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Global Weekly Picks
A Wonderful Business at a Not-So-Wonderful Price
United Therapeutics Corp. (UTHR): The "TETON-1" Breakthrough and the $618.00 Pre-Market Moonshot
United Therapeutics Corp. (UTHR) experienced a historic valuation surge in the pre-market hours of March 30, 2026, with shares skyrocketing to $618.00 USD , a gain of $95.17 (18.20%).Read more
The GOOGLE announcement finally got me
CRDO has maintained a strong rating profile over a sustained period, and its recent price correction has brought the valuation to a level that could offer meaningful near-term returns. While Credo’s exceptional growth momentum has moderated lately, its underlying profitability remains remarkably solid.Read more
Johnson & Johnson (JNJ): The $100 Billion Revenue Frontier and the MedTech Evolution
Johnson & Johnson (JNJ) is currently trading at $242.83 USD on the NYSE as of the afternoon session on March 30, 2026, reflecting a steady 1% gain for the day. After a transformative 2025 that saw the full integration of its "pure-play" healthcare strategy following the Kenvue spin-off, the company has entered 2026 with significant momentum.Read more
The long game for Everest metals
The Primary Aim: The April "Gold Bridge" The immediate goal of "keeping the shares up" is the Mt Dimer Taipan Gold Project. The Asset: You are holding shares in a company with 45,000 tonnes of ore already extracted.Read more
GE: The "Post-Split" Propulsion Supercycle and the $1 Billion Manufacturing Surge
GE Aerospace (GE) has officially completed its multi-year transformation, emerging in 2026 as a pure-play aviation titan focused on the "Golden Age" of jet propulsion. As of the market close on March 27, 2026, the stock is trading at $282.81 USD on the NYSE, reflecting a period of healthy consolidation after reaching an all-time high of $348.48 in February.Read more
Duolingo Inc. (DUOL): The "User-First" Pivot and the 100 Million DAU North Star
Duolingo Inc. (DUOL) is currently navigating a complex structural transition, trading at $95.35 USD on the NASDAQ as of the market close on March 27, 2026.Read more
SATS: The "SpaceX Pivot" and the $45 Billion Spectrum Monetization Inflection
EchoStar Corporation (SATS) has undergone a radical metamorphosis, shifting from a debt-laden satellite TV provider into a high-stakes infrastructure and spectrum play. As of the market close on March 27, 2026, the stock is trading at $115.21 USD on the NASDAQ, up 3.42% for the session and significantly higher than its $14.90 low from the prior year.Read more
Fortinet Inc. (FTNT): Navigating the Firewall Refresh Cycle and the SASE AI Pivot
Fortinet Inc. (FTNT) concluded the March 27, 2026, trading session at $78.20 USD on the NASDAQ.Read more
Lumentum Holdings Inc. (LITE): The "NVIDIA Alliance" and the Optical Supercycle Inflection
Lumentum Holdings Inc. (LITE) has undergone a dramatic market re-rating, evolving from a standard telecom component supplier into a critical cornerstone of the AI infrastructure stack.Read more
