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Global Weekly Picks
A Wonderful Business at a Not-So-Wonderful Price
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
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
Meta Bright: Rising fuel costs could gradually accelerate the shift to EVs and rooftop solar
When fuel costs stay high or become more volatile, the effect usually goes beyond just higher transport bills. Over time, it also pushes households, businesses and property owners to look more seriously at alternatives that can reduce long-term operating costs.Read more
The Boring Monopoly That Governments Can't Uninstall
There's a company in Sydney that makes the software local councils use to approve your building permit, the system federal regulators use to track compliance, and the platform 18,500 Scottish Government workers use to manage classified documents every day. You've never heard of it.Read more
