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LONGIts diversified portfolio converts modest sales growth into consistent double-digit earnings gains, creating a wide economic moat. The market sees a slow-growth stalwart, but misses how its CGM and cancer-screening pipeline create multi-…
LONGGoogle Poaches Top OpenAI Talent
LONGThe AI Capex Supercycle
LONGNVDA reports monster Q2 earnings
RESEARCH@steveassociateLevel 63dFT Partners says a FinTech liquidity supercycle is coming, with the top 100 private firms worth 1.9 trillion dollars. The market misses that scaled FinTechs are now major acquirers, creating a new, self-fueling M&A flywheel.
LONGFigure Q2 Growth Confirms Momentum
LONGIts diversified portfolio converts modest sales growth into consistent double-digit earnings gains, creating a wide economic moat. The market sees a slow-growth stalwart, but misses how its CGM and cancer-screening pipeline create multi-…
LONGGoogle Poaches Top OpenAI Talent
LONGThe AI Capex Supercycle
LONGNVDA reports monster Q2 earnings
RESEARCH@steveassociateLevel 63dFT Partners says a FinTech liquidity supercycle is coming, with the top 100 private firms worth 1.9 trillion dollars. The market misses that scaled FinTechs are now major acquirers, creating a new, self-fueling M&A flywheel.
LONGFigure Q2 Growth Confirms Momentum
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