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Global Weekly Picks
IREN's Trump Card: How Federal Policy Could Unlock Massive Value in AI Infrastructure
The Game-Changing Executive Order: A $11.4B Company's Perfect Storm Sometimes the stars align in ways that even the most astute investors couldn't predict. For IREN Limited (NASDAQ: IREN), currently valued at $11.4 billion with shares trading around $42 , the Trump Administration's July 23rd Executive Order on data centre permitting represents exactly that kind of celestial convergence.Read more
Beacon Trade and Vertical Integration leading Growth. However, economic headwinds and store rollouts could continue to fuel OpEx
Equity Research Report-Beacon Lighting Group Company Name: Beacon Lighting Group ASX: BLX Sector: Consumer Cyclical Analyst Rating: ✅ Buy Target Price: $2.62 Current Price: $2.51 Valuation Method: Discounted Earnings Date: 19/02/2026 Analyst Name: Julian Kearney 1. Investment Thesis - Despite facing notable economic headwinds over the next 12–18 months due to RBA rate hikes, current valuations indicate moderate upside potential relative to the present share price.Read more
(Almost) The Only Game in Town
Main Assertion TSMC is undervalued. That might be insane for the a top 10 largest company in world by market cap, but a basic considering of the facts and status within the broader economy makes this self-evident: TSMC is NOT merely a cyclical semiconductor manufacturer; it is critical infrastructure for the global digital economy.Read more
Broadcom (AVGO): The VMWare Synergies & The Custom Silicon Moat
Broadcom in February 2026 is the ultimate "Hybrid" asset. It offers the high-margin revenue of a software giant (VMware) combined with the explosive growth of a custom AI-silicon leader.Read more
Insert Coin to Continue: The Investment Case for Capcom
How the RE Engine, a Decade of Remakes, and Cultural Phenomenon Status Are Powering One of Gaming's Most Durable Growth Stories I. The Thesis: Why Capcom Stands Apart As someone who has spent the better part of three decades with a controller in hand, I've watched the gaming industry cycle through booms and busts, studio closures and mass layoffs, and the slow erosion of consumer trust at the hands of rushed releases and predatory monetization.Read more
The Toll-Booth of the Energy Transition
In a 2026 market haunted by the "Top 10 Concentration Problem" in the S&P 500, EPD stands as a monument to Structural Cash Flow. While tech investors chase volatile multiples, EPD has quietly built a midstream empire moving 12M+ barrels of energy equivalents daily.Read more
Verve Group: A Tale of Three Futures
Updated Investment Thesis Verve Group stands at a critical juncture. After a history of explosive, M&A-driven growth, the company faced significant operational headwinds in 2025, primarily the difficult and costly migration to a unified technology platform, unfavorable currency exchange rates, and the sudden loss of a major client due to financial difficulties.Read more
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
Company Overview Micron Technology (MU) is a global leader in memory and storage solutions, specialising in DRAM, NAND, and NOR flash memory. As the sole U.S.-based manufacturer of these critical components, the company holds a significant strategic position.Read more
European Defense Strategic Authonomy
The Catalyst: Proximity and Geopolitical Reality With a major conflict persisting just 2,000 miles away from where I live (Luxembourg) the "peace dividend" era in Europe has officially ended. The proximity of the war has transformed defense from a political debate into a matter of immediate regional survival.Read more
