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AppLovin’s AI Engine Is Printing Profit
AppLovin (NASDAQ: APP) posted another stunning quarter, solidifying its position as one of the most profitable AI-powered software platforms in the public markets. For Q3 2025, revenue surged 68% year-over-year to $1.405 billion , while net income nearly doubled to $836 million , up 92%.Read more
One of the first real AI-native winners
Catalyst UiPath is built fully around AI, and it sits right between the first and second stages of the AI boom. The first stage focused on building the hardware that makes AI possible.Read more
Difficulty road ahead for this Grocery Store but a possible way out over a long road once the shocks to the consumer subside
Scenario (current figures as of 2025-11-11): Yearly evenue Growth Rate stats at least the current 1.79% on average. ACI is able to increase Profit Margin from currently anemic 1.20% to 1.50% (industry average is 3.02%) through management of non-performing locations, automation, on-line and "digital" efforts.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
Scenario: 2% yearly Rev Growth, 8% Margin and 5% Risk Discount Rate and divestitures unlocking hidden intrinsic value.
Scenario (figures as of 2025-11-11): 2% yearly Revenue Growth, a conservative target. 8% Margin (a signifcant improvement from the current -17.35%, and slightly over the Food average of 7.34%), an aggresive but achievable improvement.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
Is IonQ (IONQ) on Course to Become the "Nvidia of Quantum"?
Following a landmark earnings report, a new "800-pound gorilla" has been uncaged. We analyze the three-part moat that has de-risked IonQ’s "100-Bagger" thesis.Read more
Salesforce Stock: AI-Fueled Growth Is Real — But Can Margins Stay This Strong?
Salesforce (NYSE: CRM) delivered another strong quarter, proving it can grow revenue while expanding profitability—something investors have demanded for years. For Q2 fiscal 2026 (ended July 31, 2025), revenue climbed 10% year-over-year to $10.2 billion , with subscription and support revenue up 11% to $9.7 billion.Read more
China Tourism Group Duty Free: A Re-Rating Story Waiting to Happen
China Tourism Group Duty Free remains one of the most structurally underestimated consumer plays in China. Despite near-term market volatility and macro uncertainty, the company’s long-term competitive moats—its exclusive duty-free licenses, dominant market share, and unmatched access to Chinese outbound tourism—remain intact and deeply undervalued.Read more