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Global Weekly Picks
Engineered for Stability. Positioned for Growth.
Texas Instruments is in the midst of a multiyear capacity-expansion cycle that is temporarily suppressing free cash flow but materially enhancing the company’s long-term competitive position. The buildout of U.S.-based 300mm analog manufacturing is expected to structurally improve cost efficiency, support higher gross margins, and increase supply-chain resilience.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
Fiverr International will transform the freelance industry with AI-powered growth
Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.Read more
Bisalloy Steel Group will shine with a projected profit margin increase of 12.8%
This is a great stock with massive exposure to the growing defence requirements of Australia. As the only Q&T steel manufacturer in Aus, It is a vital resource - think protective vests (Aus & worldwide) Bushmaster vehicles, armour for tanks and submarines.Read more
Constellation Energy Dividends and Growth
Constellation energy has investments in electricity generation including nuclear and obtains revenue from longterm contracts. The Trump government is encouraging more nuclear especially SMRs. AI is an increasing demand for large scale reliable supply of electricity.Read more
CoreWeave's Revenue Expected to Rocket 77.88% in 5-Year Forecast
According to the 33 WS analysts' twelve-month price targets for CoreWeave, the average price target is $130.14. The highest price target for CRWV is $200.00 , while the lowest price target for CRWV is $32.00.Read more
Early mover in a fast growing industry. Likely to experience share price volatility as they scale
$RKLB Investment Thesis: early mover in a fast growing industry. Likely to experience share price volatility as they scale $RKLB is a top play for exposure to a vertically integrated space company; a lot rides on the success of the Neutron rocket The Bull Case: Neutron Unlocks Scale The current Electron rocket gives $RKLB a reliable, high-cadence launch with a track record (74+ flights) and market credibility.Read more
CEO: We are winners in the long term in the AI world
DXC CEO at the JP Morgan Conference (11/2025): All of us, whether it’s DXC or any of our competitors, we sit in the middle of every workflow. We either help the workflow that exists today or we’re modernizing an existing workflow.Read more
A case for for IMPACT Silver Corp (TSXV:IPT) to reach USD $4.52 (CAD $6.16) in 2026 (23 bagger in 1 year) and USD $5.76 (CAD $7.89) by 2030
A 5-Year stock price analysis for IMPACT Silver Corp (TSXV:IPT) in a monetary metals bull market + an equity crash scenario similar to post 1999. As of November 28, 2025, IPT trades at ~CA$0.28 (~$0.20 USD) with a $66M USD market cap and 323.73M shares outstanding, post-$16M financing.Read more
