Filtered library · Archetype
Compounder · 64 dossiers
Dossiers classified as Compounder — 64 names, each with its thesis, invalidation trigger and catalyst calendar.
All dossiersRXO
freshRXO, Inc.
Freight-cycle recovery intact; sell-side has fully caught up into a $20–35 battleground bears $20 (Goldman 07-16, Susquehanna 07-14), bulls $30–35 (BMO $35 initiation 07-14, Stifel/Truist/Citi $30). Narrative matured from mispriced to…
XPO
XPO, Inc.
Freight-cycle upturn is the accelerating narrative: LTL volume and contract pricing re-accelerating after a multi-year trucking recession, with SAIA May tonnage +8.4% confirming the cluster. XPO layers operating-ratio self-help (Q1 LTL OR…
ARCB
freshArcBest Corporation
LTL-recovery narrative is maturing and now fighting a company crack: ArcBest's July 16 restructuring 2% headcount cut, $76.5M impairment, brand simplification signals the freight-cycle upturn hasn't reached its own P&L, with the July 29 Q2…
HNGE
Hinge Health, Inc.
Digital-MSK profitability re-rate broke out in May and was pushed into open price discovery by the 2026-06-09 mid-quarter raise (Q2 to $200–202M, +45%; FY26 to $818–824M). But nine sell-side target hikes in two weeks plus accelerating…
HUM
Humana Inc.
Medicare Advantage margin-recovery re-rate; the 2027 CMS +2.48% rate print doubled HUM off $163, but the discovery catalyst is spent and price ~$382 sits above the $304 average target. The ~2026-07-30 Q2 print is now the binary inside the…
JBHT
J.B. Hunt Transport Services, Inc.
Freight-recovery narrative is now consensus 8+ analyst PT hikes to $280–329 in 30 days plus a CNBC transports spotlight mark a MATURING, crowded theme. The 2026-07-15 Q2 print ($1.71 EPS / $3.21B est.) is the binary that either confirms…
SEZL
Sezzle Inc.
BNPL reacceleration is real Q1 beat and a same-year FY26 guide raise (2026-05-06) but the consumer-fintech theme has cooled to MATURING as sell-side turns cautious: Oppenheimer cut to Perform 2026-06-29, TD Cowen stays Hold 2026-07-07…
HOOD
freshRobinhood Markets, Inc.
Tokenization/crypto-exchange leg still intact Robinhood Chain driving real on-chain ETH volume and Goldman raising to $137 (7/16) but CLARITY Act odds fell to 35%, Trump Accounts reframed as a 6.5M-vs-70M shortfall, and ARK is selling. The…
COIN
freshCoinbase Global, Inc.
Stablecoin leg is being marked down: JPMorgan cut COIN/CRCL EPS on 2026-07-14 over Hyperliquid economics, and Piper cut to $155 on 07-15, breaking the old $180 bear anchor. Offsetting it, a Senate CLARITY Act vote is flagged for the week…
CRCL
freshCircle Internet Group, Inc.
OCC national trust-bank approval (2026-07-10, +12% to ~$70.82) fully round-tripped in three sessions $60.46 on 2026-07-17, below the $63 pre-news close. Open USD, a 140-firm consortium including Visa, Mastercard and Coinbase, launches…
CRWV
freshCoreWeave, Inc.
Neocloud de-rating is confirming, not contested: Meta's reported ~$10B Anthropic compute deal (7/18) turns the disintermediation threat into a signed transaction, shares are -30% in a month, and desks are cutting (Mizuho $100, Macquarie…
META
freshMeta Platforms, Inc.
Narrative flipped from capex-defense to compute-monetization: a reported $10B/2yr Anthropic data-center lease (7/17-7/18) turns Meta's buildout into contracted external revenue, confirmed by NBIS and IREN derating on "Meta Compute"…
MTUM
freshThe AI-memory leg MTUM rotated into at the May reconstitution has rolled over: SOX -20%+ from its June peak, memory names in a bear market, and the fund closed $302.09 on 2026-07-17, below the $310 shelf that defined the…
NNE
freshNano Nuclear Energy Inc.
