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Global Weekly Picks
The Asymmetric TechBio Play: MindWalk Holdings and the Valuation Disconnect
MindWalk is no longer just a lab-for-hire biotech company; it is building a software platform that helps drug teams predict what molecules will do, and the market may not be keeping up with that shift. The upside hinges on whether big customers adopt its LensAI platform and whether its vaccine and metabolic drug candidates prove out without forcing shareholders to fund endless experiments.Read more
Core business remains firm, new growth initiative delayed
Macnica’s chip trading business keeps growing thanks to strong demand tied to AI and overseas customers, but its push into self-driving systems is taking longer than expected and is starting to drag on near-term results. See what’s driving the strength today, where profits could improve next, and what the delays mean for the company’s growth story.Read more
Robo.ai Appoints Former INTERPOL President H.E. Dr. Ahmed Naser Al-Raisi as Chairman of Its Subsidiary Alif Holding
Headquartered in Abu Dhabi, the Group serves government, public-sector and enterprise customers across the Middle East and global markets ABU DHABI, UAE, July 30, 2026 -- Robo.ai Inc. (NASDAQ: AIIO ) (the "Company") today announced the appointment of H.E. Dr. Ahmed Naser Al-Raisi, former President of INTERPOL, as Chairman of its proposed subsidiary, Alif Holding, an Abu Dhabi-headquartered intelligent industrial technology group (the "Group"), effective immediately.Read more
Microsoft's Capex Bill Comes Due Before the AI Revenue Does
Microsoft's Capex Bill Comes Due Before the AI Revenue Does I own Microsoft because it is the rare business that sells the picks, the shovels, and the land. Azure compounds, Office is a tollbooth, and the balance sheet has never needed anyone's permission.Read more
PROCEPT BioRobotics sees 17.69% revenue growth and aims for 12.94% profit margin
A lot of the recent selling in PROCEPT BioRobotics may be more about shifting analyst opinions than real damage to the business, as management pushes back on a widely cited growth concern. If upcoming results confirm procedure demand, the recent slide could reverse quickly—and the company’s new reporting approach may be masking how healthy usage really is.Read more
Robo.ai and Abu Dhabi Enterprise Jointly Establish AI Industrial Group Alif Holding to Serve Infrastructure, Government and Industrial Secto
Robo.ai teams up with an Abu Dhabi partner to build a new group that sells both AI software and smart machines to governments and critical infrastructure operators. The bet is that long-term, security-focused projects across energy, ports, and smart cities can turn this venture into a scaled “made in the UAE” industrial platform.Read more
A Digital Healthcare Company Leader
Hims & Hers Health (NYSE: HIMS) Equity Research Report Intrinsic Valuation Analysis (5-Year Outlook) Investment Thesis We believe Hims & Hers Health remains one of the most compelling long-term growth stories in digital healthcare. The company has successfully transitioned from a niche direct-to-consumer telehealth platform into a diversified healthcare ecosystem with expanding offerings across primary care, mental health, dermatology, sexual health, women's health, and obesity management.Read more
Charter is undervalued - Here's why.
Charter is finishing a costly network upgrade, and the business could soon throw off a lot more cash that it can use to shrink debt and buy back shares. Even with slow customer growth, the author argues the market is overlooking hidden value in the company’s debt and the potential upside from a deal or partnership buzz.Read more
