MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Investing w/ Martin

https://martinbradstreet.substack.com/

Mentions53
Posts7
Latest post4 Oct 2026
El Pollo Loco Holdings, Inc.A small QSR spot-4 Oct 2026
Cleveland-Cliffs Inc.September 2026 - another good month-1 Oct 2026
Nintendo Co., Ltd.September 2026 - another good month-1 Oct 2026
VEON Ltd.September 2026 - another good month-1 Oct 2026
Exagen Inc.September 2026 - another good month-1 Oct 2026
Quanterix CorporationSeptember 2026 - another good month-1 Oct 2026
Moderna, Inc.September 2026 - another good month-1 Oct 2026
Twist Bioscience CorporationSeptember 2026 - another good month-1 Oct 2026
Personalis, Inc.September 2026 - another good month-1 Oct 2026
Biodesix, Inc.September 2026 - another good month-1 Oct 2026
El Pollo Loco Holdings, Inc.September 2026 - another good month-1 Oct 2026
Martin Marietta Materials, Inc.September 2026 - another good month-1 Oct 2026
Vulcan Materials CompanySeptember 2026 - another good month-1 Oct 2026
CRH plcSeptember 2026 - another good month-1 Oct 2026
Tempus AI, Inc.September 2026 - another good month-1 Oct 2026
Mirae CorporationAugust Wrap Up-2 Sept 2026
Kioxia Holdings CorporationAugust Wrap Up-2 Sept 2026
Celcuity Inc.August Wrap Up-2 Sept 2026
Candel Therapeutics, Inc.August Wrap Up-2 Sept 2026
Nintendo Co., Ltd.August Wrap Up-2 Sept 2026
Biodesix, Inc.August Wrap Up-2 Sept 2026
Solaria Energia y Medio Ambiente SAAugust Wrap Up-2 Sept 2026
Fluence Energy, Inc.August Wrap Up-2 Sept 2026
Wolfspeed, Inc.August Wrap Up-2 Sept 2026
ServiceNow, Inc.August Wrap Up-2 Sept 2026
Salesforce, Inc.August Wrap Up-2 Sept 2026
Atlassian CorporationAugust Wrap Up-2 Sept 2026
GitLab Inc.August Wrap Up-2 Sept 2026
MediaTek Inc.August Wrap Up-2 Sept 2026
Ultra Clean Holdings, Inc.August Wrap Up-2 Sept 2026
ACM Research, Inc.August Wrap Up-2 Sept 2026
Intel CorporationAugust Wrap Up-2 Sept 2026
SK hynix Inc.August Wrap Up-2 Sept 2026
Quanterix CorporationAugust Wrap Up-2 Sept 2026
Caris Life Sciences, Inc.August Wrap Up-2 Sept 2026
Tempus AI, Inc.August Wrap Up-2 Sept 2026
Personalis, Inc.August Wrap Up-2 Sept 2026
Exagen Inc.August Wrap Up-2 Sept 2026
Quanterix CorporationThe case for BDSX / Biodesix-24 Aug 2026
Exagen Inc.The case for BDSX / Biodesix-24 Aug 2026
Biodesix, Inc.The case for BDSX / Biodesix-24 Aug 2026
Exagen Inc.Quanterix ($QTRX)-12 Aug 2026
Quanterix CorporationQuanterix ($QTRX)-12 Aug 2026
Celcuity Inc.July Results-3 Aug 2026
Wolfspeed, Inc.July Results-3 Aug 2026
Fluence Energy, Inc.July Results-3 Aug 2026
Penguin Solutions, Inc.July Results-3 Aug 2026
Exagen Inc.July Results-3 Aug 2026
Personalis, Inc.July Results-3 Aug 2026
Solaria Energia y Medio Ambiente SAJuly Results-3 Aug 2026
Tempus AI, Inc.July Results-3 Aug 2026
Kioxia Holdings CorporationJuly Results-3 Aug 2026
Exagen Inc.Getting the band back together-18 Jul 2026