Hims and Hers is being traded like a GLP 1 reseller after Amazon began offering Novo Nordisk’s Wegovy pill. This re review breaks down what HIMS actually is, a vertically integrated, multi condition subscription healthcare platform, and the KPI scoreboard that will decide whether the selloff is noise or signal.

Zeta Global Holdings is building a defensible, cash-generative AI marketing platform on top of one of the largest opt-in first-party consumer data assets in the industry, while the market continues to price the stock as a cyclical martech name rather than a durable software compounder.

AST SpaceMobile isn’t a satellite stock, it’s a potential upgrade to the global mobile network. I bought in because direct to device connectivity, carrier distribution, and a massive coverage gap create asymmetric upside if execution holds.

UiPath posts steady growth, rising margins and stronger AI integrations, marking its shift from hypergrowth story to disciplined automation platform.

Plato Global Alpha is a hedge fund style global long short engine wrapped in an ASX ETF. It aims to beat MSCI World by 4% a year after fees, and so far has smashed that target. This is not an income product, it is a high octane satellite for investors who want pure capital growth and can live with equity risk, leverage and performance fees.

UiPath is a high margin automation platform with slowing growth but strong cash flow, offering high risk, long term upside for patient investors.

The bet is compute. Capex now, better ads later. Watch free cash flow and EU policy. Buy call with a $650 12 month target.

Iris Energy (NASDAQ: IREN) has evolved from a Bitcoin miner into a serious AI infrastructure player. With a $9.7 billion Microsoft contract, NVIDIA partnership, and growing data halls across Texas and Canada, IREN is positioning for scale. This analysis breaks down the shift, the balance sheet strength, and the milestones that will determine if it becomes a self-funding AI powerhouse.

Duolingo delivered a clean Q3 beat, raised full-year revenue, and still sold off as Q4 bookings guidance reset expectations. That is not a broken story, it is a sequence shift. Management is funding teaching quality to harden retention and pricing power, while DAUs and paid subscribers keep climbing. The multiple has compressed, the engine is intact, and the path to durable free cash flow is getting clearer for buy-and-hold investors.

People do not buy gold, silver, and bitcoin only to get rich. They buy them to stay solvent when the system bends. Each asset taps...

SoFi is no longer just a lender, it is building the operating system for a customer’s entire financial life. With deposits compounding rapidly, revenue per member climbing, and membership approaching 12 million, the company has reached true bank scale. Yet the stock already trades at a premium, with analyst targets split between $6 and $31, underscoring the debate around its future. Our report breaks down the moat, the risks, and the path to value creation.

FULL EQUITY REPORT ON ALPHABET (GOOG:US) Click Here Alphabet’s latest numbers and trends make a strong case for the stock. The full report delves into valuation, financials, and industry dynamics, but here’s the brief version. Alphabet isn’t just about Search ads anymore. The business has three powerful engines: Search and YouTube on the consumer side, and Cloud on the enterprise side. All three are being reshaped by AI. Rather than hurting the model, early results show that

Thesis.  Markets can correct without a recession and often do when valuations stretch, leadership narrows, volatility sits at low levels,...

UnitedHealth Group remains a dominant force in U.S. healthcare, backed by its scale, diversification, and strong financial performance....

Spotify has experienced rapid growth and success over recent years, establishing itself as the dominant player in the music streaming industry. With impressive stock performance, subscriber growth, and an expanding array of services, Spotify is poised to continue shaping the future of digital music. This article provides an in-depth look at the company’s financial health, competitive edge, risks, and future growth opportunities, while focusing on the strategies that will help

Rocket Lab (NASDAQ: RKLB) is reshaping the aerospace industry with its innovative solutions for satellite deployment and space exploration. Known for its cost-effective rockets, expanding market reach, and visionary leadership, Rocket Lab stands out as a key player in one of the most exciting sectors of the 21st century. For investors seeking exposure to high-growth industries, this company offers a compelling opportunity. Let’s explore its financial metrics, strategic advanc

Hims and Hers Health (HIMS) could be building the next great consumer platform in healthcare (October 28, 2024) Hims and Hers is showing the kind of early platform pattern the market consistently underestimates. The stock often gets framed as a telehealth bundle that rides a handful of trend categories, but that framing misses the deeper point. HIMS is trying to become the front door for recurring, personalized healthcare, delivered through a direct to consumer experience tha