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Alcoa rated Buy with $95 PT. FY2025 rev $12.83B, ELYSIS carbon-free tech, Alumina Ltd acquisition. Aluminum demand from EVs and decarbonization. Full analysis on Edgen.

Alcoa Stock Analysis: The Green Aluminum Revolution | Edgen

The global aluminum market is entering a period of structural tightness that commodity investors have not witnessed in over a decade. On the demand side, the accelerating transition to electric vehicles is driving unprecedented appetite for lightweight aluminum in battery enclosures, body panels, and structural components. Each battery electric vehicle contains roughly 250 kilograms of aluminum, approximately 60 percent more than a comparable internal combustion engine vehicle. Simultaneously, renewable energy infrastructure buildouts — from solar panel frames to wind turbine housings — are creating durable, non-cyclical demand streams that overlay the traditional construction and packaging end markets. On the supply side, the policy landscape is tilting decisively in favor of Western producers. The United States maintains a 10 percent tariff on aluminum imports, with Section 232 duties providing a protective umbrella for domestic smelters. Perhaps more consequential is the European Un
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Apr 17 2026
AMD rated Buy with $310 PT. TSMC blowout validates AI demand. Data Center +60% CAGR, MI400 incoming, server CPU share 36%. Full analysis on Edgen.

AMD Stock Analysis: TSMC's AI Blowout Validates the Bull Case | Edgen

The semiconductor industry entered 2026 navigating a complex cross-current of surging AI infrastructure demand and lingering geopolitical friction around China export controls. On April 17, Taiwan Semiconductor ($TSM) reported Q1 2026 revenue of $35.9 billion, representing 35% year-over-year growth that significantly exceeded consensus expectations. More telling than the headline figure was the composition: high-performance computing — the segment encompassing AI accelerators, server CPUs, and 5G infrastructure — accounted for 61% of total revenue, up from approximately 52% in the year-ago quarter. TSMC's gross margin of 66.2% and operating margin of 58.1% underscored that this AI-driven demand is not just voluminous but structurally higher-margin. The company guided Q2 revenue to $39–40.2 billion, implying a further 10% sequential acceleration. For AMD, TSMC's results function as an independent demand signal. AMD is a fabless semiconductor company — it designs chips but outsources man
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Apr 17 2026
Netflix rated Buy with $1,150 PT. Q1 rev $12.25B (+16% YoY), 325M+ subs, ad tier doubling to $3B. Hastings exits as streaming evolves. Full analysis on Edgen.

NFLX Stock Analysis: The Ad-Powered Streaming Revolution | Edgen

The global streaming video-on-demand industry has completed its transition from a subscriber land-grab to a profitability contest. Between 2019 and 2023, every major media conglomerate launched a direct-to-consumer platform — Disney+ and Hulu under The Walt Disney Company ($DIS), HBO Max (now Max) under Warner Bros. Discovery ($WBD), Peacock under Comcast, and Apple TV+ under Apple ($AAPL) — each burning billions in content spending to acquire subscribers at any cost. That era is definitively over. Warner Bros. Discovery has struggled to achieve consistent profitability in its streaming segment. Disney's combined streaming operations only recently turned profitable after years of losses exceeding $4 billion annually. Apple TV+ remains a rounding error on Apple's services revenue. Netflix stands apart. The company that invented the category now generates over $10 billion in annual operating cash flow, carries a net debt position of just $5.43 billion against $9.0 billion in cash, and is
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Apr 17 2026
Credo (CRDO) at $157.69 after 15% jump on DustPhotonics $750M deal + Jefferies Buy initiation. Buy rating, $205 PT (30% upside). Full Edgen 360° four-scenario analysis of AI networking leader.

Credo Technology After the DustPhotonics Deal: Why CRDO's $750M Silicon Photonics Grab and Jefferies Buy Rating Re-Rate the AI Networking Thesis

April 14, 2026 will go down as the single most important session in Credo's public-market history since the IPO. Two separate catalysts converged in a single news cycle and sent the stock up 15% intraday to close at $157.69. Catalyst #1 — Jefferies raises price target, reiterates Buy. Jefferies — already an active CRDO analyst (per the Edgen 360° report dated Mar 14, 2026, Jefferies had cut its PT from $240 to $200 on Mar 3, 2026 while maintaining Buy) — raised its price target on Apr 14, 2026 and reiterated the Buy call. The PT raise is important for two reasons beyond the rating itself. First, it reinforces a consensus stack that was already leaning constructive (per the Edgen 360° report, the mean price target was approximately $206 with a Strong Buy consensus), tightening the bull narrative. Second, analyst PT raises of this kind — coming from a house that had trimmed its target just six weeks earlier — signal a meaningful mind-change and typically precede incremental institutional
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Apr 16 2026
IonQ rallied 19.9% on DARPA HARQ contract announcement. Speculative Buy, $48 PT (34% upside from $35.73). Trapped-ion quantum leadership, $3.3B cash, full Edgen 360° analysis.

