Top 1% analyst according to TipRanks. Monte Independent Investment Research primarily focuses on small - & mid-cap companies across the manufacturing value chain, including aerospace & defense, energy, and construction & engineering services.
Live Last read · last published · next check
A terminated offtake agreement at the Port of Galveston and a revolving door of short-term data center contracts leave Stabilis Solutions without a durable growth engine. We initiate SLNG with a Sell.
HBM, DRAM, and NAND are emerging as the most constrained inputs in the AI stack. Here's why the upcycle may extend through the decade — and how the Tema Memory ETF (DISK) is built to capture it.
ROKB; CGNX; CRWV; ROK; RIOT
Riot Platforms announces a landmark 20-year hosting deal, Rocket Lab secures another government contract, and our model portfolio extends its year-to-date outperformance to 36.74%.
A $9.8B hosting deal, a 1GW site letter of intent, and $573MM in interim financing signal that Riot Platforms' transformation is no longer a thesis — it's operational.
Revenue growth has returned, management is deploying capital aggressively, and the industrial construction market is building momentum at exactly the right time. The recovery is here.
Palantir Q2 2026, Sony Digital Gaming Risk, Diamondback Permian Gas Recovery | Research Roundup
WillScot breaks a two-year losing streak, the Strait of Hormuz reprices global oil risk, and the model portfolio returns 7.58% on the week.
SK hynix (NASDAQ: SKHY) entered the US capital markets on July 31, 2026 through the issuance of ADRs, expanding the company’s reach in the capital markets.
Margin Compression, AI Monetization, and the Enterprise Land Grab — Meta Platforms Q2'26 Earnings Update
EXE; RIOT; CRS; ORN; ARKW; GGLL; JBBB; HODL; ICSH
Meta Platforms Q2'26: Margin Compression Meets AI Ambition — Reiterating Bullish
