As the data center industry undergoes transformation, there will be numerous opportunities to discover stocks poised to benefit from the resulting growth trends and emerging demands. Rack integration is just one of the pieces to the puzzle.
So, when I identify a winning theme, I attempt to see if I can find other stocks that will also benefit.
We transcribed and analyzed this morning’s Moberg Pharma (MOB.ST) conference call negative update on the MOB-015 nail fungus trial results that sent the stock, as well as Canadian licensing partner (for nail fungus product) and GeoInvesting-covered stock, Cipher Pharmaceuticals (OTC:CPHRF) […]
After interviewing the CEO, we learned that the company’s data center product is an enclosure designed to protect power systems. This caught our attention because power is one of the biggest growth areas in the data center market. The global data center power market is expected to grow from approximately $22.46 billion in 2023 to $41.3 billion by 2029, with a compound annual growth rate (CAGR) of 10.6% during this period.
The following is a developing story we alerted our premium members to on 8/23/2024 when the target stock in this update was trading at around $4 per share.
Just when I thought I would swear off investing in any U.S. listed China based stock (due to the painful years-long Origin Agritech Limited (NASDAQ:SEED) journey), along comes another one.
Before you say anything, DON’T SHOOT THE MESSENGER.
This company, trading on the NASDAQ, is a Chinese software company with a focus on AI technology, particularly a conversational AI platform. The company has licensed its technology to major telecom firms in China, sports annual revenue of about $59 million and is backed by Chinese conglomerate, Alibaba.
While the target company is losing money and has a debt burden, fortunes could be dramatically changing soon.
Thomas Birnie, a part-time investor and GeoInvesting contributor, presented a case study on $NFLX as a multi-bagger investment opportunity, focusing on the period around 2011-2012. During this time, Netflix’s stock experienced a significant decline, losing about 75% of its market value. Birnie emphasized that this was partly due to the company splitting its DVD rental service from its streaming service, leading to margin compression and a drop in investor confidence.
GLP-1 is the hottest NEW weight loss treatment and was brought to market by Eli Lilly and Company (NYSE:LLY) in January of this year, propelling its stock to rise 35% this year.
The company we are talking about has over $100 million in trailing 12 month revenues, and the CEO is insinuating that its upcoming new weight loss GLP-1 product launch “will be a “game changer.”
We’d like to reiterate three high-conviction multibagger opportunities from our model portfolios, each with distinct potential for significant returns.
FTG CEO Brad Bourne’s career has been deeply rooted in the aerospace and defense sectors, reflecting a long-standing passion for these industries. He joined FTG when it was a relatively small enterprise based in Toronto, operating with a revenue of about $20 million. Under his leadership, FTG has aimed to double its business every five years, a goal that, despite challenges such as the pandemic, has seen substantial progress.