The Nightview Fund navigated Q1 with a level of activity that reflects both the magnitude of the opportunities we identified ...

We initiated our position in Axon in late February as the stock corrected sharply in the broader software selloff. We added ...

Tesla has lagged the broader Magnificent 7 rebound post US–Iran ceasefire, down ~4% vs. strong gains in peers, and remains ...

Red Cat Holdings is experiencing explosive revenue growth, scaling production, and targeting surging demand in the drone and ...

Vonovia is Europe's largest real estate company, trading at a ~50% discount to NAV and offering a 5.4% dividend yield. See ...

SK hynix is planning to ​invest 19T won (about $12.85B) ‌in a new manufacturing facility in South Korea for advanced ...

Applying an 8x forward P/E multiple, Micron's 12-month fair value is justified at $900 per share under conservative revenue & ...

Columbia Seligman Premium Technology Growth Fund ETF: active covered calls, 4–4.5% yield, semi tilt & discount—see if STK ETF ...

OpenAI may invest up to $1.5B in DeployCo, a $10B JV to speed enterprise AI adoption, with PE backers guaranteed 17.5% returns—read more now.

AI-native cybersecurity, diversification, and first positive operating margin boost long-term upside. Read here for more ...

Salesforce is reshaping its business model with Agentforce, repositioning its pricing model from per-seat to per-action. Read ...

Infineon's heavy automotive and cyclical end-market exposure, plus high CapEx needs, sustain chronic volatility. Read why ...