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The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.
Alphabet still makes most of its money from the everyday places people search, watch videos, and tap ads—but now cloud services and built-in AI tools are starting to add a second engine. The big question is whether it can keep that lead while regulators turn up the heat and new AI assistants chip away at how people find information.Read more
Is Tesla a Stock or a Call Option? - A valuation nightmare!
TLDR Tesla is not being valued like a car company , but like a bundle of future bets sitting on top of a real operating business. The real upside the market is paying for is Robotaxi, Optimus / Physical AI, and Elon Musk premium.Read more
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
Roche Holding AG To Benefit From Strong Drug Pipeline In 2027 And Beyond
Roche is lining up a new wave of potential hit medicines across obesity, cancer, and multiple sclerosis, with many important trial results expected soon. The big question is whether these programs succeed before tougher competition and upcoming patent expiries start to bite.Read more
Finding The True Value Of A Logistics Powerhouse
UPS is trying to turn itself around with a sweeping effort to reshape its delivery network, cut costs, and lean harder on automation—while also dialing back its reliance on a major customer. But rising debt, worker tensions, and uneasy shareholders could make this overhaul harder than it looks, even as new partnerships aim to rebuild trust and drive more shipments.Read more
Unshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics
NVIDIA’s long-term growth trajectory continues to shine, powered by its leadership in AI, data centers, and next-generation computing. Based on a forward earnings model calibrated to the 10-year U.S. Treasury yield , the stock’s fundamental fair value stands at $188 per share.Read more
Kodiak AI - a potential 100 bagger opportunity?
Kodiak AI aims to sell self-driving capability to trucking fleets as a service, letting customers own the trucks while Kodiak provides the driving system and support. Big-name investors are buying in, but the company still faces a race to scale real-world driverless operations before it needs more funding—and shareholders could get watered down if it succeeds.Read more
The company that made stalking your ex socially acceptable owns your aunt’s favourite app (Facebook) and your WhatsApp group chats
Meta already owns the apps many people use to post, watch, and message every day, and it keeps finding new ways to turn that attention into ad money. The big question is whether its push into AI and new devices can add a new growth engine before regulation, rivals, or its expensive virtual-reality bets get in the way.Read more
Planet Labs: At The Heart Of The Emerging New Space Boom
Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.Read more