Nanalyze

AMPX stock has captured the attention of investors, up nearly 900% in the past year! Amprius is a battery technology company specializing in high density batteries for various applications from drones to eVTOLs to electric vehicles. While the company's fundamentals are slowly improving, the stock's valuation seems to have gotten ahead of itself. Is Amprius a buy now after its insane run? Let's find out.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/F6o6YLpZbk0.

Neocloud stocks like IREN $IREN, Nebius $NBIS, CoreWeave $CRWV, and Applied Digital $APLD have exploded — up 100% to over 800% in the past year, crushing the Nasdaq. But is this the next great AI infrastructure boom… or a repeat of the late-1990s fiber optic bubble (hello, Global Crossing)? In this video we break down the Neocloud business model, why these companies can offer GPUs 30-80% cheaper than hyperscalers, the massive risks around debt, depreciation, customer concentration (your competitor as your biggest client isn’t ideal), contract quality, and what happens when AI compute supply finally catches up to demand.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/5wE1Y-wAh_A.

AEVEX is a new drone stock that just started trading under the ticker $AVEX. Shares jumped over 35% on the first day of trading. You degenerates can't get enough of these defense drone stocks, so we're going to analyze it and see if it has the makings of the next drone winner, or if it's all hype. Is AEVEX the best way to get exposure to the defense drone thesis? Let's find out.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/3UrkRz1vRRA.

MercadoLibre stock has underperformed the Nasdaq since we said we were avoiding the company. No, that doesn't mean we're some sort of Nostradamus reincarnated. It means we now have an opportunity to get in at a reasonable valuation, if we wanted to. Today, we'll revisit $MELI stock to see what we've missed and try to understand if there's value to be had here. We'll also point out the main red flags we found that investors might not be aware of.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/QWjr9XaslzQ.

The electrification investment thesis is simple. The United States alone needs to triple their invest in power grids by 2030 just to keep things running smoothly. Therefore, astute investors should be looking for high-quality companies involved in transmission and distribution of electricity. Thankfully for you, we've done all the hard work. We found four key companies that fit perfectly. But are they a fit for your portfolio?

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/rgPapebcMyY.

There are plenty of traps out there for investors looking to invest in the hottest private companies. Want to invest in SpaceX before IPO? You could buy an overvalued private equity fund like $VCX. Or you could be an exorbitant fee. The better option may be to invest in a broad startup fund. Luckily, we've found a few that might be appealing.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/l4a2g3YqL4U.

There are plenty of traps out there for investors looking to invest in the hottest private companies. Want to invest in SpaceX before IPO? You could buy an overvalued private equity fund like $VCX. Or you could be an exorbitant fee. The better option may be to invest in a broad startup fund. Luckily, we've found a few that might be appealing.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/l4a2g3YqL4U.

There are plenty of traps out there for investors looking to invest in the hottest private companies. Want to invest in SpaceX before IPO? You could buy an overvalued private equity fund like $VCX. Or you could be an exorbitant fee. The better option may be to invest in a broad startup fund. Luckily, we've found a few that might be appealing.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/l4a2g3YqL4U.

Copper is an essential material for electrification, and it's a limited resource. Many are speculating that AI energy demand will result in rising copper prices. Astute investors may be asking how to take advantage of this. Today, we'll talk about how to invest in copper, and the real reason why we're bullish on the copper thesis.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/TGBF0TsNzV8.

Mexico is the 13th largest economy by GDP, but you rarely hear people talking about investing in Mexican stocks. Despite this, the Mexico stock index is up roughly 40% over the past year, outpacing the S&P and Nasdaq. And that's without any big tech exposure! Investors are increasingly relying on Mexican stocks for diversification effects. Should you?

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/8J6Rx99EehE.