News

Palo Alto Networks (NASDAQ:PANW) is currently going through a major transformational stage as the firm prioritizes platformization of their security products as IT departments seek to simplify their IT infrastructure through a single-vendor approach. With the addition of their copilot and GenAI-related security features, I believe Palo Alto has the…

Investment Thesis Nvidia Corporation (NASDAQ:NVDA) continues its remarkable performance, approaching our previous target of $1165, underscoring its strong foothold in the booming AI and gaming industries. Our reassessment of Nvidia’s stock, prompted by ongoing technical analysis, introduces new price projections, reflecting the company’s sustained upward momentum and robust market positioning.…

A top exchange-traded fund provider is betting on the long-term popularity of GLP-1 weight loss drugs.Roundhill Investments’ GLP-1 & Weight Loss ETF (OZEM), which began trading last week, pairs leaders Eli Lilly and Novo Nordisk with players developing new treatments for weight loss and diabetes. CEO Dave Mazza said his…

Sea Limited (NYSE:SE) recently reported a strong 1Q24 quarter, further supporting the thesis of a turnaround. Specifically, we could be at the start of Free Fire returning to growth, helping drive profitable growth to Sea Limited. Shopee’s competitive dynamics are also stabilizing, with the company growing revenues strongly while also…

Introduction & Investment Thesis MongoDB (NASDAQ:NASDAQ:MDB) is a document-oriented database provider that has underperformed the S&P 500 and Nasdaq 100 year-to-date. The company reported its Q4 FY24 earnings in March, where revenue and earnings grew 31% and 336% year-over-year, respectively, as it continued to see strength in its Atlas offering…

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