Core Points - RideNow Chandler has been awarded the Sea-Doo U.S. National Dealer of the Year for Personal Watercraft and Pontoons, highlighting its excellence in the industry [1][2] - The award recognizes dealerships that excel in training, certification, market share, sales goals, and growth in parts and accessories [2] - The success of RideNow Chandler is attributed to its customer-first approach and strong community connections in the Phoenix area [3][4] Company Overview - RideNow Group, Inc. operates through two segments: a powersports dealership group and vehicle transportation services via Wholesale Express, LLC [5] - The company is recognized as the largest powersports retail group in the U.S., offering a wide range of vehicles and related products [5] - RideNow Group also utilizes proprietary technology to acquire pre-owned powersports vehicles directly from consumers [5]

I assign a Hold rating to the shares of Sea Limited (NYSE: SE ). In my opinion, they should be kept in the portfolio now, but not to increase the position at current prices. The potential for furtherHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a rea ...

Group 1 - Nvidia is recognized as the "de facto AI infrastructure company" and is highlighted as a key stock to watch [1] - Coherent (COHR) is also identified as a significant player in the AI data center sector [1] - United Rentals (URI) is noted for its exposure to data centers within the construction equipment supply industry [1] Group 2 - Sea Ltd. (SE), a Singapore-based gaming and e-commerce company, is included in the list of stocks near buy points [1] - Expedia Group (EXPE) rounds out the list of five stocks that are being monitored for potential investment opportunities [1] Group 3 - The stock market experienced a rebound to new highs last week, indicating positive market sentiment [2] - Upcoming events include OpenAI's DevDep Day, the release of Fed Minutes, and Taiwan Semiconductor's monthly sales report, which may impact market dynamics [2]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Sea Limited Sponsored ADR (SE) closed the most recent trading day at $184.22, moving +1.21% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.06%. Meanwhile, the Dow gained 0.17%, and the Nasdaq, a tech-heavy index, added 0.39%. Shares of the company witnessed a gain of 0.57% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 8.78%, and the S&P 500's gain of 3.94%.The investment community will be closely monitoring the p ...

Core Viewpoint - Sea Limited Sponsored ADR is experiencing a decline in stock performance compared to the broader market, with a recent closing price of $181.45, reflecting a -1.7% change from the previous session [1] Group 1: Stock Performance - The stock has decreased by 1.05% over the last month, underperforming the Computer and Technology sector, which gained 7.4%, and the S&P 500, which gained 2.87% [1] - The stock's recent performance is behind the S&P 500's daily gain of 0.26%, the Dow's upswing of 0.15%, and the Nasdaq's appreciation of 0.48% [1] Group 2: Earnings Projections - The upcoming earnings disclosure is anticipated to show earnings per share (EPS) of $1.11, representing a 105.56% increase year-over-year [2] - Revenue is projected to be $5.84 billion, indicating a 36.81% increase from the same quarter last year [2] Group 3: Full-Year Estimates - Full-year Zacks Consensus Estimates predict earnings of $4.04 per share and revenue of $23.2 billion, reflecting year-over-year changes of +140.48% and +36.97%, respectively [3] - Recent revisions to analyst forecasts are important indicators of near-term business trends, with positive revisions suggesting a favorable business outlook [3] Group 4: Valuation Metrics - Sea Limited Sponsored ADR has a Forward P/E ratio of 45.69, which is higher than the industry average of 29.71, indicating a premium valuation [6] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 71, placing it in the top 29% of over 250 industries [6] Group 5: Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 stocks have delivered an average annual return of +25% since 1988 [5] - Currently, Sea Limited Sponsored ADR holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate having moved 0.34% higher over the past month [5]

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” annual investor letter. A copy of the letter can be downloaded here. The year was strong for the fund despite volatility, backed by the new US administration. The fund returned 33.4% net of fees and expenses compared to 18.4% for its benchmark. Since its inception in December 2017, the Fund has returned 254.4% compared to 139.9% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). In ad ...

