Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+20.8%BUYWilliam O'Neilanthropic@thomastraum+17.4%BUYStanley Druckenmilleranthropic@thomastraum+17.4%BUY
4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum+4.6%HOLDWilliam O'Neilgemini@thomastraum-7.5%BUYWarren Buffettgemini@thomastraum-7.5%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum-0.5%HOLDWilliam O'Neilanthropic+2.7%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum+4.0%HOLDWilliam O'Neilgemini+48.1%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum+2.6%HOLDWilliam O'Neilgemini-11.4%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-8.6%BUYKeith Gillanthropic@thomastraum-15.2%BUYWilliam O'Neilanthropic-18.5%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+13.4%HOLDStanley Druckenmillerkimi@thomastraum+13.4%BUYStanley Druckenmillerkimi@thomastraum+0.9%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-8.7%BUYStanley Druckenmillerkimi@thomastraum-8.7%BUYWilliam O'Neilanthropic-8.4%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+27.0%HOLDStanley Druckenmilleranthropic@johncanoe+30.1%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+12.6%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-2.8%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+19.2%BUYWilliam O'Neilopenai@thomastraum+19.2%HOLDPeter Lynchopenai@thomastraum+19.2%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel+3.4%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-20.6%SELLStanley Druckenmillerkimi@thomastraum-20.6%BUYJoel Greenblattkimi@thomastraum-20.6%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum-3.0%BUYWilliam O'Neilkimi@thomastraum-3.0%HOLDWarren Buffettkimi@thomastraum-3.0%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum+65.6%HOLDStanley Druckenmillerkimi@thomastraum+65.6%BUYWilliam O'Neilkimi@thomastraum+65.6%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-12.1%SELLStanley Druckenmillerkimi@thomastraum-12.1%BUYJoel Greenblattkimi@thomastraum-12.1%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum+6.0%SELLJoel Greenblattkimi@thomastraum+6.0%HOLDStanley Druckenmillerkimi@thomastraum+6.0%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+21.1%HOLDWilliam O'Neildeepseek@thomastraum+64.5%HOLDStanley Druckenmillerdeepseek@thomastraum+64.5%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+7.7%HOLDStanley Druckenmillerkimi@thomastraum+7.7%BUYWilliam O'Neilgemini-10.1%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum+3.8%BUYWilliam O'Neilkimi@thomastraum+3.8%BUYStanley Druckenmillerkimi@thomastraum+3.8%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a+1.5%SELLStanley Druckenmilleranthropic@a+1.4%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a+13.5%BUYStanley Druckenmilleranthropic@a+13.5%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a+5.7%HOLDWarren Buffettopenai@adammagic+9.8%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+24.3%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+22.6%BUYWarren Buffettopenai@thomastraum+22.6%HOLDWilliam O'Neilopenai@thomastraum+22.6%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-26.1%BUYWilliam O'Neilopenai@thomastraum-6.9%HOLDStanley Druckenmilleranthropic@thomastraum-6.9%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+36.0%HOLDJoel Greenblattdeepseek@thomastraum+36.0%HOLDStanley Druckenmilleranthropic@thomastraum+36.0%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-8.6%SELLWilliam O'Neilanthropic+10.6%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+76.9%HOLDWilliam O'Neildeepseek@thomastraum+76.9%HOLDWarren Buffettopenai@thomastraum+76.9%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum+0.6%HOLDStanley Druckenmilleropenai@thomastraum+0.6%HOLDStanley Druckenmillergemini@thomastraum+0.6%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-18.6%HOLDStanley Druckenmilleropenai@thomastraum-18.6%HOLDWarren Buffettgemini@thomastraum-18.6%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+1.3%SELLWarren Buffettanthropic@thomastraum+1.3%HOLDStanley Druckenmilleranthropic@thomastraum+1.3%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum+15.0%HOLDWilliam O'Neilanthropic@thomastraum+15.0%BUYStanley Druckenmilleranthropic@valtteri+15.0%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-21.3%SELLStanley Druckenmilleranthropic@thomastraum-21.3%HOLDJoel Greenblattgrok@thomastraum-21.3%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+46.8%HOLDWarren Buffettanthropic@thomastraum+46.8%HOLDStanley Druckenmilleranthropic@thomastraum+46.8%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+25.8%HOLDWarren Buffettanthropic@thomastraum+25.8%SELLStanley Druckenmilleranthropic@thomastraum+25.8%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum-11.4%HOLDWilliam O'Neilanthropic@thomastraum-11.4%HOLDStanley Druckenmilleranthropic@thomastraum-11.4%BUY+1 more reports
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+118.3%BUYWilliam O'Neilanthropic@thomastraum+118.3%BUYKeith Gillanthropic@thomastraum+118.3%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+271.8%HOLD
Oroco Resource Corp.FWB:OR6@thomastraumBasic Materials·Other Industrial Metals & MiningWilliam O'Neilanthropic@thomastraum-7.6%HOLDWarren Buffettanthropic@thomastraum-7.6%HOLDStanley Druckenmilleranthropic@thomastraum-7.6%BUY
