RESEARCH
AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple earnings
This will result in mid-single-digit P/E by 2025-26e. Here’s how.
Record optimism in tech as positive EPS guidance surges to three-year high in Q3 2024
In Q3 2024, S&P 500 companies showed a shift in earnings outlook, with 110 issuing EPS guidance: 60 gave negative guidance, while 50 offered positive, according to FactSet.
Ever wonder how hackers get malware onto your computer? Here’s the modus that tricks even the most tech savvy
Are you like me, thinking you're too clever and alert to fall for advanced hacking schemes? Think again. Here’s how hackers use sophisticated tactics to slip malware past even the most cautious users—and what you can do to stay safe.
Overconfidence in CCS setting us up for disappointment
After near-total failure 15 years ago, Carbon Capture and Storage (CCS) is once again being hailed as the climate saviour. However, recent research published in Nature reveals sobering insights—this technology, still in its infancy, is unlikely to scale in time to meet climate goals.
CRUNCHFISH: Rights issue to stay the course on extended timeline
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Buy 50% growth after 60% pullback?
Scanning for stocks with a market cap above $2 billion, a FCF margin +5%, and a YTD drop of 40% (60% since peak in May), Celsius Holdings (CELH) quickly stands out. But what are CELH's real growth prospects, and how much of growth deceleration is priced in?
GRANGEX: Emerging as Europe’s top DR concentrate developer
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GRANGEX: Updated DFS confirming viability to produce high-grade iron ore at Dannemora
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PROLIGHT: Pre-validation readout in Q4 sets stage for multicenter trial in 2025
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Nanexa AB: NEX-22 Progress, Revaluation and Financing
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CRUNCHFISH: Three avenues to address the strained financing
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Portfolio Update: Exiting $TSSI After 92% Surge; Portfolio Up 18.7% vs. SPX 9.5%
Over the summer, we maintained our positions despite market volatility, which yielded mostly positive results. As we close our Long position in TSS after a 92% gain, our portfolio stands at an 18.7% increase since April, outperforming the S&P 500.
$46m Mkt Cap data center services company poised to benefit from Musk's xAI/Dell supercomputer project
With Dell commissioned to construct a massive supercomputer for xAI in Memphis, this initiative is poised to benefit the entire ecosystem of suppliers in the region. Here is our top pick offering asymmetric return potential.