long-term growth

USA Rare Earth ($USAR) surged over 100% in January after securing $3.1 billion in combined government and private funding to accelerate rare-earth processing operations.

Shell and Chevron secure Venezuelan oil deals, accessing world's largest reserves, but stock gains likely years away amid political risks and infrastructure challenges.

Despite $OLED declining 35% annually, Numerai GP LLC invested $9.2M more, making it the fund's top holding amid record revenue growth.

CrowdStrike stock down 22% from highs despite $5.2B ARR growing 24% YoY. Management targets $20B ARR by 2036, but 22.3x P/S ratio demands 10-year conviction.

Alphabet's diversified revenue model positions it for superior long-term returns versus Nvidia, whose 91% data center reliance creates vulnerability to AI spending cycles.

MercadoLibre's stock fell 14% after missing earnings and facing Shopee competition in Latin America, but strategic investments in shipping, credit, and AI may justify a contrarian position.

Regeneron's Dupixent dominance and deep pipeline across weight management, oncology, and rare diseases position the company for sustained growth through the mid-2030s.

Two sub-$30 stocks—Cipher Mining (AI data centers) and SoFi Technologies (digital finance)—positioned for growth through secular trends in infrastructure and fintech adoption.

Tech companies Silicon Motion and Microsoft offer dividend opportunities despite market volatility. Silicon Motion surges 46% on AI demand with 1.83% yield; Microsoft's pullback raises dividend yield to 0.91%.

Chipotle plans to nearly double restaurants to 7,000 locations, targeting $28B revenue through expansion and improved unit economics while maintaining strong profit margins.