Tesla ($TSLA) and First Solar ($FSLR) could face challenges under a Trump administration due to potential rollbacks of the Inflation Reduction Act, lower EV demand, and increased costs from trade policies. However, Tesla’s global footprint, energy ventures, and tax cuts could bolster its resilience, while First Solar may benefit from its U.S.-based manufacturing and international demand. Crypto miners like Core Scientific ($CORZ) and Bitcoin ($BTC) could thrive with deregulation and inflation hedging, while SoFi ($SOFI) may gain from tax cuts but face tougher competition. Overall, Trump’s policies may favor deregulated sectors like crypto and fintech, while creating headwinds for renewable energy and EVs.
In 2020/2021, while the world grappled with chaos, I was a 12-year-old gamer, oblivious to headlines about blockchain and Bitcoin, immersed only in leveling up my Valorant rank. As DeFi gained traction, the concept of yield farming emerged, allowing crypto holders to earn "passive income" by providing liquidity to decentralized platforms. This financial innovation promised high returns but came with complex risks, from impermanent loss to potential liquidation.
During the last quarter, AST SpaceMobile ($ASTS) and Mirum Pharmaceuticals ($MIRM) both saw remarkable growth, with $ASTS rocketing 1000% in three months and $MIRM surging 80% over two. AST SpaceMobile’s rise is driven by successful satellite launches and partnerships with telecom giants, promising global mobile connectivity, while Mirum’s gains stem from strong clinical trial results and regulatory approvals for its rare liver disease therapies. Both stocks represent high-risk, high-reward opportunities, fueled by innovation in space-based telecom and biotech.
Emergent BioSolutions ($EBS) saw significant growth as it gained FDA approval for its NARCAN nasal spray, crucial in fighting America’s opioid crisis. The company later faced severe financial strain due to heavy debt, but strategic leadership changes, including the hiring of biotech veteran Joseph C. Papa as CEO, set it on a path of transformation. Through workforce reductions, asset sales, and a refinance of its debt, $EBS has positioned itself as a critical player in pandemic preparedness, with its smallpox and monkeypox vaccines boosting revenue and stock performance.
Lyft has struggled to keep pace with Uber, but recent earnings show promising growth, including a 28% rise in revenue and a major 250% year-over-year increase in its media segment. To compete, Lyft is focusing on its new advertising arm, Lyft Media, which uses in-app and in-car ads to target riders, projecting revenue to rise from $50 million to $400 million by 2027. While Lyft’s net income remains just out of reach, its healthy cash reserves and potential 4% net margin by 2027 signal a possible turnaround, even as Uber continues to dominate the rideshare space.
With the recent approval of spot Bitcoin ETFs, Wall Street analysts predict a substantial surge in Bitcoin's price, with forecasts ranging from $200,000 by 2025 to as high as $3.8 million by 2030. Major hedge funds, including Citadel Advisors and Millennium Management, are shifting from AI-centric investments like Nvidia to Bitcoin ETFs, which offer easier access and lower transaction costs for institutional investors. This anticipated demand from institutional players could drive Bitcoin’s value sharply upward, particularly if large asset managers allocate even a small portion of their portfolios to Bitcoin ETFs.
Disclaimer This podcast script includes fictitious interviews with public figures or actual persons who are not team members. Any resemblance to real persons, living or dead, is purely coincidental.* Farhan: Greetings, listeners, to the Business Boys’ Brotherhood! Welcome to…
About a month ago, I was investing in some stocks where I could potentially purchase equity, and VZ sparked my interest. This is a telecommunications company you have most likely heard of, Verizon, that operates in the USA and provides its service to over 140 million users.
This likewise with Verizon Communications is a high-yielding dividend. Unlike, VZ, however, this is an ETF and not entirely a company, but it is an underlying initiative/subsection under a big corporation like JPMorgan.
Shopify the e-commerce giant, where companies are founded and flourish daily, came to my attention when my father informed me that he was in fact down a tremendous amount on it in his portfolio.
