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Hololive's Cover Corporation continues to experience margin compression due to excessive spending, increased annual salaries with employees working with Unity, Unreal and their Metaverse project and delayed response to Japan-U.S. tariff trade issues. Q3 will see a partial return to normal merchandise sales to the U.S. with Cover finally responding to shipping costs beginning mid November 2025.Read more

Date: January 8, 2026 Ticker: BABA (NYSE) "The sleeping dragon wakes up, and it's speaking binary." Alibaba is violently pivoting from a legacy e-commerce utility into an AI-first infrastructure giant. The "User-first" restructuring is finally stabilising the bleeding in Taobao/Tmall, while the Cloud intelligence unit is posting triple-digit AI revenue growth.Read more

Why are Hitit's Multiples Higher? As analysts have noted, Hitit's multiples (P/E >30x, EV/EBITDA >20x) are significantly higher than its competitors.Read more

GameStop’s Q1 2025 financials, combined with an amazing shareholder community, just showed its takes-money-to-buy-whiskey strategy at work, demonstrating its status as a compelling investment as the retail investors have been saying for years while fighting a corrupt legacy media, bots, social media manipulation and hedge funds. Gamestop delivered a stellar adjusted EPS of $0.17, beating estimates by 325%, and achieved a $44.8 million net profit, reversing last year’s $32 million loss.Read more

Key Investment Themes: LNG Hegemony and Arbitrage Machine: With an LNG portfolio exceeding 60 million tons and unparalleled trading capabilities, Shell is the company that benefits most from the volatility in the global gas market. Economic growth in Asia and energy security concerns in Europe will increase LNG demand by over 50% by 2040.Read more

Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.Read more

I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more

Align Technology (NASDAQ: ALGN) built a category by turning orthodontics into a consumer-friendly, technology-driven experience. Invisalign reshaped how patients think about teeth straightening—less metal, more discretion, and a process that feels modern rather than medical.Read more

IREN’s valuation profile becomes materially more interesting once you decompose the drivers behind the platform’s intrinsic value of US$103.62 and the long‑term implied equity value of US$153.29 per share. The current market discount of 59.5% is not just a headline number — it reflects a meaningful disconnect between the company’s forward cash‑flow trajectory and how the market is pricing its risk.Read more