Core Insights - NuScale Power's stock has experienced significant volatility, dropping from a 52-week high of $57 to just above $13, reflecting an 18% decline in 2026 [1][2] - Despite past challenges, NuScale is gaining momentum, with potential for the stock to trade above $20 by year-end [2] Company Developments - NuScale is the only U.S. company with a small modular reactor (SMR) design licensed by the Nuclear Regulatory Commission, but it has yet to secure a firm sale for its technology [4] - The company has faced setbacks, including a canceled project with Idaho National Labs due to high construction costs, but is now moving forward with a promising project in Romania [5][6] - The Romanian project involves deploying six SMRs for a total of 462 megawatts of power generation capacity, with commercial operations expected by 2033 [6] Future Opportunities - In late 2025, NuScale agreed to deploy up to six gigawatts of SMR power generation across seven states for the Tennessee Valley Authority, significantly larger than the Romanian project [7] - The nuclear sector is projected to require a $3 trillion investment by 2050, with SMR technology playing a crucial role in meeting the increasing demand for electricity [8] - If NuScale captures 5% of this investment, it could lead to $150 billion in reactor deployments or related infrastructure projects [9] Market Outlook - Analysts have set an average price target of $29 per share for NuScale, indicating a potential upside of 123% from current levels, although the stock remains volatile [11] - The company is currently burning through cash, and while revenue growth is expected to be steady, it may not be explosive in the near term [9]

Core Insights - Copper exchange inventories have surpassed 1 million tons for the first time in 21 years, indicating a significant shift in market dynamics [1] - Despite a slowdown in smelter activity and softened demand from China, copper prices remain elevated due to long-term supply concerns [1] - The demand for copper is being driven by electrification, digital infrastructure, and rapid urbanization, positioning copper as a foundational element for the 21st-century economy [2] Supply and Demand Dynamics - Electric vehicles require approximately four times more copper than traditional internal combustion vehicles, highlighting the increasing demand from the automotive sector [3] - The construction of new data centers can occur in as little as nine months, while new mines may take over 20 years to develop, creating a disconnect between supply lead times and demand growth [4] Strategic Responses from Major Miners - Teck Resources is pursuing a $53 billion merger with Anglo American, aiming to create a leading global copper producer with over 70% exposure to copper [5] - BHP Group is focusing on organic growth at its existing projects rather than pursuing large acquisitions after its failed attempt to acquire Anglo American [6] - Rio Tinto has allocated 85% of its exploration budget to copper, with a focus on the Oyu Tolgoi expansion in Mongolia [7] - Glencore is expanding its operations in the Democratic Republic of the Congo, targeting an annual output of 300,000 tons at Kamoto Copper Company [7] Emerging Market Focus - Existing mines are facing rising capital expenditures to maintain production levels, with estimates of $250 billion needed over the next decade [8] - The industry is increasingly shifting its focus towards emerging markets to address tightening supply-side conditions [8]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of DNOW Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Investigation and Legal Action - Shareholders of DNOW Inc. may be entitled to compensation through a class action lawsuit without any out-of-pocket fees, as the Rosen Law Firm is preparing to seek recovery of investor losses [2]. - The investigation follows a significant drop in DNOW's stock price, which fell 19.1% after the company reported disappointing fourth-quarter 2025 financial results, including a significant loss that missed Wall Street's expectations [3]. Group 2: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone, and has consistently been ranked among the top firms in the field since 2013 [4].

Core Insights - Berkshire Hathaway's new CEO Greg Abel aims to establish his leadership style through his inaugural annual letter to shareholders, emphasizing the company's commitment to maintaining a "fortress-like" balance sheet [1] Group 1 - The letter outlines the company's strategy to uphold its financial strength and stability, which is a hallmark of Berkshire Hathaway's operations [1] - Abel's leadership marks a significant transition for the conglomerate, as he seeks to reinforce the company's long-standing principles while potentially introducing new initiatives [1] - The focus on a strong balance sheet indicates a cautious approach to investments and financial management, aligning with the company's historical practices [1]

Kobo remote page turnerRakuten KoboI am a long-time e-book convert and I’ve tested and owned many eReaders over the past two decades, including Kindles, Nooks, Kobos and a much missed Sony Reader Touch Edition in red aluminum. However, when it came time to commit to a platform, I went with Kobo. One reason is the company is not afraid to push the envelope on hardware–an attitude in full effect with my Kobo Sage, with its 8-inch display, ComfortLight PRO, stylus support and physical buttons. Kobo has made th ...

