Nanalyze

Drone stocks are soaring lately as geopolitical tensions rise and investors look for ways to profit. Today, we'll look at eight defense drone stocks: Red Cat $RCAT, Ondas $ONDS, Kraken $KRKNF, Aerovironment $AVAV, Swarmer $SWMR, Kratos $KTOS, Draganfly $DPRO, and Palladyne AI $PDYN to see if any of them meet our investment criteria. We'll also look at the broader defense drone thesis. Is it too late to invest in defense drones? 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/kBEO-iWE5sQ.

The Fundrise Innovation fund promises access to a basket of exciting private companies: Databricks, OpenAI, Anthropic, Anduril, and SpaceX! But there's always a catch. In this case, it's a complex and potentially shady structure that $VCX uses to invest in these hot startups called "Special Purpose Vehicles." Many SPVs have historically been linked to allegations of fraud, and some don't actually represent ownership in the companies they're said to hold. If that weren't enough of a showstopper, the fund also trades at an exorbitant premium to its intrinsic value.

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/LMYbfWXI-Zc.

Oil prices are up due to geopolitical tensions. Even after a slight relief, prices are still high. While high oil prices can wreak havoc on your portfolio, there are ways to hedge against this risk; namely oil stocks. What is the safest way to invest in oil? Should you go out and pick top oil stocks like Exxon $XOM and Chevron $CVX ? Or are you better off investing in an energy ETF like $XLE? 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/disl08PggVc.

"Finfluencers" don't have your best interests in mind. They're focused on chasing clout and cashing in on your attention. They love to glom onto whatever meme stock is trending and ram it down your throat. "Buy this stock for explosive growth!" "Generational wealth!" "Asymmetric opportunity!" Before you get sucked into the dangers of finance influencers, you'll want to learn these 10 key flaws in their thinking.

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/ojLTd47nKAk.

Figma stock is down 75% from its peak. Adobe $ADBE was willing to pay $20 billion for this company, a sharp premium to the $14 billion it trades at now. Contrarian investors may be sniffing around for signs of value to be had. Today, we'll revisit Figma $FIG and see what's going on. Why is FIG stock down so much? Does the dip represent value or a value trap?

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/NrA9_kmL_XM.

Optical transceivers have become the latest data center hardware niche to see explosive growth. Companies like Coherent $COHR, Lumentum $LITE, and Applied Optoelectronics $AAOI have rallied significantly due to surging demand. Does this mean it's time to invest in photonics stocks? How much growth is left in this hot tech theme? 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/o7WgzutFnVA.

Nuclear energy stocks like $OKLO and $CEG are heating up. That's thanks to AI and its insatiable demand for energy. With many big tech hyperscalers looking to meet their renewable energy objectives, nuclear energy has never seen more attention. Before you go out and FOMO into some hyped nuclear startup, ask yourself this. Why not just invest in a nuclear ETF? In this video, we'll help you find the best nuclear stock ETF out there using an objective approach.

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/J1jIBjRigfc.

LiDAR stocks haven't treated investors very well. Out of the eight LiDAR companies that went public via SPACs, only one is worth looking at today: Ouster $OUST . After gobbling up their competitor, Velodyne, the newly merged company managed to not only achieve a positive gross margin, but also 30% annual revenue growth for two consecutive years. As "physical AI" use cases expand, Ouster is starting to seem compelling, but risks still remain. One of those risks is Chinese competition in the form of Hesai $HSAI , the global leader in LiDAR. Are either of these stocks worth buying? 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/6d8jIDjZMmk.

Grab stock hasn't treated investors very well which is great news. That means investors can buy shares of Grab at a reasonable valuation. Would they want to? Grab promises a value proposition that's part Uber, part WeChat, and a potential superapp for SouthEast Asia. We only invest in leaders, and Grab appears to be leading in both food delivery and ride hailing in multiple countries. Before investing in $GRAB stock it's important to know the potential opportunity, and Grab's only penetrated a fraction of the smartphone population in SouthEast Asia.

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/HOi8TMfcIo0.

Semiconductor stocks have outperformed the market by a wide margin in recent years, and many believe this outperformance can continue as AI demand shows no sign of slowing down. Semiconductor companies are a great pick-and-shovel play on the growth of AI, accelerated computing, robotics, autonomy, clean energy, cybersecurity, and more. And if you want to invest in all these great themes with only six stocks, look no further. This video will break down the key leaders in the semiconductor industry: NVIDIA $NVDA in GPUs, Taiwan Semiconductor $TSM for fabrication, $ASML for lithography, SK Hynix for high-bandwidth memory, $ARM for IP, and Broadcom $AVGO for networking switches.

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/UyEJEnp4Hnw.