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3 MAJOR THEMES IN 2025
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Markets are close to a technical bottom – corrections typically end on bad news, not good news.
Our research is now read in 61 countries.
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Important Market Opportunities This Week
This week’s research: Meta, Tesla, Palantir, AST SpaceMobile and more...
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What is working in this market.
Time to reiterate our 3 MAJOR INVESTMENT THEMES
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Palantir over $100
We're sharing our original pre-IPO Palantir research (PDF) from 4 years ago.
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Tariff Tantrum = Opportunity
Use this fear as opportunity to allocate.
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DeepSeek Freakout
Markets are falling, yields are dropping but opportunity is here (META). Rumors have it DeepSeek is using 50,000 H100 GPUs, not just $6 million worth.
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Current Market Conditions
Read more to see our S&P indicator for tactical lows.
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