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Global Weekly Picks
The Asymmetric TechBio Play: MindWalk Holdings and the Valuation Disconnect
MindWalk Holdings is no longer just a lab-for-hire business—it’s shifting into software that helps drug teams learn from biology data, and the market may not be treating it that way yet. The story hinges on whether its LensAI platform keeps landing sticky enterprise customers and whether its drug programs attract partners without forcing shareholders to fund the bill.Read more
Core business remains firm, new growth initiative delayed
Macnica’s chip-trading business keeps growing thanks to strong demand linked to AI and overseas customers, but its push into autonomous driving is taking longer to turn pilots into real deployments. See what this mix of steady core demand and a delayed new growth engine could mean for profits and the company’s outlook.Read more
Robo.ai Appoints Former INTERPOL President H.E. Dr. Ahmed Naser Al-Raisi as Chairman of Its Subsidiary Alif Holding
Robo.ai puts a former international police chief in charge of a new Abu Dhabi-based unit aimed at building secure AI systems for governments and critical infrastructure. The move signals a push into high-stakes public-sector work where trust, safety, and compliance can make or break growth.Read more
META: The Tide Just Went Out. Let's See Who's Dressed.
Right Now META is sitting at $544.20. Wednesday's close was $585.61.Read more
The "Rate Cut" Supercycle Winner – Profitable & Accelerating
Pagaya is moving from a tough period of high interest rates into a friendlier backdrop, and the business is already turning profitable. As borrowing gets cheaper and more banks plug into its approval technology, loan activity could pick up—though the story depends on rates falling and partners continuing to lean on its network.Read more
PROCEPT BioRobotics sees 17.69% revenue growth and aims for 12.94% profit margin
After a sharp sell-off, PROCEPT BioRobotics may be getting punished more for shifting how it reports sales than for any real slowdown in what doctors are doing. The bigger question is whether a feared medical procedure trend is actually a non-issue, and if upcoming results can reset sentiment.Read more
Robo.ai and Abu Dhabi Enterprise Jointly Establish AI Industrial Group Alif Holding to Serve Infrastructure, Government and Industrial Secto
Robo.ai teams up with an Abu Dhabi partner to build a new group that sells both AI software and smart machines to governments and critical infrastructure operators. The bet is that long-term, security-focused projects across energy, ports, and smart cities can turn this venture into a scaled “made in the UAE” industrial platform.Read more
A Digital Healthcare Company Leader
Hims & Hers grows from a telehealth brand into a broader online healthcare service that spans everything from primary care to mental health and weight management. The big question is whether it can keep growing while handling changing rules around popular weight-loss treatments and rising competition from much larger players.Read more
Charter is undervalued - Here's why.
Charter is finishing a costly network upgrade, and the business could soon throw off a lot more cash that it can use to shrink debt and buy back shares. Even with slow customer growth, the author argues the market is overlooking hidden value in the company’s debt and the potential upside from a deal or partnership buzz.Read more
