Innodata (INOD)Entry: UnlockPrice target: 54.00-56.00Second PT: UnlockIn an era where data is king, Innodata is attempting to rise in the ranks as a leader in data management, particularly focusing on artificial intelligence. The company provides data engineering, annotation, and AI training services that help organizations structure and leverage data for machine learning and digital transformation. This is highly important in the age of digital transformation because AI models depend on high quality data. Large language models can’t function without massive amounts of structured data, that’s where Innodata comes to organize it. Beyond data labeling, Innodata has also launched a Generative AI Test & Evaluation Platform using Nvidia technology. This serves as a scalable performance benchmark tool for LLMs, opening new...
Full Truck Alliance (YMM) Entry: UnlockPrice target: 15.00-15.50Second PT: Unlock We covered $BABA last week’s watchlist and the stock saw a massive jump on earnings, pushing more confidence in Chinese stocks. Another popular name out of China we like is Full Truck Alliance ($YMM), a company we first initiated coverage on in November 2024 and has since ran 35% to meet both of our price targets. It’s time to place another target on it, but first, let’s recap what this company does. Full Truck Alliance is a rising star in the software space. The company provides a total solutions platform for shippers and truckers, connecting them via mobile and web applications to streamline shipments across various distances, cargo types, and...
AliBaba (BABA)Entry: UnlockPrice target: 134.00-138.00 Second PT: Unlock Risk appetite is growing fast, but valuations are growing even faster, making undervalued stocks harder to come by, but there’s a space that’s still lagging far behind the market rally and it may catch up soon as rates come down and political tensions are relieved. The space in focus? None other than China, which offers us phenomenal companies like AliBaba, JD, Full Truck Alliance, Tencent Music…etc. We’ve covered these names in our past analyses and they have served us well. Now it may be time to take a second look as valuations diverge from the general market. For this week, we’ve decided to cover AliBaba, but other names are also emerging as...
NU Holdings (NU)Entry: UnlockPrice target: 15.00-15.50Second PT: Unlock Nu Holdings, the parent company of Nubank, has emerged as a standout in Latin America’s digital banking renaissance, attracting prominent investors such as Warren Buffett and Cathie Wood. Often likened to a SoFi for Latin America, Nu has rapidly expanded its presence across Brazil, Mexico, and Colombia, establishing itself as a dominant force in the region's financial services sector. Nu continues to add millions of new users each year, solidifying its leadership in Latin America’s underbanked population. In Brazil, over 60% of adults are now Nu customers, and 60% of those use Nu as their primary financial provider. This is up from virtually zero less than a decade ago and demonstrates the company’s impressive...
Iren Limited (IREN) Entry: UnlockPrice target: 21.50-22.00Second PT: Unlock Iren’s stock has more than doubled since we initiated coverage earlier this year in May, but even as the stock pushes higher, the company still presents a compelling opportunity given the space they operate. In the case you weren’t a premium member at the time, let’s briefly discuss what Iren Limited does. Iren is an Australian based firm which owns and operates data centers powered by 100% renewable energy. They claim themselves to be the “responsible way to power Bitcoin, AI, and beyond.” The company specifically targets regions where there are low cost and abundant renewable energy resources….and in a world where energy is the bottleneck to growth (in both AI...
