By Focus
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
PE Secondaries: From Niche to Mainstream
Private equity secondaries have experienced a remarkable transformation over the past decade, evolving from a niche corner of the alternatives…
Three Hidden Stocks of AI Where The Real Money Could Flow
1. Datadog (Ticker: DDOG) — The Cloud Monitoring Powerhouse A. Business Overview Datadog is a leading cloud-native observability and analytics…
Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement
A Historic Capital Raise in the AI Infrastructure Race On June 2, Alphabet unveiled one of the largest capital-raising initiatives…
Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks
Our call AVOID THE DIP Price (22 Jun 2026) A$2.01 Consensus target ~A$2.59 Our base case A$1.85 (~8% below) Coverage…
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