Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+16.8%BUYWilliam O'Neilanthropic@thomastraum+13.6%BUYStanley Druckenmilleranthropic@thomastraum+13.6%BUY
4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum+8.6%HOLDWilliam O'Neilgemini@thomastraum-3.9%BUYWarren Buffettgemini@thomastraum-3.9%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum+21.0%HOLDWilliam O'Neilanthropic+24.8%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum+2.5%HOLDWilliam O'Neilgemini+46.0%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum-4.3%HOLDWilliam O'Neilgemini-17.3%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum+0.2%BUYKeith Gillanthropic@thomastraum-7.0%BUYWilliam O'Neilanthropic-10.6%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+11.1%HOLDStanley Druckenmillerkimi@thomastraum+11.1%BUYStanley Druckenmillerkimi@thomastraum-1.1%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum+1.3%BUYStanley Druckenmillerkimi@thomastraum+1.3%BUYWilliam O'Neilanthropic+1.6%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+18.9%HOLDStanley Druckenmilleranthropic@johncanoe+21.8%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+4.1%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe-2.6%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+10.3%BUYWilliam O'Neilopenai@thomastraum+10.3%HOLDPeter Lynchopenai@thomastraum+10.3%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel+8.7%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-24.6%SELLStanley Druckenmillerkimi@thomastraum-24.6%BUYJoel Greenblattkimi@thomastraum-24.6%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum-2.4%BUYWilliam O'Neilkimi@thomastraum-2.4%HOLDWarren Buffettkimi@thomastraum-2.4%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum+40.4%HOLDStanley Druckenmillerkimi@thomastraum+40.4%BUYWilliam O'Neilkimi@thomastraum+40.4%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-23.9%SELLStanley Druckenmillerkimi@thomastraum-23.9%BUYJoel Greenblattkimi@thomastraum-23.9%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum-5.6%SELLJoel Greenblattkimi@thomastraum-5.6%HOLDStanley Druckenmillerkimi@thomastraum-5.6%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+21.9%HOLDWilliam O'Neildeepseek@thomastraum+65.6%HOLDStanley Druckenmillerdeepseek@thomastraum+65.6%HOLD+1 more reports
Cohort plcLSE:CHRTIndustrials·Aerospace & DefenseWarren Buffettkimi@thomastraum+19.6%HOLDStanley Druckenmillerkimi@thomastraum+19.6%BUYWilliam O'Neilgemini-0.1%BUY
Invesco Ltd.IVZ@thomastraumFinancial Services·Asset ManagementJoel Greenblattkimi@thomastraum-6.2%BUYWilliam O'Neilkimi@thomastraum-6.2%BUYStanley Druckenmillerkimi@thomastraum-6.2%BUY
Snap Inc.SNAP@aCommunication Services·Internet Content & InformationWarren Buffettanthropic@a+0.5%SELLStanley Druckenmilleranthropic@a+0.3%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a+11.8%BUYStanley Druckenmilleranthropic@a+11.8%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a+0.3%HOLDWarren Buffettopenai@adammagic+4.2%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+18.7%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+20.8%BUYWarren Buffettopenai@thomastraum+20.8%HOLDWilliam O'Neilopenai@thomastraum+20.8%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-34.8%BUYWilliam O'Neilopenai@thomastraum-17.9%HOLDStanley Druckenmilleranthropic@thomastraum-17.9%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+28.3%HOLDJoel Greenblattdeepseek@thomastraum+28.3%HOLDStanley Druckenmilleranthropic@thomastraum+28.3%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-6.5%SELLWilliam O'Neilanthropic+13.1%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+92.6%HOLDWilliam O'Neildeepseek@thomastraum+92.6%HOLDWarren Buffettopenai@thomastraum+92.6%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum+2.3%HOLDStanley Druckenmilleropenai@thomastraum+2.3%HOLDStanley Druckenmillergemini@thomastraum+2.3%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-11.3%HOLDStanley Druckenmilleropenai@thomastraum-11.3%HOLDWarren Buffettgemini@thomastraum-11.3%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum-1.2%SELLWarren Buffettanthropic@thomastraum-1.2%HOLDStanley Druckenmilleranthropic@thomastraum-1.2%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum+4.8%HOLDWilliam O'Neilanthropic@thomastraum+4.8%BUYStanley Druckenmilleranthropic@valtteri+4.8%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-19.8%SELLStanley