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Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin
About Netflix Q2 2025 results Netflix's second-quarter 2025 performance demonstrated a successful strategic shift towards mature, profitable growth. The company reported a 16% year-over-year revenue increase to $11.1 billion and a 46% surge in net income to $3.1 billion.Read more
Massive Social Commerce Tailwinds Promise Shopify's Future Growth
Catalysts “Social commerce” presents a massive tailwind with $6.23T market opportunity by 2030. Social commerce market is growing at 30.71% CAGR with 91% occurring on mobile devices: https://www.mordorintelligence.com/industry-reports/social-commerce-market 25% of Shopify traffic comes from mobile devices: https://www.chargeflow.io/blog/shopify-statistics AI Store Builder + Sidekick features are increasing user engagement and reducing onboarding friction.Read more
Eli Lilly's Future Growth Driven by Tirzepatide and Favorable Market Conditions
Catalysts Mounjaro/Zepbound: Lilly’s tirzepatide franchise is the engine of growth. Mounjaro (for type 2 diabetes) and Zepbound (obesity) each grew rapidly in 2024.Read more
SMCI's Opportunities Are Clear But Risks Are Rising
Super Micro Computer (SMCI) as a leading manufacturer of high-performance AI servers, is capitalising on the explosive demand for GPU-accelerated computing. The company's primary competitive advantages are its operational agility and a deep partnership with NVIDIA, which allow it to deliver the latest server systems to market faster than larger competitors like Dell and HPE.Read more
The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all
The cloud data warehouse space is heating up, and Snowflake Inc. (NYSE: SNOW) sits right in the middle of it all.Read more
Agfa-Gevaert is a digital and materials turnaround opportunity, with growth potential in ZIRFON, but carrying legacy risks.
Agfa-Gevaert: A New Lease of Life Through Digitalisation and Materials Innovation A Careful Industrial Repositioning, Driven by Discipline, Digitalisation, and Speciality Materials Agfa-Gevaert (Euronext: AGFB) has undergone a transformation from an iconic photographic company into a focused digital imaging and specialty materials company. Following the sale of its Offset Solutions division to Aurelius Group in 2023, Agfa significantly reduced its exposure to the cyclical print sector and freed up capital for growth in higher-margin segments, such as digital radiology, industrial inkjet, and advanced chemical materials.Read more
BHP: Positioning for the AI, Energy, and Food Security Supercycles
Catalysts What are the underlying business or industry changes driving this perspective? Data Center and AI-Driven Copper Demand: Beyond general electrification, the explosive growth of Artificial Intelligence (AI) data centers is creating a new, capital-intensive source of demand for copper.Read more
What on earth are 'Functional Sodas', and are they the way forward?
The company is at an inflection point. After years of flat revenue at around $91B , it faces mounting pressure from shifting consumer preferences, health trends, and affordability concerns.Read more
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
A Note to New Readers: Welcome. What you are about to read is my original narrative for IREN, first published in September 2024.Read more
