The Trade Desk was a terrible performer in 2025.Rising 900% over the past decade is a feat that few stocks accomplish. However, thanks to a recent sell-off, this figure is a lot lower than it used to be for one stock. At its peak, The Trade Desk (TTD +3.03%) stock was up an incredible 4,500%, but that's no longer the case. Huge sell-offs don't happen all that often for The Trade Desk stock, but we're at a point that has never been seen for the stock before. It's down nearly 80% from its all-time highs, but ...

Initiative expands the Company’s Genius School model with pre-built, Starlink enabled, modular learning pods that can be added to any school, village or remote area. SINGAPORE, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Genius Group Limited (NYSE American: GNS) (“Genius Group”, “GNS” or the “Company”), a leading AI-powered, Bitcoin-first education group, today announced it has entered into a partnership agreement with ReadyNest, an Australian-based premier modular home builder, to launch AI powered, satellite-linke ...

Core Viewpoint - Genius Group Limited emphasizes the urgent need for a transformative approach to education in the face of the impending arrival of Artificial General Intelligence (AGI), advocating for a model that enhances human creativity and purpose rather than merely training individuals to compete with machines [1][4][49]. Group 1: The Context of AGI - The company references Stephen Hawking's warning about the dual potential of powerful AI, highlighting the critical moment humanity faces regarding the future of technology [1][4]. - Futurist Buckminster Fuller’s concept of the "Final Exam" is discussed, framing humanity's challenge as a test of whether it can harness technology for good or face dire consequences [2][3]. - Prominent figures in the tech industry, including Elon Musk and Sam Altman, have declared that humanity has entered the Singularity, underscoring the urgency of the situation [4][5]. Group 2: Genius Group's Educational Vision - Genius Group's educational framework aims to prepare individuals for a post-Singularity world by focusing on personal development rather than rote learning [6][10]. - The curriculum has reached over six million learners and is designed to be AI-powered, personalized, and experiential, emphasizing the importance of community and purpose [7][10]. - The educational model is built on three principles: Life's Work, Ignite Your Genius, and Future ABCs, which aim to redefine how individuals find meaning and purpose in their work [8][16][19]. Group 3: Strategic Goals for 2026 - The company has set ambitious goals to reach 100 million learners and achieve a $1 billion enterprise valuation by 2030, with 2026 marked as a pivotal year for execution [37][39]. - A four-point plan for 2026 includes driving profitable pathways, evolving the revenue model to a hybrid approach, strengthening the balance sheet, and attracting top talent to support growth [37][41][46]. - The company anticipates significant revenue growth, projecting over $20 million in revenue for 2026, driven by its innovative educational models [41][42]. Group 4: Financial Strategy and Market Position - Genius Group has adopted a Bitcoin-first treasury strategy, aiming to build a substantial Bitcoin reserve while navigating legal challenges that previously impacted its financial operations [42][44]. - The company has seen a significant recovery in market capitalization, increasing from $21 million to over $100 million in the latter half of 2025, indicating a strong rebound [42][44]. - The focus for 2026 includes prudent treasury management and minimizing dilution while pursuing growth opportunities [45][46].

Core Viewpoint - Amazon's success heavily relies on its cloud computing division, Amazon Web Services (AWS), which is expected to drive stock performance in 2026 after a challenging 2025 due to high valuation concerns [1][2]. Group 1: AWS Performance - AWS is starting to reaccelerate its growth, with a revenue increase of 20% year over year in Q3, marking the best growth rate in several years [6]. - Despite AWS accounting for only 18% of Amazon's total sales, it generated 66% of the company's operating profits in Q3, highlighting its importance to overall profitability [4][6]. - The cloud computing segment has strong operating margins, reported at 35% in Q3, contrasting with the thin profit margins typical in retail [4]. Group 2: Valuation and Market Position - Amazon's stock valuation has improved, now trading at 29 times forward earnings, aligning it more closely with other major tech stocks, which typically trade around 30 times forward earnings [8]. - The stock gained only 5% in 2025, but with the valuation issue resolved, there is optimism for a stronger performance in 2026 [2][7]. - The current market cap of Amazon is $2.6 trillion, with a gross margin of 50.05%, indicating a robust financial position [6].

