Core Insights - Polen Capital's "Polen U.S. Small Cap Growth Strategy" achieved a return of 21.4% gross and 21.1% net of fees in Q3 2025, outperforming the Russell 2000 Growth Index which returned 12.2% [1] Company Performance - Powell Industries, Inc. (NASDAQ:POWL) was highlighted as a top contributor to the portfolio's performance, benefiting from increased capital expenditure in data centers and the trend towards onshoring manufacturing in the U.S. [3] - Powell Industries reported total revenue of $286 million in Q3 2025, slightly down from $288 million in the same quarter of the previous year [4] Stock Analysis - Powell Industries' stock experienced a one-month return of -21.84% and a 52-week decline of 1.58%, closing at $285.29 per share with a market capitalization of $3.443 billion on November 19, 2025 [2] - The company is not among the top 30 most popular stocks among hedge funds, with 27 hedge fund portfolios holding its stock at the end of Q2 2025, an increase from 23 in the previous quarter [4]

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 the onshoring trend in the U.S. [5][6] - It possesses significant nuclear energy infrastructure assets, which are crucial for America's future power strategy [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 [8] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities [9][10] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a strong potential for upside without the inflated valuations seen in other sectors [10][11] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring boom and increased U.S. LNG exports, positions this company favorably for future growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting this growth [12][13]

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, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] - 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, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses critical nuclear energy infrastructure assets and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization [8][10] Market Position - The company has an equity stake in another prominent AI venture, providing investors with indirect exposure to multiple growth engines in the AI sector [9] - It is trading at a low valuation of less than 7 times earnings, making it an attractive option for investors looking for undervalued stocks in the AI and energy space [10][11] - The company is recognized for its ability to generate real cash flows and maintain critical infrastructure, positioning it well for future growth [11][12] Future Outlook - The ongoing influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12][13] - The combination of the AI infrastructure supercycle, the onshoring boom, and the surge in U.S. LNG exports presents a unique investment landscape [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 Opportunity - Wall Street is investing heavily in AI, but there is a critical question regarding the energy supply needed to support this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure, which is crucial for 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 is trading at a low valuation of less than 7 times earnings, indicating a potentially undervalued investment opportunity [10] Market Trends - The company is well-positioned to capitalize on the onshoring trend driven by tariffs, as well as the increasing U.S. LNG exports under the current administration [5][14] - There is a growing recognition on Wall Street of the company's strategic importance in the AI and energy sectors [8] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The potential for significant returns is highlighted, with projections suggesting over 100% upside within the next 12 to 24 months [15]

RT Bloomberg New Economy (@BBGNewEconomy)"The US has always been an important market for Swiss companies...what is new is the speed and size the Swiss private sector has to onshore to the US." @SECO_StateSec Helene Budliger Artieda #BloombergNewEconomy⏯️ https://t.co/Sqkf8dKmnN https://t.co/A9FlX8aBd7 ...

Core Insights - Lineage, Inc. is currently viewed as one of the worst-performing stocks to invest in, with RBC Capital reducing the price target from $51 to $45 while maintaining an "Outperform" rating due to ongoing market softness impacting near-term performance [1][2] Financial Performance - The company reported a total revenue increase of 3.1% to $1,377 million in Q3 2025, with significant growth in the Total Global Warehousing segment, which rose to $1.01 billion from $972 million year-over-year [3] - Adjusted EBITDA grew by 2.4% to $341 million, while AFFO increased by 6.3% to $221 million, indicating resilience despite challenging market conditions [4] Future Outlook - The rollout of the LinOS system is expected to accelerate into 2026, with management prepared to provide more information, suggesting potential for future growth [2]

