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