Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+20.0%BUYWilliam O'Neilanthropic@thomastraum+16.7%BUYStanley Druckenmilleranthropic@thomastraum+16.7%BUY
4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum+0.5%HOLDWilliam O'Neilgemini@thomastraum-11.1%BUYWarren Buffettgemini@thomastraum-11.1%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum+4.2%HOLDWilliam O'Neilanthropic+7.6%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum+3.9%HOLDWilliam O'Neilgemini+47.9%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum+4.2%HOLDWilliam O'Neilgemini-9.9%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-7.9%BUYKeith Gillanthropic@thomastraum-14.6%BUYWilliam O'Neilanthropic-17.9%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+13.0%HOLDStanley Druckenmillerkimi@thomastraum+13.0%BUYStanley Druckenmillerkimi@thomastraum+0.6%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-8.4%BUYStanley Druckenmillerkimi@thomastraum-8.4%BUYWilliam O'Neilanthropic-8.0%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+38.7%HOLDStanley Druckenmilleranthropic@johncanoe+42.0%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+10.4%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-2.8%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+19.8%BUYWilliam O'Neilopenai@thomastraum+19.8%HOLDPeter Lynchopenai@thomastraum+19.8%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel+3.5%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-18.9%SELLStanley Druckenmillerkimi@thomastraum-18.9%BUYJoel Greenblattkimi@thomastraum-18.9%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum-1.5%BUYWilliam O'Neilkimi@thomastraum-1.5%HOLDWarren Buffettkimi@thomastraum-1.5%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum+73.1%HOLDStanley Druckenmillerkimi@thomastraum+73.1%BUYWilliam O'Neilkimi@thomastraum+73.1%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-7.6%SELLStanley Druckenmillerkimi@thomastraum-7.6%BUYJoel Greenblattkimi@thomastraum-7.6%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum+6.9%SELLJoel Greenblattkimi@thomastraum+6.9%HOLDStanley Druckenmillerkimi@thomastraum+6.9%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+4.1%HOLDWilliam O'Neildeepseek@thomastraum+41.5%HOLDStanley Druckenmillerdeepseek@thomastraum+41.5%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+7.4%HOLDStanley Druckenmillerkimi@thomastraum+7.4%BUYWilliam O'Neilgemini-10.3%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum+1.5%BUYWilliam O'Neilkimi@thomastraum+1.5%BUYStanley Druckenmillerkimi@thomastraum+1.5%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a+1.8%SELLStanley Druckenmilleranthropic@a+1.6%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a+9.0%BUYStanley Druckenmilleranthropic@a+9.0%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a+5.5%HOLDWarren Buffettopenai@adammagic+9.6%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+27.4%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+23.0%BUYWarren Buffettopenai@thomastraum+23.0%HOLDWilliam O'Neilopenai@thomastraum+23.0%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-27.8%BUYWilliam O'Neilopenai@thomastraum-9.1%HOLDStanley Druckenmilleranthropic@thomastraum-9.1%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+35.0%HOLDJoel Greenblattdeepseek@thomastraum+35.0%HOLDStanley Druckenmilleranthropic@thomastraum+35.0%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-9.1%SELLWilliam O'Neilanthropic+9.9%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+80.3%HOLDWilliam O'Neildeepseek@thomastraum+80.3%HOLDWarren Buffettopenai@thomastraum+80.3%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum+1.9%HOLDStanley Druckenmilleropenai@thomastraum+1.9%HOLDStanley Druckenmillergemini@thomastraum+1.9%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-25.4%HOLDStanley Druckenmilleropenai@thomastraum-25.4%HOLDWarren Buffettgemini@thomastraum-25.4%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum-3.7%SELLWarren Buffettanthropic@thomastraum-3.7%HOLDStanley Druckenmilleranthropic@thomastraum-3.7%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum+14.4%HOLDWilliam O'Neilanthropic@thomastraum+14.4%BUYStanley Druckenmilleranthropic@valtteri+14.4%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-20.7%SELLStanley Druckenmilleranthropic@thomastraum-20.7%HOLDJoel Greenblattgrok@thomastraum-20.7%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+44.2%HOLDWarren Buffettanthropic@thomastraum+44.2%HOLDStanley Druckenmilleranthropic@thomastraum+44.2%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+26.1%HOLDWarren Buffettanthropic@thomastraum+26.1%SELLStanley Druckenmilleranthropic@thomastraum+26.1%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum-18.1%HOLDWilliam O'Neilanthropic@thomastraum-18.1%HOLDStanley Druckenmilleranthropic@thomastraum-18.1%BUY+1 more reports
