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Global Weekly Picks
Legendary or Back to the Normal?
NVIDIA (NVDA) has been elevated to almost mythical status in the era of large language models (LLMs). The company’s GPUs powered the AI training boom, and its stock reflected the market’s belief that this dominance would persist indefinitely.
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.
Expansion or Overextension? The Risks Behind AFT’s Global Push.
AFT Pharmaceuticals is a New Zealand-based pharmaceutical business with global ambitions. The company has publicly set a goal of achieving NZ$300 million in revenue by the end of 2027—a target repeated in its 2025 annual report, market release, shareholder letter, and chairman’s address.
Torex Gold (TXG:CA): Underappreciated Asset in a Volatile Gold Cycle
As the U.S. shutdown looms, rotation from Treasuries into gold strengthens the case for TXG, with fair value closer to CAD 97. On the eve of another U.S. government shutdown, investors face the same dilemma as in past crises: where to hide when confidence in Treasuries weakens.
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.
A Case for CAD 3.53 (X35) before the end of 2028
Abcourt Mines Inc. is a Canadian gold exploration and development company focused on properties in northwestern Quebec.
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.
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
IREN's Trump Card: How Federal Policy Could Unlock Massive Value in AI Infrastructure
The Game-Changing Executive Order: A $11.4B Company's Perfect Storm Sometimes the stars align in ways that even the most astute investors couldn't predict. For IREN Limited (NASDAQ: IREN), currently valued at $11.4 billion with shares trading around $42 , the Trump Administration's July 23rd Executive Order on data centre permitting represents exactly that kind of celestial convergence.
