Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. The letter highlighted Taiwan Semiconductor Manufacturing Company as a key contributor, citing strong stock performance and demand for compute.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. Alphabet Inc. was highlighted as the top performer, with the fund commenting on its earnings and AI potential.
Munro Partners' Global Growth Fund returned -0.7% in Q4 2025, with Oracle Corporation highlighted as a key performance detractor in its investor letter.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% fund return. It highlighted Ciena Corporation's strong performance and role in hyperscaler networking.
Walmart's AI acceleration executive Daniel Danker says 2026 will mark a shift from experimentation to transformation, with smarter recommendations and chatbot purchases in development.
TSMC's strong financial outlook and CEO comments on AI demand boosted chip stocks including Nvidia, AMD, and Broadcom in early trading Thursday.
Elevate Renewables has acquired the 150-MW/600-MWh Prospect Power battery storage project in Virginia, set to begin operations this summer to support grid reliability and meet rising data center power demand.
A Reddit user posted a bullish case for Cleveland-Cliffs, citing its stock price, potential POSCO investment, facility closures, and macro factors like tariffs and rate cuts.
NextDecade Corporation (NEXT) is positioned to benefit from Europe's exit from Russian natural gas by 2027, with its Rio Grande LNG project set to start operations as supply shifts, backed by contracts from TotalEnergies and Exxon.
Europe's 2027 ban on Russian gas imports creates a massive demand shift, with Cheniere Energy poised to benefit as the largest U.S. LNG exporter, according to analyst Nishant Chandra.
Laughing Water Capital released its Q4 2025 investor letter, reporting returns and commenting on PAR Technology Corporation's stock performance and challenges.
Palantir Technologies' stock has more than doubled annually for three years, with Citigroup analysts forecasting further gains in 2026 driven by accelerating commercial and government revenue.
A bullish thesis on Canadian Natural Resources Limited highlights its dividend coverage, capital discipline, and long-term value despite recent oil price weakness.
A bullish thesis on Starwood Property Trust, Inc. (STWD) was presented on The Swedish Dividend Investor's YouTube channel, emphasizing its high dividend yield and hybrid REIT structure.
Adecoagro S.A. shares trade below intrinsic land value, with a bullish thesis citing undervalued assets, Profertil acquisition benefits, and Brazilian operations growth.