Recent Research
02/12/2026
Enterprise Security - Interview
CHKP, CRWD, CYBR, FTNT, GOOGL, OKTA, PANW, QYLS, RBRK, RPD, S, TENB, ZS
TMT, Software
02/11/2026
REPLAY: Data Center Photonics Technology and Demand
AAOI, ANET, AVGO, COHR, FN, LITE, MTSI, 300308 CH
TMT, Hardware
Recent Ideas
02/13/2026
AMLX
Amylyx Pharmaceuticals, Inc. Common Stock
Presented:
Price: $14.89, CAP: $1.55B
Current:
Price: $14.07, CAP: $1.55B
Healthcare
-5.51%
02/13/2026
ANIP
Ani Pharmaceuticals Inc.
Presented:
Price: $79.91, CAP: $1.71B
Current:
Price: $76.25, CAP: $1.71B
Healthcare
-4.58%
02/13/2026
GPCR
Structure Therapeutics Inc.
Presented:
Price: $78.55, CAP: $5.09B
Current:
Price: $72.04, CAP: $5.09B
Healthcare
-8.29%
02/13/2026
ROG SW
Roche Holding AG Genussscheine
Presented:
Price: CHF351.10, CAP: $286.18B
Current:
Price: CHF359.70, CAP: $286.18B
Healthcare
-2.45%
02/06/2026
AHT LN
Ashtead Group plc
Presented:
Price: £50.14, CAP: $2,022.82B
Current:
Price: £50.26, CAP: $2,065.64B
Industrial/Transportation
+0.24%
02/06/2026
BDC
Belden Inc.
Presented:
Price: $127.73, CAP: $5.22B
Current:
Price: $149.53, CAP: $5.54B
Industrial/Transportation, TMT, Hardware
+17.07%