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Global Weekly Picks
Kuya Silver, The High-Octane Rocket With 15,372 g/t Silver + $12 AISC
Kuya Silver is already pulling silver out of the ground in Peru, but the real story is whether it can turn this small restart into a much bigger, lower-cost operation while proving there’s far more metal on its land than today’s estimates show. Big drilling plans, a possible processing deal, and two high-grade exploration bets in Canada and Saudi Arabia could unlock upside—or expose the risks if the ramp-up and results don’t deliver.Read more
Brava Energia will see a revenue growth of 50% this year
Why Brava Energia (BRAV3) is Deeply Mispriced at R$ 17 At R$ 17 per share , the market is pricing Brava Energia as a distressed asset, ignoring its imminent 2027 transformation. The Investment Thesis Production Inflection: The current drilling campaign will add 4 key offshore wells in its main assets, Atlanta and Papa-Terra, pushing total production toward 120,000 boe/d.Read more
Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.
Wall Street spent two years discovering that artificial intelligence needs electricity. Then Vistra fell from nearly $220 to $139 anyway.Read more
A value stock that's undervalued.
Accenture looks like a steady “workhorse” for big companies, but fears that AI could shrink consulting work have pushed investors away. The real question is whether Accenture can turn that AI disruption into a new wave of demand—or whether clients keep cutting back.Read more
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
Record revenue. Earnings up 83%.Read more
Cheetah Net is transforming its business through international trading growth
Cheetah Net is undergoing a significant transformation from a traditional logistics and warehousing company into an international trading business. The acquisition of Super International Trading provides a new growth engine and is expected to become an increasingly important part of the company's revenue.Read more
What's behind the counter?
Rezolve AI (NASDAQ: RZLV) is heading into its most consequential month since going public. Audited H1 2026 results land on the 1st of September, and court approval for the $300 million buyback and capital reduction is expected to follow within weeks.Read more
Elridge Sees Quiet Accumulation as Urusharta Builds Position
ELRIDGE Energy Holdings Berhad is starting to see steady institutional accumulation , with substantial shareholder Urusharta Jamaah Sdn. Bhd.Read more
Unilever (LSE:ULVR), changes in the wind.
Unilever is reshaping itself by spinning off parts of its food business to put more attention on its biggest household and personal-care brands, and early signs suggest the leaner setup could run more efficiently. The big question is whether this shake-up can unlock steadier growth without giving up too much resilience—and what could go wrong if competition or deals don’t pan out.Read more