Druckenmilleranthropic@thomastraum-19.8%HOLDJoel Greenblattgrok@thomastraum-19.8%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+26.6%HOLDWarren Buffettanthropic@thomastraum+26.6%HOLDStanley Druckenmilleranthropic@thomastraum+26.6%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+45.9%HOLDWarren Buffettanthropic@thomastraum+45.9%SELLStanley Druckenmilleranthropic@thomastraum+45.9%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+57.5%BUYWilliam O'Neilanthropic@thomastraum+57.5%BUYKeith Gillanthropic@thomastraum+57.5%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+144.0%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+61.5%HOLDStanley Druckenmilleropenai@thomastraum+96.9%BUYWarren Buffettopenai@thomastraum+96.9%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-13.3%BUYPeter Lynchgemini@thomastraum-13.3%BUYWilliam O'Neilgemini@thomastraum-13.3%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-9.8%SELLWilliam O'Neilanthropic@crighton-9.8%HOLDStanley Druckenmillergrok@crighton-9.8%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+13.9%BUYWarren Buffettdeepseek@crighton+13.9%HOLDStanley Druckenmillergrok@crighton+13.9%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+57.2%HOLDWilliam O'Neilanthropic@crighton+57.2%HOLDStanley Druckenmillergrok@crighton+57.2%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-15.0%HOLDStanley Druckenmillergemini@thomastraum-15.0%BUYWarren Buffettgemini@thomastraum-15.0%BUY
The Schiehallion Fund LimitedLSE:MNTN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+47.5%BUYStanley Druckenmilleranthropic@thomastraum+47.5%BUYWarren Buffettanthropic@thomastraum+47.5%HOLD
Resideo Technologies, Inc.REZI@thomastraumIndustrials·Industrial DistributionWarren Buffettopenai@thomastraum+11.1%BUYStanley Druckenmilleropenai@thomastraum+11.1%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-39.1%HOLDStanley Druckenmillergemini@thomastraum-39.1%BUYWarren Buffettgemini@thomastraum-39.1%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+53.6%HOLDWilliam O'Neilanthropic+83.2%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+57.4%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum-4.9%HOLDWarren Buffettgemini@thomastraum-4.9%BUYStanley Druckenmillergemini@thomastraum-4.9%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+32.0%HOLDWarren Buffettdeepseek@thomastraum+32.0%HOLDStanley Druckenmillerdeepseek@thomastraum+32.0%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum+7.7%BUYWilliam O'Neilgemini@thomastraum+7.7%HOLDWarren Buffettgemini@thomastraum+7.7%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+35.1%HOLDWarren Buffettanthropic@thomastraum+35.1%HOLDStanley Druckenmillergemini@thomastraum+35.1%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+35.4%BUYStanley Druckenmilleranthropic@thomastraum+35.4%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+49.1%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+33.7%HOLDWilliam O'Neilgemini@thomastraum+33.7%HOLDStanley Druckenmillergemini@thomastraum+33.7%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+70.1%BUYStanley Druckenmillerdeepseek@thomastraum+70.1%BUYWarren Buffettdeepseek@thomastraum+70.1%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-18.8%BUYWarren Buffettanthropic@thomastraum-18.8%HOLDWilliam O'Neilanthropic@thomastraum-18.8%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-8.2%BUYWarren Buffettopenai@thomastraum-8.2%HOLDStanley Druckenmilleropenai@thomastraum-8.2%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+21.1%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-15.0%HOLDWarren Buffettdeepseek@thomastraum-15.0%SELLWilliam O'Neildeepseek@thomastraum-15.0%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-47.4%HOLDWarren Buffettdeepseek@thomastraum-47.4%SELLStanley Druckenmilleranthropic@thomastraum-47.4%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum+14.6%HOLDWarren Buffettdeepseek@thomastraum+14.6%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+95.3%BUYStanley Druckenmillergemini+95.3%BUYWarren Buffettgemini+95.3%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic+33.7%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic+9.8%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+43.5%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+26.0%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic+4.4%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-39.0%BUY