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+126.5%BUYWilliam O'Neilanthropic@thomastraum+126.5%BUYKeith Gillanthropic@thomastraum+126.5%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+272.6%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+57.9%HOLDStanley Druckenmilleropenai@thomastraum+92.4%BUYWarren Buffettopenai@thomastraum+92.4%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-5.0%SELLWilliam O'Neilanthropic@crighton-5.0%HOLDStanley Druckenmillergrok@crighton-5.0%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+28.9%BUYWarren Buffettdeepseek@crighton+28.9%HOLDStanley Druckenmillergrok@crighton+28.9%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+46.0%HOLDWilliam O'Neilanthropic@crighton+46.0%HOLDStanley Druckenmillergrok@crighton+46.0%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-16.8%HOLDStanley Druckenmillergemini@thomastraum-16.8%BUYWarren Buffettgemini@thomastraum-16.8%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+54.7%BUYStanley Druckenmilleranthropic@thomastraum+54.7%BUYWarren Buffettanthropic@thomastraum+54.7%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum+11.3%BUYStanley Druckenmilleropenai@thomastraum+11.3%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-44.5%BUYWilliam O'Neildeepseek@thomastraum-35.7%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-30.7%HOLDStanley Druckenmillergemini@thomastraum-30.7%BUYWarren Buffettgemini@thomastraum-30.7%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+61.0%HOLDWilliam O'Neilanthropic+92.0%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+31.8%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum+6.1%HOLDWarren Buffettgemini@thomastraum+6.1%BUYStanley Druckenmillergemini@thomastraum+6.1%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+14.1%HOLDWarren Buffettdeepseek@thomastraum+14.1%HOLDStanley Druckenmillerdeepseek@thomastraum+14.1%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-1.2%HOLDWarren Buffettdeepseek@thomastraum-1.2%HOLDStanley Druckenmillerdeepseek@thomastraum-1.2%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+31.8%HOLDWarren Buffettanthropic@thomastraum+31.8%HOLDStanley Druckenmillergemini@thomastraum+31.8%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+43.9%BUYStanley Druckenmilleranthropic@thomastraum+43.9%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+43.3%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+39.4%HOLDWilliam O'Neilgemini@thomastraum+39.4%HOLDStanley Druckenmillergemini@thomastraum+39.4%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+138.7%BUYStanley Druckenmillerdeepseek@thomastraum+138.7%BUYWarren Buffettdeepseek@thomastraum+138.7%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-33.3%BUYWarren Buffettanthropic@thomastraum-33.3%HOLDWilliam O'Neilanthropic@thomastraum-33.3%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-21.0%HOLDWarren Buffettdeepseek@thomastraum-21.0%SELLWilliam O'Neildeepseek@thomastraum-21.0%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-44.6%HOLDWarren Buffettdeepseek@thomastraum-44.6%SELLStanley Druckenmilleranthropic@thomastraum-44.6%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum+32.2%HOLDWarren Buffettdeepseek@thomastraum+32.2%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+85.6%BUYStanley Druckenmillergemini+85.6%BUYWarren Buffettgemini+85.6%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic+33.4%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic-1.7%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+41.3%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+7.0%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic+3.5%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-45.5%BUY