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...
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,...
