Stock Of The Week: An Infrastructure Play Fuelled By Exploding AI Demand
This stock has quietly become one of the biggest beneficiaries of the AI infrastructure boom. In this analysis, we look at why this optical connectivity
Macro Weekly: A Tale of Fire and Ice
As AI and computer memory stocks soar to extraordinary highs, many consumer-facing businesses are slipping into recession-like conditions. In this analysis, we explore the widening
Could SpaceX propel Scottish Mortgage Trust (SMT LN) to the moon?
Scottish Mortgage Trust has already outperformed major US indices this year, but its biggest catalyst could still lie ahead. With SpaceX potentially heading for the
Are Tesla shares worth buying as Optimus humanoid robots move closer to production?
Tesla has already delivered spectacular returns for investors, but can the stock keep climbing from here? With EV growth slowing and competition intensifying, the company’s
Gold vs The S&P 500: The Truth About Real Returns
In this week’s analysis, we look at why stock market strength may be misleading when measured against Gold, and how investors should diversify to prepare
Has risk sentiment swung too far?
In this week’s global macro analysis, we look at the divergence between growth and value stocks as the market continues to trade at all-time highs.