Global Community
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Global Weekly Picks
Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom
Constellation Energy sits on a rare kind of always-on clean power at the same time that data centers and wider electrification are pushing electricity demand higher. The company is signing long, premium supply deals with big-name customers and expanding its fleet, but delays, outages, and policy shifts could still derail the story.Read more
NSPR | InspireMD Q2 2026: What They Said vs. What They Did
The Gap Report: InspireMD, Inc. (NSPR) Q2 2026 (may 4 - aug 17) InspireMD reported second quarter 2026 results on August 17, 2026, against a backdrop that made the May call look almost optimistic by comparison.Read more
Vizsla Silver 111% IRR Project: Why Panuco Changes Everything + Security Risk?
Vizsla Silver Corp. TSX: VZLA / NYSE: VZLA / Frankfurt: 0G3 Introduction Vizsla Silver Corp.Read more
Why I See IBM as a Long-Term Enterprise AI and Hybrid Cloud Play
IBM is shifting from a legacy tech name into a business focused on helping big organisations roll out AI safely inside their existing systems. Partnerships and AI-driven consulting could support that shift, but it only matters if IBM can turn it into steady growth and better cash results.Read more
Adyen presents a historically attractive valuation at a 1.0x PEG ratio, trading at unprecedented low multiples despite exceptional margins a
Adyen keeps more customers over time and is getting them to use more of its payments tools, which helps growth even without landing lots of brand-new clients. The next big updates could come from a push into the US and other major markets, but there are also reasons results could disappoint.Read more
The C$4M Explorer Positioned to Become Europe's First Antimony Mine
A tiny explorer near a major Balkan mining deal could become Europe’s first homegrown source of a metal the West is scrambling to secure as export restrictions loom. The upside comes with real danger: it’s an early-stage, thinly traded bet that depends on more people noticing what its drill results suggest.Read more
A Case for TRX Gold to reach US$30 by 2030 (CAD$41.57) (USD$1 - CAD$1 = CAD$1.39)
TRX Gold Corporation (TSX: TRX / NYSE American: TRX) — Updated NAV Analysis & 5-Year Share Price Forecast Current Snapshot (mid-August 2026) Shares outstanding: ~327.5 million. Share price: ~US$1.12; market capitalization: ~US$365–366 million.Read more
NVDA Is Priced for a Decade of Growth — The Real Risk Is "How Long," Not "If"
NVIDIA posted $81.6B in Q1 FY27 revenue (+85% YoY), with the Data Center segment up 92% YoY to $75.2B. Q2 FY27 guidance ($91.0B ±2%, reporting August 26, 2026) implies sequential momentum is intact — though management explicitly excludes any Data Center compute revenue from China, a reminder that reported growth no longer includes that market.Read more
