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Global Weekly Picks
Aker's Stake in Nscale Will Boost Intrinsic Value to NOK 1,800
Key Assumptions & Valuation Logic: Net Asset Value (NAV) Revaluation: Baseline Q2 2026 NAV of NOK 1,429 per share is adjusted upward to reflect the implied market valuation of AI infrastructure provider Nscale at a target IPO valuation of $25B (~NOK 262.5B). Nscale Ownership Contribution: Aker’s 22.7% stake in Nscale is valued at ~NOK 59.6B (~NOK 802/share).Read more
Can they absorb Zabka Group?
Couche-Tard sits inside the top tenth of the TGI watchlist on the primary rank and higher still on dividend growth, with a payout ratio near ten percent. It arrived there in the same three months it agreed to acquire Poland's Żabka Group for approximately US$8.6 billion, the largest acquisition in its history, funded entirely with debt, and the first network it has promised not to absorb.Read more
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
Investors have recently been forced to process two very different versions of ASML. The first is a company whose demand outlook is improving fast enough for management to lift 2026 sales guidance to €43–45bn and gross-margin guidance to 54–56%.Read more
Meta Platforms: A Cash Flow Machine in the Age of AI
Meta’s core apps keep throwing off huge cash, and the story says new AI tools are making its ads more useful for businesses—while WhatsApp and Threads open fresh ways to grow beyond the old Facebook model. It also flags a big bet on smart glasses and heavy spending that could pay off, but could just as easily drag on results if adoption takes longer than expected.Read more
One of the Most Mispriced Technology Ecosystems in the Market
Alibaba is often treated as just a Chinese online shopping company, but it also has a cloud business, AI products, a big fintech stake, and a web of tech investments that may not be fully reflected in how the market sees it. If its cloud and AI efforts start paying off and views on China soften, the business could be re-rated as a broader tech ecosystem rather than pure e-commerce.Read more
Reddit's Discount Is Big Enough to Make Me Suspicious. Here's What I Found When I Went Looking for the Reason.
Right Now Reddit is sitting at $136.38. It closed at $226.17 the day before.Read more
ResMed - Diamond in the rough
ResMed (ASX: RMD) – 12-Month Investment Thesis (August 2026) Rating: BUY (close to Strong Buy if shares remain around current levels) 12-month Target Price: A$38–41 Estimated Upside: ~20–30% (depending on current share price) Confidence: High Investment Summary ResMed is one of the highest-quality healthcare companies listed on the ASX. Despite investor concerns around obesity drugs (GLP-1 medications such as Zepbound and Wegovy), the company’s operating performance has remained exceptionally strong.Read more
Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth
Eli Lilly’s weight-loss and diabetes drugs are already driving unusually fast growth, but the bigger twist is a next‑generation treatment still in late-stage testing that could expand the company’s reach if results hold up. The upside comes with real pressure from price cuts, tougher reimbursement rules, and the risk that future trial readouts disappoint.Read more
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
Microsoft is pouring huge amounts into new data centers, and the market is treating it like a reckless gamble—but the business still throws off enormous cash and demand for its cloud services appears to be outrunning supply. The bigger question is whether regulators or a sudden cooling in AI demand could break the momentum before investors get a truly comfortable entry price.Read more
