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Macro View July 9, 2025

Copper’s Wild Ride: How 50% Tariffs Just Broke the Red Metal Market

Copper just had its biggest day since 1968, exploding 17% intraday after Trump dropped a surprise 50% tariff bomb on... Read More

Video Games July 8, 2025

Take-Two Interactive: The GTA VI Gamble That Could Make or Break Your Portfolio

Take-Two Interactive sits at the epicenter of what could be the most anticipated entertainment launch since... well, since the last... Read More

Crypto & Blockchain July 7, 2025

MicroStrategy: The $113B Bitcoin House of Cards

MicroStrategy (now "Strategy") has essentially become a leveraged Bitcoin ETF disguised as a software company. While this strategy has delivered... Read More

Deep Dive July 3, 2025

Robinhood: When the Sheriff of Nottingham Becomes the Outlaw

Robinhood's 163% YTD rally to $100 on tokenization hype has pushed the market cap to over $85 billion with a... Read More

Deep Dive June 27, 2025

NVIDIA: The AI Empire Strikes Back (While Competitors Plot Their Revenge)

NVIDIA continues to dominate the AI revolution with the subtlety of a sledgehammer, posting Q1 FY2026 revenue of $44.1 billion... Read More

Technology Hardware & Equipment June 23, 2025

AMD: The Chiplet Revolution Meets AI Reality Check

AMD has pulled off one of tech's greatest comeback stories, transforming from Intel's perpetual runner-up into a legitimate AI and... Read More

AI Platforms & Infrastructure June 19, 2025

Marvell: The AI Infrastructure Play Reshaping Semiconductor Markets

Marvell has completed one of the semiconductor industry's most decisive strategic pivots, transitioning from a multi-market approach to focused AI... Read More

Renewable Energy June 17, 2025

Investing in Geothermal: Sector Trends, Key Companies, and Future Prospects

The geothermal energy sector is undergoing rapid expansion, fueled by escalating global electricity demand, projected at +4% annually through 2027.... Read More

Application Software & SaaS June 13, 2025

Adobe Inc – Undervalued & Overperforming, Riding AI into Record Results & Rosy Outlooks

Adobe is fundamentally reshaping the creative economy with AI at the core of its platform, not as a gimmick, but... Read More

Investigative Analysis June 9, 2025

Identifying AI Mirage Stocks: Companies Riding the AI Hype Without Substance

The explosive interest in artificial intelligence (AI) has transformed markets, leading many companies to aggressively market themselves as AI-driven businesses.... Read More

AI Platforms & Infrastructure June 6, 2025

Market Dynamics in Generative AI: Analyzing OpenAI’s Strategic Position and Peers

OpenAI dominates generative AI with ChatGPT hitting 100M users in two months and a $157B valuation backed by $13B+ in... Read More

Macro View June 5, 2025

Semiconductor Tariff Impact: Winners, Losers, and Strategic Risks

The semiconductor industry is undergoing transformative disruptions triggered by escalating U.S. tariffs, significantly reshaping the competitive dynamics. Companies heavily reliant... Read More

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