4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum-13.8%HOLDWilliam O'Neilgemini@thomastraum-23.7%BUYWarren Buffettgemini@thomastraum-23.7%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum-0.3%HOLDWilliam O'Neilanthropic+2.9%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum+4.9%HOLDWilliam O'Neilgemini+49.5%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum-8.5%HOLDWilliam O'Neilgemini-21.0%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-11.8%BUYKeith Gillanthropic@thomastraum-18.1%BUYWilliam O'Neilanthropic-21.3%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+3.6%HOLDStanley Druckenmillerkimi@thomastraum+3.6%BUYStanley Druckenmillerkimi@thomastraum-7.8%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-10.2%BUYStanley Druckenmillerkimi@thomastraum-10.2%BUYWilliam O'Neilanthropic-9.9%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+18.2%HOLDStanley Druckenmilleranthropic@johncanoe+21.1%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+6.3%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-17.4%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+15.6%BUYWilliam O'Neilopenai@thomastraum+15.6%HOLDPeter Lynchopenai@thomastraum+15.6%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel+14.9%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-27.3%SELLStanley Druckenmillerkimi@thomastraum-27.3%BUYJoel Greenblattkimi@thomastraum-27.3%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum-1.7%BUYWilliam O'Neilkimi@thomastraum-1.7%HOLDWarren Buffettkimi@thomastraum-1.7%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum-17.1%HOLDStanley Druckenmillerkimi@thomastraum-17.1%BUYWilliam O'Neilkimi@thomastraum-17.1%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-19.2%SELLStanley Druckenmillerkimi@thomastraum-19.2%BUYJoel Greenblattkimi@thomastraum-19.2%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum-3.8%SELLJoel Greenblattkimi@thomastraum-3.8%HOLDStanley Druckenmillerkimi@thomastraum-3.8%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+21.3%HOLDWilliam O'Neildeepseek@thomastraum+64.8%HOLDStanley Druckenmillerdeepseek@thomastraum+64.8%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+22.1%HOLDStanley Druckenmillerkimi@thomastraum+22.1%BUYWilliam O'Neilgemini+1.9%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum-13.0%BUYWilliam O'Neilkimi@thomastraum-13.0%BUYStanley Druckenmillerkimi@thomastraum-13.0%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a-24.0%SELLStanley Druckenmilleranthropic@a-24.2%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a-0.0%BUYStanley Druckenmilleranthropic@a-0.0%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a-7.2%HOLDWarren Buffettopenai@adammagic-3.6%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+19.3%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+7.5%BUYWarren Buffettopenai@thomastraum+7.5%HOLDWilliam O'Neilopenai@thomastraum+7.5%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-38.9%BUYWilliam O'Neilopenai@thomastraum-23.1%HOLDStanley Druckenmilleranthropic@thomastraum-23.1%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+37.4%HOLDJoel Greenblattdeepseek@thomastraum+37.4%HOLDStanley Druckenmilleranthropic@thomastraum+37.4%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-8.7%SELLWilliam O'Neilanthropic+10.4%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+35.0%HOLDWilliam O'Neildeepseek@thomastraum+35.0%HOLDWarren Buffettopenai@thomastraum+35.0%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum-5.1%HOLDStanley Druckenmilleropenai@thomastraum-5.1%HOLDStanley Druckenmillergemini@thomastraum-5.1%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-12.1%HOLDStanley Druckenmilleropenai@thomastraum-12.1%HOLDWarren Buffettgemini@thomastraum-12.1%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum-0.7%SELLWarren Buffettanthropic@thomastraum-0.7%HOLDStanley Druckenmilleranthropic@thomastraum-0.7%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum-13.2%HOLDWilliam O'Neilanthropic@thomastraum-13.2%BUYStanley Druckenmilleranthropic@valtteri-13.2%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-6.0%SELLStanley Druckenmilleranthropic@thomastraum-6.0%HOLDJoel Greenblattgrok@thomastraum-6.0%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+10.6%HOLDWarren Buffettanthropic@thomastraum+10.6%HOLDStanley Druckenmilleranthropic@thomastraum+10.6%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+25.2%HOLDWarren Buffettanthropic@thomastraum+25.2%SELLStanley Druckenmilleranthropic@thomastraum+25.2%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum-16.5%HOLDWilliam O'Neilanthropic@thomastraum-16.5%HOLDStanley Druckenmilleranthropic@thomastraum-16.5%BUY+1 more reports
Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum-0.9%BUYStanley Druckenmilleranthropic@thomastraum-0.9%BUY
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+21.5%BUYWilliam O'Neilanthropic@thomastraum+21.5%BUYKeith Gillanthropic@thomastraum+21.5%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+75.3%HOLD
Oroco Resource Corp.FWB:OR6@thomastraumBasic Materials·Other Industrial Metals & MiningWilliam O'Neilanthropic@thomastraum+18.4%HOLDWarren Buffettanthropic@thomastraum+18.4%HOLDStanley Druckenmilleranthropic@thomastraum+18.4%BUY
