Microstrategy

Wall street back at it again!

So, S&P 500’s flying high again—breaking records, flashing rich valuations, and yes, bringing back a little of that meme-stock froth energy. But according to JPMorgan’s trading desk? No stress.

They’re saying even the bears are finally caving—bullish sentiment is creeping in fast. Andrew Tyler from JPM put it like this: “Even the skeptics are throwing in the towel.”

So… what really changed?

A couple months ago, JPMorgan couldn’t stop throwing shade at crypto. Jamie Dimon was still calling Bitcoin pointless, and stablecoins “unnecessary.” Fast forward to now—they’re gearing up to offer loans backed by BTC and ETH, diving straight into the deep end.

Datadog isn't just another software company. It's a capital-light, founder-led, high-margin compounder powering the infrastructure of modern digital enterprises. In a world of microservices, cloud complexity, and AI-native systems, Datadog has quietly become essential.

GameStop Corp was once the world's largest video game retailer—a mall staple synonymous with consoles and trade-ins. Today, it’s something else entirely. After a wild ride from near-bankruptcy to meme-stock fame, GameStop is now pivoting from retail to digital assets under a bold new leader. It’s not a traditional turnaround—it’s a radical reinvention.

Novo Nordisk has quietly become one of the most dominant and profitable companies in global healthcare. Founded a century ago through a medical breakthrough and a love story, it now leads the charge in treating diabetes, obesity, and chronic diseases. If you've heard of Ozempic or Wegovy, you already know part of the story. But the full picture is even more compelling.

XRP: Fast, Cheap, and (Almost) Free—But Is It Free of Risk?

"Money moves at the speed of trust—XRP wants to move it faster."

The story behind Solana (SOL)

Warren Buffett just hosted his 60th—and possibly most important—Berkshire Hathaway’s annual meeting.

The energy was high, the crowd hit record numbers, and the message was clear:

“Berkshire is as sharp, patient, and prepared as ever…”

Here’s the distilled recap. No fluff. Just the insights that matter!

Warrior Met Coal (NYSE: HCC) is more than just a miner—it's a disciplined, cash-rich operator thriving where others stumble. With one premium product, unmatched cost control, and a world-class expansion underway, Warrior is quietly positioning itself for the next global steel supercycle.

Trade fuels prosperity. But today, global markets are on edge—not because of tariffs alone, but because no one knows what comes next.

When tariffs hit the headlines, they often sound like a bold move to protect jobs, revive industries, and put “America First.” But what if the real result is higher prices, lost jobs, and a slower economy?

Here’s the truth: tariffs are taxes. And like most taxes, someone ends up footing the bill – usually you.

Trade wars don’t just raise prices — they kill confidence

Inflation and the rising global debt and its servicing cost is chewing up cash. Gold just kissed $3,327/oz, proving J.P. Morgan’s old line—“Gold is money; everything else is credit”—still rings true. The safe-haven demand is no longer a sideline story; it’s the market’s main act.

Core Natural Resources Inc. (CNR) is a name that’s quietly making waves in the investing world. With a $4.04 billion market cap and deep roots in coal mining dating back to 1864, this company just underwent a major transformation. After a merger of equals between CONSOL and Arch Resources in early 2025, the new entity has emerged with serious momentum. Legendary investor Mohnish Pabrai has taken notice—allocating a staggering 25% of his U.S. portfolio to this single coal stock. That’s not just a bet. It’s a conviction.

When markets tumble, fear takes over—but that’s when long-term investors get to work. While others panic, we hunt for quality businesses that can thrive through the storm and come out stronger.

Here are three standout companies—MercadoLibre, Wise, and Nvidia—that offer resilience, innovation, and upside, even in a downturn

What started as a mission to reduce gun violence has evolved into a $20B public safety tech powerhouse. Axon Enterprise (NASDAQ: AXON), founded in 1993 by Rick Smith, has gone from making stun guns to becoming the backbone of modern policing through software, AI, and cloud integration. It’s not just a hardware company anymore—it’s public safety, reimagined.

Wise plc (formerly TransferWise) - Why Banks Should Be Nervous About This £12 Billion Disruptor - Wise plc: Your Passport to Borderless Money

Wise plc (formerly TransferWise) began with a personal frustration: two Estonians in London, Kristo Käärmann and Taavet Hinrikus, couldn’t believe how much it cost—and how long it took—just to move their own money across borders. Their simple hack evolved into Wise, now a publicly listed powerhouse with a £12.3B market cap. It’s on a mission to make money transfers fast, cheap, and transparent.

Hub Cyber Security Ltd. (Nasdaq: HUBC) emerged as a promising player in the cybersecurity landscape, founded by veterans of Israel’s elite intelligence units. With cutting-edge solutions aimed at safeguarding sensitive data through confidential computing, the company initially gained traction. However, despite its technological prowess, HUBC has faced financial turmoil, raising concerns about its long-term sustainability. So, is HUBC an investment opportunity or a ticking time bomb?

Greggs isn’t just about sausage rolls and steak bakes—it’s a force to be reckoned with. What started as a humble bakery has evolved into an unstoppable food-to-go empire, proving itself as a dominant player in the UK market. While others struggle with economic uncertainty, Greggs thrives, leveraging its vertically integrated supply chain, high-margin products, and relentless expansion strategy.

Occidental Petroleum (OXY) is a leading energy company with a strong presence in oil & gas, chemicals, and carbon capture technology. With a history of strategic acquisitions, financial discipline, and innovation, OXY has positioned itself as a key player in both traditional and sustainable energy markets. Backed by Warren Buffett’s Berkshire Hathaway and boasting a diversified revenue stream, the company presents a compelling investment opportunity. Below are five key reasons why investing in Occidental Petroleum could be a smart decision for long-term growth and stability.