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NVIDIA, the powerhouse behind the AI revolution, is roaring back to dominance—particularly in the world’s most contentio...
August 2, 2025
Short ThesisLululemon is a high-quality, capital-efficient brand navigating cyclical pressures, offering long-term inves...
August 2, 2025
Investment ThesisUnitedHealth Group presents a rare opportunity to buy a dominant, cash-generative healthcare leader at ...
August 2, 2025