Issue #28 Big growth, massive demand, and critical positions in the AI supply chain Artificial intelligence isnβt just another tech cycle β itβs the backbone of a new industrial era. As companies race to build bigger models, faster networks, and more powerful data centers, trillions in spending are flowing into the AI infrastructure powering it all. For investors, the real opportunity isnβt in guessing the next hot app β itβs owning the companies building the picks and shovels of the AI...
2 days agoΒ β’Β 14 min read
Issue #28 Earnings from MINISO and Vipshop could set the tone for value-driven retail heading into 2026 As the global retail landscape braces for a fresh round of earnings, two Asian retail powerhouses are ready to take center stage this week β each thriving on affordability, efficiency, and an uncanny ability to turn economic uncertainty into opportunity. π One has become a global lifestyle phenomenon, expanding its footprint across continents with design-driven products and a fast-scaling...
3 days agoΒ β’Β 11 min read
Issue #28 One thrives on political ad data other turns enterprise data into profit The media landscape is being rewritten β where traditional broadcasters are finding new value in data, and digital-first platforms are turning data into dollars. As investors look beyond big tech for hidden opportunities, two under-the-radar stocks are bridging the gap between broadcast and bytes: π One dominates Americaβs local TV networks and is gearing up for a revenue surge from the 2026 political cycle. π...
6 days agoΒ β’Β 13 min read
Issue #28 A fresh merger meets a breakout earnings story and both could reward patient investors. The biotech landscape is splitting in two β on one side, bold startups betting everything on breakthrough science, and on the other, proven commercial players turning innovation into real profit. As investors look for clarity amid market volatility, two stocks under $10 are standing out for very different reasons: π One has just emerged from a major merger with deep pockets and a pipeline...
7 days agoΒ β’Β 11 min read
Issue #28 AI Meets SaaS: 2 Stocks With Explosive Growth Ahead The digital business world is shifting fast β and two software leaders are at the heart of it. As companies race to automate customer engagement and internal workflows, AI-powered SaaS tools are becoming the new infrastructure for modern business growth. π One is redefining how small and mid-sized companies manage customer service and IT with AI-driven simplicity. π The other is powering e-commerce brands with data-driven marketing...
8 days agoΒ β’Β 12 min read
Issue #28 π₯ Holiday Travel Boom = Opportunity? 2 Stocks Say Yes The travel season is here β and two very different companies are charting bold new courses in the skies and at sea. As global wanderlust surges and discretionary spending rebounds, investors are asking: Which travel stocks still have room to run before 2026? π One dominates Indiaβs booming corporate and holiday travel market β and just approved a major merger to unlock efficiency. π The other sails the high seas of luxury,...
9 days agoΒ β’Β 12 min read
Issue #28 Betting on policy: These two solar giants are using U.S. manufacturing tax credits to carve out an unassailable lead in the global energy transition. The solar energy race is heating up β and two industry leaders are shining brighter than ever. As global demand for clean power accelerates and governments double down on renewable incentives, investors are turning to solar stocks that combine innovation, profitability, and long-term visibility. π One company is powering the grid with...
10 days agoΒ β’Β 12 min read
Issue #28 Beauty or Bargains? 2 Stocks Ready to Test Consumer Strength Earnings season isnβt over yet β and two very different consumer stories are set to take center stage next week. One comes from the beauty aisles of Main Street America, the other from the vast logistics networks of China. Both are poised to reveal how shifting spending habits and macro trends are reshaping their industries. π On November 12, European Wax Center (NASDAQ: EWCZ) will report earnings that could test the...
13 days agoΒ β’Β 12 min read
Issue #28 Inflation Hedge at Sea: 2 Shipping Giants Turning Volatility into Growth β The global shipping industry is back in the spotlight β as inflation, trade shifts, and energy demand reshape the worldβs supply chains. From oil tankers moving vital crude to container carriers powering global commerce, this sector is quietly generating record profits while much of the market treads water. π One company is locking in multi-year tanker contracts with energy giants at sky-high day rates. π The...
14 days agoΒ β’Β 13 min read