Core Insights - Blue Owl Capital Inc. (NYSE:OWL) is currently viewed as a poor investment option following a price target reduction by JPMorgan from $22 to $20 while maintaining a "Neutral" rating [1][2] Financial Performance - In Q3 2025, Blue Owl Capital reported total net revenues of $727.9 million, an increase from $600.8 million in Q3 2024, with management fees rising from $523.3 million to $645.6 million [1] - The company's GAAP net income saw a significant decline of 79% year-over-year, dropping to $6.3 million, while expenses increased by 33% to $615.3 million [2] Business Momentum - Blue Owl Capital demonstrated strong business momentum with record fundraising, achieving new capital commitments of $14 billion in Q3 2025 and $57 billion over the last twelve months, indicating robust interest from institutional, private wealth, and insurance clients [3]

Core Insights - Artisan Partners' "Artisan Small Cap Fund" reported strong performance in Q3 2025, with major US indices reaching record highs and the fund's Investor Class returning 8.69% [1] - SharkNinja, Inc. (NYSE:SN) was highlighted as a notable stock, experiencing a one-month return of -9.43% and a 52-week decline of 14.40% [2] - The fund adjusted its position in SharkNinja, trimming holdings due to elevated expectations and tariff concerns, but later added back to the position before harvesting capital in Q3 2025 [3] Fund Performance - The Artisan Small Cap Fund's Investor Class returned 8.69%, Advisor Class 8.75%, and Institutional Class 8.73%, while the Russell 2000 Growth Index returned 12.19% [1] - The fund's top holdings can be reviewed for insights into its best picks for 2025 [1] SharkNinja, Inc. Overview - SharkNinja, Inc. is a product design and technology company with a market capitalization of $11.947 billion, closing at $84.64 per share on November 17, 2025 [2] - The company reported a 14.3% year-over-year increase in net sales, reaching $1.63 billion in Q3 2025 [4] - SharkNinja's presence among hedge funds decreased, with 65 portfolios holding its stock at the end of Q2 2025, down from 69 in the previous quarter [4] Investment Sentiment - While SharkNinja is recognized for its potential, the company is viewed as having less upside compared to certain AI stocks, which are considered to carry less downside risk [4]

Core Insights - indie Semiconductor, Inc. (NASDAQ:INDI) is gaining attention as a potential investment opportunity, with UBS resuming coverage and raising its price target to $5 from $4.50, while Benchmark Co maintains a Buy rating with an $8 target [1][2] Financial Performance - The company reported third-quarter revenue of $53.7 million and a non-GAAP gross margin of 49.6%, indicating strong financial health [3] - Operating loss narrowed to $11.3 million compared to $16.8 million in the same quarter last year, reflecting improved operational efficiency [3] Strategic Developments - indie Semiconductor's strategic backlog has increased to $7.4 billion, showcasing robust design-win momentum in Advanced Driver Assistance Systems (ADAS) and growth in industrial markets such as quantum computing and robotics [2][3] - The company successfully designed a Robotaxi for a North American self-driving OEM and launched DFB laser products with significantly lower frequency noise for quantum computing applications [4] Product Focus - The company specializes in automotive-grade semiconductors and software solutions for driver assistance systems, in-cabin user experience, and vehicle electrification, with a focus on edge sensors like LiDAR, radar, ultrasound, and computer vision [5]

Core Insights - Coinbase Global, Inc. (NASDAQ:COIN) has been recognized as one of the 15 Best Aggressive Growth Stocks to Buy Right Now, with Mizuho raising its price target from $300 to $320 while maintaining a Neutral rating [1] - The company reported a 44% year-over-year increase in stablecoin revenue, driven by growing USDC balances and market capitalization, with off-platform revenue constituting about 55% of this revenue for the quarter [2] - Mizuho expressed caution regarding Coinbase's future, highlighting risks related to high retail take rates due to increasing competition and the company's growing dependence on USDC, which now represents nearly 20% of total revenue [3] Company Overview - Coinbase Global, Inc. operates a platform that enables individuals and institutions to engage with cryptocurrencies, allowing users to buy, sell, transfer, trade, stake, and store various cryptocurrency assets [4]