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Global Weekly Picks
The "Sleeping Giant" Wakes Up – Efficiency & Monetization
PayPal is the classic "Value Play" in a tech world obsessed with hype. After a period of margin compression and leadership transition, the "Alex Chriss Turnaround" is fully underway.Read more
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
The Best Energy Sector Stocks For 2025
The energy sector is a bedrock of global markets, offering investors one of the most unique blends between growth potential and reliable income through the payment of dividends. For 2025, many other specialized stock analysts and I have compiled three prominent stocks in the energy industry that could see the most stable growth potential and incomes from dividends that can help investors capitalize on the sector’s resilience: Canadian Natural Resources Ltd.Read more
