Crispr Therapeutics: Very High Risk, But Even Higher Potential Reward

The investment thesis highlights a preference for the GARP strategy, focusing on high-growth biotech companies like CRISPR Therapeutics, which has a promising product, CASGEVY, for severe genetic diseases. While robust pipeline potential suggests a fair value of $91.95 with 73% upside, significant risks include insurance coverage reliance and competition, warranting cautious investment.

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Reddit: Buy The Dip, Growth Is Unshakable

In 2026, growth stocks, especially in AI, faced volatility, though Reddit’s recent performance shows promise. Despite a 40% decline since January, Reddit’s strong Q4 results highlight significant revenue and user growth. The company’s ongoing product improvements and favorable valuations present a buying opportunity as it continues to expand both domestically and internationally.

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The Dry Bulk Bull Market Is Just Warming Up

The 2026 outlook for the dry bulk market, particularly for Capesize vessels, shows strong potential due to increasing demand from China and a tightening supply. Key factors include record iron ore imports and a focus on industrial production. Limited fleet growth and rising asset values suggest a bullish trend for the sector.

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AI to replace half of Mistral AI’s software? Here’s what CEO Arthur Mensch said as tech stocks face headwinds

Arthur Mensch, CEO of Mistral AI, announced that over half of the company’s software may be replaced by AI, emphasizing its rapid development capabilities. He noted that businesses are shifting from traditional SaaS to AI solutions, presenting a significant replatforming opportunity. Mistral also plans to expand operations in India, collaborating with local firms.

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Our Bond: AI-Driven Personal Security Solution

Our Bond (OBAI), a mobile application for personal security, offers real-time assistance and emergency services while leveraging AI for enhanced performance. With over 1.4 million cases handled since 2020, the platform responds to rising global security needs, appealing to both individuals and corporate clients. Revenue continues to grow, despite operational losses.

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Passive Income in 2026: Smart Ways to Earn Money While You Sleep

In today’s economy, relying solely on a single income is risky, prompting many to pursue passive income streams. This involves earning money with minimal effort after initial investment. Popular methods include real estate, digital products, and affiliate marketing. Building passive income requires patience, research, and long-term commitment for financial freedom.

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The Hunt For Losers: The Great Rotation And The Illusion Of The Indices

The current market climate reveals a paradox where technology, particularly AI, disrupts software more than it enhances physical industries. As investors shift focus from growth to identifying vulnerable business models, valuations are challenged. The market’s dynamics are evolving, emphasizing resilience over replicability, leading to a brutal hunt for companies at risk.

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Dan Ives Says Salesforce, ServiceNow Sell-Off Is Overdone — ETFs With Exposure Back In Focus

A recent Wedbush report by analyst Dan Ives suggests the sell-off in enterprise software stocks is exaggerated, emphasizing that the AI investment cycle is in its early stages. Increased spending from tech giants and growth in AI-focused ETFs could benefit sectors like semiconductor, cloud, and cybersecurity, presenting opportunities for diversified investors.

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American Battery Technology: Prove The Process

American Battery Technology Company (ABAT) focuses on recycling lithium-ion batteries and developing a closed-loop supply chain. While revenues are modest, with a net loss of $19.6M, the company has potential due to government support. Success hinges on optimization of its recycling process. Risks include cash burn and contract reliability.

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Globalization Is Breaking – And It Changed The Way I Invest

The article discusses the shifting global political landscape, focusing on the changing relationship between China and the U.S. It highlights China’s growing influence across various sectors, including technology and agriculture, as well as supply chain dynamics. The author emphasizes investment opportunities in infrastructure and transportation amid these geopolitical changes, while cautioning about long-term risks inherent in individual companies.

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Palantir: AI SaaS Winner Still Expensive – Bull Trap Plays Out

Palantir Technologies has shown strong performance with significant revenue growth, but concerns over high valuations and market volatility lead to a reiterated Hold rating. Despite promising FY2026 guidance and a solid balance sheet, the risks of potential capital losses and a maturing growth profile suggest a cautious approach remains warranted.

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An Advisor’s Roadmap to AI Integration From Vanguard’s CIO

Artificial intelligence (AI) is transforming financial advisory firms by enhancing operations and client interactions. Vanguard’s CIO, Lauren Wilkinson, emphasizes the importance of integrating AI strategically from leadership downwards. Successful adoption involves organizing data and maintaining a focus on relationship-building, ensuring AI serves as a tool to augment, not replace, human advisors.

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AI Euphoria Is About To Hit A Speed Bump

The AI market is experiencing volatility, driven by fears of disruption from Agentic AI and concerns over investor sentiment regarding companies with ties to OpenAI. Despite short-term uncertainty, long-term growth persists, particularly in semiconductor and hyperscaler sectors. TSMC’s outlook reinforces AI as a multi-year trend, though ROI and capex scrutiny remain critical.

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