Core Viewpoint - Genius Group Limited has launched Genius School, an AI-powered education model aimed at preparing students for a post-singularity world, with a focus on future skills and innovative learning approaches [1][3]. Group 1: Company Developments - Genius Group has successfully acquired 51% ownership of ProEd Global School in Bali, Indonesia, and is integrating its Genius School model with ProEd's existing curriculum [2]. - The company aims to establish ProEd as a leading Future School in the Asia Pacific region, focusing on teaching future skills through various educational programs [2][19]. Group 2: Educational Philosophy and Curriculum - The curriculum is based on the World Economic Forum's White Paper, which identifies eight Future Skills essential for students to thrive in a rapidly changing world [4]. - The eight Future Skills include global citizenship, innovation and creativity, technology skills, interpersonal skills, personalized learning, accessible learning, problem-based learning, and lifelong learning [5][6][7][8][9][10][11][12]. Group 3: Principles of Genius School - The first principle, "Ignite Your Genius," emphasizes personalized learning tailored to each student's unique talents and passions [13]. - The second principle, "The Future ABCs," focuses on preparing students for a digital workforce through foundational knowledge in AI and blockchain [14]. - The third principle, "Your Life's Work," encourages students to pursue their passions and create meaningful lives rather than merely seeking employment [15]. Group 4: Market Position and Reach - Genius Group serves 6 million users across over 100 countries, providing AI-powered education and acceleration solutions [21].

Core Viewpoint - Nebius is projected to experience significant growth by 2026, potentially outperforming Nvidia in the AI sector [1][2]. Company Overview - Nebius is not a competitor to Nvidia but a client that utilizes Nvidia's GPUs in its data centers for AI tasks, similar to a cloud computing model [3][4]. - The company has transitioned from its origins in Russia to operating in Europe and the U.S. after being spun out of Yandex due to geopolitical sanctions [4]. Financial Performance - Nebius currently has a market capitalization of $26 billion and an annual run rate of $551 million as of Q3 [6]. - Management anticipates an annual run rate of $7 billion to $9 billion by the end of 2026, indicating substantial growth potential [6][9]. - The stock is currently trading at 65 times sales, but forward sales projections reduce this to 7.1 times for 2026 and 3.2 times for 2027 [7][9]. Growth Strategy - Nebius is focused on aggressive growth and is prioritizing infrastructure development over immediate profitability [11]. - The company has incurred significant debt to finance its expansion plans, which could pose risks if it fails to generate profits in the future [12][14]. - The demand for AI computing infrastructure is expected to continue growing, with Nebius positioned to capture a significant share of this market [9][14].

Core Viewpoint - Genius Group Limited is addressing a significant discrepancy in the share count of its GNS shares, which affects both current shareholders and those of Entrepreneur Resorts Ltd (ERL) as part of an Asset Purchase Agreement (APA) [1][2]. Share Count Discrepancy - A share count date has been set for February 13, 2026, to resolve a 68% discrepancy in GNS shares reportedly held by brokers, with 54.4 million shares reported by the Depository Trust & Clearing Corporation (DTCC) but only 17.4 million verified as owned by Genius Group investors [2][11]. - The discrepancy arose during the August 2023 spin-off of ERL, where a full share count was not possible due to limitations in data provided by DTCC [4][5]. - After two years of verification, only 32% of shares held by brokers have been connected to actual GNS shareholders, leaving a significant number of shares unallocated [6][10]. Bitcoin Loyalty Payment Program - The Share Count will lead to a 726% increase in participation in the Bitcoin Loyalty Payment Program, raising the number of shares in the program from 2.3 million to 19.0 million GNS shares [3][18]. - Shareholders can voluntarily withdraw from the program between February 13 and May 28, 2026, which may affect the final number of qualifying shares [3][18]. - The loyalty bonus of $0.10 per share is equivalent to an annualized return of 32% based on the current share price of $0.63 [16]. Distribution of GNS Shares - Following the completion of the APA, ERL will distribute 50 million GNS shares to verified ERL investors, with 40.9% of these shares currently unallocated due to the discrepancy [10][21]. - The distribution will occur in book entry form via Vstock Transfer LLC, and shareholders must maintain their shares in book entry to qualify for the loyalty bonus [17][19]. Company Overview - Genius Group is a Bitcoin-first education group leveraging AI to provide solutions for the future of work, serving 6 million users across over 100 countries [22].

