Oracle Corporation
Pitch Summary: Oracle’s stock surged due to a significant increase in its order backlog, driven by AI-related demand, highlighting its potential to capitalize on the AI transition. BSD Analysis: Oracle experienced a dramatic stock price increase after reporting a 360% growth in its order backlog, largely attributed to a substantial commitment from OpenAI. This surge […]
Amazon.com, Inc.
Pitch Summary: Amazon’s strong business model and reasonable valuation make it a solid investment in the AI space. BSD Analysis: Amazon continues to dominate the e-commerce and cloud computing sectors, with significant investments in AI to enhance its services. The company’s valuation remains reasonable, especially compared to historical multiples, suggesting potential upside. Amazon’s robust infrastructure […]
EssilorLuxottica (EL) – A European Powerhouse with an unassailable MoatEssilorLuxottica – EL.PA
Pitch Summary: EssilorLuxottica is a dominant player in the global eyewear market, with a significant moat due to its vertical integration, extensive brand portfolio, and strategic partnerships, notably with Meta for smart glasses. The company’s control over the value chain and its innovation in smart eyewear position it for long-term growth. BSD Analysis: EssilorLuxottica’s partnership […]
HK 第45部分; HK +80%… What next?!?Shanghai Chicmax – 2145.HK
Pitch Summary: Shanghai Chicmax represents a quality growth opportunity with a P/E multiple in the teens, supported by a substantial net cash position. BSD Analysis: Shanghai Chicmax has been identified as a quality growth company with a favorable valuation, particularly in comparison to its western peers. The company’s strong financial position, characterized by a significant […]
AERG – A Quick Update + Interactive Financial ModelApplied Energetics – AERG
Pitch Summary: Applied Energetics is positioned to capitalize on the Department of Defense’s urgent need for innovative defense solutions. The company’s ultrashort pulse laser platform is nearing a critical demonstration phase, which could transition it from lab validation to production deployment. This potential shift represents a significant opportunity for growth. BSD Analysis: The Department of […]
