Core Insights - The company, TQI, aims to assist investors in navigating the current asset bubble profitably [1] - TQI was established in July 2022 with a mission to simplify and enhance the investing experience for all investors [2] Company Offerings - TQI publishes premium equity research reports on Seeking Alpha, providing a research library and performance tracker [2] - The company offers highly-concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle [2] - TQI provides access to proprietary software tools and group chats to enhance the investing experience [2] - The company also shares investing insights through a free newsletter, Twitter, and LinkedIn [2]

Summary of Key Points Core Viewpoint - The author has over 10 years of experience researching a wide range of companies across various industries, including commodities and technology, and has transitioned from blogging to a value investing-focused YouTube channel to share insights on these companies [1]. Group 1: Company Research Experience - The author has researched over 1000 companies in depth, covering sectors such as oil, natural gas, gold, copper, and technology companies like Google and Nokia [1]. - The focus has shifted to a YouTube channel dedicated to value investing, where hundreds of companies have been analyzed [1]. - The author expresses a particular interest in metals and mining stocks, while also being knowledgeable in consumer discretionary/staples, REITs, and utilities [1].

Group 1 - AT&T has been the best-performing stock among the three major US telecommunications companies since the rollout of its 3-year plan in December 2024 [1] - The author has a long-term investment strategy focused on matching S&P 500 returns with lower volatility and higher income [1] - The investment approach emphasizes buying when prices are low relative to intrinsic value, regardless of asset class, market cap, sector, or yield [1] Group 2 - The article expresses the author's personal opinions and does not involve compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]

Core Insights - NIQ Global Intelligence plc (NYSE: NIQ) experienced a disappointing public offering, with shares priced below the midpoint of the preliminary offering range and subsequently falling below the lower end of that range [1] Group 1: Company Performance - The public offering of NIQ Global Intelligence plc was lackluster, indicating potential challenges in market reception and investor confidence [1] Group 2: Market Context - The investment group "Value In Corporate Events" focuses on identifying opportunities in IPOs, mergers & acquisitions, earnings reports, and changes in corporate capital allocation, covering 10 major events monthly [1]

Trade Frameworks and Tariffs - The U.S. has established significant trade frameworks with the Philippines and Japan, with the Philippines receiving a slight reduction in tariffs from 20% to 19% on U.S. exports [2] - Japan's tariffs on imports, including autos, will be capped at 15%, avoiding the previously threatened 25%+ tariffs, in exchange for a commitment of $550 billion in U.S. investment [3] - The European Union has threatened to impose 30% tariffs on over $100 billion worth of U.S. goods if no deal is reached by the August deadline [3] Neuromorphic Computing - Neuromorphic computing represents a potential leap in AI technology, mimicking biological neural networks to improve computing efficiency and energy consumption [5][6] - Intel's Loihi 2 chip can perform certain AI tasks using up to 100 times less power than traditional chips, indicating significant advancements in this field [7] - Companies like BrainChip Holdings (BRCHF) and IBM are highlighted as key players in neuromorphic computing, with BrainChip's Akida chip already in use for smart sensors and defense applications [9][10] Investment Opportunities - Advanced Micro Devices Inc. (AMD) is positioned as a major player in AI technologies, with a focus on disrupting Nvidia's market dominance through competitive pricing and performance [15][16] - AMD's data center segment has shown a 69% year-over-year growth, contributing significantly to its gross operating income [16] - The seasonality tool from TradeSmith suggests potential bearish trends in the market, indicating strategic timing for investments in stocks like Lattice Semiconductor (LSCC) [19][20]

Core Insights - GE Vernova's stock surged 14% to all-time highs following a strong Q2 report, marking a 90% year-to-date increase, making it the second best-performing stock in the S&P 500 [1] - The demand for nuclear and next-generation energy stocks is driven by the increasing power needs from AI hyperscalers, indicating a paradigm shift in energy requirements [2][3] - The U.S. government aims to triple nuclear energy capacity by 2050, which is expected to spur innovation and investment in the sector [3] Company Performance - GE Vernova's Q2 performance solidified its position as a leader in the AI-driven energy sector, with significant contributions from nuclear, natural gas, and electrification [1][9] - The company reported a substantial increase in key financial metrics, including free cash flow and revenue, indicating a strong outlook for future growth [16] - GE Vernova's installed technologies generate approximately 25% of global electricity, showcasing its significant market presence [11] Industry Trends - Data centers' share of total U.S. power demand is projected to rise from 4% in 2023 to 12% by 2030, reflecting the growing energy needs of AI companies [3] - The Range Nuclear Renaissance Index ETF, which includes nuclear energy stocks, has increased by 130% since its inception in January 2024, outperforming the Nasdaq [6] - The nuclear energy sector is experiencing a renaissance, with companies like Talen and Rolls-Royce also showing strong performance and growth potential [20][27] Investment Opportunities - GE Vernova is highlighted as a reliable investment in next-gen energy, with plans for share buybacks and dividends, appealing to long-term investors [9][19] - Talen's recent acquisition of natural gas plants is expected to boost its free cash flow significantly, indicating strong growth prospects [22] - Rolls-Royce has emerged as a leader in nuclear technologies, with a focus on profitability and growth, and is projected to see substantial earnings growth in the coming years [27][28]

Core Viewpoint - The RxSight class action lawsuit alleges that the company and its executives made misleading statements regarding the company's performance and financial guidance, leading to significant stock price declines following the disclosure of poor financial results [1][4][5]. Company Overview - RxSight, Inc. is a commercial-stage medical technology company focused on the research, development, manufacture, and sale of light adjustable intraocular lenses (LAL) used in cataract surgery [3]. Allegations of the Lawsuit - The lawsuit claims that during the class period, RxSight faced "adoption challenges" and structural issues that resulted in declining sales and utilization of its products [4]. - It is alleged that the company overstated the demand for its products and was unlikely to meet its previously issued financial guidance for fiscal year 2025 [4]. - Following the release of preliminary second-quarter financial results on July 8, 2025, which showed significant declines in Light Delivery Device (LDD) sales and overall revenue, RxSight lowered its full-year guidance by approximately $42.5 million at the midpoint [5]. Financial Impact - The announcement of poor financial results led to a nearly 38% drop in the price of RxSight stock [5].

      NASDAQ | TSX: ACBEDMONTON, AB, July 23, 2025 /PRNewswire/ - Aurora Cannabis Inc. (the "Company" or "Aurora") (NASDAQ: ACB) (TSX: ACB), the Canadian based leading global medical cannabis company, announced today that it has scheduled a conference call to discuss the results for its first quarter 2026 on Wednesday, August 6, 2025 at 8:00 a.m. Eastern Time | 6:00 a.m. Mountain Time. The Company will report its financial results for the first quarter 2026 before the opening of markets that same day.Confer ...

NEWTOWN, Pa., July 23, 2025 /PRNewswire/ -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Encompass Health Corporation ("Encompass") (NYSE: EHC), resulting from allegations of providing potentially misleading information to the investing public.If you are an Encompass investor who suffered a substantial loss and would like to learn more, you can provide your contact information and trading details HERE.You can also contact attorney Eric Lechtzin of Edels ...

Toy company Mattel Inc MAT reported second-quarter financial results after market close Wednesday.Here are the key highlights.What Happened: Mattel reported second-quarter net sales of $1.019 billion, down 6% year-over-year. The net sales missed a Street consensus estimate of $1.068 billion according to data from Benzinga Pro.The company reported earnings per share of 19 cents, beating a Street consensus estimate of 17 cents per share."Our second quarter performance reflects operational excellence in the cu ...