Avingtrans plcLSE:AVG@thomastraumIndustrials·Specialty Industrial MachineryWilliam O'Neilanthropic@thomastraum+19.6%BUYWilliam O'Neilanthropic@thomastraum+16.3%BUYStanley Druckenmilleranthropic@thomastraum+16.3%BUY
4D Molecular Therapeutics, Inc.FDMT@thomastraumHealthcare·BiotechnologyWilliam O'Neilgemini@thomastraum+2.8%HOLDWilliam O'Neilgemini@thomastraum-9.1%BUYWarren Buffettgemini@thomastraum-9.1%HOLD+1 more reports
Playtech plcLSE:PTECConsumer Cyclical·GamblingWarren Buffettopenai@thomastraum-0.8%HOLDWilliam O'Neilanthropic+2.4%HOLD
Costain Group PLCLSE:COSTIndustrials·Engineering & ConstructionWarren Buffettopenai@thomastraum+5.8%HOLDWilliam O'Neilgemini+50.7%BUY
CML Microsystems plcLSE:CMLTechnology·SemiconductorsStanley Druckenmilleropenai@thomastraum+18.4%HOLDWilliam O'Neilgemini+2.3%HOLD
Melrose Industries PLCLSE:MROIndustrials·Specialty Industrial MachineryStanley Druckenmilleranthropic@thomastraum-9.2%BUYKeith Gillanthropic@thomastraum-15.7%BUYWilliam O'Neilanthropic-19.0%BUY
Plus500 Ltd.LSE:PLUSFinancial Services·Capital MarketsJoel Greenblattopenai@thomastraum+12.4%HOLDStanley Druckenmillerkimi@thomastraum+12.4%BUYStanley Druckenmillerkimi@thomastraum+0.0%BUY+1 more reports
Quartix Technologies plcLSE:QTXTechnology·Scientific & Technical InstrumentsWarren Buffettgemini@thomastraum-8.3%BUYStanley Druckenmillerkimi@thomastraum-8.3%BUYWilliam O'Neilanthropic-7.9%HOLD
Equinor ASAEQNR@johncanoeEnergy·Oil & Gas IntegratedWarren Buffettkimi@thomastraum+23.7%HOLDStanley Druckenmilleranthropic@johncanoe+26.8%BUY
Gaztransport & Technigaz SAEURONEXT:GTT@johncanoeEnergy·Oil & Gas Equipment & ServicesChart unavailableStanley Druckenmilleranthropic@johncanoe+10.1%HOLD
Advantest CorporationTSE:6857@johncanoeTechnology·Semiconductor Equipment & MaterialsChart unavailableStanley Druckenmilleranthropic@johncanoe+4.4%HOLD
Tenable Holdings, Inc.TENB@thomastraumTechnology·Software—InfrastructureStanley Druckenmilleropenai@thomastraum+22.7%BUYWilliam O'Neilopenai@thomastraum+22.7%HOLDPeter Lynchopenai@thomastraum+22.7%HOLD
Klarna Group plcKLAR@samuelTechnology·Software—InfrastructureStanley Druckenmilleranthropic@samuel+6.3%HOLD
ACV Auctions Inc.ACVA@thomastraumConsumer Cyclical·Auto & Truck DealershipsWilliam O'Neilkimi@thomastraum-2.4%SELLStanley Druckenmillerkimi@thomastraum-2.4%BUYJoel Greenblattkimi@thomastraum-2.4%HOLD
Paychex, Inc.PAYX@thomastraumTechnology·Software—ApplicationStanley Druckenmillerkimi@thomastraum+0.0%BUYWilliam O'Neilkimi@thomastraum+0.0%HOLDWarren Buffettkimi@thomastraum+0.0%BUY
Navan, Inc.NAVN@thomastraumTechnology·Software—ApplicationJoel Greenblattkimi@thomastraum+67.8%HOLDStanley Druckenmillerkimi@thomastraum+67.8%BUYWilliam O'Neilkimi@thomastraum+67.8%HOLD
Sprout Social, Inc.SPT@thomastraumTechnology·Software—ApplicationWilliam O'Neilkimi@thomastraum-6.3%SELLStanley Druckenmillerkimi@thomastraum-6.3%BUYJoel Greenblattkimi@thomastraum-6.3%HOLD
Varonis Systems, Inc.VRNS@thomastraumTechnology·Software—InfrastructureWilliam O'Neilkimi@thomastraum+11.8%SELLJoel Greenblattkimi@thomastraum+11.8%HOLDStanley Druckenmillerkimi@thomastraum+11.8%BUY
