Stock Picks

RGTI & QBTS surge on quantum hype, but both lose money. Focus is on scaling, not profit, for explosive returns.

Fastly's 195% rally to $24.56 may be overvalued; its 5.2x P/S & weak margins signal caution.

FRMI plunges 17.56% on exec exits & strategy shift; down 78% since IPO. Buy rating maintained.

NZ business confidence fell sharply in Q1 as Hormuz disruptions lifted uncertainty. Activity held steady but hiring and investment weakened. Inflation pressures remain contained, with RBNZ still expected to begin tightening later this year.

MBIN's 55% surge masks weak NIM & flat EPS. Its Tier 1 ratio is a risk at 9.2%. Fair P/B, but better plays exist.

GLBE COO sells $900K shares, <1% of holdings. Stock up 5.5% YTD. Routine trade?

Instacart (CART) boasts 74% gross margin & 27% EBITDA margin, trading at 8.3x EV/EBITDA.