4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum-7.6%HOLDWilliam O'Neilgemini@thomastraum-18.2%BUYWarren Buffettgemini@thomastraum-18.2%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum-1.0%HOLDWilliam O'Neilanthropic+2.2%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum-5.4%HOLDWilliam O'Neilgemini+34.8%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum-1.8%HOLDWilliam O'Neilgemini-15.1%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-1.0%BUYKeith Gillanthropic@thomastraum-8.2%BUYWilliam O'Neilanthropic-11.7%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+4.9%HOLDStanley Druckenmillerkimi@thomastraum+4.9%BUYStanley Druckenmillerkimi@thomastraum-6.6%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-5.5%BUYStanley Druckenmillerkimi@thomastraum-5.5%BUYWilliam O'Neilanthropic-5.1%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+5.9%HOLDStanley Druckenmilleranthropic@johncanoe+8.4%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+5.9%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-10.8%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+16.2%BUYWilliam O'Neilopenai@thomastraum+16.2%HOLDPeter Lynchopenai@thomastraum+16.2%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel-2.0%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-18.0%SELLStanley Druckenmillerkimi@thomastraum-18.0%BUYJoel Greenblattkimi@thomastraum-18.0%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-3.4%HOLDStanley Druckenmillerkimi@thomastraum-3.4%BUYWilliam O'Neilkimi@thomastraum-3.4%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-7.0%SELLStanley Druckenmillerkimi@thomastraum-7.0%BUYJoel Greenblattkimi@thomastraum-7.0%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum-8.4%SELLJoel Greenblattkimi@thomastraum-8.4%HOLDStanley Druckenmillerkimi@thomastraum-8.4%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+36.0%HOLDWilliam O'Neildeepseek@thomastraum+84.8%HOLDStanley Druckenmillerdeepseek@thomastraum+84.8%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+16.2%HOLDStanley Druckenmillerkimi@thomastraum+16.2%BUYWilliam O'Neilgemini-3.0%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum-4.5%BUYWilliam O'Neilkimi@thomastraum-4.5%BUYStanley Druckenmillerkimi@thomastraum-4.5%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a-10.5%SELLStanley Druckenmilleranthropic@a-10.7%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a+1.5%BUYStanley Druckenmilleranthropic@a+1.5%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a-2.6%HOLDWarren Buffettopenai@adammagic+1.2%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+17.7%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+11.2%BUYWarren Buffettopenai@thomastraum+11.2%HOLDWilliam O'Neilopenai@thomastraum+11.2%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-38.0%BUYWilliam O'Neilopenai@thomastraum-22.0%HOLDStanley Druckenmilleranthropic@thomastraum-22.0%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+37.6%HOLDJoel Greenblattdeepseek@thomastraum+37.6%HOLDStanley Druckenmilleranthropic@thomastraum+37.6%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-5.3%SELLWilliam O'Neilanthropic+14.6%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+41.8%HOLDWilliam O'Neildeepseek@thomastraum+41.8%HOLDWarren Buffettopenai@thomastraum+41.8%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum+6.8%HOLDStanley Druckenmilleropenai@thomastraum+6.8%HOLDStanley Druckenmillergemini@thomastraum+6.8%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum+3.5%HOLDStanley Druckenmilleropenai@thomastraum+3.5%HOLDWarren Buffettgemini@thomastraum+3.5%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+11.0%SELLWarren Buffettanthropic@thomastraum+11.0%HOLDStanley Druckenmilleranthropic@thomastraum+11.0%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum-9.3%HOLDWilliam O'Neilanthropic@thomastraum-9.3%BUYStanley Druckenmilleranthropic@valtteri-9.3%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-3.7%SELLStanley Druckenmilleranthropic@thomastraum-3.7%HOLDJoel Greenblattgrok@thomastraum-3.7%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+16.7%HOLDWarren Buffettanthropic@thomastraum+16.7%HOLDStanley Druckenmilleranthropic@thomastraum+16.7%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+3.4%HOLDWarren Buffettanthropic@thomastraum+3.4%SELLStanley Druckenmilleranthropic@thomastraum+3.4%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum-1.1%HOLDWilliam O'Neilanthropic@thomastraum-1.1%HOLDStanley Druckenmilleranthropic@thomastraum-1.1%BUY+1 more reports
Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+4.2%BUYStanley Druckenmilleranthropic@thomastraum+4.2%BUY
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+26.9%BUYWilliam O'Neilanthropic@thomastraum+26.9%BUYKeith Gillanthropic@thomastraum+26.9%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+58.7%HOLD
Oroco Resource Corp.FWB:OR6@thomastraumBasic Materials·Other Industrial Metals & MiningWilliam O'Neilanthropic@thomastraum+33.6%HOLDWarren Buffettanthropic@thomastraum+33.6%HOLDStanley Druckenmilleranthropic@thomastraum+33.6%BUY
