We recently released our revamped Nanalyze Disruptive Tech Report that is only available to annual subscribers. It is now leaner but meatier, grouped by technology themes under each of the 12 tech categories – like Electric Vehicles under Green Technology. In theory, that should make it easier for retail investors to find succinct analyses on […] The post Is Infineon Better than Wolfspeed for EV Chip Exposure? first appeared on Nanalyze ..read more

Someone once said that bankruptcy happens very slowly, then all of a sudden. That’s about how you’d describe the one stock we held until bankruptcy – Invitae (NVTA) – as it quickly went from growth story to deadly trap. Fortunately, we limit the amount of money we invest in any given stock to avoid chasing […] The post What is Happening to Pacific Biosciences Stock? first appeared on Nanalyze ..read more

We’re either completely alone in the universe or we’re not. Either outcome is equally terrifying, so it’s best not to think about that stuff too much and stay focused on stonks. Planet Earth is our only home, and understanding it through imagery is now possible thanks to geospatial intelligence vendors like the aptly named Planet […] The post Planet Labs: Inaccurate Forecasting and Slowing Growth first appeared on Nanalyze ..read more

We often repeat the foundational tenets of our investing strategy in most articles because most new investors make the same mistakes. One of the biggest is trying to time the market, when good investors know that time in the market will trump any given high or low moment. For instance, we originally created and started […] The post AvidXchange Stock: Steady Growth Continues first appeared on Nanalyze ..read more

Our recent piece on the generative AI opportunity highlighted a report by McKinsey that identified a handful of functions that encompass around 75% of generative AI’s disruptive potential. Among those was software engineering for corporate IT and product development which represents a potential $899 billion “productivity uplift.” For example, one study by Cornell showed that […] The post GitLab Stock and the Generative AI Opportunity first appeared on Nanalyze ..read more

Revenues are a proxy for market share being captured. If you’re not growing revenues, you’re losing market share to competitors. In the case of large total addressable markets (TAMs), there may be enough opportunity to go around, which means there should be no impediments to growing fast except internal constraints. So, if the warehouse automation […] The post Why Is AutoStore Seeing Revenue Growth Slow? first appeared on Nanalyze ..read more

Let’s be clear about one thing. Schrödinger (SDGR) isn’t an AI stock. That’s what they emphatically told us the last time we implied such a thing, and it’s admirable in an environment where every single company is plastering “generative AI” across their investor decks in hopes of attracting more dollars. What Schrödinger does is utilize […] The post Is Schrödinger Stock Coming Under Pressure From AI? first appeared on Nanalyze ..read more

Just about any bit of positive or negative news is enough to send a stock soaring or sinking in today’s meme-ified metaverse of investing. The trend has made the real news events, like year-end earnings reports, seem more anti-climactic than ever. Such was the case a few days ago when Rocket Lab (RKLB) released its […] The post Rocket Lab Goes on the Defensive and Diversifies first appeared on Nanalyze ..read more

Synthetic biology is the single most exciting theme we cover, but it’s also been a big disappointment for investors. Harnessing the power of nature sounds easier than it looks. Just over a decade ago, Intrexon went public with their “channel” business model which smelled similar to Ginkgo Bioworks (DNA), another synbio disappointment that purchased Zymergen, […] The post Twist Bioscience: Revisiting Some Major Concerns first appeared on Nanalyze ..read more

CEOs are paid exorbitant amounts of money and therefore expected to execute flawlessly. When external factors affect a company, we expect management to be transparent and use their industry expertise to navigate investors through tough times. When guidance gets adjusted three times in a row (cough, cough Planet Labs) it shows that management is detached […] The post Will the Sun Shine Again for SolarEdge Stock? first appeared on Nanalyze ..read more