Research Report | October 2025 Axum Group of Companies - Investment Research Division K ey Takeaways TransAlta Corporation (NYSE: TAC, TSX: TA) presents a compelling investment opportunity for those seeking exposure to the explosive growth in data center power demand driven by artificial intelligence.

Research Report | October 2025 Axum Group of Companies - Investment Research Division At Axum Holdings, we're always on the lookout for companies undergoing significant business transformations that could create long-term value. IREN Limited (NASDAQ: IREN) has caught our attention as one of the most compelling pivot stories in the technology infrastructure space today.

Research Report | September 2025 Axum Group of Companies - Investment Research Division Executive Summary Ethereum stands as the world's premier blockchain platform for decentralized applications and smart contracts, establishing itself as the foundational infrastructure for the emerging digital economy. With over a decade of continuous development and innovation, Ethereum has evolved from an experimental blockchain into a mature, institutional-grade settlement layer that pow

Strategic Market Position Creates Resilience Despite recent stock declines and AI-related concerns, Salesforce maintains a compelling case for long-term success through its deeply entrenched market position and strategic AI integration. The company's stock has fallen approximately 24-27% year-to-date in 2025, largely due to investor anxiety about AI disruption rather than fundamental business deterioration. [1] [2] [3]

An increasingly compelling part of the long-term Treasury investment thesis in 2025 is the meteoric rise of USD-denominated stablecoins within the crypto market, and its profound effect on demand for U.S. Treasuries.

Oscar Health (NYSE: OSCR) has long promised to reinvent health insurance through superior technology and crisp consumer‐centric branding After a decade of red ink, the company finally posted its first full-year profit in 2024, yet the stock still changes hands at barely a third of sales. For investors willing to stomach regulatory twists and competitive dogfights, Oscar offers an intriguing blend of high-octane growth, undervalued shares, and emerging operational discipline.

SoFi Technologies, the fintech upstart that’s become a Wall Street favorite, is riding a wave of momentum that’s hard to ignore. As of July 10, 2025, its stock sits at $20.29 , tantalizingly close to a recent peak, having surged 36%  this year alone, per Forbes’ latest tally. Investors are buzzing: Is this the breakout moment for SoFi, or a fleeting rally destined to cool? To find out, we’ll peel back the layers—charts, catalysts, and risks—to see what’s really driving this f

SoFi Technologies, Inc. (NASDAQ: SOFI), a prominent fintech company, is poised to make a significant return to the cryptocurrency and blockchain sector by the end of 2025. This move follows a forced exit in 2023 due to regulatory requirements tied to its transition to a regulated bank. Enabled by a more accommodating regulatory environment, particularly new guidance from the Office of the Comptroller of the Currency (OCC), SoFi is set to launch blockchain-based international

Are you an income investor searching for a reliable ETF that delivers stable dividends and tax efficiency? Look no further than the iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV) . In this post, we’ll explore why XDIV stands out as a top choice, breaking down its key strengths, comparing it to other popular ETFs, and addressing its potential drawbacks.

Today's date and time is 08:58 AM EDT on Monday, May 19, 2025. UnitedHealth Group (UNH) has recently seen its stock price plummet from an all-time high, sparking questions among investors: Could this downturn be a golden opportunity to buy? In this article, we’ll dive into the reasons behind UNH’s pullback, examine its fundamentals, and weigh the potential rewards against the risks to determine if it’s a smart pick right now.

Overview Upwork Inc. (NASDAQ: UPWK), the world’s largest work marketplace connecting businesses with independent talent, reported its Q1 2025 financial results on May 5, 2025, showcasing a record-breaking quarter with significant improvements in profitability, and operational efficiency. This analysis delves into the key factors driving Upwork’s strong performance, why the company exceeded expectations, and the potential for earnings expansion in future years based on current

If you haven’t heard of QXO yet, you’re not alone—but this company is making waves that are hard to ignore. With a bold $11 billion acquisition and a visionary leader at the helm, QXO is positioning itself as a force to be reckoned with in both the technology and building products distribution industries. In this post, we’ll unpack what QXO is, what it does, and why it’s worth keeping an eye on—all in plain language for those new to the story. Let’s dive in.

In the fast-paced world of technology, few companies have stayed as dominant and adaptable as Meta Platforms, Inc. What started as a college social network has morphed into a global tech juggernaut, influencing how billions connect, communicate, and consume content. With a market cap of $1.27 trillion and nearly 4 billion monthly active users, Meta is a powerhouse. But is it a smart investment today? Let’s break it down by exploring its unbeatable competitive moat, massive sc

AppLovin has been making waves in the stock market, but is it the right time to invest? Let’s explore. AppLovin (APP) has been one of the hottest stocks in recent years, skyrocketing over 850% since the start of 2024. With such explosive growth, it’s no wonder investors are asking: Is this mobile tech giant still a good buy, or has the train already left the station? In this blog post, we’ll break down AppLovin’s potential as an investment by looking at its financial performa

The artificial intelligence (AI) revolution is in full swing, and with it comes a skyrocketing demand for the infrastructure that powers it. Enter CoreWeave, a cloud computing company that’s carving out a niche in the AI space—and has just gone public. If you’re an investor hunting for the next big tech opportunity, CoreWeave might have caught your eye. But what’s the story behind this company, and is it worth your investment dollars? Let’s dive in.

Robinhood’s splashy product unveilings yesterday, including the much-anticipated Robinhood Banking and AI-driven trading tools, have reignited debate over which fintech darling is better positioned for the future. Critics have pounced on SoFi, accusing it of falling behind in the innovation race—a charge that, while rooted in recent events, overlooks the broader strategic divergence between the two firms. A closer examination of their trajectories over the past five years rev

Tesla has experienced a notable rise in institutional ownership over the past year, climbing from 44.14% to approximately 47.36% as of March 19, 2025, according to data from GuruFocus and WallStreetZen. This 3.22 percentage point increase translates to a net purchase of roughly 103.66 million shares, with institutions now holding about 1,523 million of Tesla’s 3,216 million shares outstanding. This surge, driven by major players like Vanguard, BlackRock, and State Street, sta

SoFi, or Social Finance, has been a prominent player in the fintech space since its inception in 2011. Originally focused on student loan refinancing, the company has steadily diversified its offerings to include a wide range of financial products such as personal loans, mortgages, credit cards, and investment services. Recently, SoFi has made headlines with the expansion of its loan business platform, a move that could position the company for significant growth. This expans

As the world of advertising shifts increasingly toward digital platforms, one company stands out as a leader in this transformation: The Trade Desk, Inc. (NASDAQ: TTD). For investors seeking growth opportunities in the tech sector, The Trade Desk offers a compelling case. But what exactly does this company do, and why might it be a worthwhile addition to your portfolio? In this article, we’ll explore the company’s operations, the reasons it could be a strong investment, and t

Dream Industrial REIT (TSX: DIR.UN) has established itself as a significant player in the industrial real estate sector, with a portfolio spanning Canada, the United States, and Europe. As of September 30, 2024, the company owns and operates 338 industrial assets totaling approximately 71.9 million square feet of gross leasable area[5].