From Quiver Quantitative:

Institutional interest in TeraWulf Inc (WULF) saw a significant 33.3% growth in Q3, with a year-to-date return of 198%. Despite a surge in revenue and stock performance, the company has been struggling with consistently missing quarterly earnings estimates and a negative net income for the past two years. However, institutional holders such as BlackRock, Citadel, Vanguard Group, and Renaissance Technologies are still betting on the Bitcoin miner.

Archer Aviation Inc (ACHR) experienced a 36.9% growth in institutional interest, with a YTD return of 235%. The company is focused on developing electric aircraft and has a strong financial position with ample liquidity for research and development. Shares of the company have increased by 27% since the end of Q3, and it has investments from firms like ARK Investment Management, Two Sigma Investments, and JP Morgan.

Opera Limited (OPRA) saw a 30.6% growth in institutional interest, with a YTD return of 157%. The stock has shown significant volatility, with a 50% drop from its peak in mid-July due to a $300 million mixed shelf offering. Despite this, the company’s financial health remains robust, posting positive net income consistently for five consecutive quarters and minimal leverage. Citigroup, Soros Fund Management, and D.E. Shaw are among the institutional holders of Opera.

Forestar Group (FOR) experienced a 12.6% growth in institutional interest, with a YTD return of 120%. The company has struggled with flat revenue growth but has consistently improved its profitability, with a cheap P/E ratio of about 10x, presenting an attractive value proposition. Despite this, the company has shown significant growth in its stock performance, climbing by 118% year-to-date.

Each of these large-cap companies presents unique investment opportunities and challenges, with significant institutional interest and promising returns.



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