Recent Research
03/03/2026
JHX, LPX & TREX: Siding & Decking Share Shifts - Takeaways
JHX, LPX, TREX
Industrial/Transportation
03/03/2026
Data Center Photonics Technology and Demand - Takeaways
AAOI, ANET, AVGO, COHR, FN, LITE, MTSI, 300308 CH
TMT, Hardware
02/24/2026
REPLAY: Securing Agents: The Shift to CADR
CHKP, CRWD, FTNT, OKTA, PANW, S, ZS
TMT, Software
Recent Ideas
03/06/2026
012450 KS
Hanwha Aerospace Co., Ltd.
Presented:
Price: ₩1,432,000.00, CAP: $71,050.78B
Current:
Price: ₩1,481,000.00, CAP: $71,050.78B
Industrial/Transportation
+3.42%
03/06/2026
6890 JP
Ferrotec Corporation
Presented:
Price: ¥5,930.00, CAP: $1.76B
Current:
Price: no data, CAP: no data
TMT, Hardware
+0.00%
03/06/2026
ACX SM
Acerinox, S.A.
Presented:
Price: €12.16, CAP: $3.19B
Current:
Price: €12.44, CAP: $3.19B
Industrial/Transportation
+2.30%
03/06/2026
DASH
DoorDash, Inc.
Presented:
Price: $177.75, CAP: $77.22B
Current:
Price: $179.17, CAP: $77.22B
Consumer, TMT
+0.80%
03/06/2026
DHT
DHT Holdings Inc.
Presented:
Price: $19.26, CAP: $2.99B
Current:
Price: $18.07, CAP: $2.99B
Industrial/Transportation
-6.18%
03/06/2026
DIS Investor Discussion
The Walt Disney Company
Presented:
Price: $103.04, CAP: $181.61B
Current:
Price: $101.53, CAP: $181.61B
Consumer, TMT
+0.00%
03/06/2026
DOCN
DigitalOcean Holdings Inc.
Presented:
Price: $52.26, CAP: $4.78B
Current:
Price: $54.48, CAP: $4.78B
TMT, Software
+4.25%
03/06/2026
FSLY
Fastly Inc.
Presented:
Price: $20.04, CAP: $3.04B
Current:
Price: $20.13, CAP: $3.04B
TMT
+0.45%
03/06/2026
IBP
Installed Building Products Inc.
Presented:
Price: $325.79, CAP: $8.85B
Current:
Price: $305.64, CAP: $8.85B
Industrial/Transportation
+6.18%
03/06/2026
MDB
MongoDB Inc.
Presented:
Price: $248.01, CAP: $20.19B
Current:
Price: $270.56, CAP: $20.19B
TMT, Software
+9.09%
03/06/2026
MOD
Modine Manufacturing Company
Presented:
Price: $212.32, CAP: $11.07B
Current:
Price: $187.21, CAP: $11.07B
Industrial/Transportation
-11.83%
03/06/2026
USFD
US Foods Holding Corp.
Presented:
Price: $93.00, CAP: $20.76B
Current:
Price: $90.23, CAP: $20.76B
Industrial/Transportation
-2.98%