Saga plcLSE:SAGA@thomastraumFinancial Services·Insurance—DiversifiedWilliam O'Neilanthropic@thomastraum+34.4%HOLDStanley Druckenmilleropenai@thomastraum+63.8%BUYWarren Buffettopenai@thomastraum+63.8%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-9.6%BUYPeter Lynchgemini@thomastraum-9.6%BUYWilliam O'Neilgemini@thomastraum-9.6%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-14.9%SELLWilliam O'Neilanthropic@crighton-14.9%HOLDStanley Druckenmillergrok@crighton-14.9%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+1.8%BUYWarren Buffettdeepseek@crighton+1.8%HOLDStanley Druckenmillergrok@crighton+1.8%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+33.3%HOLDWilliam O'Neilanthropic@crighton+33.3%HOLDStanley Druckenmillergrok@crighton+33.3%BUY
Pure Storage, Inc.PSTG@thomastraumTechnology·Computer HardwareWilliam O'Neilanthropic@thomastraum-14.0%HOLDWarren Buffettgemini@thomastraum-14.0%SELLStanley Druckenmillergemini@thomastraum-14.3%BUY
Auto Trader Group plcLSE:AUTO@thomastraumCommunication Services·Internet Content & InformationWilliam O'Neilgemini@thomastraum-23.5%HOLDStanley Druckenmillergemini@thomastraum-23.5%BUYWarren Buffettgemini@thomastraum-23.5%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+41.3%BUYStanley Druckenmilleranthropic@thomastraum+41.3%BUYWarren Buffettanthropic@thomastraum+41.3%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum+2.8%BUYStanley Druckenmilleropenai@thomastraum+2.8%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-58.6%BUYWilliam O'Neildeepseek@thomastraum-52.1%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-32.7%HOLDStanley Druckenmillergemini@thomastraum-32.7%BUYWarren Buffettgemini@thomastraum-32.7%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+63.8%HOLDWilliam O'Neilanthropic+95.4%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+53.0%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum-0.2%HOLDWarren Buffettgemini@thomastraum-0.2%BUYStanley Druckenmillergemini@thomastraum-0.2%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+31.8%HOLDWarren Buffettdeepseek@thomastraum+31.8%HOLDStanley Druckenmillerdeepseek@thomastraum+31.8%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum+5.8%BUYWilliam O'Neilgemini@thomastraum+5.8%HOLDWarren Buffettgemini@thomastraum+5.8%BUY
Hong Kong Exchanges and Clearing LimitedHKEX:80388@thomastraumChart unavailableWilliam O'Neildeepseek@thomastraum-3.0%HOLDWarren Buffettdeepseek@thomastraum-3.0%HOLDStanley Druckenmillerdeepseek@thomastraum-3.0%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+11.5%HOLDWarren Buffettanthropic@thomastraum+11.5%HOLDStanley Druckenmillergemini@thomastraum+11.5%BUY
Aluminum Corporation of China LimitedHKG:2600@thomastraumBasic Materials·AluminumWilliam O'Neilanthropic@thomastraum+23.9%HOLDWarren Buffettanthropic@thomastraum+23.9%HOLDStanley Druckenmilleranthropic@thomastraum+23.9%BUY
Borr Drilling LimitedBORR@thomastraumEnergy·Oil & Gas DrillingStanley Druckenmilleropenai@thomastraum+42.5%BUYStanley Druckenmilleranthropic@thomastraum+42.5%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+39.9%HOLD
South32 Ltd. R32ZA.F@thomastraumWarren Buffettgemini@thomastraum+42.0%HOLDWilliam O'Neilgemini@thomastraum+42.0%HOLDStanley Druckenmillergemini@thomastraum+42.0%BUY
Ithaca Energy plcLSE:ITH@thomastraumEnergy·Oil & Gas E&PWarren Buffettgemini@thomastraum+36.6%HOLDWilliam O'Neilgemini@thomastraum+36.6%HOLDStanley Druckenmillergemini@thomastraum+36.6%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+43.4%BUYStanley Druckenmillerdeepseek@thomastraum+43.4%BUYWarren Buffettdeepseek@thomastraum+43.4%HOLD
BlackRock Throgmorton Trust plcLSE:THRG@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum+0.8%HOLDWarren Buffettopenai@thomastraum+0.8%BUYStanley Druckenmilleropenai@thomastraum+0.8%BUY
Shopify Inc.SHOP@thomastraumTechnology·Software—ApplicationStanley Druckenmilleranthropic@thomastraum-19.7%BUYWarren Buffettanthropic@thomastraum-19.7%HOLDWilliam O'Neilanthropic@thomastraum-19.7%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-18.7%BUYWarren Buffettopenai@thomastraum-18.7%HOLDStanley Druckenmilleropenai@thomastraum-18.7%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+21.2%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-11.0%HOLDWarren Buffettdeepseek@thomastraum-11.0%SELLWilliam O'Neildeepseek@thomastraum-11.0%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-45.0%HOLDWarren Buffettdeepseek@thomastraum-45.0%SELLStanley Druckenmilleranthropic@thomastraum-45.0%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum-0.7%HOLDWarren Buffettdeepseek@thomastraum-0.7%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+16.7%BUYStanley Druckenmillergemini+16.7%BUYWarren Buffettgemini+16.7%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic+10.0%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic+23.0%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+40.8%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+37.9%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic-2.7%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-40.7%BUY