Perion Network: Leveraging Advertising Technology AI For Growth Perion is a leading digital advertising technology company, offering a comprehensive suite of solutions that empower advertisers to optimize their campaigns and maximize return on investment. With a diversified revenue model encompassing display and search advertising, as well as strategic...
Iridium Communications: A Great Company At A Fair Price NASDAQ:IRDM - Iridium Communications has done really well in recent months between landing another large contract and increasing financial guidance. - This has sent shares roaring higher, but this has a downside to it as well. - The stock seems to be more or less fairly valued at this time, even though the...
Cameco (NYSE:CCJ) released a strong print ahead of market open, and followed up with a strong call, as the market leader points towards a narrowing supply/demand gap and increased willingness for utilities to contract at higher prices: CATALYSTS : McArthur River - CEO Gitzel indicated that there's no change to the Company's strategy of pre-selling future...
Q3 : EARNINGS CALL HIGHLIGHTS: Looking at the last 8 quarters, our ability to exceed the rule of 40 is not a series of anomaly or a one-off success. Quite the opposite, we are outperforming the industry because we are built on the fundamental recognition that adtech must be able to respond, underlying response to the trend with ability and agility. Revenue of...
Clear Secure: Talk About A Bullish Economic Moat • Clear Secure is capturing strong demand for its identity verification platform as a service to save time at security checkpoints. • Partnerships with airports, airlines and even the Transportation Security Administration highlight competitive advantages to drive growth. • An outlook for accelerating earnings can...
Maxeon Solar Technologies, Ltd. designs, manufactures, markets, and sells solar panels and related solar system components worldwide. The company provides interdigitated back contact and shingled solar cells and panels under the SunPower brand. It offers its products to dealers, project developers, system integrators, distributors, resellers, and residential and...
POSITION TRADE U.UN (TSE), SRUUF (OTC) Catalysts: The uranium market is in structural supply/demand deficit despite nuclear energy being an essential and growing form of clean energy. Financial players and a utility contracting cycle mark near-term catalysts. I expect both physical uranium and uranium producer baskets to aggressively outperform over the...
Crude oil prices gained slightly on Wednesday, extending multi-year highs supported by an improved demand outlook as accelerating COVID-19 vaccinations helped lift travel restrictions in Europe and the US. On the supply side, OPEC+ agreed to keep to their plan to gradually ease supply curbs through July, signalling the ongoing strengthening of market fundamentals....
CrowdStrike: Another Solid Quarter; Buy Opportunistically ~ After solid F1Q22 results, we reiterate our buy rating on CrowdStrike. We urge long-term investors to buy shares on weakness and existing shareholders to remain invested in the stock. ~ Elevated security spending, new customer additions and upsells into its install base, low churn, and displacement of...
Lightspeed POS Inc. provides commerce enabling Software as a Service (SaaS) platform for small and midsize businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. Its SaaS platform enables customers to engage with consumers, manage operations, accept payments, etc. The company’s cloud...
The Cable Box Is a Relic of the Past Linear TV has offered viewers thousands of channels for a seemingly low price, but users today want more modern options and a better deal. While ~86 million households in the US still pay for linear TV, its days seem to be numbered. Disruptive innovation typically follows a pattern: it evolves slowly at first and then all at...
Intellia's Data Has Underlined Huge Potential Of Gene Therapeutics And There Will Be More Soon Summary : Intellia is a gene therapy specialist pioneering CRISPR-Cas9 technology. Its recently released data in ATTR Amyloidosis stunned analysts, showing mean reduction in TTR Serum levels of up to 96%. This was the first ever clinical proof of the safety and...
Datadog's (DDOG) stock is not cheap, but the company is highly innovative and showing no signs of slowing down. To illustrate, not only is Datadog's guidance for the year strong, but its billings were up 69% y/y as of Q2 2021. Having said that, at 32x next sales, the stock is far from cheaply valued. Investors intent on being shareholders here should look to...
ARK’s Price Target for Tesla in 2025 Last year, ARK estimated that in 2024 Tesla’s share price would hit $7,000 per share, or $1,400 adjusted for its five for one stock split. Based on our updated research, we now estimate that it could approach $3,000 in 2025. ARK’s bear and bull case suggest that Tesla could be worth roughly $1,500 and $4,000 per share,...
Futu Holdings Limited operates an online brokerage and wealth management platform in Hong Kong and internationally. The company provides trading, clearing, and settlement services; margin financing and securities lending services; and stock yield enhancement program. While Robinhood gets most of the hype in the US, Chinese wealth management platform Futu Holdings...
Price showing bullish action now reclaiming the 50-day EMA with volume beginning to accelerate. After-market trading also observed with heavy volume buying and On Balance Volume nearing all time high.
Consolidation done and looking ready to break pattern resistance. Tailwinds driven by Tesla and EV adoption, growing Data Center demand, growth in gaming and increased Bitcoin adoption.
Fresh from consolidation. Tailwinds include exponential growth and adoption of e-commerce in South East Asia along with recently awarded digital bank license in Singapore.