Stockdrifts Research
Focuses on big potential stocks that are misunderstood and unloved
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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blog.stockdrifts.ioLatest Issues
Found another cracked Fund (Returned 648% in 3 years)
FengHe Fund Management. $1.05B of US longs, 18 names, and a disclosed book that’s up 647% since mid-2023 — the S&P did 69% over the same window
Most people have never heard of this Singaporean fund. Here is the link to check them out...
TOYO Earnings Preview and discussions with management
In January/Feb I called $TOYO the naughtier girlfriend of the solar trade. The stock almost did 150-200% since I shared it
If you wish you can read the original thesis here. They are releasing their Q2 Earnings tomorrow.
But then it g...
Digital/Agentic Biology and AI in healthcare
Giving AI, robotic tool calls to autonomously conduct drug discovery
Disclosure: Everything here is educational content and nothing is Financial advice.
AMRC up 45% today AH and it gave us insights on Data Centres and Behind the meter
AMRC up 44%. Woah. A grid company. An industrial grid company moved 44% after earnings. What !!!
Ameresco is the on-site power integrator and it printed a record $1.8B of awards. $1.2B of that is data centers. Five projects, more than 1GW...
China's Deflation strategy
There’s a real chance the AI agent that handled your support ticket this month was thinking in Chinese weights.
Since last year, Chinese models usage are on an upward march. Peak week: 46%. A year ago their share was 4.5%. And is currently...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Writing about misunderstood stocks poised to rerate violently
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