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. 📈 Stock Performance Highlights: +107% return over 2 years (from ~$8.25 to $17.05) +66% return in the past year Trading near 52-week high of $17.69 Analyst consensus: BUY wi

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. The numbers tell a compelling story: despite generatin

Research Report | October 2025 Axum Group of Companies - Investment Research Division Tesla's recent decision to abandon its long-promised $25,000 electric vehicle while doubling down on Full Self-Driving (FSD) technology and robotaxi services represents more than just a product strategy shift—it signals a fundamental transformation in how we think about transportation accessibility and the future of mobility. The End of the Affordable Tesla Dream After years of promises, Tes

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. With shares up an impressive 349% year-to-date and trading at $47.02, IREN has successfully transitioned fr

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. The Numbers Don't Lie: A Financial Masterpiece When a company delivers 69% revenue growt

Research Report | October 2025 Axum Group of Companies - Investment Research Division Executive Summary As the United States faces its first government shutdown in seven years, investors are asking: is this a buying opportunity or a cause for caution? Our historical review suggests buying volatility during shutdowns has consistently offered long-term rewards. 86% of government shutdowns led to positive 12-month stock market returns, averaging 12.7%—well above typical annual p

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

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. This underperformance appears fundamentally unjustified. From 20

Despite exceptional growth and transformational potential, Palantir trades at historically extreme valuations that echo the cautionary tale of Shopify's multi-year sideways performance following its 2021 peak. Executive Summary Palantir Technologies has delivered one of the most remarkable stock performances in recent market history, gaining 971% from January 2024 to September 2025. However, with a current price-to-earnings ratio of approximately 592 and trading at 120 times

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] Salesforce commands a dominant 23.2% CRM market share, si

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

SBET is emerging as one of the most compelling short- to mid-term trades for investors seeking leveraged exposure to Ethereum adoption, combining strategic positioning, cycle-sensitive timing, and world-class management expertise that sets it apart from traditional crypto investments and even most ETH-focused treasury companies. [1] [2] [3] The Ethereum Treasury Revolution: SBET Leading the Charge SharpLink Gaming (SBET) has boldly transformed itself from a gaming company int

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. Stablecoins: The New Engine of Global Dollar Demand Stablecoins like USDT and USDC are digital tokens pegged 1:1 to the U.S. dollar, now critical infrastructure for global crypto transactions. To maintain this peg, issuers are required—by both market discipline a

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. Beyond the headlines and eye-cat

In the fast-paced world of fintech, SoFi Technologies (NASDAQ: SOFI) continues to make waves as a digital banking and lending platform that's challenging traditional financial institutions. Founded in 2011, SoFi has evolved from student loan refinancing to a full-suite financial services provider, including banking, investing, and credit products. On July 29, 2025, the company released its second-quarter earnings, showcasing robust growth and profitability. However, the annou

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.

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

In the current economic environment, characterized by fluctuating interest rates and market volatility, investors frequently seek secure...

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

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. Disclaimer:  This article is