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Global Weekly Picks
Setting conservative expectations for FY3/27
AS ONE just put up a record year, but it signals a pause as it spends more on new facilities, logistics, and marketing to fuel the next leg of growth. The key question is whether these investments and a lift in demand for certain consumables can turn into stronger profits in the years ahead.Read more
NSPR | InspireMD Q2 2026: What They Said vs. What They Did
The Gap Report: InspireMD, Inc. (NSPR) Q2 2026 (may 4 - aug 17) InspireMD reported second quarter 2026 results on August 17, 2026, against a backdrop that made the May call look almost optimistic by comparison.Read more
Brightstar Resources, A$1 Billion FCF at A$6,000 Gold, 74% IRR Under Construction + 2.87Moz Free Optionality
Brightstar Resources Limited (ASX:BTR) Introduction Brightstar Resources Limited is an emerging Western Australian gold company building two principal production centres: the Goldfields Project around Laverton and Menzies, and the larger Sandstone Gold Project. The company currently controls approximately 4.5 million ounces of gold resources across granted mining leases, comprising around 1.6Moz in the Goldfields and 2.9Moz at Sandstone.Read more
The C$4M Explorer Positioned to Become Europe's First Antimony Mine
A tiny explorer near a major Balkan mining deal could become Europe’s first homegrown source of a metal the West is scrambling to secure as export restrictions loom. The upside comes with real danger: it’s an early-stage, thinly traded bet that depends on more people noticing what its drill results suggest.Read more
A Case for TRX Gold to reach US$30 by 2030 (CAD$41.57) (USD$1 - CAD$1 = CAD$1.39)
TRX Gold is scaling up a working mine while drilling for more gold at the same site, and it says it can fund that growth from its own cash instead of selling more shares or taking on heavy debt. The big question is whether new drilling results and a bigger processing plant can turn an underexplored asset in Tanzania into a much larger producer—or whether country risk and execution slip-ups get in the way.Read more
Entering the value-creation phase
Sodick says it’s moving from a turnaround to an “on the offensive” growth phase, helped by rising demand tied to data center build-outs and a new multi-year plan focused on growth and shareholder returns. The catch is whether it can hit its profit goals as it ramps up spending and deals, making the next few years a real test of execution.Read more
Excellent Growth, But Valuation Tells Us A Different Story.
Nebius Group (NBIS) placed itself in the center of AI data center infrastructure bull run. If AWS is Walmart, Nebius is a boutique for the AI industry.Read more
NVDA Is Priced for a Decade of Growth — The Real Risk Is "How Long," Not "If"
NVIDIA posted $81.6B in Q1 FY27 revenue (+85% YoY), with the Data Center segment up 92% YoY to $75.2B. Q2 FY27 guidance ($91.0B ±2%, reporting August 26, 2026) implies sequential momentum is intact — though management explicitly excludes any Data Center compute revenue from China, a reminder that reported growth no longer includes that market.Read more
Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection
Siltronic makes the silicon wafers that advanced chips are built on, and it sits in a tiny group of suppliers that control most of this market. The business looks weak on paper today, but falling spending needs and early signs of a demand rebound could make its results swing quickly—if prices and the Singapore plant ramp go the right way.Read more
