💰 Gold Bets, AI Grid Strain, and the Silent Surge Behind 1,000% Gains 📈
In under 5 minutes, let us introduce you to investing opportunities found in recent market analysis. Grow your portfolio with knowledge.
Edition #140
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
📉 Stocks Pause, Tariff Fears Rise
U.S. stocks were mixed as 2026 earnings began with strong bank results and surging semiconductor profits, led by Taiwan Semiconductor’s record quarter and expanded AI investment. Despite earnings beats, major banks saw shares fall on regulatory concerns and one-time charges.
Markets also faced policy and geopolitical uncertainty, with a federal criminal probe into Fed Chair Jerome Powell raising concerns about central bank independence. U.S. markets will see lighter volume in this holiday-shortened week (closed Jan 19 for Martin Luther King Jr. Day). Meanwhile, Trump tariff-related headlines gain traction.
Hot Topics
Investing Data Story
In 2025, gold demand flipped. As consumer appetite faded, investors and central banks took control—and miners started betting on higher prices.
The Great Gold Pivot: Why Miners Are Betting on Higher Prices
The OTCQX Signal Smart Money Watches
Most retail investors spend their time watching the same crowded parts of the market. Mega caps, ETFs, and headline-driven trades dominate attention. Meanwhile, quieter parts of the market can reveal signals that are easier to miss.
The OTCQX Best 50 2026 captures the signals and investing themes that shaped OTCQX market behavior over the past year, showing where investor interest intensified, stabilized, or began to fade.
Rather than predicting what comes next, the list helps retail investors understand what has already mattered to the market, and what may still be relevant as those trends evolve.
The OTCQX Best 50 shows where trading volume and investor focus held steady in OTC markets, signaling consistent market interest beyond the headlines.
Explore the full breakdown:
Earnings Performance
Infosys Ltd (NYSE: INFY)
Infosys (NYSE: INFY), a leading Indian IT services company, reported Q3 FY2026 revenue of $5.1 billion, reflecting 3.2% year-over-year growth on a reported basis and 1.7% in constant currency. Net profit dipped 2.2%, while the reported operating margin declined to 18.4%, primarily due to India’s new labor code; however, the adjusted margin excluding this impact stood at 21.2%. Growth was driven by strong performance in the financial services, manufacturing, and communication sectors. The company raised its full-year revenue guidance to 3.0–3.5%, citing robust demand.
While investors reacted cautiously to margin compression, Infosys highlighted a strong deal pipeline, including a previously announced £1.2 billion NHS contract in the UK, reinforcing confidence in its long-term growth trajectory.
Other Earnings Updates
JPMorgan Q4 2025 Earnings: Income Rises Amid Reserve Charges
Nobility Homes: Sales and Earnings for Fourth Quarter 2025
Valeura Energy: Q4 2025 Update and 2026 Guidance
Investing Data Story
Energy spending stays dominant, but AI investment is growing 160% by 2030. What retail investors need to know about both megatrends.
AI Growth Surges as Energy Spending Holds Strong
Analyst Strong Buy Ratings This Week! 📈
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether you’re eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
🔍 Do your research and see if any of these fit your portfolio!
Sandisk Surges on Memory Boom
SanDisk Corporation (NASDAQ: SNDK) is extending its powerful rally in early 2026, propelled by surging demand for NAND flash memory driven by AI and data center infrastructure growth. The stock is up over 50% year-to-date and has risen over 1,000% since its 2025 market debut, earning a spot in the Roundhill Meme Stock ETF.
Tight memory supply and strong enterprise SSD demand are boosting pricing power, with reports suggesting SanDisk may significantly raise 3D NAND prices. Analysts have lifted price targets, citing robust margins, though some caution that valuations appear stretched.
Retail investor interest is accelerating, echoing trends seen in peers like Micron and Western Digital. SanDisk’s spin-off from Western Digital has positioned it as a focused, pure-play storage company. While current momentum is strong, some analysts warn that memory market cyclicality could limit long-term upside.