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Amazon (AMZN) stands at a pivotal moment in its evolution, with its Q-powered AI services set to revolutionize its growth trajectory. While Amazon has long been known for its dominance in e-commerce and cloud computing, it is the integration of artificial intelligence that positions the company for sustained growth and profitability over the next decade.

strong economic moat: no competitor, Licensed by the state - very profitable business (Net Margin > 30%) Risk: uncertain future gas transition demand due to reduction of fossil fuel usage (-5...15 % 2023-2027) Chance: multi molecule gas plattform (H2, CO2, Biomethane) -> Prepare Infrastructure (Backbone, industry enabler), Ruxit -> more LNG, gas from Africa -> access EU via meditarian sea highly capitel intesiv (huge Capex), onging Investments (H2 ready -> H2 proof, CCS Ravenna, Biomethan platform, Duel Fuel compressor stations, methan leakage monitoring, Iot, Digitaliziation... ), 40 % EU Taxonomie conform Critical infrastructure: H2/CCS Transition in Europe, diversified (stake in few european pipline operator) South H2 corridor (3300 km): Most cost-effective corridor (€ 0.4-0.6/kg to Germany) with embedded line pack storage Baa2, BBB+, Italy has 30% stake

Catalysts Coterra Energy’s LNG agreements have the potential to significantly enhance sales and earnings. By diversifying its natural gas marketing portfolio and gaining price exposure to international markets such as Europe and Asia, the company secures higher-margin opportunities.

Next 6-12 months: Global economic slowdown: A recession in key markets (US, Europe) could reduce IT spending. Best case scenario revenue can grow 10% YoY max, given forecast recently of 4% growth.

Current Business (Present Narrative): Oracle is a leading provider of enterprise IT solutions, focusing on databases, cloud computing, and enterprise software. Its primary revenue streams include: Cloud Services (Oracle Cloud Infrastructure - OCI): Competing directly with AWS, Azure, and Google Cloud, OCI is growing rapidly, driven by its ability to handle enterprise workloads effectively.

Browns Investments PLC, a subsidiary of LOLC Holdings PLC, is poised for exceptional performance in the coming years, driven by a confluence of strategic advantages and favorable market conditions. Diversified Portfolio and Strategic Investments: Browns Investments boasts a diversified portfolio spanning key sectors of the Sri Lankan economy, including leisure, agriculture, plantations, construction, and real estate.

UBS; GLOBAL RESEARCH; 18 DEC 2024 Summary We're launching coverage of Palantir shares with a Neutral rating, an $80 price target, 2025/2026 estimates that are well above the Street consensus (+200bps on revs growth) and a very positive view of the fundamentals. We root our views in conversations with 17 large Palantir customers and other checks and offer their unvarnished feedback in this report, which focuses more than we normally would on the core "what exactly does Palantir do?" question, in addition to unpacking the uplift from its Al-Data exposure.

Palantir has a lot of potential but the current valuation already prices this in (and more). P/E Ratio: Current P/E ratio of 237.8 isn't sustainable.

Catalysts The Progressive Corporation (PGR) has several products and services that could significantly impact its sales and earnings: Personal Auto Insurance : This remains a core product for Progressive, contributing substantially to its revenue. Special Lines Products : These include insurance for motorcycles, ATVs, RVs, watercraft, and snowmobiles.