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Global Weekly Picks
The "Landlord of Orbit" – A Deep Value Play Ahead of the Starlab Era
Voyager Technologies presents a unique arbitrage opportunity. The market is currently pricing it as a low-growth defense contractor (based on its Q3 revenue of ~$40M), completely ignoring the massive "hidden asset" on its balance sheet: Starlab.Read more
The "Rate Cut" Supercycle Winner – Profitable & Accelerating
Pagaya Technologies is entering a "Goldilocks" scenario. For the last two years, it operated under high interest rates, which compressed margins.Read more
The Industrialist of the Skies – Scaling with "Automotive DNA
Archer Aviation is positioned to be the first to scale in the trillion-dollar Urban Air Mobility (UAM) market. Unlike competitors struggling with "production hell," Archer has solved the manufacturing equation through its strategic partnership with Stellantis , which is funding and building Archer's high-volume factory in Georgia.Read more
The "AI-Immunology" Asymmetric Opportunity – Validated by Merck (MSD)
Evaxion Biotech is a micro-cap TechBio company punching significantly above its weight class. While the market views it as a small preclinical player, its proprietary AI-Immunology™ platform has already secured a massive validation: a partnership with Merck (MSD).Read more
Moving from "Science Fiction" to "Science Fact" – A Bullish Valuation Case
Recursion Pharmaceuticals is currently at a critical inflection point. For years, the company was viewed as a "science project"—a high-tech platform promising to revolutionize drug discovery with AI.Read more
The "Rare Disease Monopoly" – Commercial Execution Play
Zevra Therapeutics is at the most profitable inflection point in biotechnology: the transition from cash-burning R&D to cash-generating commercial sales. With the recent FDA approval of Miplyffa (for Niemann-Pick disease type C), Zevra has secured the first and only approved treatment for this ultra-rare condition.Read more
The Hidden Gem of AI Hardware – Solving the Data Center Bottleneck
POET Technologies is not just a component manufacturer; it is the architect of the "optical nervous system" for the AI era. While the market focuses on GPUs (Nvidia), the critical bottleneck has shifted to data transfer speeds and energy efficiency.Read more
NVIDIA's future hinges on $400b revenue and AI software dominance
Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.Read more
15,000% Nevada's Gold Miner Play
🪙 Lahontan Gold – Updated Snapshot (2025) Open-pit Nevada gold developer advancing toward a 2027 construction decision. Still very low market cap and truly undervalued to be ignore!Read more
