Sunday, August 24, 2025

The Best-Kept Secret in AI Infrastructure? Hint: It's Not Nvidia

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Sunday, August 24th 2025

The Best-Kept Secret in AI Infrastructure? Hint: It's Not Nvidia

DigitalOcean (NASDAQ: DOCN) just pulled off something few small-cap tech companies have achieved in this market: record revenue, soaring profits, and a guidance hike that caught Wall Street flat-footed. The stock popped by almost a third after Q2 results, and yet, shares remain roughly 12% below where they started the year.

 

That gap between operational performance and valuation might be the opportunity hiding in plain sight.

 

Get the full details here

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Spotlight Content you May Have Missed

Could Lemonade's AI Insurance Engine Turn $1 Billion Into $10 Billion

After months of market jitters, earnings season has brought a wave of upbeat results, and stocks tied to improving outlooks are rallying hard.

 

Many investors who sat on the sidelines during the downturn are now realizing they may have missed some exceptional entry points.

 

But the best opportunities are about finding businesses with a runway long enough to turn today's price into tomorrow's fortune.

 

Get the full details here

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"Partner" with Elon Musk on Project Colossus… Before September 1st
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Could Peloton Stock Deliver a 3-Bagger Comeback?

Remember when Peloton (NASDAQ: PTON) was the crown jewel of lockdown-era stocks? In early 2021, shares soared above $160, but today, it's trading below $7.

 

The plunge may be the death knell for most stocks but here's what might surprise most investors, beneath the wreckage, there are signs of a quiet but serious transformation.

 

Get the full details here

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Why Roblox Stock Has Doubled & Might Just Be Getting Started

If you blinked, you might have missed it, Roblox (NYSE: RBLX) has turned into one of the hottest stocks of 2025.

 

Up over 2x year-to-date, the company's market cap has surged past $80 billion, stunning many who once dismissed the platform as a pandemic fad. But here's the best part, there's reason to believe Roblox is only just getting warmed up.

 

So, what's really fueling this rally, and more importantly, is it still a buy?

 

Get the full details here

- G. O'Fiachra

 

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