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Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).Read more

Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.Read more

Arthur J. Gallagher & Co. (AJG) has been on an acquisition spree, with significant purchases including AssuredPartners, AnotherDay, Buck, and several others.Read more

We firmly believe that UniCredit (UCG) has significant long-term appreciation potential, with a clear path to reaching €78.13 per share within a 10-year horizon. This thesis is supported by a combination of factors, including the current undervaluation of the stock, the ongoing strategic transformation, the focus on efficiency and digitization, the potential for growth in new markets, and the increasing capacity for cash generation.Read more

Key Takeaways The CRM landscape is shifting to specialized CRMs for different use cases There is room to increase its market share to 20%. Most efficiency gains have been made, and excess capital will return to shareholders Salesforce will leverage its cloud to create an attractive value proposition.Read more

Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.Read more

Summary I believe Nvidia is positioned to sustain robust growth over the next three years, driven by its dominance in artificial intelligence (AI) and data-center semiconductors. However, as an individual analyst, I am mindful of valuation and risk factors.Read more

Alphabet, the parent company of Google, has consistently demonstrated its prowess in innovation and strategic foresight. While the recent quarterly results have showcased impressive financial performance, it's the company's relentless pursuit of long-term value creation that truly sets it apart.Read more

Catalysts Tesla has several exciting products and services in the pipeline that could significantly impact sales and earnings: Cybertruck : This highly anticipated electric pickup truck is expected to hit the market soon. Its unique design and features could attract a new segment of customers.Read more