Sprott Inc.SII@thomastraumFinancial Services·Asset ManagementWilliam O'Neildeepseek@thomastraum+16.9%HOLDWilliam O'Neildeepseek@thomastraum+58.9%HOLDStanley Druckenmillerdeepseek@thomastraum+58.9%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-0.4%SELLStanley Druckenmilleranthropic@a-0.5%BUY
NVIDIA CorporationNVDA@aTechnology·SemiconductorsWilliam O'Neilanthropic@a+17.3%BUYStanley Druckenmilleranthropic@a+17.3%BUY
Apple Inc.AAPL@adammagicTechnology·Consumer ElectronicsWarren Buffettopenai@a+6.7%HOLDWarren Buffettopenai@adammagic+10.8%HOLD
Cheniere Energy, Inc.LNG@thomastraumEnergy·Oil & Gas MidstreamStanley Druckenmilleranthropic@thomastraum+16.7%BUY
Schneider Electric S.E.EURONEXT:SU@thomastraumIndustrials·Specialty Industrial MachineryChart unavailableStanley Druckenmilleropenai@thomastraum+19.0%BUYWarren Buffettopenai@thomastraum+19.0%HOLDWilliam O'Neilopenai@thomastraum+19.0%HOLD
Novo Nordisk A/SNVO@thomastraumHealthcare·Drug Manufacturers—GeneralKeith Gillgrok@thomastraum-26.3%BUYWilliam O'Neilopenai@thomastraum-7.2%HOLDStanley Druckenmilleranthropic@thomastraum-7.2%BUY+1 more reports
Transocean Ltd.RIG@thomastraumEnergy·Oil & Gas DrillingWilliam O'Neilanthropic@thomastraum+33.3%HOLDJoel Greenblattdeepseek@thomastraum+33.3%HOLDStanley Druckenmilleranthropic@thomastraum+33.3%BUY+2 more reports
Tesla, Inc.TSLAConsumer Cyclical·Auto ManufacturersWarren Buffettanthropic@thomastraum-3.9%SELLWilliam O'Neilanthropic+16.2%HOLD
Ubiquiti Inc.UI@thomastraumTechnology·Communication EquipmentStanley Druckenmilleranthropic@thomastraum+64.6%HOLDWilliam O'Neildeepseek@thomastraum+64.6%HOLDWarren Buffettopenai@thomastraum+64.6%HOLD
Rolls-Royce Holdings plcLSE:RR@thomastraumIndustrials·Aerospace & DefenseStanley Druckenmillerdeepseek@thomastraum-2.8%HOLDStanley Druckenmilleropenai@thomastraum-2.8%HOLDStanley Druckenmillergemini@thomastraum-2.8%HOLD
Coeur Mining, Inc.CDE@thomastraumBasic Materials·GoldWilliam O'Neilopenai@thomastraum-21.1%HOLDStanley Druckenmilleropenai@thomastraum-21.1%HOLDWarren Buffettgemini@thomastraum-21.1%SELL
CNH Industrial N.V.CNH@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+1.1%SELLWarren Buffettanthropic@thomastraum+1.1%HOLDStanley Druckenmilleranthropic@thomastraum+1.1%HOLD
Amazon.com, Inc.AMZN@valtteriConsumer Cyclical·Internet RetailWarren Buffettanthropic@thomastraum+13.4%HOLDWilliam O'Neilanthropic@thomastraum+13.4%BUYStanley Druckenmilleranthropic@valtteri+13.4%BUY
boohoo group plcLSE:DEBS@thomastraumConsumer Cyclical·Internet RetailWilliam O'Neilanthropic@thomastraum-23.6%SELLStanley Druckenmilleranthropic@thomastraum-23.6%HOLDJoel Greenblattgrok@thomastraum-23.6%BUY+2 more reports
Caterpillar Inc.CAT@thomastraumIndustrials·Farm & Heavy Construction MachineryWilliam O'Neilanthropic@thomastraum+42.7%HOLDWarren Buffettanthropic@thomastraum+42.7%HOLDStanley Druckenmilleranthropic@thomastraum+42.7%HOLD+1 more reports
NIO Inc.NIO@thomastraumConsumer Cyclical·Auto ManufacturersWilliam O'Neilanthropic@thomastraum+25.4%HOLDWarren Buffettanthropic@thomastraum+25.4%SELLStanley Druckenmilleranthropic@thomastraum+25.4%HOLD
NGEx Minerals Ltd.TOR:NGEX@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableKeith Gillanthropic@thomastraum-13.6%HOLDWilliam O'Neilanthropic@thomastraum-13.6%HOLDStanley Druckenmilleranthropic@thomastraum-13.6%BUY+1 more reports
