Google isn’t just search; it’s becoming the internet’s operating system. As markets move from pure AI hype to rewarding proven profitability and defensible platforms, I think Alphabet offers one of the cleaner ways to get asymmetric upside in this AI cycle.Read more

Originally published by the Woodworth Contrarian Fund here: https://www.woodworth.fund/news/swiped-left-by-wall-street-the-bmbl-rebound-trade Bumble looks like another “dead app” stock at first glance—revenue rolling over, consensus price targets drifting down, and big tech funds ghosting it like a bad first date. Under the hood, it is a turnaround in mid‑flight: cutting costs hard, consolidating assets like Fruitz and Geneva, and putting the founder back in charge at a price that bakes in way more heartbreak than the current business performance justifies.​ From busted IPO to rebound candidate When Bumble went public in February of 2021, it was the market’s shiny new match—women‑first, high‑growth, all vibes.Read more

Axcelis makes chipmaking tools that could see a fresh wave of demand as electric cars, data centers, and new power devices push chipmakers toward tougher manufacturing steps. But its big reliance on China and the risk that customers stick with older, cheaper technologies could limit growth and squeeze profits.Read more

CRH could get a long runway from new U.S. infrastructure work while it pushes into greener building materials and more automated plants that can lift profits. But the story depends heavily on government spending and deal-making, and a weak housing market or tougher climate rules could hit demand and costs.Read more