Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+16.2%BUYWilliam O'Neilanthropic@thomastraum+13.0%BUYStanley Druckenmilleranthropic@thomastraum+13.0%BUY
4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum+4.1%HOLDWilliam O'Neilgemini@thomastraum-7.9%BUYWarren Buffettgemini@thomastraum-7.9%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum+19.4%HOLDWilliam O'Neilanthropic+23.2%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum+0.4%HOLDWilliam O'Neilgemini+43.1%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum-2.1%HOLDWilliam O'Neilgemini-15.4%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-5.1%BUYKeith Gillanthropic@thomastraum-11.9%BUYWilliam O'Neilanthropic-15.3%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+10.2%HOLDStanley Druckenmillerkimi@thomastraum+10.2%BUYStanley Druckenmillerkimi@thomastraum-1.9%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-0.7%BUYStanley Druckenmillerkimi@thomastraum-0.7%BUYWilliam O'Neilanthropic-0.4%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+28.3%HOLDStanley Druckenmilleranthropic@johncanoe+31.4%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+6.5%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-2.6%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+8.4%BUYWilliam O'Neilopenai@thomastraum+8.4%HOLDPeter Lynchopenai@thomastraum+8.4%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel+5.9%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-27.0%SELLStanley Druckenmillerkimi@thomastraum-27.0%BUYJoel Greenblattkimi@thomastraum-27.0%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum-2.2%BUYWilliam O'Neilkimi@thomastraum-2.2%HOLDWarren Buffettkimi@thomastraum-2.2%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum+36.3%HOLDStanley Druckenmillerkimi@thomastraum+36.3%BUYWilliam O'Neilkimi@thomastraum+36.3%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-22.3%SELLStanley Druckenmillerkimi@thomastraum-22.3%BUYJoel Greenblattkimi@thomastraum-22.3%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum-6.8%SELLJoel Greenblattkimi@thomastraum-6.8%HOLDStanley Druckenmillerkimi@thomastraum-6.8%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+19.4%HOLDWilliam O'Neildeepseek@thomastraum+62.3%HOLDStanley Druckenmillerdeepseek@thomastraum+62.3%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+19.7%HOLDStanley Druckenmillerkimi@thomastraum+19.7%BUYWilliam O'Neilgemini-0.1%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum-9.2%BUYWilliam O'Neilkimi@thomastraum-9.2%BUYStanley Druckenmillerkimi@thomastraum-9.2%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a+0.3%SELLStanley Druckenmilleranthropic@a+0.1%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a+10.0%BUYStanley Druckenmilleranthropic@a+10.0%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a-2.3%HOLDWarren Buffettopenai@adammagic+1.6%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+24.2%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+16.3%BUYWarren Buffettopenai@thomastraum+16.3%HOLDWilliam O'Neilopenai@thomastraum+16.3%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-34.1%BUYWilliam O'Neilopenai@thomastraum-17.1%HOLDStanley Druckenmilleranthropic@thomastraum-17.1%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+37.1%HOLDJoel Greenblattdeepseek@thomastraum+37.1%HOLDStanley Druckenmilleranthropic@thomastraum+37.1%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-9.2%SELLWilliam O'Neilanthropic+9.8%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+84.6%HOLDWilliam O'Neildeepseek@thomastraum+84.6%HOLDWarren Buffettopenai@thomastraum+84.6%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum-2.5%HOLDStanley Druckenmilleropenai@thomastraum-2.5%HOLDStanley Druckenmillergemini@thomastraum-2.5%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-15.0%HOLDStanley Druckenmilleropenai@thomastraum-15.0%HOLDWarren Buffettgemini@thomastraum-15.0%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum-2.9%SELLWarren Buffettanthropic@thomastraum-2.9%HOLDStanley Druckenmilleranthropic@thomastraum-2.9%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum+4.4%HOLDWilliam O'Neilanthropic@thomastraum+4.4%BUYStanley Druckenmilleranthropic@valtteri+4.4%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-20.0%SELLStanley Druckenmilleranthropic@thomastraum-20.0%HOLDJoel Greenblattgrok@thomastraum-20.0%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+23.1%HOLDWarren Buffettanthropic@thomastraum+23.1%HOLDStanley Druckenmilleranthropic@thomastraum+23.1%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+46.8%HOLDWarren Buffettanthropic@thomastraum+46.8%SELLStanley Druckenmilleranthropic@thomastraum+46.8%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum-0.7%HOLDWilliam O'Neilanthropic@thomastraum-0.7%HOLDStanley Druckenmilleranthropic@thomastraum-0.7%BUY+1 more reports