SK hynix Inc.FWB:HY9H@thomastraumTechnology·SemiconductorsStanley Druckenmilleranthropic@thomastraum+125.1%BUYWilliam O'Neilanthropic@thomastraum+125.1%BUYKeith Gillanthropic@thomastraum+125.1%BUY
Sandisk CorporationSNDK@philipTechnology·Computer HardwareStanley Druckenmilleranthropic@philip+255.0%HOLD
Oroco Resource Corp.FWB:OR6@thomastraumBasic Materials·Other Industrial Metals & MiningWilliam O'Neilanthropic@thomastraum-5.6%HOLDWarren Buffettanthropic@thomastraum-5.6%HOLDStanley Druckenmilleranthropic@thomastraum-5.6%BUY
Saga plcLSE:SAGA@thomastraumFinancial Services·Insurance—DiversifiedWilliam O'Neilanthropic@thomastraum+57.1%HOLDStanley Druckenmilleropenai@thomastraum+91.5%BUYWarren Buffettopenai@thomastraum+91.5%HOLD
Tavistock Investments PlcLSE:TAVI@thomastraumFinancial Services·Capital MarketsJoel Greenblattgemini@thomastraum-18.1%BUYPeter Lynchgemini@thomastraum-18.1%BUYWilliam O'Neilgemini@thomastraum-18.1%HOLD+2 more reports
iShares Bitcoin Trust ETFIBIT@crightonWarren Buffettdeepseek@crighton-6.8%SELLWilliam O'Neilanthropic@crighton-6.8%HOLDStanley Druckenmillergrok@crighton-6.8%BUY
Alphabet Inc.GOOG@crightonCommunication Services·Internet Content & InformationWilliam O'Neilanthropic@crighton+32.6%BUYWarren Buffettdeepseek@crighton+32.6%HOLDStanley Druckenmillergrok@crighton+32.6%BUY
Rocket Lab CorporationRKLB@crightonIndustrials·Aerospace & DefenseWarren Buffettdeepseek@crighton+45.6%HOLDWilliam O'Neilanthropic@crighton+45.6%HOLDStanley Druckenmillergrok@crighton+45.6%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-15.7%HOLDStanley Druckenmillergemini@thomastraum-15.7%BUYWarren Buffettgemini@thomastraum-15.7%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+11.2%BUYStanley Druckenmilleropenai@thomastraum+11.2%BUY
Unity Software Inc.U@thomastraumTechnology·Software—ApplicationStanley Druckenmillergemini@thomastraum-45.7%BUYWilliam O'Neildeepseek@thomastraum-37.1%HOLD
Amplitude, Inc.AMPL@thomastraumTechnology·Software—ApplicationWilliam O'Neilgemini@thomastraum-48.5%HOLDStanley Druckenmillergemini@thomastraum-48.5%BUYWarren Buffettgemini@thomastraum-48.5%HOLD
Valaris LimitedVALEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic@thomastraum+59.2%HOLDWilliam O'Neilanthropic+89.9%HOLD
Lundin Mining CorporationTOR:LUN@thomastraumBasic Materials·CopperChart unavailableWilliam O'Neildeepseek@thomastraum+41.0%BUY
KE Holdings Inc.BEKE@thomastraumReal Estate·Real Estate ServicesWilliam O'Neilgemini@thomastraum+7.8%HOLDWarren Buffettgemini@thomastraum+7.8%BUYStanley Druckenmillergemini@thomastraum+7.8%BUY
Major Drilling Group International Inc.TOR:MDI@thomastraumBasic Materials·Other Industrial Metals & MiningChart unavailableWilliam O'Neildeepseek@thomastraum+18.1%HOLDWarren Buffettdeepseek@thomastraum+18.1%HOLDStanley Druckenmillerdeepseek@thomastraum+18.1%BUY
Corpay, Inc.CPAY@thomastraumTechnology·Software—InfrastructureStanley Druckenmillergemini@thomastraum-1.6%BUYWilliam O'Neilgemini@thomastraum-1.6%HOLDWarren Buffettgemini@thomastraum-1.6%BUY
Hong Kong Exchanges and Clearing LimitedHKEX:80388@thomastraumChart unavailableWilliam O'Neildeepseek@thomastraum-0.5%HOLDWarren Buffettdeepseek@thomastraum-0.5%HOLDStanley Druckenmillerdeepseek@thomastraum-0.5%HOLD
