Group 1 - The article highlights the strong performance of the analyst team, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23x [1] - The focus is on providing income-oriented investment options for those preferring lower-risk firms with steady dividend payouts [1] Group 2 - The company Xunlei Limited (XNET) is mentioned as a subject of previous coverage, indicating ongoing interest and updates regarding its performance [2] - The analyst has a background in trading, particularly in tech stocks, and has expanded coverage to include offshore drilling, supply, and shipping industries [3]

Kennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a b ...

Group 1 - Kennedy is a GARP-themed investor focusing on companies with aggressive growth prospects that are expected to become highly profitable within 1-2 years [1] - The investment philosophy emphasizes long-term discipline, consistent alpha generation, and an awareness of risk [1] - The Curious Analyst is associated with Kennedy Njagi, indicating a collaborative approach in investment analysis [1] Group 2 - The article does not provide specific company or industry insights, focusing instead on the investment philosophy and approach of the analyst [2]

Core Insights - Shopify is enhancing its long-term revenue base through its Subscription Solutions segment, which accounted for 24.6% of total revenues in Q3 2025 [1][11] Subscription Solutions Performance - Subscription Solutions revenues increased by 14.6% year-over-year to $699 million, driven by strong demand for higher-priced plans and sustained merchant engagement [2][11] - Monthly Recurring Revenues (MRR) rose by 10.3%, with Shopify Plus now representing 35% of MRR, contributing to higher Average Revenue Per User (ARPU) and long-term customer retention [2][11] - The segment maintains gross margins around 80%, providing solid operating leverage despite increased investments in AI, product enhancements, and international expansion [3] Market Context and Competition - The subscription e-commerce market is projected to grow to $6.88 trillion by 2032, presenting a significant long-term growth opportunity for Shopify [3] - Shopify faces rising competition from Commerce.com and eBay, with Commerce.com focusing on flexible, enterprise-grade subscription solutions [6][7] - eBay reported a 10% increase in Gross Merchandise Volume (GMV) to $20.1 billion, highlighting its strong position in the e-commerce market [8] Financial Outlook - Shopify anticipates overall revenue growth in the mid-to-high 20% range for Q4 2025, indicating the stability and strategic importance of its subscription business [5][11] - The Zacks Consensus Estimate for 2025 earnings is $1.46 per share, reflecting a 12.31% year-over-year growth [15]

And we are back right here on halftime with final trades. Bin, you're up first. >> Google stock continues to perform well in a negative tape.Gemini 3 just rolled out and Google DeepMind just also rolled out the Nana Banana Pro, which is their great image generator. So, I think the stock continues to go higher. >> Yeah, one of the green spots in tech.Steph, over to you. >> I like Starbucks. I think the turn is happening faster than expected.First positive comp in over two years last quarter. I think there's ...

Alphabet (GOOGL) stock climbed to a new high on Nov. 19 before closing the day about 3% higher. The jump came after Google unveiled its newest artificial intelligence (AI) model, Gemini 3, which the company says raises the bar for AI performance by delivering more concise, improved responses. The launch has renewed optimism among investors as AI has been a key driver of Alphabet’s growth. Notably, Alphabet is showing strong momentum across all of its core businesses, and AI is playing a key role in that p ...

Core Insights - Alphabet has significant advantages in distribution, owning the leading browser (Chrome) and smartphone operating system (Android), both with over 70% global market share, making it a primary gateway to the internet for most users outside China [1] - The company has developed a competitive large language model, Gemini, which is gaining market share, aided by its popular AI image-editing tool [2] - Alphabet's Google search engine faces increasing competition due to the rise of AI, but it maintains a strong position in the merging "discovery" business [3] Investment Activity - Berkshire Hathaway recently opened a $5 billion position in Alphabet, indicating confidence in the company's future prospects [5][6] - The investment decision may reflect a long-standing recognition of Alphabet's value, as Warren Buffett previously expressed regret for not investing earlier [5] AI and Cloud Computing - Alphabet is integrating AI features into its search solutions, enhancing user experience and driving query growth [7] - The company has a robust digital ad network, which is a significant competitive advantage, as it effectively supports both local and global advertising campaigns [8] - Alphabet's cloud computing platform is well-positioned, supported by its advanced AI model Gemini and custom AI accelerator chips (TPUs), which provide cost and power efficiency advantages [9][10] Additional Business Segments - Alphabet owns YouTube, the leading streaming service, which continues to show solid growth [11] - The company is making strides in quantum computing and expanding its Waymo robotaxi business, indicating diversification and innovation [11] Valuation - Alphabet is trading at a forward price-to-earnings ratio of approximately 25.5 times 2026 analyst estimates, suggesting it is not overpriced given its growth potential [12]

Core Insights - GoDaddy has launched the Agent Name Service (ANS) API, enabling developers to build and test integrations for AI agents, enhancing trust in the agentic ecosystem [1][7] - The ANS aims to provide a reliable identity naming system for AI agents, combining human-readable names with cryptographically verifiable identities [1][7] - The initiative is designed to facilitate interoperability across various protocols while ensuring operational rigor in agent lifecycle management [7] Group 1: ANS API Launch - The ANS API is now live, allowing developers to generate keys and explore endpoints for agent registration and discovery [7] - GoDaddy has also launched the ANS Standards site, which includes the latest open API specifications and implementation guidance [1][7] Group 2: Trust and Interoperability - ANS is positioned as a backbone of trust for the agent economy on the open web, leveraging GoDaddy's extensive experience in domain names and certificate infrastructure [1][7] - The system incorporates a protocol-agnostic adapter layer to ensure compatibility with emerging standards while using familiar PKI/X.509 for identity verification [7] Group 3: Operational Features - ANS provides lifecycle controls for agent registration, renewal, and revocation, essential for production deployments [7] - The service includes enrollment of agent certificates and status checks to enable cryptographic verification before data exchange [7]

Group 1 - The recommendation to buy Alphabet (NASDAQ: GOOG) shares is reiterated, indicating a positive outlook on the company's stock performance [1] - This article serves as a continuation of a previous coverage initiation thesis published on December 12, 2024, suggesting ongoing analysis and research on Alphabet [1] Group 2 - The analyst has no current stock, option, or similar derivative positions in any of the companies mentioned, ensuring an unbiased perspective [2] - The article expresses the author's own opinions and is not influenced by compensation from any company mentioned [2]

Group 1 - The recommendation to buy Alphabet (NASDAQ: GOOG) shares is reiterated, indicating a positive outlook on the company's stock performance [1] - This article serves as a continuation of a previous coverage initiation thesis published on December 12, 2024, suggesting ongoing analysis and research on Alphabet [1] Group 2 - The analyst has over 5 years of experience in equity analysis in Latin America, providing clients with in-depth research and insights for informed investment decisions [1]