weekly handpicked

1. Fundamental Analysis As a global leader in the retail industry, Walmart (WMT) possesses several key investment advantages: Strong Financial Performance:Walmart has consistently achieved revenue and

Summary MSTR’s Bitcoin strategy under Michael Saylor’s leadership has driven significant outperformance, creating momentum for institutional BTC adoption, supported by recent Q3 earnings a

Summary: Tesla,Inc.’s automotive sales are resilient vs. amidst a challenging backdrop in the industry. The rollout of affordable models in H1 FY25 are a key volumes catalyst. Margin performance

Despite previous skepticism, MARA Holdings’ stock has held up well post-halving, prompting a reevaluation of its potential pathways to profitability. Marathon’s Q3 2024 earnings preview sh

Wolfspeed’s FY2024 revenue growth slowed significantly, driven by competitive pressures and delayed revenue realization from key deals, impacting its market share in SiC power devices and materi

Summary We’ve maintained a ‘Buy’ rating on Coinbase stock since early 2023 due to its successful transition to a services-based model, yielding stable revenues and growth. Recent fin

  Warren Buffett finally did it. After making a monster investment in Apple (NASDAG: AAPL) many years ago and watching it appreciate by multiples of his cost basis, the legendary investor is trim

Summary Occidental Petroleum’s South Texas Direct Air Capture Hub aims to capture carbon dioxide. Secondary recovery could enhance oil and gas production for decades to come while storing carbon

Summary Data center revenue grew 154% from the prior year to $26 billion, largely driven by strong demand for Hopper, GPU computing and networking solutions. Blackwell is expected to now start product

This Week’s a.i. Asset Spotlight is Gold Long time readers of this blog know I consider Gold to be an essential indicator of economic health and a report card on our monetary authorities. If you spend