MindWalk is no longer just a lab-for-hire biotech company; it is building a software platform that helps drug teams predict what molecules will do, and the market may not be keeping up with that shift. The upside hinges on whether big customers adopt its LensAI platform and whether its vaccine and metabolic drug candidates prove out without forcing shareholders to fund endless experiments.Read more

A famous bear is betting against NVIDIA, but this view argues the company’s AI business looks more like a hard-to-replace platform than a repeat of the dot-com hardware bust. It lays out why new kinds of customers and more practical uses for AI could keep demand stronger than skeptics expect—and what could still go wrong.Read more

Big, headline-grabbing stock launches can pull money out of “safer” places for a while, and that may be part of what’s been weighing on gold lately. Perseus Mining stands out as a profitable gold producer that aims to do well even if gold prices don’t rebound, while still offering a way to benefit if they do.Read more

AMD may not be the biggest name in AI chips, but big cloud companies want a real backup to Nvidia and are backing AMD so they’re not stuck with one supplier. With new AI chips gaining traction and a growing role in data centers and edge devices, the company could see profits improve—but it still has to prove it can keep up.Read more

Rating: High-Quality Compounder / Buy on pullbacks Style: Infrastructure-led secular grower Core debate: Is Quanta simply an expensive contractor riding an unusually strong capex cycle, or is it the best-positioned execution platform for a multi-year grid, electrification, and AI-power buildout that deserves a premium multiple? Executive view Quanta is one of the clearest “picks-and-shovels” beneficiaries of the U.S. power infrastructure supercycle.Read more

Atlas Salt is building a new underground salt mine near a port in Newfoundland, aiming to supply a steady, everyday product that cities rely on year after year. The big question is whether the company can lock in the funding to finish construction—because if it does, the market may have to rethink how risky this project really is.Read more

A little-known safety layer called QNX sits behind many of the “smart” systems going into cars and industrial machines, and it may be the missing piece that makes real-world automation safe enough to scale. Big chipmakers are teaming up with it, but the key question is whether that tech edge turns into real sales.Read more

Lululemon is going through leadership drama and a bumpy patch in North America, but the business still throws off plenty of cash and keeps winning abroad. The market seems to be treating it like a brand in long-term decline, and the case here is that this fear may be overdone if the company executes its transition.Read more

XPLR Infrastructure is still treated like a broken income stock after it paused payouts and took on heavy debt, but its long-term clean power projects may matter a lot more as data centers and electrification push electricity demand higher. If a major utility tie-up goes through and power-grid spending accelerates, XPLR could be re-rated from “troubled” to “strategic” — though refinancing and trust remain big hurdles.Read more