November 13, 2025
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    Thematic Analysis

    Best Space Stocks With Government Contracts and Positive Cash Flow

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    Executive summary Summary fundamentals Below are the latest quarter headline fundamentals and market metrics pulled from company releases and market data. Each metric cites the primary source. Northrop Grumman Corporation (NOC) L3Harris Technologies (LHX) Iridium Communications (IRDM) Parsons Corporation (PSN) Detailed fundamental analysis Revenue trends and contract composition Government-funded work distinguishes these names from capital-intensive…

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    Best Undervalued AI Stocks With Double-Digit Revenue Growth in 2025

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    Executive summary Summary fundamentals Below are the latest reported quarter headline metrics for each candidate (company press releases or investor pages cited). Market-cap and valuation snapshots move intraday; use the investor links in the Tickers section for live quotes. Detailed fundamental analysis Why choose these names: the value + growth filter We defined undervalued AI…

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    Which Companies Benefit from Generative AI for Content Moderation?

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    Executive summary Summary fundamentals (Note: latest-quarter figures are company-reported; market caps reflect public market snapshot at reporting.) Detailed fundamental analysis Where the economics sit: cloud + models + human review Generative AI content moderation operates as a three-layer stack: inference infrastructure (GPUs, networking), platform services (managed LLMs, safety APIs), and human review/outsourcing to resolve edge…

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    Supermicro vs Dell vs HPE – Who Supplies the AI Datacenter Best?

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    Executive summary Summary fundamentals Supermicro (quarter = Q4 FY2025 ended June 30, 2025) Dell Technologies (quarter = Q2 FY2026 ended August 1, 2025) Hewlett Packard Enterprise (quarter = Q3 FY2025 ended July 31, 2025) Detailed fundamental analysis Revenue trends and product mix Margin drivers and operating leverage Balance-sheet strength Valuation multiples (TTM & forward) Momentum…

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    Top AI Infrastructure ETFs: What They Hold and Whether to Buy in 2025

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    Executive summary Summary fundamentals Key facts, fees, AUM and representative top holdings for the six ETFs investors most commonly consider for AI infrastructure exposure. Each bullet references the fund provider and/or ETF database reporting for fees, assets and holdings. Detailed fundamental analysis What these ETFs actually own (holdings and constructive overlap) AI infrastructure is not…

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    Thematic Analysis: Top Cloud Software Stocks as AI Reshapes SaaS in 2025

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    Executive summary Summary fundamentals Microsoft (MSFT) Salesforce (CRM) Adobe (ADBE) Snowflake (SNOW) ServiceNow (NOW) Datadog (DDOG) Detailed fundamental analysis Revenue trends: AI reshapes SaaS by shifting spend from ad-hoc projects to ongoing consumption and model-hosting fees. Microsoft’s cloud scale and Snowflake’s data consumption economics capture the largest direct AI workload demand pools; Snowflake’s product revenue…

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    Thematic Study: Rocket Lab (RKLB) – Small Launch Vehicles and Space Economy Growth

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    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends Rocket Lab posted record quarterly revenue of $144.5M in Q2 2025, up 36% YoY, with product and service mixes shifting as Electron launch services and space systems bookings expanded. Service revenue growth reflects higher mission cadence and increased mission management/space-systems work. The company reported FY-to-date revenue…

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    Thematic Analysis: Palantir (PLTR) – AI Contracts, Government Ties, and Valuation Risks

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    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and drivers Palantir’s revenue acceleration in 2025 is driven by simultaneous expansion in U.S. government contracts and a rapid inflection in U.S. commercial sales. Q2 2025 total revenue reached $1.00B, a 48% increase versus Q2 2024, with U.S. commercial revenue up ~93% YoY and U.S. government…

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    Thematic Analysis: BVP Nasdaq Emerging Cloud Index – Valuation Multiples and Growth Outlook for 2025

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    Executive summary Summary fundamentals Notes: EPS, single-company gross margin and company-level debt-to-equity are not meaningful at the aggregated index level; the index provides per-constituent averages for certain metrics but not a single consolidated EPS figure. Detailed fundamental analysis – thematic drivers and multiples Index composition and revenue/multiple mechanics The BVP Nasdaq Emerging Cloud Index tracks…

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    Thematic Study: RKLB vs AST SpaceMobile vs Astra – Space SPACs in 2025

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    Executive summary Space-related SPAC-era equities remain a high-variance, catalyst-driven cohort. Rocket Lab (RKLB) delivered a record Q2-2025 quarter – revenue $144.5M, 36% y/y growth – and a ~$1.0B backlog while pushing toward Neutron and expanded space-systems revenue. (Business Wire) AST SpaceMobile (ASTS) is aggressively capitalizing its direct-to-cell constellation: Q2-2025 revenue remained trivial (~$1.1–$1.2M) while capex…

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