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Global Weekly Picks
Preparing for re-acceleration in FY12/27
Aoyama Zaisan Networks pushes through a short-term bump from Japan’s tax rule changes as customer demand comes back quickly and new projects fill fast. Growth now leans on expanding its consulting footprint, getting more out of the Chester Group tie-up, and using tech and AI to help advisers serve more clients as Japan’s aging wealth shifts hands.Read more
DEC.L: Dip-Buying Opportunity, 8%+ Quarterly Dividend, and 57-100% Potential Gain Over Next 12 Months
WARNING and OPPORTUNITY ALERT 4th of June 2026: Trading advice platforms Stock Invest US has today, 4th of June 2026, given this stock a rating of -5.46, or strong sell. The stock also has an overall strong sell rating at investing.com.Read more
Why Is Barclays Trading Below Book Value?
Barclays trades for less than the net value of what it owns, even though it keeps making steady profits and buying back its own shares. The catch is whether its deal-making and trading swings, past missteps, and new tech rivals keep investors wary—or whether improving efficiency and a supportive economy help rebuild trust.Read more
Micron Technology (MU): Riding the AI Supercycle to a $100B+ Revenue Horizon and Historic 40%+ Net Profit Margins
Micron is no longer just riding the usual ups and downs of the memory chip business, as booming demand from AI systems pushes it toward higher-value products and stronger pricing. The big question is whether its next wave of AI-focused memory can keep ramping smoothly while the stock already assumes very strong execution.Read more
Is It worth SEK 16? Arbitrage opportunity?
The company just announced that investors have agreed to suscribe an increase of capital to raise USD 35M, at a price of SEK 16. The USD 35 M, i believe is the current free float of the company so I understand this investor can not invest the ammount they want unless a capital raise is made.Read more
Lumentum: An AI-Fueled Recovery That Has Not Yet Earned Its $74 Billion Tag
I. Industry and Business Model Analysis Lumentum is a photonics manufacturer — it designs and produces the lasers, optical chips, modules, and subsystems that move data through fiber-optic networks.Read more
Warren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late.
Ben Graham taught a generation of investors one sentence that has made more money than any chart ever printed. Price is what you pay.Read more
Do not mistake depreciation for deterioration
Q4 FY3/26 results update More improvements to come – FY3/26 results were ahead of guidance, driven by efficiency gains at the Flour Milling segment. The Food segment saw growth, but profitability was impacted by cost pressures.Read more
