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Global Weekly Picks
Difficult times that could lead to better opportunities
Key Takeaways Unity is one of the top 3 tools to develop games and real time 3D prototyping and interactive data visualisation for many industries It has become the default game engine for Indie developers It has the ability to create VR games and apps AI enabled that allows prompt based game creation. It can also access AI models at runtime 3.6B made by unity downloads (mobile + Steam) Games can be exported to 20+ Platforms Unity is the only game engine company (that I know of) that can be traded in the stock market.Read more
Enterprise Hardware Segment To Drive Sales As AI Takes Over
Key Takeaways Nvidia is poised to capture a larger share of the growing Data Centre market thanks to class leading hardware supporting the most demanding applications Nvidia's hardware is the best on market for AI applications and greater AI implementation will mean greater the demand for Nvidia hardware. Nvidia's DRIVE autonomous vehicle platform opens the door for Nvidia to flourish in a $300 Billion market.Read more
Lack Of Revenue Diversification And Growth Options Will Hurt Valuation Multiple
Key Takeaways Coca-Cola’s PE ratio has risen to the high 20s due to a recent revival in profit growth. However, several non-recurring factors have driven these improvement in margins and growth.Read more
Investing in Stryker (SYK) should be an easy ride
Investing in Stryker (SYK) should be an easy ride Key “Take aways”: - Solid balance sheet - Earnings recovered, with positive outlook. - SYK is fair priced.Read more
J&J spinoff
Bulls With autonomy from its former parent, Kenvue can allocate resources to best fit its needs and grow the business. Macro drivers like an aging population and premiumization of health care will act as tailwinds for all of Kenvue ’ s brands.Read more
MSFT: Staying Headstrong in AI and Infrastructure is Priced in
Catalysts Revenue : MSFT’s revenue reached $61.9 billion, representing a 17% year-over-year increase. Earnings Per Share (EPS) : The EPS rose to $2.94, up by 20% year-over-year.Read more
Cardiac marker could be a hit
In 5 years, the company should still be thriving, entering new markets and expanding in existing ones. Positive passage of the third stage of testing of a new cardiac marker could help.Read more
Zscaler faces tense competition from Palo Alto and Crowdstrike
Catalysts Products and Services : Zscaler is revolutionizing cloud security with the industry’s first Security as a Service platform. Their innovative solutions are used by more than 5,000 leading organizations, including 50 of the Fortune 500.Read more
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.Read more
