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...
by Alexandre Deballe | Jul 22, 2025 | Investment Analysis
Ticker : SL.MI (Sanlorenzo S.p.A.) – Bourse de MilanSecteur : Luxe – Construction navale haut de gammeCapitalisation boursière : ~€900MStock Price : €29.5 Introduction – Why Sanlorenzo Deserves Investor Attention Sanlorenzo is one of the best-kept secrets...
by Alexandre Deballe | Jul 21, 2025 | Investment Analysis
Ticker: $SRPTSector: Biotech – Gene TherapyMarket Cap: ~$4.7BPrice (July 2025): ~$14.08 Sarepta Therapeutics (SRPT): Gene Therapy Momentum Fueling Rerating? As of July 2025, Sarepta Therapeutics (NASDAQ: SRPT) is up approximately +25% year-to-date,...
by Nikhil Kumar | Jul 18, 2025 | Investment Analysis
Policy Shocks Domestic Grocery Sales As part of the “One Big Beautiful Bill,” the U.S. federal government has implemented a $9 billion reduction in SNAP (food assistance) funding. This change is expected to reduce discretionary spending among low-income households,...
