Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best.
This week, we bring you
- US Quantum Computing Breakthrough
- Microsoft AI Agents Redefine Work
- EV Owners Still Rely on Gas Cars
- AI Cameras Improve Medication Safety
- West Red Lake Gold Mine Revival
- Blue-Collar Jobs Turn Millionaires
- 3 Stocks To Consider
Thanks for reading.
Wyatt
Table of Contents
US Quantum Computing Breakthrough
Quantum Computing Inc. is nearing the launch of the first US-based photonic chip foundry in Tempe, Arizona. This facility will enable the production of photonic integrated circuits, essential for advancing quantum computing. With growing government support in the US and Canada, the move marks a significant step in strengthening North America’s quantum capabilities.
Companies like IBM and Nvidia are deepening their commitment to quantum computing—Could this define the future of technology?
Microsoft AI Agents Redefine Work
Microsoft’s new autonomous Copilot agents for Dynamics 365 and Copilot Studio are transforming the workplace, handling tasks and responding to business signals without human oversight.
With ten pre-built agents covering areas like sales and finance, and the option to create custom agents, these AI assistants are poised to become essential tools in an AI-powered world. Could they soon be the key to streamlining your workflow?
EV Owners Still Keeping Gas Cars as Backup
Experian reports that 81% of EV owners also have a gas-powered car, indicating that despite embracing electric vehicles, most aren’t ready to go fully electric. Concerns over charging infrastructure, which lags behind federal goals, may explain the hesitation.
While EV ownership is growing rapidly, range anxiety and infrastructure gaps still push many to hold on to gas cars. Is this slowing full EV adoption?
AI Cameras Boost Medication Safety
Researchers have created an AI system using head-mounted cameras to prevent medication errors in hospitals. Trained on footage from anesthesiologists, the system identifies vials and syringe labels with over 98% accuracy, potentially reducing life-threatening mistakes in high-pressure environments like ERs and operating rooms. Could this be the future of patient safety?
West Red Lake Gold Mine Revival
West Red Lake Gold secured over $68 million CAD to restart the Madsen Gold Mine in Ontario’s Red Lake district, which previously saw $350 million CAD invested. Backed by mining giants Eric Sprott and Frank Giustra, the company is set to revive one of Canada’s most gold-rich regions.
With full production permits and strong financial backing, West Red Lake Gold is poised to capitalize on this golden opportunity.
Blue-Collar Jobs Turn Millionaires
Private equity is targeting blue-collar industries like HVAC, plumbing, and electrical services, offering owners seven and eight-figure deals. Since 2022, nearly 800 companies have been acquired, redefining wealth creation beyond traditional high-education routes—showing that blue-collar work may now rival white-collar jobs in financial rewards.
Could fixing clogged toilets rival Silicon Valley?
What I’m reading
I get a lot of mail asking where I find all this good stuff. Here are a few of my favorite newsletters, all of which are free to subscribe to:
Weekly newsletter covering strategy, startups, marketing, decision-making, and the mindset of founders.
Early Bird Stock Market News
Daily overview of the stories driving today’s market, every morning at 7AM.
One-stop shop for the day’s biggest stories in the business of sports, music, and entertainment, sent daily.
Stock ideas
Here are three of my favorites from this past week.
Analysis provided by public.com.
Remember to always DYOR.
A-Mark Precious Metals, Inc. ($AMRK)
Bullish Case
- Countercyclical Business Model: A-Mark thrives in economic uncertainty, with higher transaction volumes and wider spreads during market volatility.
- Strong Earnings Potential: The company averaged earnings of approximately $7 per share annually from Fiscal 2021 to 2023.
- Diversified Revenue Streams: A-Mark operates across online coin brokerage, wholesale supply to coin shops, and owns stakes in two mints.
Bearish Case
- Recent Decline in Activity: The business has seen reduced earnings over the past few quarters due to declining transaction volumes and spreads.
- Market Dependency: A-Mark’s success is closely tied to precious metals market activity and investor sentiment.
FTAI Aviation Ltd. ($FTAI)
Bullish Case
- Strong Aerospace Growth: FTAI Aerospace hit 46% of its $325-$350 million target, growing about 30% quarter-over-quarter for four straight quarters.
- Increased EBITDA Guidance: Management raised its 2026 EBITDA target by 25% to $1.25 billion.
- Boeing Issues as Opportunity: Recent problems at Boeing present additional upside for FTAI’s short- and long-term business prospects.
Bearish Case
- Valuation Gap Risks: Despite recent stock appreciation, a significant valuation gap remains between FTAI and its aerospace aftermarket peers.
- Dependency on Aerospace Sector: FTAI’s strong performance is heavily tied to aerospace aftermarket tailwinds.
Jackson Financial Inc. ($JXN)
Bullish Case
- Undervalued Stock: JXN trades at 0.7x P/B and 7.7x P/E, suggesting undervaluation with a sum-of-parts target of $142 per share.
- Diverse Product Offering: JXN offers various annuities across three segments.
- Resolved Internal Control Issues: The company has successfully addressed its material weakness in internal controls.
Bearish Case
- High Debt Ratio: With a 97% debt-to-assets ratio, JXN faces increased financial risk and potential vulnerability to interest rate fluctuations.
- Negative Revenue Growth: The company’s -2% revenue CAGR and expected -10% annual fee decline show challenges in holding its market position.
If you write amazing content and want to be featured, please send it through for consideration.
Cheers,
Wyatt
Disclosures
- There are affiliate links above; we’ll get a couple of bucks if you take action after you click.
- Nothing above is financial advice. DYOR, you filthy animal.