Stocks

Vision & Positioning Coinbase Global, Inc. was founded in 2012 with a bold mission: to increase economic freedom in the world . Today, it stands as the most trusted platform for individuals and institutions to buy, sell, store, and build with crypto. Headquartered in Wilmington, Delaware, Coinbase has evolved into a full-stack financial infrastructure provider for the global crypto economy. The company’s platform supports a wide range of services: Retail and institutional trading across thousands of crypto assets. Custody, payments, and developer tools for building crypto-native applications. Enterprise-grade infrastructure for secure asset management and blockchain integration. Strategic Highlights (2025) “Everything Exchange” Strategy: Coinbase now supports over 40,000 tradable assets in the U.S., positioning itself as the most comprehensive crypto marketplace. Deribit Acquisition: Boosted derivatives volume to $840 billion , expanding Coinbase’s footprint in institutional ...

Company Overview Founded in 2013 and publicly listed in 2022,   Rigetti Computing   is a pioneer in superconducting quantum computing. The company designs and manufactures quantum processing units (QPUs) based on Josephson Junctions (JJs), which enable precise control of qubit frequencies through quantum tunneling. Despite known challenges such as energy loss and reproducibility, superconducting qubits remain a leading architecture due to their scalability and manufacturability. Rigetti’s fabrication process leverages Alternating-Bias Assisted Annealing (ABAA) to enhance qubit frequency precision and gate execution. This technique underpins the performance of its flagship systems, including the Novera™ QPU and the newly launched Ankaa™-3 . Product Milestones Novera QPU (Dec 2023): Rigetti’s first commercial quantum processor, featuring a 9-qubit chip with tunable couplers and a 5-qubit chip for single-qubit gate testing. Ankaa™-3 System (Launched Dec 2024): An 84...

IonQ Inc. (IONQ): A Deep Dive into a Quantum Computing Pioneer                                                                   IonQ says its 100,000-square-foot Bothell factory is the first dedicated quantum                                          computer manufacturing facility in the U.S.   The world of computing is on the cusp of a revolutionary shift, and at the forefront of this transformation stands IonQ, Inc. (NYSE: IONQ). This Maryland-based company, founded in 2015 and publicly listed in October 2021, is a leading developer of general-purpose trapped ion quantum computers. IonQ is not just building hardware; it's making quantum computing accessible, offering access to its cutting-edge machines through maj...

On 15 Oct 2024 ASML posted their earnings report a day earlier due to a human mistake. This is not the first time the company is doing such mistakes. Conclusion is enevitable: the company is managed by a bunch of incompetant pricks.  Company Overview: ASML Holding N.V. (ASML) is a Dutch global monopoly leader in the semiconductor equipment industry, specifically in lithography systems, which are critical for manufacturing advanced microchips. Its flagship product, Extreme Ultraviolet (EUV) lithography machines , is essential for producing high-performance chips used in everything from smartphones to data centers and AI applications. Key Investment Highlights: Market Leadership and Competitive Moat: ASML has an unrivaled position in the semiconductor lithography market, especially in EUV systems, with no competitors currently able to offer comparable technology. The company’s EUV technology is crucial for advanced semiconductor nodes (e.g., 5nm, 3nm), and now with the introdu...

Teradyne logo Teradyne Inc. ( TER ) is a global leader in the automated test equipment (ATE) industry, specializing in testing solutions for complex semiconductor devices. Founded in 1960, Teradyne has evolved into a dominant force in semiconductor testing, while expanding into other growth markets such as industrial automation and wireless testing. As industries increasingly rely on semiconductors and automation, Teradyne is poised to capitalize on these technological trends, supported by its diversified revenue streams and innovative product offerings. Revenue Breakdown: Semiconductor Test (67% of Revenue): The semiconductor test segment is Teradyne's largest business unit, generating 67% of total revenue. Teradyne provides testing solutions for a wide range of semiconductor devices used in sectors such as consumer electronics, automotive, communications, and industrial applications. Technological trends like 5G, AI, and IoT are driving the demand for semiconductors, positionin...

Market Overview: The global generative AI  (Generative artificial intelligence) market has seen substantial growth over recent years and continues to be one of the most dynamic sectors in technology. In 2023, the market was valued at approximately $14.17 billion, and it is projected to reach $96.36 billion by 2029, demonstrating a compound annual growth rate (CAGR) of 37.64%. This rapid expansion is driven by technological advancements, increased investments, and the broadening applications of generative AI across various industries. Key Drivers of Market Growth: Technological Advancements : Innovations in AI models, such as transformer-based architectures (GPT, BERT, etc.), have significantly enhanced the capabilities of generative AI, making it more efficient, scalable, and adaptable. These advancements allow for more nuanced and sophisticated content creation, ranging from text and images to audio and video. Increased Adoption Across Industries : Generative AI is being adopted a...

Celestica Inc.: A Global Leader in Electronics Manufacturing Services Celestica Inc . is a Canadian multinational corporation providing top-tier electronics manufacturing services (EMS) and supply chain solutions to diverse industries. Based in Toronto, Ontario, the company is listed on both the New York Stock Exchange (NYSE) and the Toronto Stock Exchange (TSX) under the ticker symbol CLS . Since its establishment in 1994, Celestica has grown from a manufacturing division of IBM Canada into a leading provider of design, engineering, manufacturing, and supply chain services globally. A Brief History Founded as a spin-off from IBM, Celestica expanded rapidly through strategic acquisitions and organic growth. The company transitioned from a simple contract manufacturer to a comprehensive solutions provider offering end-to-end product lifecycle services, including design, production, and post-sales support. Key Strengths of Celestica Celestica’s business model is built around several ke...