Is AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity’s obsession with science made blowing up the world a non-zero reality. Nvidia $NVDA is a company enabling the next great revolution in technology, but is it too

Investment Review day 11 of 50: Samsara $IOT Samsara helps businesses make their physical operations smarter. It offers a cloud platform with connected hardware (like cameras and sensors) plus powerful software solutions that allow companies to track vehicles, monitor industrial equipment, and improve safety across various industries like transportation, energy,

Investment Review day 10: Monday.com $MNDY Monday.com is a fast-growing enterprise software platform built to “democratize the power of software so organizations can easily build work management tools that fit their needs””””. The global market for work management software is booming, projected to reach $50 billion by 2025, and monday.com

Investment Review day 9 of 50: Lockheed Martin $LMT Lockheed Martin is one of the world’s largest defense contractors, with products and services spanning aircraft, missiles, satellites, cybersecurity, and emerging technologies. The company’s focus on innovation, collaborations with industry leaders, and its commitment to advancing 21st-century security capabilities position it

Investment Review day 8 of 50: Enphase Energy $ENPH Enphase Energy is a leading player in residential solar & storage. Growth driven by clean energy goals, but recent headwinds include high rates & policy shifts (CA NEM 3.0) impacting adoption. I bought in May ’23 and I’m down. Misread the

Investment Review day 7 of 50: Baidu $BIDU Baidu (BIDU) is China’s leading internet search engine, offering a variety of services like digital marketing, cloud computing, and video streaming through its subsidiary iQIYI. Investor sentiment towards Chinese tech companies remains cautious due to past government interventions, and this, combined with

Investment Review day 6 of 50: PubMatic Inc PubMatic is one of America’s fastest-growing programmatic advertising supply side platforms (SSPs). It helps publishers get the highest rates possible in placing advertisements on their websites, podcasts, or Connected TV (CTV) stations. PubMatic participates in trillions of digital auctions every day to

Investment Review day 5 of 50: JD.com $JD JD.com is an e-commerce leader in its home market of China. The company stands out with its emphasis on quality goods and exceptional customer service, fueled by its own advanced logistics and fulfillment infrastructure, giving it strong control over the customer experience

Is Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful! Meta $META was in a similar position not too long ago, but it has an impenetrable social network moat. Can the same thing be said of Google’s data in a time of AI

Investment Review day 4 of 50: Airtel Africa $AARTY Airtel Africa is a dominant player in sub-Saharan Africa’s telecom and mobile money sectors. A region that has low banking penetration but high mobile connectivity – a recipe for disruption. Airtel holds significant market share across Africa, and their expansion into