Nuclear-microreactor narrative has stopped converting news into demand: a Truist Hold/$22 initiation (7/14) and a Virginia consortium announcement (7/17) landed inside four sessions and NNE still printed a fresh 52-week low at $15.78…
PL
freshPlanet Labs PBC
The post-SpaceX-IPO unwind has extended, not stabilized: PL broke the $23 shelf on the 7/16 -7.8% flush and trades ~$22.58, roughly 56% off the $51.40 May peak, with the 50-DMA ($35.40) and 200-DMA ($30.60) far overhead. Record…
PLTR
freshPalantir Technologies Inc.
Deployment-layer story still funds a Buy consensus (~$181 avg PT, Ives $230), but the June-July bounce off the $106.37 low stalled under $135 and rolled to $131.75 (2026-07-17) with the 200-DMA ~$156 overhead. Franco-German Arcadia…
SPCX
SpaceX (Space Exploration Technologies Corp.)
Nasdaq-100 inclusion flow catalyst fired and faded into a sell-the-news; SPCX is now an unbased $1.77T post-IPO decliner (a post-IPO buyer down ~23%) in the Figma/Circle retreat cohort, with lock-ups ahead and China closing the…
UUUU
freshEnergy Fuels Inc.
Mine-to-magnet story intact, tape broken: price ~$11.48 vs the $16.12 used to value VAC's 65.853M new shares, market cap $3.86B→$2.84B since 2026-06-23. VAC doesn't close until early 2027, so ~27% dilution is priced now and magnet revenue…
MP
freshMP Materials Corp.
Supply-security leadership trade has broken: China's 06-22 export listing named MP as a target of curbs, the $56 base failed, and price slid to ~$45 (07-17), ~54% off the 2025-10-14 high. Sell-side is cutting into weakness (DB $61,…
NBIS
freshNebius Group N.V.
Neocloud narrative has inverted: Meta Compute (7/1 Bloomberg) turned the biggest customer into the biggest competitor, and NBIS is -38% from its 6/18 close high of $286.69 despite a $1B Reflection AI deal and a $775M non-dilutive…
RKLB
freshRocket Lab Corporation
Iridium re-rating leg is rolling over: Piper Sandler's 7/16 Neutral initiation at $83 came in below spot and every raised target, the 7/13 support shelf broke, and the 7/14 AVac hot-fire pop was faded inside two sessions. Sector-wide…
DK
freshDelek US Holdings, Inc.
Small-cap Gulf Coast/Permian refiner re-rating on wide crack spreads plus a self-help restructuring (Enterprise Optimization Plan, DKL sum-of-parts). A four-firm analyst-target escalation from $58 to $73 in 19 days confirms an accelerating…
ENVA
Enova International, Inc.
Fintech SMB-credit compounder on a beat-and-raise streak; four desks raised targets to $250–$280 in the two weeks into the ~2026-07-23 Q2 print while net charge-offs fell to 7.6% as the loan book scaled to a record $5.3B. Narrative…
PANW
freshPalo Alto Networks, Inc.
AI-security spend narrative accelerating with third-party confirmation: IBM missed Q2 ($17.2B vs $17.86B) on 2026-07-14 and blamed budget migration into cybersecurity PANW +6.4%, CRWD +10%, BUG +6% same session. New ATH close $357.53…
RVMD
freshRevolution Medicines, Inc.
Regulatory-clock narrative re-accelerating: the rolling NDA under the FDA National Priority Voucher is "nearing completion" (2026-07-07) and the EMA opened a phased CHMP review the same day, while the Street ceiling walked from ~$186 to…
AFRM
Affirm Holdings, Inc.
Q3 FY26 killed the credit-stress bear case (GMV +35%, first GAAP operating profit, clean delinquency), and a July sell-side cluster six PT raises/initiations to $96–$117 in ten days is accelerating the re-rate off the mid-June 200-day…
BBAR
freshBanco BBVA Argentina S.A.
