Tommy Douziech
Senior Analyst
Applied Materials: the next wave on equipment suppliers
Applied Materials is one of the global leaders in deposition, etching, packaging and metrology equipment. Behind a modest near-term momentum, the company is preparing to capture one of the strongest technology cycles of the decade: next-generation DRAM, GAA and advanced packaging.
December 04, 2025 at 03:32 am
Warren Buffett: the latest letter from the best capital allocator in history
Published for Thanksgiving, Warren Buffett's final message to his shareholders reads like anything but a routine note. At 95, the Oracle of Omaha announces his retirement, passing the baton to his successor, organizing the distribution of his fortune… but above all, he offers a lucid lesson on luck, merit, responsibility… and what it truly means to succeed in life.
December 02, 2025 at 04:27 am
Sprouts Farmers Market: outlook dampens investor enthusiasm
The grocery chain, which specializes in natural and organic products, released its Q3 2025 results on October 29. Although the figures showed net growth, the market reaction was severe, with the stock falling nearly 20% in after-hours. Investors punished not past performance, but what they considered to be overly cautious outlooks in a context of slowing US consumption.
October 30, 2025 at 07:43 am
Signs of pressure on valuation
While enthusiasm for artificial intelligence is mixed with a latent sense of fragility, the time has come for vigilance and greater selectivity in the stock market. The main US index, the S&P 500, is trading at rarely seen levels, presenting a strategic dilemma: should investors take advantage of the momentum or protect themselves against it?
October 21, 2025 at 09:29 am
TSMC, the silicon titan on its way to new records
In six months, its stock has soared 59%, and 29% in the last three months, propelling TSMC to a market capitalization of over $1.2 trillion. This meteoric rise is not due to a passing fad, but is rather thanks to an undeniable industrial reality: the world can no longer function without TSMC. At a time when investors are torn between fascination with artificial intelligence and geopolitical fears, TSMC perfectly illustrates a timeless stockmarket truth: need gets the better of fear.
October 15, 2025 at 02:31 am
ABB: A technological infrastructure asset, the European pillar of automation
Founded in 1988, ABB has been restructured since 2019 around four leading franchises (Electrification, Motion, Process Automation and Robotics, Discrete Automation) present in over 100 countries, with approximately 108,000 employees.
October 07, 2025 at 10:31 am
An original idea in AI at an attractive valuation
Finding a truly original idea for AI stocks today has become an extreme sport. The stories are similar, as are the promises. And for those who want to look beyond the beaten track and the Mag10 club (Nvidia, Broadcom, Amazon, Microsoft, Meta Platforms, Alphabet), this American midcap company might appeal to you. What if the differentiating factor was not the algorithm, but the architect of the ecosystem? This is precisely what TD Synnex offers: a global distributor/aggregator that orchestrates the practical deployment of AI, cloud, and infrastructure, where value and cash flow are created for thousands of resellers, publishers, and businesses of all sizes.
October 02, 2025 at 09:36 am
Pan African Resources: the art of cutting stone… and costs
At a time when gold is at historic highs and investors are hunting for rare gems-producers capable of growing without diluting, paying increasing dividends, as well as controlling their costs-Pan African Resources (PAR) ticks these boxes with rare consistency. Its secret? A hybrid model that combines high-grade underground mines with very low-cost tailings reprocessing projects, all driven by proven capital discipline. This is why we believe the stock still offers an attractive risk/return profile today.
September 30, 2025 at 05:03 am
The $455bn jackpot - Oracle is changing the face of the cloud
Sometimes the numbers don't just tell a story, they rewrite it. That's exactly what happened on Tuesday evening when Oracle's earnings report electrified Wall Street. While analysts' expectations focused mainly on significant revenue growth, the company unveiled an unprecedented explosion in its order book for its cloud and AI infrastructure services. The result: a 28% leap in the share price after close, propelling Oracle to record highs and adding $190bn to its market capitalization overnight.
September 10, 2025 at 05:16 am
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