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Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.Read more

1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.Read more

️️ Business Overview Key Metrics Total: 9/17 +2 ✅✅ Projected Operating Margin: 46.04% +0 ⚠️ Projected 5-Year Revenue CAGR: 8.69% +2 ✅✅ Last 5-Year ROIC: 28.00% +1 ✅ Estimated Cost of Capital: 10.31% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.32% +1 ✅ Projected 5-Year EPS CAGR: 10.67% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Moody's Rating: A1 +2 ✅✅ Morningstar Moat: Wide -1 ❌ Morningstar Uncertainty: High Adobe has very high margins resulting from its competitive advantages and wide moat. Also, the company is managed well returning on its investments almost triple its cost of capital.Read more

Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more

As global travel settles into a more normalized rhythm, Booking Holdings (NASDAQ: BKNG) is no longer riding a simple rebound story. Instead, it’s navigating a more nuanced phase—one defined by traveler selectivity, budget awareness, and a growing preference for flexibility across how people move from place to place.Read more

In a nutshell: Hims & Hers’ recent investments are overlooked by investors, but they signal strongly revenue growth is not slowing down. This is where we are Some analysts have low estimates for future revenue growth (approx.Read more

Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.Read more

Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.Read more

Business Overview Key Metrics Total: 5/17 +2 ✅✅ Projected Operating Margin: 26.67% +0 ⚠️ Projected 5-Year Revenue CAGR: 6.43% +0 ⚠️ Last 5-Year ROIC: 4.40% -2 ❌❌ Estimated Cost of Capital: 5.78% (greater than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -3.36% +1 ✅ Projected 5-Year EPS CAGR: 13.19% +0 ⚠️ Projected 5-Year Dividend CAGR: 9.95% +1 ✅ Moody's Rating: A2 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium American Express is a company with a wide moat and its competitive advantages are reflected in its high operating margin. Its solid EPS growth along with the massive reduction of shares makes it a good investment, however the fact that the cost of capital is greater or at least in line with its average last 5 Years ROIC can be something to watch out for.Read more