Investment Review day 15 of 50: BYD $BYDDY BYD is a Chinese electric vehicle (EV) manufacturer that has made incredible strides in the global market. The company’s focus on battery-powered electric vehicles (BEVs) and plug-in hybrid models has led to impressive success. In the last quarter of 2023, BYD achieved

Investment Review day 14 of 50: ASML Holding $ASML ASML is recognized as the world’s leading supplier of photolithography equipment, integral for the production of microchips and integrated circuits. ASML’s machines are critical components in semiconductor manufacturing, enabling semiconductor companies like Taiwan Semiconductor $TSM and Samsung to manufacture incredibly powerful

Investment Review day 13 of 50: Snowflake $SNOW Snowflake’s mission is to create a data connected world where organizations have seamless access to explore, share, and unlock the value of their data. Providing cloud-based data warehouses as a service, it wants to help customers access their information and then find

Investment Review day 12 of 50: Palo Alto Networks $PANW Palo Alto Networks is the world’s largest pure play cybersecurity company, offering essential next-generation firewalls, cloud security, and security operations critical for combating sophisticated cyber threats. Despite recent stock declines due to lowered guidance and claims of customer fatigue with

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