Issue #23 Zero Sugar, Triple Growth: The Beverage Revolution Is On The beverage industry is undergoing a health-conscious revolution — and two companies are leading the charge from very different corners of the market. Zevia PBC (NYSE: ZVIA): A mission-driven beverage innovator redefining soda with zero-calorie, naturally sweetened drinks. After achieving its first-ever positive Adjusted EBITDA and expanding shelf space in major retailers, Zevia is emerging as a lean, asset-light disruptor in...
1 day ago • 11 min read
Issue #21 From Rigs to AI Clouds — The New Face of Bitcoin Mining The Bitcoin mining sector is evolving fast — from energy-hungry rigs to diversified digital infrastructure plays that combine crypto, AI, and green power. Two companies are standing out as innovators in this next phase of mining evolution: Canaan Inc. (NASDAQ: CAN): A pioneer in ASIC miner manufacturing and one of the earliest “pick-and-shovel” plays in Bitcoin. With new large U.S. orders, record revenues, and expanding...
3 days ago • 13 min read
Issue #21 13%+ Yields From 2 Mortgage REITs You Can’t Ignore The real estate credit market is offering rare opportunities for income investors—especially in mortgage REITs (mREITs) trading at steep discounts but still yielding double digits. Two names stand out for very different reasons: Angel Oak Mortgage REIT (NYSE: AOMR): A specialized residential mREIT focused on high-coupon Non-QM loans. While rising rates have pressured earnings, its strong securitization platform and potential...
6 days ago • 13 min read
Issue #20 From Data Centers to Data Refinery: 2 AI Winners to Watch The AI infrastructure boom is creating two very different kinds of opportunities—one in the physical backbone that powers AI computing, the other in the software layer that makes sense of massive data. Digi Power X (NASDAQ: DGXX): A small-cap energy player reinventing itself as an AI data center operator, with Tier III-certified facilities, NVIDIA partnerships, and a debt-free balance sheet driving its pivot away from crypto...
7 days ago • 14 min read
Issue #19 Two Everyday Brands Quietly Beating the Market Odds Consumer staples are evolving in two very different directions—one through brand-driven indulgence, the other through health-focused nutrition. For investors, both highlight resilience and growth potential despite inflationary pressures and shifting consumer habits. Bath & Body Works (NYSE: BBWI): A specialty retailer leaning on its iconic fragrances, loyal customer base, and off-mall expansion strategy to balance inflationary...
8 days ago • 6 min read
Issue #18 Autonomous Driving Winners? 2 Stocks You Need to Watch The race to power autonomous driving is heating up—and two LiDAR leaders are vying for dominance. While automakers accelerate adoption of advanced safety and self-driving features, companies supplying the “eyes” of autonomy stand at the center of this multi-billion-dollar transformation. Innoviz Technologies (NASDAQ: INVZ): Delivering record revenue growth, reduced cash burn, and fresh design wins—including a new contract with a...
9 days ago • 12 min read
Issue #17 From FDA Approval to Phase 2 Data—Biotech’s Next Movers The biotech sector has always been a playground for high-risk, high-reward opportunities—but sometimes the market overlooks companies on the cusp of major breakthroughs. Two clinical-stage firms trading under $5—Nuvation Bio (NASDAQ: NUVB) and Black Diamond Therapeutics (NASDAQ: BDTX)—stand out after hitting pivotal milestones. Nuvation Bio (NUVB): Fresh off FDA approval for its first cancer drug, the company has transitioned...
10 days ago • 10 min read
Issue #16 The Next Big EV Bet: Stable Growth or High-Risk Turnaround? The U.S. EV charging industry is at a pivotal moment—scaling rapidly with federal support while companies race to prove their models can deliver sustainable profitability. For investors, this means opportunities across very different strategies: EVgo (NASDAQ: EVGO): A fast-growing charging network operator with record revenue, expanding partnerships, and a near-term path to breakeven. Blink Charging (NASDAQ: BLNK): A...
13 days ago • 10 min read
Issue #11 From EV magnets to silver mines, these stocks align with global demand trends. As 2025 nears its close, investors are looking beyond short-term market noise and positioning for the next wave of growth. Two resource plays stand out—each offering a different angle on the global supply chain story. MP Materials (NYSE: MP) sits at the center of America’s push for rare earth independence, powering EVs, wind turbines, and defense systems with its fully integrated mine-to-magnet strategy....
14 days ago • 12 min read