Investology > Sector Atlas

Sector Atlas

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54 Active research reports

FOCUS AREAS

Information Technology 31
Technology Hardware & Equipment 12
Application Software & SaaS 10
Financials 7
Communication Services 6
AI Platforms & Infrastructure 6
Crypto & Blockchain 5
Media & Entertainment 4
Consumer Discretionary 3
Fixed Income 3
Renewable Energy 3
Commodities 2
Social Media and Digital Advertising 2
Retail & E-Commerce 2
Industrials 2
Video Games 1
Automobiles 1
Financial Technology & Payments 1
Investment Banking & Brokerage 1
U.S. Treasury Bonds 1
Electrical Components & Equipment 1
Freight & Logistics 1
Quantum Computing 1
Semiconductor Equipment 1
Categories

ZoomInfo (ZI) – Can the B2B Data King Hold Its Crown

ZoomInfo continues to lead the business-to-business (B2B) data intelligence landscape, prized for its data accuracy, Salesforce integration, and sales development representative (SDR) workflow tools. However, competitors are catching up fast, especially in user experience and pricing, while recent declines in mobile number accuracy threaten ZoomInfo’s most important value proposition.
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Apple’s (AAPL) Tariff Threat: Supplier Risks and Investor Strategies

U.S. President Donald Trump announced a proposed 25% tariff specifically targeting Apple Inc. (NASDAQ: AAPL), applied to all iPhones sold in the U.S. not manufactured domestically. This tariff significantly elevates risks for Apple’s global supply chain and its supplier network, potentially impacting profitability, pricing, and strategic production decisions.
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Amazon’s Tariff Tango: How AMZN Is Outsmarting the Trade Wars (For Now)

Instead of absorbing the blow or reshoring, AMZN is rerouting Chinese goods through tariff-friendly Asian countries, leveraging white-label manufacturing in Vietnam and Thailand to sidestep U.S. trade barriers. The result: lower effective tariffs, limited disruption, and a more nimble global supply chain.
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From AAA to Aa1: How to Pivot Your Portfolio as U.S. Debt Hits $36 Trillion

Moody’s just downgraded America’s AAA credit rating to Aa1, citing a ballooning $36 trillion national debt and interest costs nearing $1 trillion annually. With U.S. Treasury yields spiking past 5%, it's time for strategic shifts—think hedging bonds, pivoting to defensive ETFs, and carefully adding gold (GLD) or crypto as hedges.
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Netflix (NFLX) – Streaming’s Market Leader Refines for Profitability

Netflix has transitioned from hypergrowth disruptor to dominant, global-scale cash-flow generator. Following a period of overspend and post-pandemic correction, the company has rationalized its content slate, improved monetization via pricing and ad tiers, and reinforced its global lead. While Amazon (AMZN), Apple (AAPL), and Disney (DIS) remain competitive, Netflix’s global scale, brand equity, and operational discipline make it the best-positioned player in the direct-to-consumer (DTC) streaming market. We view NFLX as a long-term compounder with upside tied to margin expansion and international ARPU growth.
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The Silicon Trinity

There is no credible path to semiconductor advancement without these three companies. Every iPhone, NVIDIA GPU, and data center processor exists because ASML, Applied Materials, and KLA permit it to.