Tag: Thesis

Sarepta Therapeutics: Rebuilding The Thesis After Hitting Rock Backside (NASDAQ:SRPT)

This text was written byObserveBiologics is a full-time healthcare investor who developed a ardour for biotech and life saving therapies after working within the medical area for years. His commerce focus is round...

Blaize Holdings: Excessive Stakes Bullish Thesis Wants At Least One other Yr To Play Out (BZAI)

This text was written byObserveInvestor based mostly in Geneva, Switzerland. Observe me on Twitter @GenevaInvestor for every day macro & investing nuggets. I write about macroeconomics, international traits, and what I consider are...

Apple Q1 Reinforces My Promote Thesis, However With One Huge Caveat

This text was written byComply withI've been a eager pupil of the markets for a number of years now. I really like finding out how corporations develop over time, what worth they ship...

Jevons Paradox Does Not Help a Bullish Thesis for AI Tech Shares

Many expertise sector analysts imagine that the inventory market worth declines throughout the tech sector (and the general market), that occurred within the aftermath of DeepSeek’s latest product releases represented an “over-reaction”. The...

Thesis Raises One other $8.4M to Enhance your Cognitive Efficiency Based mostly on Your Physique’s Mind Chemistry – AlleyWatch

The usage of nootropics, chemical or pure substances which have a optimistic influence on psychological expertise, is an rising area in neuropsychology.  The most typical nootropic in use immediately is caffeine, which has...

Agiliti Inventory: Lack Of Catalysts To Revise Thesis, Retain Maintain (NYSE:AGTI)

Internet-net, we proceed to see overhang for AGTI in unison with findings from our final publication. In different phrases, the market appears to be like but to have priced these...

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