Core Thesis - ProPetro Holding Corp. (PUMP) is viewed as a highly asymmetric investment opportunity, combining a traditional oilfield services business with a rapidly growing behind-the-meter (BTM) power subsidiary, ProPwr [2] Business Overview - ProPetro's legacy pressure pumping operations in the Permian Basin are cyclical and capital-intensive, historically valued at 4-5x EBITDA, yet they generate significant free cash flow, currently yielding 15% [2] - ProPwr, launched in late 2024, provides modular onsite power solutions for oil & gas and data center clients, addressing the industry's critical power delivery bottleneck [3] Market Trends - The demand for BTM power has shifted from a temporary solution to a long-term structural necessity, supported by recent market trends and regulatory changes [4] - Major multi-gigawatt projects, such as XAI's Colossus and Oracle-OpenAI's 2.3GW deployment, underscore the permanence of onsite power solutions [4] Growth Potential - ProPwr currently has 240MW contracted, including a significant 60MW deal with a hyperscale data center, with targets of 750MW by 2027 and 1GW by 2030, which may be conservative [5] - The leadership team at ProPwr has extensive experience, enhancing the potential for scalable deployment [5] Valuation and Catalysts - The legacy business offers downside protection through cash flow, while ProPwr's growth potential could lead to a 3-4x stock appreciation over two years, with a possibility of 10x if execution is flawless [6] - Near-term catalysts include additional data center contracts and expansions, which would accelerate ProPwr's deployment [7] Investment Outlook - ProPetro presents a unique combination of defensive cash flow, strategic optionality, and exposure to a growing market in data center electrification, with a three-year price target of $35, indicating significant upside potential [7]

We came across a bullish thesis on ProPetro Holding Corp. on Guasty Winds Investment Ideas’s Substack by Guasty Winds. In this article, we will summarize the bulls’ thesis on PUMP. ProPetro Holding Corp.'s share was trading at $10.90 as of February 23rd. PUMP’s trailing and forward P/E were 25.72 and 3.10 respectively according to Yahoo Finance. Devon Energy (DVN) Target Increased to $50 by Roth Capital After Strong Results ProPetro Holdings (PUMP) represents a highly asymmetric investment opportunity, c ...

We came across a bullish thesis on Procore Technologies, Inc. on Zenoble’s Substack by Zenoble Research. In this article, we will summarize the bulls’ thesis on PCOR. Procore Technologies, Inc.'s share was trading at $48.86 as of February 23rd. PCOR’s forward P/E was 42.73 according to Yahoo Finance. Truist Lowers GitLab (GTLB) PT to $35 Citing AI Strategy Importance, Terminal Value Concerns Copyright: welcomia / 123RF Stock Photo Procore Technologies sits at a critical inflection point that investors a ...

We came across a bullish thesis on Amgen Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on AMGN. Amgen Inc.'s share was trading at $382.87 as of February 24th. AMGN’s trailing and forward P/E were 24.32 and 13.74, respectively according to Yahoo Finance. Why Impact Biomedical Inc. (IBO) Surged On Thursday? Elena Pavlovich/Shutterstock.com Amgen Inc. discovers, develops, manufactures, and delivers human therapeutics worldwide. AMGN is attracting bullish posi ...

Core Thesis - APi Group Corporation (APG) is positioned as a compelling investment opportunity due to its strong growth potential and resilient business model, particularly in the safety and specialty services sector [2][6]. Financial Metrics - As of February 24th, APG's share price was $44.99, with trailing and forward P/E ratios of 95.67 and 21.41 respectively [1]. - The company has a historical revenue growth rate of 10%, EBITDA margins of 16%, and 60% of its revenue is recurring [6]. Business Model and Strategy - APG generates approximately 70% of its revenue from its Safety Services segment, which includes essential services like fire, security, and elevator inspections that are mandated by law [4]. - The company is transitioning to an Inspection, Service, and Monitoring (ISM) model, expected to account for over 60% of total revenue by 2028, enhancing its cash flow stability [4]. Recent Developments - An institutional investor recently purchased 5,500 contracts of the July 17, 2026, $45 Calls for $2.4 million, indicating confidence in APG's upward momentum following a breakout above its 52-week high of $45.37 [3]. - The trade anticipates a price target of $50–$55 by mid-summer, suggesting potential double-digit gains if analyst expectations are met [4]. Growth Catalysts - Key growth drivers include the recent acquisition of CertaSite, which expands APG's inspection capabilities in the Midwest, and the full integration of the Chubb acquisition, with projected free cash flow of $726 million [5]. - Upcoming earnings reports for Q4 2025 and Q1 2026 are expected to highlight the benefits of these acquisitions and seasonal trends in specialty infrastructure services [5]. Market Position - APG is viewed as a compounding machine rather than a traditional industrial stock, supported by resilient core operations and strategic acquisitions [6]. - The stock has appreciated approximately 23% since previous bullish coverage, reflecting growing investor confidence in its long-term growth potential [7].