Argentina country trade re-accelerated: June CPI printed 1.9% MoM on 2026-07-14 (first sub-2% of the cycle) and country risk broke to 402bp, tightest since April 2018, carrying BBAR to a fresh 52-week high of $22.47. Price now sits above…
GH
Guardant Health, Inc.
Blood-based CRC screening narrative still accelerating: a second July cluster of PT raises pushed the Street high to $215 (Citi, 7/8), ~$40 — above June's $175 peak. GH is the theme leader re-rating higher, but the only fuel before the…
LPG
freshDorian Lpg Ltd
Hormuz truce collapsed 2026-07-08 Iran re-struck shipping and re-closed the Strait, re-firing VLGC rates to fresh 2026 highs (BLPG3 $220/ton, TCE $125k/day, week of Jul 10). This pure-play VLGC name re-accelerated off its $36 late-June low…
OMDA
freshOmada Health, Inc.
Digital-chronic-care re-rating accelerating: the GLP-1 wave expands rather than shrinks Omada's TAM as the scaled behavior-change layer on obesity drugs. Q1 beat-and-raise (rev +42% to $78M, FY guide lifted to $322–330M) plus a $30…
PLMR
Palomar Holdings, Inc.
Diversified specialty-insurance compounder: GWP +42% to $629.8M in Q1 (2026-05-06), FY26 adjusted-income guide lifted to $262–278M at 20%+ ROE. But the stock has stalled ~8% under its $147.62 high, sell-side is splitting, and the…
RELY
freshRemitly Global, Inc.
Cross-border remittance profitability inflection is accelerating: Q1 2026 (May 6) net income +332% on revenue +25% and Adjusted EBITDA +74%, with FY guide raised. Clustered PT hikes to $30 (Goldman 06-29, Citizens 07-12) confirm sell-side…
SE
freshSea Limited
Three-engine re-acceleration Shopee GMV +30%, Monee loan book +71%, Garena's best quarter in 5 years drove a Q1 beat (2026-05-12) and a +19% one-month recovery off the $77 low. Fundamentally accelerating, but the stock is short-term…
TGTX
TG Therapeutics, Inc.
Profitable anti-CD20 franchise (BRIUMVI) repricing on a credible MG second act; the June 9 Phase 1 print and the second FY2026 guidance raise (~$925M global) are now in the tape, so the low-$50s buy an extended, post-catalyst move above…
URGN
UroGen Pharma Ltd.
ZUSDURI launch ramp still accelerating Q1'26 revenue $51.0M (+152% YoY), ZUSDURI $29.2M (+109% QoQ), prescribers 102→256 and the stock has now broken out above the old $32.37 cap to a fresh 52-week high ($39.59). Spot sits above the…
AKTS
freshAktis Oncology, Inc.
Radioligand-therapy pure-play trading on coverage and flow, not data; ~64% above its Jan-2026 $18 IPO on a June initiation cluster (RJ $40, HCW $35) plus an Eli Lilly halo. The accelerant is fading JPM maintained Overweight at the cohort's…
AMZN
freshAmazon.com, Inc.
AWS reacceleration (+28% YoY in Q1, 15-quarter high) has not converted into tape shares ~$245 vs the May high of $278.56, pinned on the 50-day with megacap flow rotating to IJR/IJH/RSP. KeyBanc lifted its target to $335 on 2026-07-16…
AUGO
Aura Minerals Inc.
Gold/copper producer basing $53–$76 — below its broken ~$72 shelf after a ~45% drop from the $110 high. Q2 production slipped 8% QoQ (first sequential decline after a record Q1) as gold stalls in the low-$4,000s and sell-side trims targets…
BMA
freshBanco Macro S.A.
