Intel, nuclear, and utilities aren’t exactly the flashiest parts of the market. But they’ve quietly been at the centre of some of the biggest investment themes of the past year.

In today’s episode, Finimize Analyst Reda Farran joins the pod to see what’s changed since he first made the case. 

Some calls have aged well. Others? Not so much. 

We revisit the original theses, update the outlook, and figure out where the opportunity still is - and where it might be time to take profits.

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