It is no secret that the bitcoin mining industry is being battle-tested in the wake of the fourth halving. Hash price (revenue per terrahash) has reached historic lows as bitcoin’s block subsidy has been slashed. Meanwhile, the post-halving mempool frenzy has waned, adding fuel to the fire on already strained mining operators. Nangeng Zhang, Founder…
piranka/E+ via Getty Images Investment Thesis Intellicheck, Inc. (NASDAQ:IDN) faced a series of challenges, including sales execution issues and a notable concentration of customers within the retail sector, which proved vulnerable during periods of economic downturn. This led to a dip in revenue growth, and since then, the company has struggled to re-accelerate growth to…
Andrii Dodonov By Tracy Chen, CFA, CAIA Convexity, which measures interest rate sensitivity and drives the risk and return profiles of fixed income products, is an important concept that investors can utilize to boost total return and manage risk. It can be particularly important and may increase sharply during periods in which interest rates move…
Robert Way Citigroup Inc.’s (NYSE:C) stock has enjoyed a scintillating twelve months, much to the relief of those who endured the ‘false-hope’ stages in late 2021 and 2022. C Stock 5-Y Returns (Seeking Alpha) We last covered the stock in April last year, when we assigned it a buy rating. Our premise back then was…
Galeanu Mihai Investment Thesis: The market is underestimating the exciting prospects of NICE’s cloud business. This business has a strong balance sheet position, a long history of serving the market and is positioned to benefit from the AI wave. At 11x EV / 2027 Adj. EBIT projections, I believe this investment offers a good risk/reward…
NASHVILLE, TN – February 12th, 2024 – Bitcoin Magazine is excited to announce a new partnership with Unchained, the leader in Bitcoin financial services, making them our Official Collaborative Custody and IRA partner in the United States Traditionally, institutional and enterprise investors, whether acquiring bitcoin itself or its derivatives, have turned to large, publicly-traded custodians…
bymuratdeniz 2023 was the year of artificial intelligence (AI). And this is continuing into 2024. But I’m looking for companies set to benefit from the proliferation of AI that haven’t taken off yet. One such company is ZoomInfo (NASDAQ:ZI). ZI’s business-to-business (B2B) contact database is the biggest and most up-to-date in the world. And this…
Volodymyr Zakharov/iStock via Getty Images Inflation has plummeted from its 9% high in June 2022 to its current 3%. It was transitory, lasting just 3 years. This decrease would have occurred without Federal Reserve actions because supply chain disruptions caused by COVID were destined to get resolved as shipping containers eventually got unloaded. This form…
3D_generator Investment Thesis IBEX Limited (NASDAQ:IBEX) represents an investment opportunity within the Business Process Outsourcing (BPO) sector. The company operates as a global provider of customer engagement and technology-driven outsourcing solutions, serving various industries. Our investment thesis for IBEX is shaped by several key factors. IBEX’s performance is significantly influenced by the prevailing macroeconomic conditions….
The update from the SEC appears to suggest that it plans to approve all Bitcoin exchange-traded funds (ETFs) at once. In a move that many may not have envisaged, the Securities and Exchange Commission (SEC) has provided an update on two Bitcoin ETF applications nearly a month before the scheduled deadline. In a Tuesday filing,…
JHVEPhoto Celestica (NYSE:CLS) produced very strong Q3 numbers a couple of weeks ago, yet the stock fell due to revenue guidance. However, the stock has rebounded and is looking to make new highs. Celestica has grown shareholder value and is expecting to see 20%+ EPS growth in 2023. I fully expect the strong EPS growth…
Sibani Das The article below will detail my thoughts on Riot Platforms (NASDAQ:RIOT), one of the largest Bitcoin (BTC-USD) miners, after the recent release of its recent earnings report. The report was met with some skepticism as the equity skidded lower at the close of trading. Bitcoin Ecosystem Before delving further into RIOT’s prospects, an…
Marat Musabirov ZipRecruiter (NYSE:ZIP) recently delivered an increase in revenue per paid employer, and continues to increase its R&D/net sales revenue. Moreover, taking into account new solutions offered to cope with the new jobs available for artificial intelligence tools and digital instruments, ZIP could see business growth coming. I did identify many risks coming from…
Sakorn Sukkasemsakorn Investment Thesis Cameco Corporation (NYSE:CCJ) just reported Q3 results of CAD$0.32 (approximately US$0.23), a big beat against the CAD$0.10 EPS analysts expected). It also declared another CAD$0.12 dividend. As an unwavering bull of Cameco, you might expect me to be very pleased with this latest set of results. Author’s work And you’d be…
Is El Salvador’s Orange Enlightenment Only One Leader Deep? The world is witnessing a miracle unfold in the beautiful country of El Salvador. In just the first four years of president Nayib Bukele’s presidency, the smallest Central American country and recurring murder capital of the world, plagued by civil war, endemic corruption, and generational poverty,…
Tippapatt The recent purchase by Cisco Systems (CSCO) of my 2023 technology pick, Splunk (SPLK), could open up the door to further M&A analysts said. That adds further support to the case of Elastic N.V. (NYSE:ESTC). Cisco’s Splunk buy is expected to create a wave of M&A In December 2022, I chose Splunk as my…
Damir Khabirov Over the last few years, Meta Platforms, Inc. (NASDAQ:META) has been a controversial stock and a very volatile investment. The social media giant has now reinvented the business and is poised to ride the AI wave higher while still struggling to live up to its new name. My investment thesis remains ultra Bullish…
anusorn nakdee/iStock via Getty Images Wave Life Sciences Ltd. (NASDAQ:WVE) develops stereopure oligonucleotides using its PRISM platform to target disease-causing genetic mutations. This is its pipeline: WVE PIPELINE (WVE WEBSITE) Lead assets are WVE-N531 targeting exon 53 skipping DMD, and WVE-003 targeting Huntington’s Disease in phase 1/2 trials. WVE owns the first molecule globally, while…
Suphanat Khumsap/iStock via Getty Images Introduction In the realm of energy investments, few stories appear as compelling as that of Cheniere Energy (NYSE:LNG). Over the past few years, this liquefied natural gas producer has been there ready to respond to changes in the market and help keep the lights on across Europe and the world….
Zhanna Hapanovich By Sandrine Soubeyran and Robin Marshall, Global Investment Research, FTSE Russell Euro high yield (HY) credits have outperformed Euro investment grade (IG) corporate bonds, and those of other regions, both in July and since the beginning of the year. The FTSE Euro High Yield Bond index was up 1.3% and 6.5% respectively in…
sankai Listen below or on the go via Apple Podcasts or Spotify. Avi Gilburt runs The Market Pinball Wizard. Today he discusses the metal market’s 3rd wave setup and possible melt-up (1:00), potential for multi-year rally in oil (6:25) and the bond market’s surprising length of consolidation, with a rally still expected (7:50). This is…