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,...
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,...
by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Tax Overlays Hit Tech Titans The newly endorsed 15% global minimum corporate tax regime (Pillar Two) is reshaping investor expectations across the tech sector. While designed to ensure large multinationals pay at least 15% tax on their international profits, the U.S....
by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Luxury Hits a Wall in Asia Europe’s flagship luxury brands—LVMH and Kering—are showing cracks in what was once considered an inflation-proof, recession-resistant segment. The slowdown in China’s post-COVID rebound, combined with shifting consumer behavior, has led to...