CMC Markets PlcLSE:CMCX@thomastraumFinancial Services·Capital MarketsWilliam O'Neilanthropic@thomastraum+31.9%HOLDWarren Buffettanthropic@thomastraum+31.9%HOLDStanley Druckenmillergemini@thomastraum+31.9%BUY
Aluminum Corporation of China LimitedHKG:2600@thomastraumBasic Materials·AluminumWilliam O'Neilanthropic@thomastraum-1.4%HOLDWarren Buffettanthropic@thomastraum-1.4%HOLDStanley Druckenmilleranthropic@thomastraum-1.4%BUY
Borr Drilling LimitedBORR@thomastraumEnergy·Oil & Gas DrillingStanley Druckenmilleropenai@thomastraum+42.0%BUYStanley Druckenmilleranthropic@thomastraum+42.0%BUY
Alcoa CorporationAA@thomastraumBasic Materials·AluminumStanley Druckenmilleranthropic@thomastraum+42.3%HOLD
South32 Ltd. R32ZA.F@thomastraumWarren Buffettgemini@thomastraum+32.6%HOLDWilliam O'Neilgemini@thomastraum+32.6%HOLDStanley Druckenmillergemini@thomastraum+32.6%BUY
Ithaca Energy plcLSE:ITH@thomastraumEnergy·Oil & Gas E&PWarren Buffettgemini@thomastraum+46.6%HOLDWilliam O'Neilgemini@thomastraum+46.6%HOLDStanley Druckenmillergemini@thomastraum+46.6%BUY
Filtronic plcLSE:FTC@thomastraumTechnology·Communication EquipmentWilliam O'Neildeepseek@thomastraum+171.2%BUYStanley Druckenmillerdeepseek@thomastraum+171.2%BUYWarren Buffettdeepseek@thomastraum+171.2%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-30.8%BUYWarren Buffettanthropic@thomastraum-30.8%HOLDWilliam O'Neilanthropic@thomastraum-30.8%HOLD
Pollen Street Group LimitedLSE:POLN@thomastraumFinancial Services·Asset ManagementWilliam O'Neilopenai@thomastraum-11.0%BUYWarren Buffettopenai@thomastraum-11.0%HOLDStanley Druckenmilleropenai@thomastraum-11.0%BUY
Augmentum Fintech PLCLSE:AUGM@thomastraumFinancial Services·Asset ManagementWilliam O'Neilanthropic@thomastraum+22.8%HOLD
Palantir Technologies Inc.PLTR@thomastraumTechnology·Software—InfrastructureStanley Druckenmillerdeepseek@thomastraum-20.4%HOLDWarren Buffettdeepseek@thomastraum-20.4%SELLWilliam O'Neildeepseek@thomastraum-20.4%HOLD
GRAIL, Inc.GRAL@thomastraumHealthcare·Diagnostics & ResearchWilliam O'Neildeepseek@thomastraum-36.0%HOLDWarren Buffettdeepseek@thomastraum-36.0%SELLStanley Druckenmilleranthropic@thomastraum-36.0%HOLD
NextDecade CorporationNEXT@thomastraumEnergy·Oil & Gas Equipment & ServicesWilliam O'Neildeepseek@thomastraum+27.6%HOLDWarren Buffettdeepseek@thomastraum+27.6%HOLD
Kodiak Sciences Inc.KODHealthcare·BiotechnologyWilliam O'Neilgemini+90.0%BUYStanley Druckenmillergemini+90.0%BUYWarren Buffettgemini+90.0%SELL
Animalcare Group plcLSE:ANCRHealthcare·Drug Manufacturers—Specialty & GenericWilliam O'Neilanthropic+33.4%HOLD
Babcock International Group PLCLSE:BABIndustrials·Engineering & ConstructionWilliam O'Neilanthropic-5.8%HOLD
Gulf Marine Services PLCLSE:GMSEnergy·Oil & Gas Equipment & ServicesWilliam O'Neilanthropic+35.4%HOLD
Sibanye Stillwater LimitedSBSWBasic Materials·Other Precious Metals & MiningWilliam O'Neilopenai+20.5%HOLD
HICL Infrastructure PLC OrdLSE:HICLFinancial Services·Asset ManagementWilliam O'Neilanthropic+1.5%BUY
Melco Resorts & Entertainment LimitedMLCOConsumer Cyclical·Resorts & CasinosWilliam O'Neilgemini-43.1%BUY