by Alexandre Deballe | Jul 29, 2025 | Investment Analysis
Introduction In a world where government IT projects are often bloated, over-budget, and endlessly customized, cBrain is flipping the script. Headquartered in Denmark, cBrain offers a clean, elegant solution: F2, a standardized digital platform designed specifically...
by Vishesha Dungarwal | Jul 28, 2025 | Investment Analysis
Company Overview & Business Model Bitcoin Depot Inc. (NASDAQ: BTM) is the largest Bitcoin ATM provider in North America, operating over 8,400 active kiosks across the United States, Canada, and Australia as of mid‑2025. Founded in 2016 and based in Atlanta,...
by Alexandre Deballe | Jul 28, 2025 | Investment Analysis
Introduction – Why Mako Mining Is Turning Heads Mako Mining (MKO) isn’t your average gold microcap. What sets it apart is backing from Wexford Capital, the highly respected investment firm best known for building Diamondback Energy (FANG) into a shale powerhouse....
by Nikhil Kumar | Jul 26, 2025 | Investment Analysis
Trade Uncertainty Shakes European Heavyweights 1. Introduction As the August 1 U.S.–EU tariff deadline approaches, markets are marred by policy ambiguity. A proposed 15% baseline tariff on EU exports, and up to 30–50% on autos, steel, and aluminum, threatens major...
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...
