Core Insights - Sands Capital Technology Innovators Fund reported an 8.4% net return in Q3 2025, underperforming the benchmark MSCI ACWI Info Tech and Communication Services Index, which returned 12.5% [1] - The fund focuses on pioneering businesses that are key drivers or beneficiaries of long-term technological changes [1] - The U.S. contributed nearly 70% to the index's increase, with positive returns also from developed and emerging markets [1] Company Highlights: Figma, Inc. - Figma, Inc. (NYSE:FIG) is a leading digital design platform with a market capitalization of $17.826 billion, closing at $35.97 per share on November 28, 2025 [2] - The company experienced a one-month return of -25.33% and a three-month decline of 48.82% [2] - Figma holds over 80% of the UI/UX market share, with more than 13 million monthly users, indicating its strong market position [3] - The company reported Q3 2025 revenue of $274 million, a 38% increase from Q3 2024 [4] - Despite its potential, the fund suggests that certain AI stocks may offer greater upside potential and less downside risk compared to Figma [4]

Core Insights - American Electric Power Company, Inc. (AEP) is recognized as one of the 15 Best Boring Dividend Stocks to Buy [1] - Morgan Stanley has revised AEP's price target to $128 from $130 while maintaining an Overweight rating [2] Financial Performance - For Q3 2025, AEP reported revenue of $6.01 billion, marking an 11% increase year-over-year [3] - AEP has set a long-term operating earnings growth target of 7–9% over the next five years, supported by a $72 billion capital investment plan and an anticipated 10% annual growth in its rate base [3] - Operating earnings per share are expected to grow at a 9% compound annual rate over the five-year period, with guidance for 2026 set between $6.15 and $6.45 per share [4] Company Overview - AEP is a leading electric utility holding company that generates, transmits, and distributes electricity to millions of customers across the United States [5]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2] - A specific company is positioned as a critical player in the AI energy sector, owning essential energy infrastructure assets that will benefit from the increasing demand for electricity driven by AI [3][7] Investment Opportunity - The company in focus is not a chipmaker or cloud platform but is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses significant nuclear energy infrastructure, making it integral to America's future power strategy and capable of executing large-scale energy projects [7] - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, positioning it favorably compared to other energy firms [8] Market Position - The company has an equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth engines in the AI sector without the associated premium costs [9] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the AI and energy space [10] - The company is recognized for delivering real cash flows and owning critical infrastructure, making it a solid investment choice amidst the AI revolution [11] Future Trends - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI [12] - The article emphasizes the urgency of investing in AI infrastructure, the onshoring boom, and the surge in U.S. LNG exports as key trends that will shape the future of energy and technology [14]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to concerns about power grid strain and rising electricity prices [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a crucial player in the energy sector, particularly in nuclear energy infrastructure [7] - It is capable of executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being completely debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization [8] - It trades at less than 7 times earnings, indicating a potentially undervalued position in the market [10] Market Trends - The company is poised to benefit from the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly capitalizes on multiple favorable market trends without the high valuations seen in other sectors [8][6] Future Outlook - The demand for AI is expected to continue growing, with a significant influx of talent and innovation in the field, making investments in AI infrastructure increasingly attractive [12][13] - The company is positioned to profit from the anticipated energy spike driven by AI, making it a compelling investment opportunity for those looking to capitalize on the digital age [3][11]

MARA Holdings, Inc. (NASDAQ:MARA) is among the best US stocks to buy under $20. As of November 26, MARA Holdings, Inc. (NASDAQ:MARA) faces mixed analyst opinions, with slightly more than half of all the analysts covering it assigning a Buy or equivalent rating. With a consensus 1-year median price target of $26, the stock has an upside of over 134%. On November 24, JPMorgan reaffirmed its Overweight rating on the stock but reduced the price target from $20 to $13. The firm lowered its estimates due to a d ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1] - The energy demands of AI technologies are highlighted, indicating a looming crisis in power supply as AI continues to grow [2] Investment Opportunity - A specific company is presented as a significant investment opportunity, possessing critical energy infrastructure assets that are essential for supporting the increasing energy demands of AI [3][6] - This company is not a chipmaker or cloud platform but is positioned to benefit from the surge in electricity demand driven by AI data centers [3] Energy Infrastructure - The company owns vital nuclear energy infrastructure, making it central to America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, which is approximately one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing indirect exposure to multiple growth engines in the AI sector [9] Market Perception - Wall Street is beginning to recognize this company as it benefits from various market trends without the high valuations typical of many energy and utility firms [8] - The company is trading at less than seven times earnings, indicating it is undervalued compared to its potential [10] Future Trends - The ongoing AI infrastructure supercycle, the onshoring boom due to tariffs, and a surge in U.S. LNG exports are all trends that the company is well-positioned to capitalize on [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to a strain on global power grids and rising electricity prices [2][3] - The company in focus is positioned to capitalize on the surge in demand for electricity driven by AI, making it a potentially lucrative investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, benefiting from tariffs and onshoring trends that favor American manufacturers [5][6] - It possesses significant nuclear energy infrastructure assets, which are crucial for the future of clean and reliable power in the U.S. [7] - The company is noted for its ability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7][8] Financial Position - The company is completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to heavily indebted competitors [8][10] - It also holds a significant equity stake in another AI-related company, providing indirect exposure to multiple growth engines in the AI sector [9][10] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar, trading at less than seven times earnings excluding cash and investments [9][10] - The company is recognized for delivering real cash flows and owning critical infrastructure, making it a compelling investment choice in the context of the AI and energy sectors [11][12]

Group 1 - Riot Platforms Inc. is considered one of the best upside stocks to buy currently, despite a price target reduction by JPMorgan from $19 to $17, maintaining an Overweight rating [1] - In Q3 2025, Riot Platforms reported total revenue of $180.2 million, reflecting an 18% increase from the previous quarter, but net income decreased significantly to $104.5 million from $219.5 million [2] - The company's Bitcoin production slightly declined quarter-over-quarter due to an 8% growth in the global hash rate, which outpaced Riot's own 3% growth in hash rate deployment [3] Group 2 - Riot Platforms operates as a Bitcoin mining company in the US, with two segments: Bitcoin Mining and Engineering [4] - There are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk compared to Riot Platforms [4]

Iren Limited (NASDAQ:IREN) is one of the best upside stocks to buy now. On November 24, JPMorgan raised the firm’s price target on Iren to $39 from $28 and kept an Underweight rating on the shares. The recent surge in M&A activity within the HPC sector has led JPMorgan to have greater confidence in Bitcoin mining companies, such as Iren. This increased conviction is attributed to the bank’s use of higher valuation assumptions for the miners, which are based on viewing them as integrated cloud businesses. ...

The GEO Group Inc. (NYSE:GEO) is one of the best upside stocks to buy now. On November 8, JonesResearch lowered the firm’s price target on GEO Group to $37 from $50 with a Buy rating on the shares. The firm noted that the company has started to show a trajectory toward over $3 billion in annualized revenue for the full-year 2026, driven by upcoming contracts and monitoring services. At the same time, the firm revised its financial estimates downward to account for slower growth than previously expected. D ...