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Weekly value-focused review of smart grid and digital utility developments, highlighting operational digitalization, AI adoption, and meter infrastructure upgrades as emerging return drivers.
Weekly value-investor memo on Stratasys and industrial 3D printing, highlighting signals from AMufacture, Factory, and broader manufacturing capital flows.
Value signals in defense, critical minerals and media as geopolitical risk and trade-war rhetoric reshape capital flows.
Weekly value-investor scan on Microsoft Azure and cloud data‑center economics, highlighting power‑cost initiatives, hyperscaler capex, and emerging beneficiaries in real estate, infrastructure, and AI workloads.
A value-focused read on recent offshore oil and gas developments and whether Tenaz and Sable Offshore sit in an attractive setup for 2026.
This week’s European and US defense news highlights a durable war‑economy upcycle, new European production JVs, consolidation in aerospace parts, and early‑stage niche platforms that could be undervalued.
This week’s policy and deployment signals for ChargePoint and peers point to regional divergence—EU headwinds versus UK rural build-out—while hydrogen’s retreat and private equity’s grid push modestly bolster the long-term EV charging thesis.
Private equity circling maritime waste systems, corporates scaling remanufacturing, and early-stage chemical recycling draw fresh attention in the circular economy this week.
Regulatory heat on AI ‘therapy bots’ and payer consolidation create a relative moat for human-led platforms like BetterHelp (Teladoc). DTC churn and pricing pressure remain risks; small-cap Talkspace presents a higher-beta alternative.
SoftBank exits Nvidia to fund OpenAI, hedge funds add AI exposure, and new data on GPU depreciation extends the ROI window—setting up value in packaging, substrates, memory, and foundry.
This week brought no direct headlines on Patreon, but macro signals in AI, telecom costs, and ad attribution point to improving unit economics and monetization for subscription-based creator platforms. Value exposure is best expressed via Meta, Alphabet, and Shutterstock; keep Spotify and Vimeo on watch.
This week’s RPM news mixes payer pressure from UnitedHealthcare with new interoperability and analytics partnerships that could lower friction and boost value-based models.
IFF’s 10-year green hydrogen deal with Iberdrola and UK workforce initiatives hint at improving demand visibility for electrolyzers, but macro capex headwinds temper timelines for ITM Power.
A value‑oriented read on metaverse and VR this week: Meta’s strong holiday setup, Sharp’s crowdfunded PC VR bet, PSVR2 content cadence, and what disciplined capital is backing.
This week’s gold tape hides notable value signals: a Hang Seng inclusion for China Gold International, a $3B PEA at Aya’s Boumadine, Fresnillo’s Canada buy fueling junior M&A, and Nova Scotia’s NexGold permit de‑risking. Focus on low P/B, improving FCF producers and developers with near-term catalysts.