by Nikhil Kumar | Jul 26, 2025 | Investment Analysis
AI Upside vs Renewable Uncertainty This earnings season painted starkly contrasting pictures: Alphabet (GOOGL) is emerging as a dominant force in AI with robust earnings and an $85 billion capital spending plan for 2025, while Tesla (TSLA) disappointed the market with...
by Nikhil Kumar | Jul 26, 2025 | Investment Analysis
Japanese industrial and auto equities surged 1. Introduction: Trade Relief Sparks Auto Sector Rally On July 23, the U.S. and Japan finalized a landmark trade agreement reducing auto tariffs from 25% to 15%. The deal also includes a $550 billion investment framework...
by Alexandre Deballe | Jul 25, 2025 | Investment Analysis
The Rise of CIFR in 2025 Cipher Mining (CIFR) has delivered one of the standout rallies in the crypto equity space year-to-date, driven by a compelling combination of rapid hashrate expansion, consistent improvement in bitcoin production, and aggressive strategic...
by Alexandre Deballe | Jul 24, 2025 | Investment Analysis
Ticker : TDUPSector : Consumer Discretionary Market Cap : $991MStock Price : $8.38 Introduction – The Momentum Story ThredUp (TDUP) has rocketed nearly 500% year-to-date, with a staggering +80% gain in the past month. This explosive run has turned heads...
by Alexandre Deballe | Jul 23, 2025 | Investment Analysis
Ticker : DEFTSector : TechnologyMarket Cap : $1.05BStock Price : $3.18 Introduction – Crypto’s Regulatory Turning Point This past week marked a watershed moment in crypto policy. For investors, founders, and users of decentralized finance, the intersection of...
