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By February 2026, Eli Lilly has successfully transitioned from a "Pharmaceutical Giant" to a "Global Health Utility." The initial skepticism regarding its ability to manufacture enough GLP-1 drugs to satisfy global demand has been replaced by a focus on its massive $50 billion capital commitment to domestic production. With 2026 revenue guidance now firmly set between $80B and $83B, the market is no longer pricing Lilly based on potential, but on the clinical and commercial execution of its "dual-threat" obesity and Alzheimer’s portfolio.Read more

Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Read more

A 17-Year Story That Most Investors Only Discovered in the Last Three In 2010, Celsius Holdings (CELH) was generating roughly US$5 million in annual revenue, a forgotten energy drink with niche distribution in Scandinavian gyms and a handful of US health food stores. By the end of 2025, the company had crossed US$2 billion in trailing twelve-month revenue and acquired two major energy drink brands.Read more

A high-risk/high-reward potential, ASTS needs to meet all of the 2026 launch cadence/commercial activation milestones in order for me to consider the full bull-case. The Story AST Space Mobile is developing a space-based cellular broadband network which will allow phones to communicate via a network of satellites, and connect to a user's carrier.Read more

Google isn’t just search; it’s becoming the internet’s operating system. As markets move from pure AI hype to rewarding proven profitability and defensible platforms, I think Alphabet offers one of the cleaner ways to get asymmetric upside in this AI cycle.Read more

Inditex: From Aprons in Galicia to the World’s Most Efficient Fashion Machine In 1963, in the rainy port city of A Coruña in northern Spain, a young man did not dream of runways, Paris fashion weeks, or luxury branding. He was not sketching haute couture.Read more

TESLA INC. NASDAQ: TSLA The Most Controversial Bet in Investing An Equity Narrative for Simply Wall St | February 2026 1.Read more

The Bybit explosion in February 2025 was one of the largest cybersecurity events in the history of digital assets. A sophisticated social engineering attack on a third party wallet provider allowed attackers to authorise illegitimate transfers and drain over 400 000 Ethereum worth over $1.4 billion USD, sending shockwaves through the market and highlighting persistent security vulnerabilities in crypto infrastructure (Kuhn, 2025; Carter, 2025).Read more

PRESCO operates in Oil Palm sector which has high entry cost and long gestation period. PRESCO has high margins (Gross & Net) and pricing power with specialized products including RBDO.Read more