value Village, Inc. (SVV)

New dossier opened
VSXY Victorias Secret & Co. (VSXY)

New dossier opened
WING Wingstop Inc. (WING)

New dossier opened
WNC Wabash National Corp. (WNC)

New dossier opened
YETI YETI Holdings, Inc. (YETI)

New dossier opened
52 re-analysed AAAAOIAAPLADIAEISAMDATEXATEYYATIATKRBIDUCALCMGCOINCRCLCRDOCRSCRWV +34 more

Saturday, June 13

Saturday, June 13, 2026

Regime: RISK-ON
12 re-analysed TTMITWLOTXNUURGNVECOWSCWTIXRXXTLBXXIYAAS

Friday, June 12

Friday, June 12, 2026

Regime: RISK-ON
BROS Dutch Bros Inc. (BROS)

New dossier opened
SPCX SpaceX (Space Exploration Technologies Corp.) (SPCX)

New dossier opened
TRVI Trevi Therapeutics, Inc. (TRVI)

Thesis played out
12 re-analysed ARMASMLCLFDELLHUTINTCLEGNRXOSNDKTSMTXGVSH

Thursday, June 11

Thursday, June 11, 2026

Regime: RISK-ON
ADPT Adaptive Biotechnologies Corporation (ADPT)

New dossier opened
APH Amphenol Corporation (APH)

New dossier opened
AZTA Azenta, Inc. (AZTA)

New dossier opened
AZZ AZZ Inc. (AZZ)

Thesis played out
BFLY Butterfly Network, Inc. (BFLY)

New dossier opened
DRTS Alpha Tau Medical Ltd. (DRTS)

Thesis played out
MGM MGM RESORTS INTERNATIONAL (MGM)

New dossier opened
TWST Twist Bioscience Corporation (TWST)

Thesis played out
ZVRA Zevra Therapeutics, Inc. (ZVRA)

New dossier opened
1 re-analysed ASTS

Wednesday, June 10

Wednesday, June 10, 2026

Regime: NEUTRAL
ALKS Alkermes plc (ALKS)

New dossier opened
CBRL Cracker Barrel Old Country Store, Inc (CBRL)

New dossier opened
CDW CDW Corporation (CDW)

New dossier opened
FAC Factorial Energy Inc. (FAC)

New dossier opened
INDI indie Semiconductor, Inc. (INDI)

Thesis invalidated
NEO NeoGenomics, Inc. (NEO)

New dossier opened
ODFL Old Dominion Freight Line, Inc. (ODFL)

New dossier opened
PENN PENN Entertainment, Inc. (PENN)

New dossier opened
SIBN SI-BONE, Inc. (SIBN)

New dossier opened
SNDR Schneider National, Inc. (SNDR)

New dossier opened
SRAD Sportradar Group AG (SRAD)

New dossier opened
4 re-analysed ALABCLOVHPPOSCR

Tuesday, June 9

Tuesday, June 9, 2026

Regime: NEUTRAL
APLD Applied Digital Corporation (APLD)

Thesis played out
ARCB ArcBest Corporation (ARCB)

New dossier opened
CLFD Clearfield, Inc. (CLFD)

Thesis invalidated
CVLG Covenant Logistics Group, Inc. (CVLG)

New dossier opened
DXCM DexCom, Inc. (DXCM)

New dossier opened
GENI Genius Sports Limited (GENI)

New dossier opened
INOD Innodata Inc. (INOD)

Thesis invalidated
KNX Knight-Swift Transportation Holdings Inc. (KNX)

New dossier opened
MMED MiniMed Group, Inc. (MMED)

New dossier opened
SEPN Septerna, Inc. (SEPN)

New dossier opened
9 re-analysed CEVAFNGFSHUMMRVIRIOTSMTCSTMVPG

Monday, June 8

Monday, June 8, 2026

Regime: NEUTRAL
17 re-analysed COHRDDOGGLWGOOGLQDALUNRMODMRVLNVDAONDSPLPCPOWLQRVOSPXCVIAVVRTXMTR

Sunday, June 7

AGYS Agilysys, Inc. (AGYS)

New dossier opened
GEN Gen Digital Inc. (GEN)

New dossier opened
HAE Haemonetics Corporation (HAE)

New dossier opened
PD PagerDuty, Inc. (PD)

New dossier opened
QDEL QuidelOrtho Corporation (QDEL)

New dossier opened
RZLT Rezolute, Inc. (RZLT)

New dossier opened
TENB Tenable Holdings, Inc. (TENB)

New dossier opened
ZETA Zeta Global Holdings Corp. (ZETA)

New dossier opened
126 re-analysed AAONAEHRAMBQAMNAMSCAMZNAPLDASXAVGOAXTIAZZBANDBTDRCCJCEGCIENCLFDCORT +108 more

Saturday, June 6

Saturday, June 6, 2026

Regime: NEUTRAL
72 re-analysed ABCLACBACHCACLSADTNAESIAFRMAGXAIPAKAMALGMALTOAMBAAMCAMKRANABAOSLAPGE +54 more

Friday, June 5

Friday, June 5, 2026

Regime: NEUTRAL
ACMR ACM Research, Inc. (ACMR)

New dossier opened
BBNX Beta Bionics, Inc. (BBNX)

New dossier opened
BRKR Bruker Corporation (BRKR)

New dossier opened
NSIT Insight Enterprises, Inc. (NSIT)

New dossier opened
NTAP NetApp, Inc. (NTAP)

New dossier opened
OKTA Okta, Inc. (OKTA)

