Costco – One up on Inflation
What is Costco doing to help customers beat inflation?
Nvidia – Silicon Supreme
How has Nvidia become one of the leading AI chip suppliers in the world.
Walmart – The Best Offense starts in Defense
What advantages does Walmart have in a inflationary and competitive environment
Snowflake – Trying to be a Snowball
Find out what challenges and opportunities face Snowflake as they try adapt to a more generative AI focussed world.
Nvidia – Fear of Missing Out
What questions are we asking about AI and Nvidia
Mega Caps’ Big Week
Catch up on the results of 5 Mega Cap US stocks
ASML: Cycle Up
Find out what opportunities ASML sees for the semiconductor industry.
Lululemon: Three x 2
Find out what growth drivers Lululemon is adopting to expand its presence around the world.
Roche – Recovering Post Covid
Treatment and Diagnostic Pipelines, Shifting Demand, and AI; let’s dig into the Roche’s post-Covid recovery.
ASML – Riding the Cycle
Find out about the challenges and opportunities faced in the broader semiconductor industry.