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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.