Finimize Analyst Desk
Finimize, Russell Burns, Reda Farran, CFA, Theodora Lee Joseph, CFAEmpowering modern investors with institutional-grade markets and investment research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 161 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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finimize.substack.comLatest Issues
This Cable Giant Could Be The Smartest Way To Play AI And Power
Prysmian sits right where two trends collide: the scramble to upgrade electrical grids and the even bigger scramble to wire AI. And it’s been in both of Theodora’s data center and power grid upgrade p
Nebius Just Posted A Strong Quarter, But The Bigger Story May Be What Comes Next
AI darling Nebius just posted a stronger-than-expected 684% jump in sales for last quarter, as demand for its data centers just keeps thrumming.
Shares in the Amsterdam-based neocloud company initially surged 17% after the earnings result....
Nvidia’s Earnings And The Investing Week Ahead
The Focus This Week: A $5 Trillion AI Darling
Investors the world over will be clearing their calendars to tune into Nvidia’s earnings on Wednesday. And this time around, investors will be watching closely for a few key things.
First,...
Should You Invest In SpaceX’s IPO – Or Leave It On The Launchpad?
It’s a one-of-a-kind mix of rockets, satellite internet, and space-based AI ambitions. But even that out-of-this-world lineup might not justify the nearly $2 trillion market value.
The AI Boom’s Next Winners Might Not Be The Ones Goldman Thinks, Actually
Back in 2024, AI spending was just starting to take off, but people were already muttering about bubbles. So I used Goldman Sachs’s four-phase tech-trend framework and a model from venture capital giant Sequoia Capital to see what it might...
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Authors
The writers behind this newsletter.
Empowering modern investors with institutional-grade markets and investment research.
Over 25 years of experience across global investment banks and hedge funds in London and Tokyo. Currently an analyst at Finimize.
Spent the bulk of my career as an equity analyst at Fidelity. Currently a Global Markets Analyst and the Head of Research at Finimize.
Long-term investor, formerly an equity research analyst at Goldman Sachs for nine years, and now a global markets analyst at Finimize.
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