Saga plcLSE:SAGA@thomastraumFinancial Services·Insurance—DiversifiedWilliam O'Neilanthropic@thomastraum+58.7%HOLDStanley Druckenmilleropenai@thomastraum+93.4%BUYWarren Buffettopenai@thomastraum+93.4%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-19.9%BUYPeter Lynchgemini@thomastraum-19.9%BUYWilliam O'Neilgemini@thomastraum-19.9%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-5.2%SELLWilliam O'Neilanthropic@crighton-5.2%HOLDStanley Druckenmillergrok@crighton-5.2%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+32.3%BUYWarren Buffettdeepseek@crighton+32.3%HOLDStanley Druckenmillergrok@crighton+32.3%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+52.2%HOLDWilliam O'Neilanthropic@crighton+52.2%HOLDStanley Druckenmillergrok@crighton+52.2%BUY
Pure Storage, Inc.PSTG@thomastraumTechnology·Computer HardwareWilliam O'Neilanthropic@thomastraum-4.9%HOLDWarren Buffettgemini@thomastraum-4.9%SELLStanley Druckenmillergemini@thomastraum-5.3%BUY
Auto Trader Group plcLSE:AUTO@thomastraumCommunication Services·Internet Content & InformationWilliam O'Neilgemini@thomastraum-18.3%HOLDStanley Druckenmillergemini@thomastraum-18.3%BUYWarren Buffettgemini@thomastraum-18.3%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+54.4%BUYStanley Druckenmilleranthropic@thomastraum+54.4%BUYWarren Buffettanthropic@thomastraum+54.4%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum+13.8%BUYStanley Druckenmilleropenai@thomastraum+13.8%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-45.2%BUYWilliam O'Neildeepseek@thomastraum-36.5%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-34.2%HOLDStanley Druckenmillergemini@thomastraum-34.2%BUYWarren Buffettgemini@thomastraum-34.2%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+62.8%HOLDWilliam O'Neilanthropic+94.1%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+40.8%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum+9.1%HOLDWarren Buffettgemini@thomastraum+9.1%BUYStanley Druckenmillergemini@thomastraum+9.1%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+19.4%HOLDWarren Buffettdeepseek@thomastraum+19.4%HOLDStanley Druckenmillerdeepseek@thomastraum+19.4%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum-1.3%BUYWilliam O'Neilgemini@thomastraum-1.3%HOLDWarren Buffettgemini@thomastraum-1.3%BUY
Hong Kong Exchanges and Clearing LimitedHKEX:80388@thomastraumChart unavailableWilliam O'Neildeepseek@thomastraum-1.2%HOLDWarren Buffettdeepseek@thomastraum-1.2%HOLDStanley Druckenmillerdeepseek@thomastraum-1.2%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+30.9%HOLDWarren Buffettanthropic@thomastraum+30.9%HOLDStanley Druckenmillergemini@thomastraum+30.9%BUY
Aluminum Corporation of China LimitedHKG:2600@thomastraumBasic Materials·AluminumWilliam O'Neilanthropic@thomastraum+1.3%HOLDWarren Buffettanthropic@thomastraum+1.3%HOLDStanley Druckenmilleranthropic@thomastraum+1.3%BUY
Borr Drilling LimitedBORR@thomastraumEnergy·Oil & Gas DrillingStanley Druckenmilleropenai@thomastraum+45.4%BUYStanley Druckenmilleranthropic@thomastraum+45.4%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+43.7%HOLD
South32 Ltd. R32ZA.F@thomastraumWarren Buffettgemini@thomastraum+31.6%HOLDWilliam O'Neilgemini@thomastraum+31.6%HOLDStanley Druckenmillergemini@thomastraum+31.6%BUY
Ithaca Energy plcLSE:ITH@thomastraumEnergy·Oil & Gas E&PWarren Buffettgemini@thomastraum+40.8%HOLDWilliam O'Neilgemini@thomastraum+40.8%HOLDStanley Druckenmillergemini@thomastraum+40.8%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+135.9%BUYStanley Druckenmillerdeepseek@thomastraum+135.9%BUYWarren Buffettdeepseek@thomastraum+135.9%HOLD
BlackRock Throgmorton Trust plcLSE:THRG@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-10.1%HOLDWarren Buffettopenai@thomastraum-10.1%BUYStanley Druckenmilleropenai@thomastraum-10.1%BUY
Shopify Inc.SHOP@thomastraumTechnology·Software—ApplicationStanley Druckenmilleranthropic@thomastraum-33.4%BUYWarren Buffettanthropic@thomastraum-33.4%HOLDWilliam O'Neilanthropic@thomastraum-33.4%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-9.9%BUYWarren Buffettopenai@thomastraum-9.9%HOLDStanley Druckenmilleropenai@thomastraum-9.9%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+22.9%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-22.1%HOLDWarren Buffettdeepseek@thomastraum-22.1%SELLWilliam O'Neildeepseek@thomastraum-22.1%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-40.3%HOLDWarren Buffettdeepseek@thomastraum-40.3%SELLStanley Druckenmilleranthropic@thomastraum-40.3%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum+24.0%HOLDWarren Buffettdeepseek@thomastraum+24.0%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+87.2%BUYStanley Druckenmillergemini+87.2%BUYWarren Buffettgemini+87.2%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic+33.4%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic-2.2%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+38.8%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+22.4%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic+2.5%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-44.0%BUY