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Nu holdings will continue to disrupt the South American banking market
Dell Technologies (DELL): The AI Architect – A Multi-Billion Dollar Pivot into the "AI Factory" Era
Dell Technologies (DELL) has shattered expectations, cementing its status as the premier infrastructure partner for the generative AI era. Following its blockbuster Q4 fiscal 2026 earnings report on February 26, 2026 , the stock surged nearly 20% to $147.17 in mid-day trading on Friday.Read more
IA Analysis
Executive Summary – Stellantis N.V. (H1 2025 Update) Consensual target price €10.50 per share (range €8.50 – €11.00) ➡️ Based on institutional consensus (JPMorgan €11, Morgan Stanley €8.50, Wolfe Research €6) and the H1 2025 results review, together with our internal analysis. Narrative supporting the target price 1.Read more
EchoStar Corporation (SATS): The Spectrum Sovereign – Orchestrating the Great Satellite-to-5G Pivot
EchoStar Corporation (SATS) has moved beyond its legacy as a satellite provider, positioning itself as a critical infrastructure backbone for the "Sovereign AI" and 5G era. The company is confirmed to host a conference call to discuss its Q4 and Full-Year 2025 financial results on Monday, March 2, 2026, at 11:00 a.m. ET (BMO).Read more
Salesforce (CRM) The Agentic Pivot: Salesforce Redefines the SaaS Era
Salesforce (CRM) has navigated a transformative year, with its stock price closing at $191.94 on February 26, 2026, marking a 3.5% gain following its Q4 fiscal 2026 earnings report. The company reported record quarterly revenue of $11.2 billion —up 12% year-over-year—and a non-GAAP diluted EPS of $3.81 , handily beating the $3.05 analyst consensus.Read more
Cango’s Shift Toward Distributed Compute
Cango Inc. (NYSE: CANG) is being priced like a leftover China-inc auto-finance story that lost relevance years ago.Read more
Nvidia (NVDA) The Sovereign of Silicon: Accelerating Beyond the $5 Trillion Horizon
Nvidia (NVDA) has reinforced its position as the primary engine of the global technological landscape, with its stock rising to $195.56 on February 26, 2026, following a blockbuster Q4 fiscal 2026 earnings report. The company delivered a "beat and raise" performance, reporting record quarterly revenue of $68.1 billion —up 73% year-over-year—and a GAAP diluted EPS of $1.76 , surpassing consensus estimates of $1.53.Read more
Netflix (NFLX): The Discipline Play – Capitalizing on Content Scale and Strategic Restraint
Netflix (NFLX) has proven that in the "Streaming Wars," discipline is just as valuable as content. Following a high-volatility month, the stock surged 12.5% on Friday, February 27, 2026, closing at $95.21 after the company officially walked away from its high-stakes bidding war for Warner Bros.Read more
Energy One (ASX:EOL): Sticky software with improving margins
Energy One (ASX:EOL) is a small ASX software business that sits behind a part of the economy most people never think about. It provides the systems energy companies use to run wholesale trading, scheduling and risk, and it pairs that software with operational services.Read more
The Infrastructure AI Cannot Be Built Without
Synopsis Approximately 80% of Gen Z university students are "concerned" or "very concerned" about climate change, with many extending this anxiety to the environmental toll of AI. Headlines warn of data centres drinking millions of litres of water daily, but water is the symptom, not the disease.Read more
