OpenAI's surprising shift from NVIDIA's GPUs to Google's TPUs could reshape AI hardware dynamics. This pivot hints at cost efficiencies and supply chain resilience, challenging NVIDIA's dominance. As Google strengthens...
In the dynamic world of investments, our latest analysis favours a quartet of under-the-radar contenders. We dive into why AMD may outpace NVIDIA, NBIS might edge out CRWV, SOFI could...
Howmet Aerospace has experienced a remarkable 45% surge, fuelled by insider activity involving high-profile figures and increasing global tensions that boost government defence spending. This rally, driven by strong order...
Dive into the dynamic world of tech and fintech equities as we explore giants like NVIDIA, Microsoft, and innovative disruptors such as SoFi and Hims & Hers. Unpack macro drivers,...
In the dynamic world of fintech, SoFi's Financial Services segment showcases a classic example of operating leverage: while revenue per member climbs steadily, costs per member pleasantly decline. This unfolding...
Robinhood isn’t merely playing in a niche sandbox; it aims to capture a slice of a $600 billion financial ecosystem. With nearly $5 billion in cash, its current valuation could...
Amidst the global market's ceaseless churn, a select group of high-growth stocks, including NVIDIA and Microsoft, illuminate key trends like AI and digital health innovation. As major indices reach new...
Robinhood Markets, Inc. is setting its sights on a 30x price-to-earnings multiple by 2030, a leap above sector norms but bolstered by its growth trajectory. Amidst fintech innovation, Robinhood's expansion...
In May 2025, our portfolio's impressive 18.9% year-to-date return starkly contrasts with the S&P 500's mere 0.5% gain. Since January 2022, we've achieved a total return of 79.5%, outpacing both...
In a manoeuvre highlighting big tech’s insatiable energy appetite, Meta Platforms has committed over 1 gigawatt of solar and wind power for its data centres in Texas, Ohio, and Arkansas....
