by Nikhil Kumar | Jul 13, 2025 | Investment Analysis
The Pentagon’s Golden Dome Boost Sends NYSE Defense Giants Flying The U.S. “One Big Beautiful Bill” (OBBB) has delivered a historic $150 billion funding surge to the defense sector—focusing heavily on advanced missile systems, cyberwarfare capabilities, and AI‑enabled...
by Nikhil Kumar | Jul 13, 2025 | Uncategorized
Why KKR & Apollo Just Got a Multi-Billion Dollar Tailwind In a stunning yet under-reported outcome of the “One Big Beautiful Bill” (OBBB), U.S. lawmakers have preserved the controversial carried interest loophole, delivering a windfall to private equity giants....
by Alexandre Deballe | Jul 11, 2025 | Investment Analysis
Why Eutelsat Matters Now: The Birth of a Sovereign Giant To begin, it is essential to understand one thing: Eutelsat is no longer the television satellite operator that many used to know. The company recently completed a radical transformation that now places it at...
by Vishesha Dungarwal | Jul 10, 2025 | Investment Analysis
Wi-Fi at 35,000 Feet: Gogo’s Sky-High Bet Imagine boarding your next flight, plugging in your laptop, and seamlessly continuing your work, binge-watching Netflix, or even trading stocks mid-air. In 2025, this isn’t just a luxury—it’s fast becoming an expectation. At...
by Alexandre Deballe | Jul 10, 2025 | Investment Analysis
Introduction: The Return of the Crypto King? To understand the current excitement in the financial markets, one must turn to the king of crypto-assets: Bitcoin. While its history is made up of spectacular cycles, the one we are experiencing in 2025 feels different and...
by Alexandre Deballe | Jul 9, 2025 | Investment Analysis
The Market Analysis: The US Cannabis Industry’s Tricky Landscape To understand the challenges facing cannabis companies, we first need to look at their biggest market: the United States. On the surface, the US cannabis market looks like a massive opportunity. In...
by Vishesha Dungarwal | Jul 8, 2025 | Investment Analysis
The Quiet Rise of Uranium In the noise of tech IPOs, AI hype cycles, and crypto chaos, one ancient element has been quietly mounting an explosive comeback: uranium. Once vilified after disasters like Fukushima and Chernobyl, uranium is now making its way back into the...
by Alexandre Deballe | Jul 8, 2025 | Uncategorized
The World Today: A New Era of Global Tension To understand today’s investment opportunities, it is first essential to look at what is happening in the world. Right now, we are living through a period of historic geopolitical tension. Indeed, the number of active...
by Vishesha Dungarwal | Jul 8, 2025 | Investment Analysis
More Than Just a Travel App If you’ve booked a vacation in India, there’s a good chance it began with MakeMyTrip Ltd. But this stock isn’t just riding on sunny beaches and hotel discounts. It’s navigating a world of complex risks — from geopolitical tensions, oil...
by Alexandre Deballe | Jul 7, 2025 | Uncategorized
Company: ONE EXPERIENCE Industry: Real Estate & Technology Ticker: ALEXP (Euronext Growth Paris) Sub-Industry: Hospitality, Co-Living, Blockchain Tokenization Introduction: Finding Stability in an Uncertain Market This ONE EXPERIENCE stock analysis comes at a very...
