Company Library
First Batch: MAG7 + NeoCloud/AI Infra + AI Application Layer + High-Payer Forward-Looking Picks.
Second Batch: Space Tech + High-Payer Forward-Looking Picks.
Third Batch: Robotics + Autonomous Driving + Drones + High-Payer Forward-Looking Picks.
Fourth Batch: Quantum Computing + High-Payer Forward-Looking Picks.
Fifth Batch: Fintech + High-Payer Forward-Looking Picks.
Upstart (UPST) Q3 2025: Earnings & Growth Story
UPST · NASDAQ
Explore Upstart Holdings' Q3 2025 challenges and opportunities as their AI lending platform navigates economic volatility, funding pressures, and credit risks. Learn what drives their growth and the scenarios shaping their future.
UpstartQ3 2025AI LendingFinancial ResultsCredit RiskEconomic ImpactLoan MarketplaceInvestment AnalysisFintechEarnings Story
Sofi (SOFI) Q3 2025: Earnings & Growth Story
SOFI · NASDAQ
SoFi's Q3 2025 results reveal strong profitability with net income doubling year-over-year to $139.4 million. The growth is driven by expanded loan sales, increased repurchase obligations, and community reinvestment efforts. This analysis breaks down the financial health, business risks, and future scenarios for SoFi investors.
SoFiQ3 2025 EarningsFinancial ServicesLoan SalesRepurchase ObligationsCommunity ReinvestmentFintechEarnings Analysis
Figure Technology (FIGR) Q3 2025: Earnings & Growth Story
FIGR · NASDAQ
Figure Technology successfully raised $663 million in their Q3 2025 IPO, positioning themselves for growth in the dynamic digital financial services space. Explore their expansion ambitions, regulatory challenges, and risk factors shaping their path forward.
Figure TechnologyFIGRIPOQ3 2025digital financefintechblockchainfinancial resultsrisk managementearningsstory
Circle (CRCL) Q3 2025: Earnings & Growth Story
CRCL · NASDAQ
Circle’s Q3 2025 SEC filing reveals robust $30.3B financing inflows driven by USDC growth, balanced by the sensitivities of interest rate fluctuations impacting reserve income and costs. Explore the company’s financial health, business outlook, and executive insider trading plans.
CircleCRCLUSDCStablecoinsCryptocurrencySEC FilingQ3 2025Financial HealthInterest RatesInvesting
Tesla (TSLA) Q3 2025: Earnings & Growth Story
TSLA · NASDAQ
Tesla's Q3 2025 update reveals strong liquidity, strategic AI investments, and solid cash flow amid global challenges. Explore the growth story and financial health.
TeslaTSLAQ3 2025EarningsFinancial HealthElectric VehiclesAI InvestmentCapital ExpenditureCash FlowDebtInventory Management
NVIDIA (NVDA) Q3 2025: Earnings & Growth Story
NVDA · NASDAQ
NVIDIA's Q3 2025 revenue surges 62%, driven by AI data centers despite export challenges and supply chain shifts. A powerful growth story amid global complexities.
NVIDIAEarningsAIData CenterQ3 2025Financial ReportTechnologyGeopoliticsExport ControlsSupply Chain
Nebius (NBIS) Latest Quarter: Earnings & Growth Story
NBIS · NASDAQ
Discover the latest ownership snapshot of Nebius from the Schedule 13G/A filing revealing significant stakes held by Orbis Investment Management Limited. Understand what this means for the company's growth prospects and investor confidence as of the Latest Quarter ending September 30, 2025.
NebiusNBISSchedule 13GOwnershipInstitutional InvestorsOrbis Investment ManagementAllan GrayStock OwnershipLatest QuarterInvestment Analysis
Microsoft (MSFT) Q3 2025: Earnings & Growth Story
MSFT · NASDAQ
Microsoft reports 18% revenue growth in Q3 2025, driven by cloud and AI investments, with $10.7B returned to shareholders.
MicrosoftQ3 2025EarningsFinancial AnalysisCloud ComputingArtificial IntelligenceTech IndustryStock MarketInvestingDividend
Meta (META) Q3 2025: Earnings & Growth Story
META · NASDAQ
Discover Meta's Q3 2025 earnings highlights, including strategic share repurchases, a key acquisition, and the challenges posed by competition, regulation, and geopolitical factors. A clear look at how Meta is navigating growth and risks in the evolving social media landscape.
MetaQ3 2025EarningsShare BuybacksAcquisitionSocial MediaUser EngagementRegulationFinancial Health
GOOGLE (GOOG) Q3 2025: Earnings & Growth Story
GOOG · NASDAQ
Explore Google's Q3 2025 financials: massive infrastructure investments, debt strategy, regulatory costs, and share buybacks shaping its growth path.
GoogleGOOGEarningsQ3 2025Financial AnalysisInfrastructure InvestmentDebt IssuanceShare RepurchaseRegulatory RisksCloud Computing
Duolingo (DUOL) Latest Quarter: Earnings & Growth Story
DUOL · NASDAQ
Discover how Duolingo's Latest Quarter saw a massive income tax benefit from releasing deferred tax asset allowances, signaling long-term profitability and strategic equity compensation shifts. Explore the implications for investors and the company's growth path.
DuolingoEarningsSEC FilingsIncome TaxStock-Based CompensationFinancial AnalysisInvestor InsightsTax BenefitProfitabilityTech Growth
Coreweave (CRWV) Q3 2025: Earnings & Growth Story
CRWV · NASDAQ
Explore Coreweave's Q3 2025 earnings story focusing on its reliance on third-party data centers, operational risks including power and cybersecurity challenges, and the company's forward-looking scenarios amid global energy market volatility.
CoreweaveCRWVQ3 2025EarningsCloud InfrastructureData CentersEnergy CostsCybersecurityFinancial AnalysisTech Sector
Apple (AAPL) Q2 2025: Earnings & Growth Story
AAPL · NASDAQ
Explore Apple's Q2 2025 earnings, highlighting strong global sales, robust financial health, and strategic share repurchases fueling growth.
AppleEarningsQ2 2025Financial AnalysisStock BuybacksTechnologyInvestor InsightsShare-Based Compensation
Iris Energy (IREN) Q3 2025: Earnings & Growth Story
IREN · NASDAQ
Discover how Iris Energy is innovating in AI Cloud Services and Bitcoin Mining with major contracts, GPU purchases, and a $1B convertible notes offering. Learn about legal challenges and future scenarios from their Q3 2025 SEC filing.
Iris EnergyBitcoin MiningAI Cloud ServicesQ3 2025 EarningsSEC FilingConvertible NotesGPU InfrastructureTechnology InvestmentsFinancial AnalysisLegal Disputes