Argentina disinflation/credit-recovery basket; BMA is the best-capitalized domestic vehicle. Sequential CPI is genuinely improving (3.4%→2.6%→2.1%→1.9% MoM, Mar–Jun 2026), but the tape has gone nowhere since the Oct-2025 midterm leg ~$90…
BTE
Baytex Energy Corp.
Middle East oil premium re-firing: the US reimposed Iran sanctions on 2026-07-07 after Hormuz tanker attacks and WTI bounced to ~$72. But it's a contained-conflict bid, not a supply shock BTE is still below its 50-day and this is an…
CCS
Century Communities, Inc.
The ROAD-Act homebuilder bounce (~$55→$63) has saturated into mainstream coverage; Zelman cut CCS to Underperform 7/7 as the most credible housing bear, and demand keeps softening (June HMI 35, Q1 contracts -11.6%). The 7/22 Q2 print is a…
CMG
freshChipotle Mexican Grill, Inc.
Sell-side cluster finally formed Citi Buy/$45 and Mizuho Outperform raised to $41 (both 2026-07-13) joining JPM's Overweight, plus first Mexico restaurant announced but the ~2026-07-22 Q2 print is three days out and no weekly 20-EMA…
COCO
The Vita Coco Company, Inc.
Coconut-water category leader re-rated ~+130% off the $31.79 low on a real Q1 FY26 blowout, but that catalyst is now ~10 weeks stale and the swing-momentum signal round-tripped (bought 6/3, sold 6/18). The 2026-07-09 Piper PT raise landed…
CRWD
CrowdStrike Holdings, Inc.
Cyber/AI-security demand still accelerating, but CRWD's own tape isn't confirming it: the 2026-06-03 sell-the-news repair rolled back over in July, shares slipping despite split-adjusted PT hikes ($172–$235), and the 4-for-1 split (7/2)…
ELVR
Elevra Lithium Limited
Lithium-recovery narrative that ran Elevra ~5x has rolled over. China lithium carbonate hit a 3-month low (CNY 151,750/t, Jul 7 2026), the ASX line broke to A$8.86 (Jul 11) below its A$12.20 May placement base, and the Jul 10 June-quarter…
GGAL
freshGrupo Financiero Galicia S.A.
Argentina disinflation is still working June CPI printed 1.9% MoM on Jul 14, an improvement on May's 2.1% but the ADR faded the good print, dropping ~7% on the week to ~$50 and losing both the $51.07 50-day and the $52.86 200-day. Macro…
GOLF
Acushnet Holdings Corp.
Premium-golf consumable franchise (Titleist Pro V1) catching a defensive-quality rotation bid; JPM's 2026-06-26 Positive Catalyst Watch (PT $96→$118, Q2 growth 11.8% vs 10.3% cons) frames the ~2026-08-06 Q2 print as the confirmation. But…
GOOG
freshAlphabet Inc.
Gemini 3.5 Pro delayed months (Bloomberg 2026-07-16) the one leg differentiating Alphabet from mega-cap beta just weakened publicly, nine days before the ~2026-07-28 Q2 binary. Cloud fundamentals intact (+63% YoY, ~$460B backlog, BofA…
HPK
HighPeak Energy, Inc.
Hormuz war-premium oil proxy: 68%-oil Permian small-cap, ~40% unhedged into $90+ WTI, but six weeks into front-page coverage the premium is already in the strip and the binary reverses on any ceasefire. A levered, weaker expression of WTI…
IPAR
Interparfums, Inc.
Up ~39% YTD on a rotation-into-quality-defensives bid, but FY2026 guidance is EPS $4.85 a ~5% decline as Interparfums invests through a trough year toward a 2027 license rollout. The move is multiple expansion, not earnings; sell-side PTs…
IPX
freshIperionX Limited
US critical-minerals sovereignty name whose funding overhang cleared the ugly way: a 2026-07-08 US$50M ADS raise priced at $21.98, ~22% below the ~$28 pre-deal level, resetting the stock to $22.94 near its $21.66 52-week low. Pre-revenue,…
KOS
freshKosmos Energy Ltd.
