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Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.Read more

This narrative is a clone of the one written on July 7th for Alphabet’s secondary listing, GOOG. Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns.Read more

Cutix Plc – Revenue Growth Offset by Declining EPS and Compressed Profitability Overview: Cutix Plc posted strong topline performance for the full year ended April 2025, with a 30% revenue increase and a 19% growth in total assets , indicating business expansion. However, these gains were not matched by earnings growth.Read more

Q2/H1 Result Solid Growth Trajectory with Strong Margins but Funding Cost Pressures Remain Infinity Trust Mortgage Bank Plc (ITMB) has delivered strong double-digit growth in both top-line and bottom-line metrics in H1 2025, reflecting the strength of its mortgage-focused business model amid Nigeria’s rising demand for housing finance. The bank’s ability to sustain profitability while aggressively expanding its loan book and asset base positions it as a viable growth stock in the financial services sector.Read more

Based on the projections presented by the company on the investor day of March 31, 2025, we will assume 5-year fundamental projection for BlackRock based on its 2024 results and strategic targets: Assumptions Revenue CAGR : 10% annually, aligned with BlackRock’s 2030 ambition. Operating Margin : Maintained at 45% (as adjusted).Read more

Pipeline Crenessity@ CRENESSITY Capsule 50/100 MG $766.66 packaging 50 MG 60u $45,999.60 packaging 100 MG 30u. Starts at approximately $21,338.71 USD for a monthly supply Ingrezza@ Ingrezza (valbenazine) As of July 2025 , the average pharmacy acquisition cost for Ingrezza capsules in the U.S. is approximately: $274.54 per capsule for the 60 mg and 80 mg strengths $250.16 per capsule for the 40 mg strength Other Products: Tetrabenazine Tablet 12.5 MG $62.52 Austedo Tablet 6 MG $100.06 Austedo XR Tablet 6 MG $100.06 Xenazine Tablet 12.5 MG $227.88 Assumptions Risks Risks and uncertainties associated with Neurocrine Biosciences' business and finances in general, risks and uncertainties associated with the commercialization of INGREZZA and CRENESSITY.Read more

Recent Financial Performance In H1 2025, Rovi’s net profit dropped by 10% to €39.7 million. The decline was mainly due to reduced third-party manufacturing, especially COVID-19 vaccine production.Read more

Helix Energy Solutions (NYSE: HLX) is currently experiencing a transitory period of operational and macroeconomic headwinds. Q2 2025 results came in below expectations, with a net loss of $2.6M versus net income of $3.1M in Q1 2025 and $32.3M in Q2 2024.Read more

Academy Press Plc has demonstrated a strong and sustainable turnaround in its financial performance for the year ended March 31, 2025. With over 800% growth in profit after tax and a significant increase in retained earnings, the company is positioned for long-term growth and improved shareholder value.Read more