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Global Weekly Picks
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.Read more
Gaxos.ai: Early-Stage AI Innovator in Gaming & Health
Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$194k in H1 2025 revenue, mainly from wellness pilot programs.Read more
M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth
Catalysts Continuous growing demand of SMRs (Small Module Reactors), particularly in the US and Canada, positions BWXT for sustained growth as one of the leaders in the industry With the current administrations push for more nuclear energy with multiple announcements of funding in nuclear infrastructure & fuel, BWXT sits ready to take advantage of market tail winds when more news crosses the ticker. Having a ‘monopoly’ on government contracts regarding nuclear reactor engines on submarines & aircraft carriers helps position BWXT for all government related news in the industry.Read more
The Next Phase of Energy Storage: How NeoVolta Is Tackling America’s Power Crunch
Battery storage is no longer a niche corner of clean tech. It’s emerging as the backbone of America’s energy future.Read more
Acquisitions Will Improve Efficiency and Add Immediate Value
Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.Read more
High risk with momentum and insider buyers
Silver Hammer Mining Corp. — Valuation (post-dilution, 136.7M shares) Assumptions (silver = USD 100/oz, gold = USD 4000/oz, multiple 7×, 35% margin, 3 years to production, 20% discount rate, FX 1.35).Read more
America Wants Homegrown Drones — Draganfly Is Ready to Deliver
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
Coca-Cola’s Intrinsic Value Set to Rise with Fed Rate Cut
The Federal Reserve’s recent 25 basis point cut may appear modest, but for Coca-Cola (NYSE: KO), it carries meaningful implications for valuation. As a consumer staples giant with steady free cash flows and a reputation as a dividend aristocrat, KO is highly sensitive to discount rates in long-term models.Read more
AI Dichotomy: Adobe's opportunity and gravest threat
TL;DR For me, Adobe is the quintessential falling knife. I’ll buy if it drops further — not because I believe in a renaissance, but because fortress-like margins and sticky workflows can keep this wounded giant on its feet.Read more