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+48.4%BUYWilliam O'Neilanthropic@thomastraum+48.4%BUYKeith Gillanthropic@thomastraum+48.4%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+143.6%HOLD
Oroco Resource Corp.FWB:OR6@thomastraumBasic Materials·Other Industrial Metals & MiningWilliam O'Neilanthropic@thomastraum+1.2%HOLDWarren Buffettanthropic@thomastraum+1.2%HOLDStanley Druckenmilleranthropic@thomastraum+1.2%BUY
Saga plcLSE:SAGA@thomastraumFinancial Services·Insurance—DiversifiedWilliam O'Neilanthropic@thomastraum+59.2%HOLDStanley Druckenmilleropenai@thomastraum+94.0%BUYWarren Buffettopenai@thomastraum+94.0%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-10.8%BUYPeter Lynchgemini@thomastraum-10.8%BUYWilliam O'Neilgemini@thomastraum-10.8%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-12.3%SELLWilliam O'Neilanthropic@crighton-12.3%HOLDStanley Druckenmillergrok@crighton-12.3%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+11.6%BUYWarren Buffettdeepseek@crighton+11.6%HOLDStanley Druckenmillergrok@crighton+11.6%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+53.7%HOLDWilliam O'Neilanthropic@crighton+53.7%HOLDStanley Druckenmillergrok@crighton+53.7%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-16.6%HOLDStanley Druckenmillergemini@thomastraum-16.6%BUYWarren Buffettgemini@thomastraum-16.6%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+47.1%BUYStanley Druckenmilleranthropic@thomastraum+47.1%BUYWarren Buffettanthropic@thomastraum+47.1%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum+8.2%BUYStanley Druckenmilleropenai@thomastraum+8.2%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-47.3%BUYWilliam O'Neildeepseek@thomastraum-39.0%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-40.8%HOLDStanley Druckenmillergemini@thomastraum-40.8%BUYWarren Buffettgemini@thomastraum-40.8%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+64.0%HOLDWilliam O'Neilanthropic+95.6%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+60.1%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum-5.4%HOLDWarren Buffettgemini@thomastraum-5.4%BUYStanley Druckenmillergemini@thomastraum-5.4%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+29.9%HOLDWarren Buffettdeepseek@thomastraum+29.9%HOLDStanley Druckenmillerdeepseek@thomastraum+29.9%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum+6.9%BUYWilliam O'Neilgemini@thomastraum+6.9%HOLDWarren Buffettgemini@thomastraum+6.9%BUY
Hong Kong Exchanges and Clearing LimitedHKEX:80388@thomastraumChart unavailableWilliam O'Neildeepseek@thomastraum-3.8%HOLDWarren Buffettdeepseek@thomastraum-3.8%HOLDStanley Druckenmillerdeepseek@thomastraum-3.8%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+34.4%HOLDWarren Buffettanthropic@thomastraum+34.4%HOLDStanley Druckenmillergemini@thomastraum+34.4%BUY
Aluminum Corporation of China LimitedHKG:2600@thomastraumBasic Materials·AluminumWilliam O'Neilanthropic@thomastraum+10.2%HOLDWarren Buffettanthropic@thomastraum+10.2%HOLDStanley Druckenmilleranthropic@thomastraum+10.2%BUY
Borr Drilling LimitedBORR@thomastraumEnergy·Oil & Gas DrillingStanley Druckenmilleropenai@thomastraum+32.3%BUYStanley Druckenmilleranthropic@thomastraum+32.3%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+60.0%HOLD
South32 Ltd. R32ZA.F@thomastraumWarren Buffettgemini@thomastraum+44.0%HOLDWilliam O'Neilgemini@thomastraum+44.0%HOLDStanley Druckenmillergemini@thomastraum+44.0%BUY
Ithaca Energy plcLSE:ITH@thomastraumEnergy·Oil & Gas E&PWarren Buffettgemini@thomastraum+40.6%HOLDWilliam O'Neilgemini@thomastraum+40.6%HOLDStanley Druckenmillergemini@thomastraum+40.6%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+62.4%BUYStanley Druckenmillerdeepseek@thomastraum+62.4%BUYWarren Buffettdeepseek@thomastraum+62.4%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-21.4%BUYWarren Buffettanthropic@thomastraum-21.4%HOLDWilliam O'Neilanthropic@thomastraum-21.4%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-7.8%BUYWarren Buffettopenai@thomastraum-7.8%HOLDStanley Druckenmilleropenai@thomastraum-7.8%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+21.2%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-17.1%HOLDWarren Buffettdeepseek@thomastraum-17.1%SELLWilliam O'Neildeepseek@thomastraum-17.1%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-49.7%HOLDWarren Buffettdeepseek@thomastraum-49.7%SELLStanley Druckenmilleranthropic@thomastraum-49.7%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum+26.3%HOLDWarren Buffettdeepseek@thomastraum+26.3%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+75.8%BUYStanley Druckenmillergemini+75.8%BUYWarren Buffettgemini+75.8%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic+33.4%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic+9.1%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+37.4%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+19.5%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic+3.5%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-39.9%BUY