Jubilee ramping toward ~90,000 bopd gross (J76 online, J77/J50 imminent) with GTA LNG volumes climbing. Highest-beta E&P expression bounced ~15% off the $2.00 June low; re-accelerating but still a ~$2.30, 'CCC'-rated, most-levered…
LAC
freshLithium Americas Corp.
US critical-minerals-sovereignty policy re-warming (Pentagon's $725M Energy Fuels stake, the Intel/US Steel government-equity template), but the lithium-price recovery leg is cold carbonate rolling over keeps LAC pinned to its $4.50 base.…
LAR
freshLithium Argentina AG
The 2026 lithium-recovery narrative has broken: CATL's ~46ktpa Jianxiawo mine restarted 2026-06-29, pulling the supply-discipline leg out from under the rally. China carbonate fell to a ~4-month-low CNY 151,000/t and LAR sliced its $7…
LEGN
freshLegend Biotech Corporation
In-vivo CAR-T re-rate has matured into digestion: EHA (6/13) confirmed LB2501's 100% ORR and clean durability, but the 6/17 $226M raise at $29.35 capped the leg and JPM's 7/13 Neutral $35 reinstatement caps the Street. No fresh catalyst…
LGIH
freshLGI Homes, Inc.
Legislative-spike homebuilder fading into rising rates: LGIH gave back over half its 2026-06-24 ROAD-to-Housing gap, closing $58.52 on 2026-07-17 as ~6.65% mortgage rates dragged the whole builder cohort lower. Q2 closings grew +8.8% YoY,…
MSFT
freshMicrosoft Corporation
AI-capex derating still in control: MSFT closed $393.82 on 2026-07-17, below the ~$414 200-day and the lost $400 shelf, -20%+ YTD, with six brokers cutting targets in one week into the print. The narrative has flipped from "spend to win"…
MTH
freshMeritage Homes Corporation
Housing-rebound-on-rate-cuts trade that carried MTH to a $85.38 52-week high has reversed: it lost the $75 June breakout shelf to $74.17 (-4.2% on 7/17) as mortgages held at 6.49% and Zelman capitulated to Neutral (7/7). Fundamentals still…
MTRN
Materion Corporation
Beryllium critical-materials scarcity narrative still building, but the parabola cracked: a new ATH of $298.76 in early July gave way to a 5.6% reversal on 2026-07-07 to $247.20, now ~$258 and still ~9% above KeyBanc's $237 top target. The…
NBR
freshNabors Industries Ltd.
Leveraged ~2x oil-beta proxy on the Hormuz war premium, +90% YTD near $100 — but now rolling over: Susquehanna cut its target to $85 (2026-07-08) as the sell-side stops chasing, and the ~2026-07-23 Q2 print the first to lap the premium…
PARR
freshPar Pacific Holdings, Inc.
Independent refiner ripping on a record 3-2-1 crack spread (~$70/bbl, 2026-07-16) and the Iran/Strait-of-Hormuz premium; sell-side chasing with PT hikes to $80–85. Narrative accelerating, but price sits at the 52-week high on peak-cycle…
PBF
freshPBF ENERGY INC.
Pure merchant refiner, the highest-beta play on crack spreads. Narrative is a refining-margin shock ~10% of global capacity reported offline plus renewed Hormuz tensions driving a fast sell-side PT re-rate ($39→$58 in 19 days). But it is…
SUPV
Grupo Supervielle S.A.
Milei disinflation trade in its grind-higher delivery phase: May CPI cooled to 2.1% MoM, the peso is stable, and JPM lifted its target to $13 (2026-06-25). But SUPV the highest-beta Argentine bank ADR chops mid-range near $9.57 with no…
XXI
Twenty One Capital, Inc.
Leveraged-Bitcoin-treasury proxy is a dead, de-rated narrative, and the "cheap BTC" screen is partly a float illusion: basic mNAV ~0.70x flags a discount, but fully-diluted mNAV screens ~1.3x once the Class B/convert overhang is counted…