Core Insights - HydroGraph Inc. and SEADAR Technologies have signed a letter of intent to integrate HydroGraph's graphene materials into SEADAR's subsea products, aiming to enhance performance and expand into new markets such as maritime defense and offshore energy [1][2][3] Company Overview - HydroGraph specializes in producing ultra-pure graphene using a controlled chamber explosion method, which allows for high purity and cost-effective production [4][6] - SEADAR Technologies develops innovative subsea sensing and surveillance solutions, including the SEADAR™ Shield, the world's first subsea intruder detection radar [5] Collaboration Details - The partnership will explore technical synergies to develop new applications, such as corrosion-resistant coatings and graphene-enhanced compounds for SEADAR's systems [2][3] - Potential applications include increasing tensile strength and reducing weight in Kevlar-reinforced survey lines, as well as improving thermal conductivity for sensitive electronics [3][4] Market Implications - The collaboration positions both companies to tap into new markets, enhancing their product offerings and technological advancements [2][4] - HydroGraph's graphene products are engineered for harsh environments, which can significantly improve the durability and performance of SEADAR's subsea systems [4][5]

Core Insights - The article discusses the launch of a transparent protein water product by Japan's 7-Eleven private brand Cycle.me, which aims to change consumer perceptions of protein beverages traditionally associated with dairy products [3][9]. Product Overview - Cycle.me's protein water is a unique offering that contains 5g of protein per bottle, utilizing low molecular collagen protein as its primary ingredient [12][16]. - The product is priced at 193 yen (approximately 9.3 RMB) and is marketed as a low-calorie, refreshing drink with a subtle peach flavor [10][12]. Market Trends - Consumer interest in protein as a desirable nutrient has been rising, with a market forecast indicating a 2.8% increase in demand for protein food and beverages in Japan, reaching 276.3 billion yen (approximately 11.4 billion RMB) by 2024 [12][22]. - The trend towards lighter, more accessible protein products is evident, with Cycle.me positioning its protein water as a daily supplement rather than a meal replacement [16][38]. Development Challenges - The development of the transparent protein water faced challenges in maintaining clarity and taste, requiring extensive optimization of raw materials and production processes [14][19]. - Collaboration with DyDo, a major Japanese beverage manufacturer, was crucial in achieving the desired product characteristics [14][19]. Competitive Landscape - The article highlights the growing popularity of clear protein products in both Japan and the West, with various brands exploring different formulations and marketing strategies [20][22]. - In the U.S. market, clear whey protein has gained traction, with a projected market size of $2.72 billion in 2023 and an expected annual growth rate of 6.7% from 2024 to 2030 [22][24]. Consumer Reception - Initial consumer reactions to Cycle.me's protein water have been mixed, with some expressing curiosity and others preferring traditional protein sources like boiled eggs [6][7]. - The product's unique texture and flavor profile have sparked discussions on social media, indicating a blend of intrigue and skepticism among potential buyers [6][7].

Core Viewpoint - Winter Sea Group's stock price experienced a 4.00% decline on September 23, yet the company has shown a general upward trend in its stock price recently, indicating potential long-term investment confidence due to strong financial performance [1][2] Financial Performance - In the first half of 2025, Winter Sea Group reported revenues of $10.101 billion, representing a year-on-year growth of 33.94% [1] - The company's net profit reached $825 million, with an astonishing year-on-year increase of 1349.68% [1] - The impressive profitability is attributed to the company's integrated platform, which includes online gaming, e-commerce, and e-wallet services [1] Market Expansion - Winter Sea Group has successfully expanded its business across various markets, particularly in Southeast Asia, capitalizing on the growing demand for digital economy services [1] - The company's services are available in regions including Indonesia, Taiwan, Vietnam, Thailand, the Philippines, Malaysia, and Singapore [1] Digital Economy Insights - The company's strong performance is largely due to its accurate understanding of the digital economy demand in Southeast Asia, driven by increasing internet penetration and consumer purchasing power [1] - Investments in digital entertainment and e-commerce are gradually transforming into stable revenue sources for the company [1] - The digital financial services offered by Winter Sea Group enhance business diversification and provide convenient e-wallet services to customers [1]