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Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.

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).

GOOGL is a stock that I am very excited about for multiple reasons. For this I will be talking and touching up on a lot of things that were released today in their Q2 2025 Earnings Report.

What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.

Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.

International Airlines Group (IAG) currently presents a strong investment opportunity supported by solid operational, financial, and strategic fundamentals. The key reasons include: Sustained Demand Recovery : The group is benefiting from a robust rebound in international travel, with increasing capacity and high load factors, especially on key routes such as North America, Latin America, and Southern Europe.

There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.

Company Background An investment holding company, operates in the property development and construction businesses in Malaysia and Fiji. The company is divided into three segments: Property Development, Construction, and Others.

🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.