Research Report | October 2025 Axum Group of Companies - Investment Research Division The marketing software industry is experiencing a seismic shift that reminds me of the early days of cloud computing disruption. After analyzing the latest financial data and market trends, I'm convinced we're witnessing the beginning of a massive market share transfer from legacy giants like Salesforce and Adobe to AI-native upstarts.

Research Report | October 2025 Axum Group of Companies - Investment Research Division The 500% Return That Nobody Saw Coming While most investors focused on AI and crypto in 2024, a healthcare revolution was underway. Hims & Hers Health (NYSE: HIMS) delivered over 500% returns since January 2024, going from a $9 stock to a $58 leader disrupting healthcare. This may be just the beginning.

Executive Summary Amazon (NASDAQ: AMZN) represents the most compelling value opportunity among the Magnificent 7 technology stocks, trading at a significant discount despite exceptional fundamental growth. Over the past five years, Amazon's stock has delivered the weakest performance in its peer group with just 38.5% returns, dramatically underperforming Nvidia's 1,264%, Tesla's 400%, and Microsoft's 200% gains.

Adobe Inc. (NASDAQ: ADBE) has always been a name synonymous with creativity and innovation. From its humble beginnings in 1982 to its current status as a cloud-based software giant, Adobe has transformed the way professionals and businesses create, manage, and deliver digital content. After a rough patch with its stock price dropping over 21% this year and more than 40% since late 2023, Adobe is showing signs of a strong comeback. Here’s why I believe Adobe is an exciting inv

Bullish's IPO is confirmed to begin trading on Wednesday, August 13, 2025 . That’s tomorrow, with the offering priced tonight, August 12, and the stock listed on the New York Stock Exchange under the ticker symbol BLSH . The deal is oversubscribed and has attracted immense institutional interest, with adjustments to both the share count and pricing, now set at 30million shares at $32–$33 each , valuing Bullish at approximately $4.82billion.

Bitcoin halvings—events that reduce the mining reward by half roughly every four years—have historically signaled the start of bull market cycles. The most recent halving occurred on April 19, 2024, cutting the block reward from 6.25 to 3.125 BTC. With 461 days already passed as of today, July 24, 2025, we're deep into this cycle. Based on trends from prior halvings, this article examines when Bitcoin (BTC) and Ethereum (ETH) might reach their peaks, drawing from historical d

Artificial intelligence is revolutionizing industries, and marketing is no exception. At the forefront of this transformation is Zeta Global Holdings Corp. (NYSE: ZETA), a company that’s leveraging AI to help businesses connect with customers in smarter, more personalized ways. But while Zeta’s growth story is compelling, it’s not without risks. In this article, we’ll explore whether ZETA is a stock worth watching—or one to approach with caution.

In an era of rapid financial innovation, the US dollar’s status as the world’s dominant reserve currency faces both opportunities and challenges. Stablecoins—cryptocurrencies designed to maintain a stable value, typically pegged to the US dollar—are emerging as a powerful tool to reinforce the dollar’s global preeminence. The recent Initial Public Offering (IPO) of Circle Internet Group, the issuer of USD Coin (USDC), has brought this potential into sharp focus, signaling gro

Veeva Systems is a company that might not be a household name, but it plays a vital role in the world of healthcare and technology. Founded in 2007 and based in Pleasanton, California, Veeva provides cloud-based software designed specifically for the life sciences industry—think pharmaceutical and biotechnology companies. These firms face unique challenges, like navigating complex regulations and getting drugs to market quickly and safely. Veeva’s software helps them do just

In the polarized landscape of modern finance, investment strategies are increasingly becoming proxies for ideological battles. On the...

Amazon’s stock price has been sliding downward recently, leaving investors jittery. While market volatility and economic headwinds are part of the story, a new potential challenge is emerging: a proposed 104% tariff on Chinese goods. This hefty tariff could shake up Amazon’s business model, hitting both its first-party and third-party sales in significant—but different—ways. In this article, we’ll unpack how this tariff could affect Amazon’s operations, compare its impact on

AMD’s recent acquisition of ZT Systems for $4.9 billion, finalized on March 31, 2025, marks a pivotal moment in the company’s quest to expand its footprint in the AI and data center markets. This strategic move not only promises significant benefits for AMD shareholders but also positions the company as a formidable competitor to NVIDIA, the reigning leader in AI chip technology. In this blog article, we’ll explore the acquisition’s financial implications, its potential to dr

For generations, the single-family home stood as the bedrock of Canadian real estate investment—a symbol of stability and a vehicle for wealth creation. Today, that foundation is cracking. Soaring property prices, shrinking rental yields, and a flood of institutional capital have eroded the profitability of the traditional model. In its place, a new strategy is gaining traction: densification. By converting homes into multi-unit properties or adding secondary suites, investor

On March 18, 2025, Google announced its intent to acquire Wiz, a leading cloud security platform, for $32 billion in an all-cash deal. This acquisition—Google’s largest to date—underscores its ambition to strengthen its position in the rapidly evolving cloud computing market. For Google shareholders, this move offers a promising outlook, with the potential to drive long-term value through revenue growth, market share expansion, and enhanced competitiveness in the cloud securi

Let’s dive into this intriguing question about how a dramatic U.S. tax cut might affect Canadian migration and Canada’s tax base. Imagine the U.S. slashes income taxes to zero percent on earnings below $150,000. How many Canadians might be tempted to pack their bags and head south? And if enough do, could it unravel Canada’s tax system? Here’s a clear, step-by-step breakdown.

As housing costs continue to rise in urban centers worldwide, policymakers and activists frequently turn to rent control  as a solution to affordability crises. While these policies aim to protect tenants from sudden rent hikes, decades of economic research and real-world case studies reveal that rent control often exacerbates housing shortages, distorts market dynamics, and fails to achieve its intended goals. This article examines the structural inefficiencies of rent contr

The recent departure of Nike's CEO John Donahoe and the appointment of company veteran Elliott Hill marks a pivotal moment for the sportswear giant. This leadership change could potentially position Nike as an attractive turnaround stock play for investors. Let's examine the strategic missteps under Donahoe's tenure and how Hill's return might rejuvenate the brand.

In a move that's set to reshape the AI landscape, Google has unveiled Gemini 2.0, its most advanced artificial intelligence model to date. This latest iteration marks a significant shift from mere information retrieval to what's being called "agentic AI" – systems capable of understanding, planning, and taking action on behalf of users. Let's dive into what makes Gemini 2.0 a game-changer and how it could propel Alphabet's future growth.

Selling options on the iShares Bitcoin Trust (IBIT) ETF presents a unique opportunity for investors to harness the power of volatility in the cryptocurrency market. As Bitcoin continues to make waves in the financial world, the introduction of IBIT options has opened up new avenues for sophisticated trading strategies.

Executive Summary Despite ongoing antitrust challenges, Alphabet Inc. (NASDAQ: GOOGL, GOOG) remains an attractive investment opportunity. The company's dominant market position, robust financial performance, and potential for value creation—even in a breakup scenario—make it a compelling choice for investors. This report analyzes the current situation, potential outcomes, and the investment thesis for Google stock.