Saga plcLSE:SAGA@thomastraumFinancial Services·Insurance—DiversifiedWilliam O'Neilanthropic@thomastraum+20.2%HOLDStanley Druckenmilleropenai@thomastraum+46.5%BUYWarren Buffettopenai@thomastraum+46.5%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-19.3%BUYPeter Lynchgemini@thomastraum-19.3%BUYWilliam O'Neilgemini@thomastraum-19.3%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-17.1%SELLWilliam O'Neilanthropic@crighton-17.1%HOLDStanley Druckenmillergrok@crighton-17.1%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+1.1%BUYWarren Buffettdeepseek@crighton+1.1%HOLDStanley Druckenmillergrok@crighton+1.1%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+26.8%HOLDWilliam O'Neilanthropic@crighton+26.8%HOLDStanley Druckenmillergrok@crighton+26.8%BUY
Pure Storage, Inc.PSTG@thomastraumTechnology·Computer HardwareWilliam O'Neilanthropic@thomastraum-13.8%HOLDWarren Buffettgemini@thomastraum-13.8%SELLStanley Druckenmillergemini@thomastraum-14.1%BUY
Auto Trader Group plcLSE:AUTO@thomastraumCommunication Services·Internet Content & InformationWilliam O'Neilgemini@thomastraum-19.6%HOLDStanley Druckenmillergemini@thomastraum-19.6%BUYWarren Buffettgemini@thomastraum-19.6%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+32.0%BUYStanley Druckenmilleranthropic@thomastraum+32.0%BUYWarren Buffettanthropic@thomastraum+32.0%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum-7.4%BUYStanley Druckenmilleropenai@thomastraum-7.4%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-60.5%BUYWilliam O'Neildeepseek@thomastraum-54.3%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-35.9%HOLDStanley Druckenmillergemini@thomastraum-35.9%BUYWarren Buffettgemini@thomastraum-35.9%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+62.6%HOLDWilliam O'Neilanthropic+94.0%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+34.4%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum-2.0%HOLDWarren Buffettgemini@thomastraum-2.0%BUYStanley Druckenmillergemini@thomastraum-2.0%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+22.4%HOLDWarren Buffettdeepseek@thomastraum+22.4%HOLDStanley Druckenmillerdeepseek@thomastraum+22.4%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum+2.2%BUYWilliam O'Neilgemini@thomastraum+2.2%HOLDWarren Buffettgemini@thomastraum+2.2%BUY
Hong Kong Exchanges and Clearing LimitedHKEX:80388@thomastraumChart unavailableWilliam O'Neildeepseek@thomastraum-4.4%HOLDWarren Buffettdeepseek@thomastraum-4.4%HOLDStanley Druckenmillerdeepseek@thomastraum-4.4%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+14.1%HOLDWarren Buffettanthropic@thomastraum+14.1%HOLDStanley Druckenmillergemini@thomastraum+14.1%BUY
Aluminum Corporation of China LimitedHKG:2600@thomastraumBasic Materials·AluminumWilliam O'Neilanthropic@thomastraum+16.3%HOLDWarren Buffettanthropic@thomastraum+16.3%HOLDStanley Druckenmilleranthropic@thomastraum+16.3%BUY
Borr Drilling LimitedBORR@thomastraumEnergy·Oil & Gas DrillingStanley Druckenmilleropenai@thomastraum+23.0%BUYStanley Druckenmilleranthropic@thomastraum+23.0%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+44.5%HOLD
South32 Ltd. R32ZA.F@thomastraumWarren Buffettgemini@thomastraum+38.9%HOLDWilliam O'Neilgemini@thomastraum+38.9%HOLDStanley Druckenmillergemini@thomastraum+38.9%BUY
Ithaca Energy plcLSE:ITH@thomastraumEnergy·Oil & Gas E&PWarren Buffettgemini@thomastraum+44.3%HOLDWilliam O'Neilgemini@thomastraum+44.3%HOLDStanley Druckenmillergemini@thomastraum+44.3%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+40.1%BUYStanley Druckenmillerdeepseek@thomastraum+40.1%BUYWarren Buffettdeepseek@thomastraum+40.1%HOLD
BlackRock Throgmorton Trust plcLSE:THRG@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-8.8%HOLDWarren Buffettopenai@thomastraum-8.8%BUYStanley Druckenmilleropenai@thomastraum-8.8%BUY
Shopify Inc.SHOP@thomastraumTechnology·Software—ApplicationStanley Druckenmilleranthropic@thomastraum-23.8%BUYWarren Buffettanthropic@thomastraum-23.8%HOLDWilliam O'Neilanthropic@thomastraum-23.8%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-23.7%BUYWarren Buffettopenai@thomastraum-23.7%HOLDStanley Druckenmilleropenai@thomastraum-23.7%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+20.0%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-12.3%HOLDWarren Buffettdeepseek@thomastraum-12.3%SELLWilliam O'Neildeepseek@thomastraum-12.3%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-56.2%HOLDWarren Buffettdeepseek@thomastraum-56.2%SELLStanley Druckenmilleranthropic@thomastraum-56.2%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum-3.4%HOLDWarren Buffettdeepseek@thomastraum-3.4%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+0.9%BUYStanley Druckenmillergemini+0.9%BUYWarren Buffettgemini+0.9%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic+8.4%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic+20.7%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+16.5%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+14.8%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic-1.2%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-43.2%BUY