I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...

Core Viewpoint - HSBC has raised its price target for Nvidia to $320, which is nearly 80% above its current levels, following Nvidia's announcement of a $40 billion partnership with BlackRock to acquire Aligned Data Centers, indicating a significant move in Nvidia's data center infrastructure strategy [1][2]. Price Target Analysis - HSBC's $320 target is the most aggressive among major banks, significantly higher than Nvidia's recent closing price of around $179, reflecting expectations of continued hypergrowth driven by Nvidia's GPU pipeline and partnerships [2][3]. - In contrast, OpenAI's ChatGPT-5 predicts a more conservative price target of $225, suggesting a 25-30% gain over the next 12 months, indicating a more measured outlook compared to HSBC's forecast [2][3]. Market Sentiment - The average forecast from 37 Wall Street ratings collected on TipRanks aligns with ChatGPT's prediction of $225, indicating a consensus among analysts for a more moderate growth outlook [5][7]. - Wall Street appears to favor a "Strong Buy" rating for Nvidia, with only one analyst recommending a "Hold" and one a "Sell," suggesting a general optimism about the stock's potential [7]. Growth Catalysts and Risks - Both HSBC and OpenAI's model agree that Nvidia's strong positioning in AI and data center infrastructure will be key growth drivers, although risks such as competition from AMD and Intel, as well as challenges in the Chinese market, could impact Nvidia's supply chain [4][8]. - The current consensus suggests a preference for steady long-term growth rather than a rapid increase, although Nvidia remains a leader in its sector, leaving room for potential upside [9].

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Core Insights - BMO is optimizing its U.S. branch network by selling 138 branches to First Citizens Bank and plans to open 150 new branches over the next five years in markets with strong growth potential [2][3][9] Group 1: Strategic Initiative - The sale of branches is part of BMO's strategy to reinvest in markets with high client engagement and long-term growth potential [1][4] - The branches being sold are located in several states including North Dakota, South Dakota, Wyoming, Nebraska, Kansas, Missouri, Oklahoma, Idaho, and select areas in Minnesota, Oregon, and Illinois [2] Group 2: Financial Details - First Citizens Bank will assume approximately $5.7 billion in deposits and purchase about $1.1 billion in loans, with a net deposit premium of around 5% [5] - BMO expects to incur a goodwill charge of approximately US$75 million (CAD$104 million) and a tax expense of about US$85 million (CAD$117 million) related to the transaction [5] Group 3: Future Plans - BMO's new branches will focus on markets where it can achieve critical mass and enhance its offerings in Personal and Business Banking, Commercial Banking, and Wealth Management [3][4] - The new branch openings will be primarily California-centric but will not be limited to that state [3] Group 4: Transaction Timeline - The transaction is subject to regulatory approvals and is expected to close in mid-2026 [6] - Until the transaction is finalized, BMO customers are advised to continue using their existing banking services [6]

Untere Schleuse wooden bridge in Thun, Switzerland.Education Images | Universal Images Group | Getty ImagesSwitzerland's government on Thursday cut its 2026 economic forecast for the country, citing the Trump administration's punitive tariffs as a "heavy burden" on its industries.Officials held their forecast for the Swiss economy to expand by 1.3% this year, but noted that this level of economic growth was "significantly below-average" for the country. For next year, they are now forecasting gross domestic ...

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Bank of New York Mellon posted higher third-quarter profit, boosted by a surge in net interest income and fees revenue. ...

Max Fawcett, Christie's Global head of JewelleryChristie'sTwo auction houses have announced personnel changes to their jewelry departments with promotions and a new addition.At Christie’s, Max Fawcett was named Global head of Jewellery. In his new role he will oversee the jewelry category worldwide, while Claibourne Poindexter has been promoted to head of Department, Jewellery, Americas. Both will assume their new roles on January 1, 2026.Based in Geneva, Fawcett joined Christie’s a decade ago and most rece ...

Core Viewpoint - Taboola is set to release its third quarter 2025 financial results on November 5, 2025, with a conference call scheduled for 8:30 a.m. ET to discuss the earnings [1] Group 1: Financial Results Announcement - The third quarter 2025 financial results will be announced on November 5, 2025 [1] - A conference call and webcast will be held at 8:30 a.m. ET to discuss the financial results [1] - The webcast will be available for replay for one year, until November 5, 2026 [1] Group 2: Company Overview - Taboola specializes in performance advertising technology that extends beyond search and social media, delivering measurable outcomes at scale [2] - The company collaborates with thousands of businesses, reaching approximately 600 million daily active users through its ad platform, Realize [3] - Major publishers like NBC News and Yahoo, as well as OEMs such as Samsung and Xiaomi, utilize Taboola's technology to enhance audience engagement and revenue [3]

Core Insights - BKV Corporation's stock has increased by 19% over the past year, driven by strong business performance and a 23% rise in natural gas prices [1] Company Performance - The significant stock surge is attributed to the company's robust operational results [1] Market Context - The rally in natural gas prices, which increased by 23%, has positively impacted BKV Corporation's stock performance [1]