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 â 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. đ One company is powering the grid with...
2 days ago â˘Â 12 min read
Issue #28 Beauty or Bargains? 2 Stocks Ready to Test Consumer Strength Earnings season isnât over yet â 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. đ On November 12, European Wax Center (NASDAQ: EWCZ) will report earnings that could test the...
5 days ago â˘Â 12 min read
Issue #28 Inflation Hedge at Sea: 2 Shipping Giants Turning Volatility into Growth â The global shipping industry is back in the spotlight â as inflation, trade shifts, and energy demand reshape the worldâs 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. đ One company is locking in multi-year tanker contracts with energy giants at sky-high day rates. đ The...
6 days ago â˘Â 13 min read
Issue #28 AI, radar, LiDARâtwo small caps turning car tech into the next trillion-dollar opportunity. The automotive world is transforming faster than ever â where cars are no longer just machines, but intelligent systems powered by silicon. From autonomous driving and ADAS to AI-powered chip architectures, the line between tech and transportation is disappearing. đ One company is putting next-gen sensors and radar inside tomorrowâs EVs. đ The other is building the âneural networksâ on...
7 days ago â˘Â 8 min read
Issue #28 These drug manufacturers thrive on steady demand and innovation, not market moods. As inflation lingers and interest rates remain elevated, investors are shifting focus to sectors where demand doesnât flinch â even when the economy does. Healthcare, especially drug manufacturing, stands out as one of the few industries where pricing power and necessity go hand in hand. đ One company is a global powerhouse, dominating oncology with billion-dollar blockbusters. đ The other is...
8 days ago â˘Â 9 min read
Issue #28 High rates, big data, and a retail revolution these stocks are built for whatâs next The brokerage industry is undergoing a major transformationâwhere technology, interest rates, and investor behavior are redefining what âwinningâ looks like. Some firms are thriving on efficiency, automation, and institutional precision, while others are winning over retail traders with sleek design and accessibility. As we approach year-end, investors face a key question: which model will lead the...
9 days ago â˘Â 10 min read
Issue #28 One fighting the opioid crisis, the other mastering biosimilars each could deliver powerful returns in the next 12 months. The healthcare sector is entering a new growth cycleâdriven by innovation, cost efficiency, and a global push toward accessible treatment. From specialty drugs reshaping addiction therapy to generics powering affordability, two very different paths are defining the next era of pharma. As we move toward 2026, investors face a familiar question: is the smarter bet...
12 days ago â˘Â 10 min read
Issue #28 One global premium powerhouse. One deep-value turnaround play. Both could climb higher than you think. The outdoor gear market is shifting fastâfrom premium lifestyle brands that dominate global shelves to niche players fighting for a turnaround. Inflation, tariffs, and changing consumer habits have separated the winners from those just trying to stay on the trail. As we head into the final stretch of 2025, investors are asking one question: is it better to back proven profit...
13 days ago â˘Â 9 min read
Issue #28 Are You Missing Out? ZIP & UPWK Are Trading at a 20% Discount Hiring is in a strange place: budgets are tight, full-time roles are scarce, and yet the work keeps piling up. Thatâs creating two very different plays for investors. Upwork (NASDAQ: UPWK) is leaning into an AI-powered, on-demand talent model that lets companies scale work without headcount bloat. ZipRecruiter (NYSE: ZIP) is a high-beta bet on the U.S. hiring cycleâwhen the âGreat Freezeâ thaws, job postings and paid...
14 days ago â˘Â 12 min read