Core Viewpoint - Following the investment strategies of billionaires, particularly in the AI sector, can provide valuable insights and potential investment opportunities [1][2]. AI Hardware - Chase Coleman III, head of Tiger Global Management, has identified seven stocks as key players in the AI trade, with a focus on hardware [3]. - The core AI hardware stocks include Nvidia, Taiwan Semiconductor, and Broadcom, which are essential for exposure to AI hardware [4]. - Nvidia is recognized as the largest company by market cap, driven by its GPUs that are foundational to generative AI technology, with expectations of significant growth in 2026 [5]. - Broadcom is emerging as a competitor to Nvidia by partnering with AI hyperscalers to develop custom computing units, potentially alleviating the bottleneck of Nvidia GPUs [6]. - Taiwan Semiconductor serves as a neutral party in the AI sector, benefiting from the ongoing investment in AI data centers [7]. AI Application - Microsoft is the largest component in Coleman's portfolio, excelling in its AI strategy by partnering with companies like OpenAI to enhance its cloud platform, Azure [8]. - Alphabet has achieved success with Google Cloud and its generative AI model, Gemini, which is gaining traction against ChatGPT [10]. - Amazon, while the largest cloud provider, has seen a recent acceleration in AWS growth to 20%, indicating increased adoption for AI workloads [11]. - Meta Platforms is investing heavily in AI to enhance its social media platforms, which has positively impacted ad performance and could lead to significant growth if it successfully enters the consumer hardware market [13]. Investment Recommendation - All seven identified stocks are projected to perform well by 2026, and it is recommended for investors to consider acquiring them in equal amounts as core AI holdings [14].

Core Viewpoint - Third Point hedge fund is investing in three distinct categories within the AI sector, focusing on hardware, facilitators, and applications, with a significant portion of its portfolio allocated to five key AI stocks [1][2][3]. Group 1: Hardware - The hardware category includes Nvidia and Taiwan Semiconductor, with Nvidia being a leader in graphics processing units (GPUs) essential for AI applications since 2023 [4][5]. - Nvidia relies on Taiwan Semiconductor for manufacturing its chips, highlighting the interdependence between these two companies [5]. Group 2: Facilitators - Amazon and Microsoft are categorized as facilitators, providing cloud computing services that allow businesses to access AI capabilities without needing to build their own data centers [10]. - Amazon Web Services (AWS) and Microsoft Azure are the largest cloud platforms, benefiting from increased demand driven by AI workflows [10][12]. - The demand for AI computing capacity is expected to rise, making investments in Amazon and Microsoft strategically sound [12]. Group 3: Applications - The application segment is currently less emphasized in Third Point's portfolio, as hardware and facilitators have proven to be more profitable investments in the AI space [13]. - Meta Platforms is working on integrating generative AI into its services, which could lead to significant profit opportunities in the future [14]. - Maintaining some exposure to application-focused companies like Meta is advisable, as future developments in AI applications could yield substantial returns [15].

Core Insights - Genius Group Limited is planning to develop Genius City and Genius Future School in Bali, Indonesia, with a 50% increase in project size to create interconnected hubs for students and adults to learn future skills [1][18] - The project aims to redefine lifelong learning in a post-Singularity world, focusing on AI, Bitcoin, and community [4] - The completion of Genius City is scheduled for late 2027, with a vision to replicate the model globally [3][23] Project Details - The Genius City will feature a Living Hub, Learning Hub, and Student Hub, designed to foster collaboration between students and professionals [1][9][16] - The Living Hub will include a 100-key MICE hotel with access to advanced AI, VR, and Web3 labs [9] - The Learning Hub will have an 800-seat multi-purpose dome and facilities for future leaders and entrepreneurs [11] Financial Model - The total project cost is estimated at $27.3 million, with a target revenue of $19.8 million and profit of $5.8 million by year three [20] - The enterprise value is projected to reach $46.4 million, with plans to raise $19.7 million through a mix of debt and tokenized Real World Asset funding [20] - The financial model has been updated from previous projections, indicating growth in expected revenues [22] Strategic Vision - Genius Group aims to create 100 Genius Cities worldwide to prepare communities and companies for future challenges [23] - The company serves 6 million users across over 100 countries, providing AI-powered education and acceleration solutions [24]