New dossier opened
PLSE Pulse Biosciences, Inc (PLSE)

New dossier opened
SAIL SailPoint, Inc. (SAIL)

New dossier opened
SENS Senseonics Holdings, Inc. (SENS)

New dossier opened
SNOW Snowflake Inc. (SNOW)

New dossier opened
VERU Veru Inc. (VERU)

New dossier opened
WGS GeneDx Holdings Corp. (WGS)

New dossier opened

Thursday, June 4

Thursday, June 4, 2026

Regime: RISK-ON

Thursday, May 28

CECO CECO Environmental Corp. (CECO)

New dossier opened
JOBY Joby Aviation, Inc. (JOBY)

New dossier opened

Wednesday, May 27

DUOT Duos Technologies Group, Inc. (DUOT)

New dossier opened
HPE Hewlett Packard Enterprise Company (HPE)

New dossier opened
IPX IperionX Limited (IPX)

New dossier opened
QURE uniQure N.V. (QURE)

New dossier opened

Tuesday, May 26

Tuesday, May 26, 2026

Regime: RISK-ON
CSCO Cisco Systems, Inc. (CSCO)

New dossier opened
DOCN DigitalOcean Holdings, Inc. (DOCN)

New dossier opened

Sunday, May 24

AVR Anteris Technologies Global Corp. (AVR)

New dossier opened
MTSI MACOM Technology Solutions Holdings, Inc. (MTSI)

New dossier opened
S SentinelOne, Inc. (S)

New dossier opened
SMCI Super Micro Computer, Inc. (SMCI)

New dossier opened
SXC Suncoke Energy Inc (SXC)

New dossier opened
TOI The Oncology Institute, Inc. (TOI)

New dossier opened

Friday, May 22

Friday, May 22, 2026

Regime: RISK-ON
BE Bloom Energy Corporation (BE)

New dossier opened
CYRX CryoPort, Inc. (CYRX)

New dossier opened
FSLR First Solar, Inc. (FSLR)

New dossier opened
GH Guardant Health, Inc. (GH)

New dossier opened
PSNL Personalis, Inc. (PSNL)

New dossier opened
SG Sweetgreen, Inc. (SG)

New dossier opened

Thursday, May 21

Thursday, May 21, 2026

Regime: RISK-ON
CMBT CMB.TECH NV (CMBT)

New dossier opened
LPG Dorian Lpg Ltd (LPG)

New dossier opened
PURR Hyperliquid Strategies Inc (PURR)

New dossier opened
VCYT Veracyte, Inc. (VCYT)

New dossier opened

Wednesday, May 20

Wednesday, May 20, 2026

Regime: NEUTRAL
ACDC ProFrac Holding Corp. (ACDC)

New dossier opened
BAK Braskem S.A. (BAK)

New dossier opened
CERS Cerus Corporation (CERS)

New dossier opened
DRTS Alpha Tau Medical Ltd. (DRTS)

New dossier opened
IART Integra LifeSciences Holdings Corporation (IART)

New dossier opened

Tuesday, May 19

Tuesday, May 19, 2026

Regime: NEUTRAL
BTE Baytex Energy Corp. (BTE)

New dossier opened
CCRN Cross Country Healthcare, Inc. (CCRN)

New dossier opened
DVA DaVita Inc. (DVA)

New dossier opened
FTNT Fortinet, Inc. (FTNT)

New dossier opened
HIVE HIVE Digital Technologies Ltd. (HIVE)

New dossier opened
HPK HighPeak Energy, Inc. (HPK)

New dossier opened
MDB MongoDB, Inc. (MDB)

New dossier opened
NBR Nabors Industries Ltd. (NBR)

New dossier opened
PANW Palo Alto Networks, Inc. (PANW)

New dossier opened
PGNY Progyny, Inc. (PGNY)

New dossier opened
PNRG PrimeEnergy Resources Corporation (PNRG)

New dossier opened
PTEN Patterson-UTI Energy, Inc. (PTEN)

New dossier opened
RAMP LiveRamp Holdings, Inc. (RAMP)

New dossier opened
USO United States Oil Fund, LP (USO)

New dossier opened
WEST Westrock Coffee Company (WEST)

New dossier opened
WTTR Select Water Solutions, Inc. (WTTR)

New dossier opened

Monday, May 18

Monday, May 18, 2026

Regime: NEUTRAL
SHLS Shoals Technologies Group, Inc. (SHLS)

New dossier opened

Sunday, May 17

FROG JFrog Ltd. (FROG)

New dossier opened
IESC IES Holdings, Inc. (IESC)

New dossier opened
KALV KalVista Pharmaceuticals, Inc. (KALV)

New dossier opened
NWPX NWPX Infrastructure, Inc. (NWPX)

New dossier opened
NXT Nextpower Inc. (NXT)

New dossier opened

Friday, May 15

Friday, May 15, 2026

Regime: NEUTRAL
COCO The Vita Coco Company, Inc. (COCO)

New dossier opened
CRWD CrowdStrike Holdings, Inc. (CRWD)

New dossier opened
ENPH Enphase Energy, Inc. (ENPH)

New dossier opened
FPS Forgent Power Solutions, Inc. (FPS)

New dossier opened
HRI Herc Holdings Inc. (HRI)

New dossier opened
PII Polaris Inc. (PII)

New dossier opened
PRCH Porch Group, Inc. (PRCH)

New dossier opened
SLS SELLAS Life Sciences Group, Inc. (SLS)

New dossier opened