Alphabet: Is the Search Over?
Can Alphabet compete in the world of generative AI?
Web of Silicon
How is an increasing demand for high performance computing affecting key players in the semiconductor industry?
Going Nuclear
Rising demand for clean and stable energy—can nuclear deliver?
Tesla – Better unMusked
Is Tesla’s next big bet worthy of its current valuation?
Nike – Lifestyle or Performance
Can Nike execute on its new strategy?
A Naspers Story
Selling its winner to fund new ventures. Can Naspers get it right?
Inditex – Cut above the Rest
How is Inditex positioning itself for uncertain times.
CrowdStrike – AI vs AI
What gives CrowdStrike an advantage in a more AI integrated world?
Nvidia – Powering Sovereign AI Ambitions
How do Sovereign AI Ambitions fit into Nvidia’s growth plan.
Snowflake – a Stock for Staff
How does Snowflake compete with Big Tech?