Investment Cases

Teradyne: Photonics, Memory, AI, and Physical AI Tailwinds!

Aug 12 • Ray Myers

Sofi Q2 2026: Incredible Cross-Sale vs Stubborn Market!

Stock down 31% YTD, despite accelerating revenue and profit growth.

Aug 7 • Ray Myers

Meridian Holdings Q2 2026: Strong Profits and a New CEO!

43% ADJ EBITDA growth in Q2 and Zoran Milošević was appointed group CEO of this $180M Online Casino Small Cap.

Aug 5 • Ray Myers

ServiceNow Deep Dive: Too Cheap to Ignore?

The stock is down 57%, due the AI disruption narrative, however, the company is positioning itself to be an AI winner.

Jul 28 • Ray Myers

Celsius Deep Dive: Undervalued Energy Platform!

$CELH stock is down 32% YTD, and presents investors with an interesting turnaround opportunity.

Jul 8 • Ray Myers

One Stop Systems: Enabling Military and Physical AI!

Stock is up 146% YTD as investors seek Physical AI companies.

Jun 30 • Ray Myers

Broadcom Deep Dive: The Custom AI Chip Leader!

A very high quality business that is trading for a fair price.

Jun 17 • Ray Myers

Mercado Libre: The Best Company in Latin America is Cheap!

Stock is down 34%, despite accelerating revenue growth and strengthening moat.

Jun 10 • Ray Myers

Meta: Most Undervalued Mag7!

Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.

May 28 • Ray Myers

SpaceX Deep Dive: $2T IPO of the Century!

The long awaited SpaceX IPO is here!

May 25 • Ray Myers

Micron: The AI Memory Supercycle!

US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!

May 12 • Ray Myers

Meridian Holdings Q1 2026: Back to GAAP Profitability!

Small cap trading 4x EV/ADJ EBITDA whilst growing topline at 17% and ADJ EBITDA at 26%

Apr 30 • Ray Myers

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