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Global Weekly Picks
CRWD: Safeguarding the Digital Frontier with Cloud-Native Security and AI
Catalysts Products and Services Impacting Sales and Earnings : CrowdStrike offers cybersecurity solutions, with its flagship product being the Falcon platform. This cloud-native platform provides endpoint protection, threat intelligence, and incident response capabilities.Read more
Productivity Suite, Cloud and AI to Continue Growing, Pushing Up Net Margins
Key Takeaways I'm bullish on Microsoft as a business, its most profitable days ahead Growth avenue: revamp current products with AI, increase offers on Azure cloud Not leader in cloud infrastructure, but dominant in SaaS productivity suite Highest potential growth industries: CRM & ERP, gaming, healthcare Teams: Microsoft's true super app, pushing to make it as prevalent as Office 365 Catalysts Business Catalysts Enhancing the family of apps with AI. By now, most of the investing world regards Microsoft as a leader in AI.Read more
ACN: Richly Priced Despite Extending into GenAI and Cloud Computing
Catalysts Products or Services that Could Move Sales or Earnings Meaningfully Generative AI (GenAI) : Accenture reported $3 billion in new GenAI bookings in FY'24, including $1 billion in Q4. GenAI revenue was nearly $900 million for the full year, up significantly from FY'23.Read more
Budimex - a diversified and flexible company
Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been able to occupy such a large share of the market.Read more
Meta’s Bold Bet on AI Pays Off
Meta Platforms, Inc. (META) announced very strong Q3 2024 results underlined by revenue growth and a strong commitment to AI and the metaverse.Read more
If gold reaches $4,000 per ounce
To estimate Steppe Gold’s stock price if gold reaches $4,000 per oz, we'll take into account several key factors including production growth, costs, and valuation multiples. Here's how we can approach it: ### Key Assumptions: 1.Read more
If silver reaches $100 per oz
To calculate the potential stock price of Fresnillo if silver reaches $100 per oz, we can follow these steps: ### Assumptions and Inputs 1. Annual Silver Production: 55 million oz (projected for 2025).Read more
CVS VALUATION
Bulls CVS' diverse operations create the opportunity to view a patient more holistically by managing both medical and pharmacy benefits, which could lead to revenue and cost synergies for the organization. The firm's entry into provider services has the potential to improve returns for all of CVS' segments if it can help patients more easily and cost-effectively manage chronic conditions through early intervention.Read more
Tesla's Supercomputer And Battery Technology Will Deliver Outstanding Growth And Transform The Automaker Into A Tech Powerhouse
Key Takeaways Tesla’s Dojo supercomputer will empower them to develop more powerful products. Dojo will elevate Tesla’s Autopilot and Self-driving technology to become market-leading.Read more
