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Stock Focus
Nov 4, 2025
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4 min read
A data-verified look at AMD’s rise in AI and data centres from underdog to US$400 billion powerhouse, with 12-month price targets and key risks.
Newsletter
+1
Jul 14, 2025
5 min read
Top stocks, Nvidia projections, and navigating extreme greed in the markets
Market Focus
Aug 17, 2025
3 min read
Retail earnings and Fed updates take center stage this week, with Walmart, Target, and Jackson Hole likely to shape U.S. market sentiment.
Oct 2, 2025
We break down four quantum computing stocks: QUBT, IONQ, QBTS, and RGTI with bull, base, and bear cases, plus catalysts that could spark big moves.
Oct 27, 2025
A data-driven look at why UnitedHealth ($UNH) remains a core long-term holding. Includes reasons to buy, hold, or sell, plus bull, base, and bear price scenarios.
Feb 20, 2026
7 min read
A practical investor’s guide to 2026’s overlooked AI enablers across connectivity, cooling, fabrication tools, networking, edge AI, and automation.
Feb 16, 2026
Holiday week, FOMC minutes, Core PCE. Markets are rotating fast, and this shift may define Q1 leadership.
Stock Watchlist
Feb 15, 2026
6 min read
The Stocks Driving Institutional Positioning Into 2026: 18 High-Conviction Stocks Across AI, Semis, Platforms & Recovery Plays
A holiday-shortened week brings Feb 18 FOMC minutes and Feb 20 Core PCE. Flows point to income, liquidity, and “real-economy” exposure.
Feb 14, 2026
The S&P 500 fell 1.4% as AI jitters drove a sharp shift into utilities and real estate. CPI cooled, yields slipped, but leadership changed fast.
Feb 9, 2026
Jobs, CPI, and key earnings land together, testing whether rotation beyond mega-cap tech is real or just noise.