I think this UK stock has a lot of potential. Because the company serves two high-growth markets – space and defence.

On the space side, the company is winning huge deals with SpaceX. Last year, for example, it landed a contract with the space firm worth $62.5 million. This is to provide gallium nitride (GaN) E-band products (chips designed to p…[Read more]

I used to own this stock. Luckily, I got out around 80 bucks.

Looking ahead, it’s hard to know where it goes from here.

The stock does look cheap after its recent fall. Non-GAAP earnings per share (EPS) for 2025 came in at $5.31, so the trailing price-to-earnings (P/E) ratio is only about eight right now.

But it’s hard to see the stock get…[Read more]

There are lots of reasons to be bullish on the S&P 500 index right now.

For a start, the tech companies at the top of the index look poised for another year of strong growth. Nvidia, for example, is expected to see 54% revenue growth over the next year.

Secondly, the index is broadening out. Today, the S&P 500 is no longer only about tech – l…[Read more]

I don’t like to bet against the US market (the S&P 500 index). Because it has a fantastic long-term track record.

However, some indexes that could potentially beat the S&P 500 this year include:

* The S&P Equal Weight index: Late last year, investors started to rotate out of the technology sector and into other sectors such as Financials, H…[Read more]

eToro shares have not performed well since the IPO. As I write this, they’re trading at $31 – about 40% below the IPO price of $52.

It’s hard to know exactly why the share price has tanked. I think it’s probably related to a few different factors including:

* Competition: eToro operates in a very competitive industry and it’s up against s…[Read more]

I think some banks stocks could do well over the next five years. However, I find it hard to get excited about Lloyds – I reckon it may underperform its peers.

One downside to this bank is that it is predominantly UK focused. So, its fortunes are tied to the UK economy, which isn’t exactly firing on all cylinders at the moment.

For 2026, the…[Read more]

When I last covered the Smarter Web Company, in June, I was quite bearish on it. At the time, I stated that it was a high-risk investment.

Since then, its share price has fallen from around 500p to 33p – a decline of approximately 93%. So, I was right to be bearish on it (hopefully my analysis saved a few investors from getting badly burnt).…[Read more]

I’ll give you three of my favourites and a wildcard:

* Nvidia – I expect 2026 to be another strong year for Nvidia. It will be rolling out its next-generation Vera Rubin chips and demand is likely to be high. On the recent Q3 earnings call, the company said that it has visibility to half a trillion dollars in Blackwell and Rubin revenue from the…[Read more]

Depends what you are looking for but as a growth/quality investor, I like the Blue Whale Growth fund. This is a concentrated, growth-focused global equity fund managed by Stephen Yiu.

Yiu is good at identifying growth themes and capitalising on them. For example, he’s made a ton of money for investors in recent years on the AI buildout theme.…[Read more]

For me it would be Amazon (NASDAQ:AMZN).

Why? Well I’d want a company that operates in many different industries (to reduce my risk) and Amazon fits the bill here.

Today, it operates in a range of areas including online shopping, cloud computing, artificial intelligence (including AI chips), digital advertising, digital healthcare, space s…[Read more]

I can think of a few reasons. For a start, it has been very cold in parts of the US recently. I was over in Minnesota for Thanksgiving and it was -10 deg celcius or colder on many days. We also got a ton of snow, which isn’t that common for that time of year. That kind of weather is going to increase demand for natural gas significantly due to t…[Read more]

I wouldn’t be surprised to see the FTSE 100 hit 10,000 in 2026. Here are five reasons why:

* We’re in the midst of a powerful bull market in global equities right now. I think there’s a decent chance this bull market will continue in 2026 as economic growth is solid and corporate earnings are rising.

* The Footsie’s valuation isn’t that high…[Read more]

My gut feeling is that the share price won’t hit £1 in 2025. Why? There are a few reasons:

* The valuation looks pretty full right now. Currently, analysts expect earnings of 7.33p per share from Lloyds this year. That puts the bank’s P/E ratio at 12. For a domestic bank that has minimal exposure to higher growth areas of banking such as weal…[Read more]