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The market is underappreciating how scarce true 24/7 carbon-free baseload has become just as AI data centers and electrification drive the sharpest sustained rise in U.S. power demand in decades. Most investors still treat CEG as a “utility with nuclear exposure.” It is better understood as the owner of the largest, highest-quality fleet of scarce, dispatchable zero-carbon generation that hyperscalers cannot easily replicate or replace.Read more

Vizsla Silver Corp. TSX: VZLA / NYSE: VZLA / Frankfurt: 0G3 Introduction Vizsla Silver Corp.Read more

My investment thesis on IBM is based on its transition from a traditional technology company into a hybrid cloud, enterprise AI and cybersecurity platform. I see IBM’s strength not in competing directly for the most advanced AI model, but in helping large organisations integrate AI securely into complex existing systems.Read more

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 Bottom Line: The stock is trading at EGP 38.5 vs. my DCF-derived fair value of ~EGP 62.6 — that’s ~62% upside.Read more

The market still largely prices Vistra as a volatile merchant generator with a mixed fossil and nuclear fleet. What is underappreciated is how effectively the company has converted its scale and geographic reach into long-duration contracted nuclear cash flows while retaining the flexible gas capacity needed to serve the fastest-growing large loads in ERCOT and PJM.Read more

Triodos Bank still carries the scars of its past trading freeze and a hard-to-trade share structure, but the business may be healthier than the market assumes. If recent losses prove more one-off than permanent and its cost-cutting plan works, the shares could recover even without the market fully “forgiving” the past.Read more

Wesfarmers owns some of Australia’s most trusted stores, and its real edge is a track record of buying businesses, improving them, and moving on at the right time. The big question is whether today’s market price already assumes years of steady success, or if there’s still room for long-term gains as brands like Anko and Bunnings find new ways to grow.Read more

Meta’s ad machine still looks strong, but heavy spending on AI and data centers is squeezing the cash the business actually throws off. The key question is whether that spending soon turns into better ads and new products—or stays a long, costly bet that keeps returns to shareholders under pressure.Read more