
Smarter Investing Starts Today with Global Equity Briefing.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 188 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||

Full explanation of why I made these purchases.
AI advertising targeting company that is steadily taking over the mobile app ecosystem
Undervalued Fintech, positioning for a rebound!
Yesterday Nu Bank reported earnings, and they were, as always, excellent!
Most importantly, it seems the market is no longer selling off. It seems that the FOMO AI trade of selling quality and buying AI could be nearing the end.
Nu’s stoc...
This was yet another stellar quarter from Arkady and the Nebius team:
Capacity guidance increased from 4GW to 5GW.
New sites in the UK, Estonia, and Finland.
AI Cloud revenues up 454% Y/Y.
50% AI Cloud ADJ EBITDA margin....
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The writers behind this newsletter.
Researching companies one by one!
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