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Global Weekly Picks
The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery
Strong execution in a growing category, but long‑term value hinges on cash‑flow discipline
The refurbished devices market is going through a structural shift. Refurbished laptops and smartphones, once seen as second‑tier options, are becoming mainstream as consumers look for value and sustainability.Read more
TLX... a Market's Overreaction or a Falling Knife?
So just for context to any investors happening upon this narrative... What does Telix actually do?Read more
Rally in sustainable practices over value recyclable metal stock
About Sims Metal Management Sims Limited is a global metals recycler and circular economy operator with processing facilities across Australia, North America, and Europe. The company collects, sorts, and sells recycled ferrous (steel-based) and non-ferrous (aluminium, copper) scrap metal to steelmakers and smelters worldwide.Read more
VanEck Semiconductor ETF (SMH): The Silicon Supercycle – Capturing the AI Infrastructure Multiplier in 2026.
The VanEck Semiconductor ETF (SMH) is currently the benchmark for high-performance computing, trading at $406.39 as of the March 3, 2026, market close. Following a historic "melt-up" in early 2025, the fund has entered a phase of healthy consolidation, yet it remains one of the top-performing thematic ETFs with a 66% return over the past 12 months.Read more
Upside Gold's Technical Analysis
1. Price Action & Momentum UG closed at C$1.26, adding 2.44 % in the last 24 h and 28.57 % over the past month, while leaping 152 % year-to-date 1.Read more
XERO Limited's Technical Analysis
1. Momentum & Trend Indicators The MACD is positive at 0.42, suggesting bullish momentum, yet the share price (A$122.35) is just above the 20-day EMA(121.06) and below the 50-day SMA(120.80) – a tug-of-war that keeps the overall trend “neutral-to-bullish”.Read more
Shell PLC (SHEL): The Integrated Energy Arbitrage – Driving Record Buybacks and High-Margin LNG in 2026.
Shell PLC (SHEL) is currently operating as a dominant force in the global energy arbitrage market, trading at $82.32 on the NYSE as of the March 3, 2026, close. Despite a 2.26% intraday decline today amid a broader energy sector pullback, the stock remains a top pick for value-oriented investors following its Q4 2025 earnings release on February 5.Read more
Analysis of Palantir Technologies: Commercial Acceleration and Financial Maturity
Palantir Technologies Inc. has evolved from a specialized government contractor into a broad-market software provider.Read more
Share gains to fuel earnings momentum
Q3 FY3/26 results update Accelerating market share gains – Despite a decline in Chinese visitor numbers from November 2025, Polaris reported underlying operating profit growth (ex-goodwill) of 122.5% for Q1-3 FY3/26 results. In order to maintain robust earnings momentum, the company has embarked on a strategy of gaining market share by 1) accelerating hotel openings, 2) portfolio repositioning by increasing exposure to resilient geographic regions, and growing the brand portfolio to apartment hotels, onsen/lifestyle, and resort hotels, and 3) growing domestic demand by brand integration.Read more