IonQ's DARPA HARQ Moment: Why the Quantum Leader's 20% Rally Could Be the Start of a Multi-Year Re-Rating

For most of the past decade, quantum computing has been a "what if" asset class — a speculative bet on hardware physics that would, at some unknown future date, solve problems beyond the reach of classical supercomputers. That framing is no longer accurate. Quantum is transitioning from laboratory curiosity to national-security infrastructure, and the fastest way to see the change is to watch where the U.S. federal government is placing its bets. On April 14, 2026, the Defense Advanced Research Projects Agency announced the participants in its Heterogeneous Architectures for Quantum (HARQ) program — a multi-year effort to develop quantum systems that combine heterogeneous architectures (mixing trapped-ion, superconducting, photonic, and neutral-atom qubits) to achieve utility-scale performance ahead of the trapped-ion-only or superconducting-only roadmaps. IonQ is one of the named participants. The market reaction was immediate and kinetic: IonQ's shares surged 19.9% intraday to close
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Apr 16 2026
09992.HK stock analysis: rated Buy. H1 2025 revenue RMB 13.88B (+204.4% YoY), gross margin 70.3%. PT HK$246 — read the full Edgen 360° analysis.

Pop Mart International: The LABUBU Phenomenon Propels a Global IP Empire Into Uncharted Territory

David Hartley · April 14, 2026 · markets / consumer-retail · BUY $246 By David Hartley | 2026-04-14 Rating: Buy | Price Target: HK$246 | Sector: Consumer Discretionary — Designer Toys & Collectibles Category: Markets > Consumer & Retail | Earnings | Ticker: $09992.HK The global toy market is projected to expand at a CAGR of 5.98% between 2026 and 2034, reaching a value of $207.5 billion. More importantly, the high-margin segments where Pop Mart specializes are expected to dramatically outpace this growth. The global toy collectibles market, valued at $20.82 billion in 2026, is forecast to surge at a CAGR of 11.68% to reach $56.26 billion by 2035. This robust, double-digit growth outlook for collectibles validates Pop Mart's IP-centric strategy and its alignment with the market's primary value-creation vector.
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Apr 16 2026
MU vs SNDK comparison: Buy MU ($550 PT, 18% upside), Hold SNDK ($750 PT). HBM wins, NAND frenzy. Full Edgen 360° head-to-head analysis.

Micron vs SanDisk: The Two Faces of the AI Memory Supercycle — Why MU's HBM Wins Still Matter More Than SNDK's NAND Frenzy

The memory semiconductor industry is experiencing a once-in-a-decade transformation. Unlike logic chips — where the market has largely consolidated around TSMC's foundry dominance — memory remains an oligopolistic but highly competitive market structured around two distinct technologies: DRAM (dynamic random-access memory, used for processor-adjacent volatile storage) and NAND flash (non-volatile storage for SSDs and mobile devices). For more than a decade, memory stocks were viewed as cyclical commodity plays with violent boom-bust cycles. The AI revolution has fundamentally changed that narrative. The change is most visible in High Bandwidth Memory (HBM), a specialized 3D-stacked DRAM architecture originally developed for graphics cards that has become the indispensable companion to every AI accelerator shipped. An NVIDIA H100 GPU contains 80GB of HBM3. The newer H200 contains 141GB of HBM3e. The upcoming Blackwell B200 platform is designed with 192GB of HBM3e. Each successive genera
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Apr 16 2026
00700.HK stock analysis: rated Buy. Q3 2025 revenue RMB 192.9B (+15% YoY), AI powering ad and gaming acceleration. PT HK$765 — read the full Edgen analysis.

Tencent Holdings: AI Pivot Reshapes the Bull Case for China's Most Undervalued Tech Giant

The global technology industry is undergoing a structural transformation driven by generative AI. US mega-caps Meta, Microsoft, and Amazon collectively deployed hundreds of billions of dollars in AI infrastructure capital expenditure through 2024 and 2025, and their valuations have been bid to historic highs on the back of AI monetization expectations. What has been severely overlooked, however, is that Chinese technology companies have achieved substantive breakthroughs of their own in AI — and their stocks still trade at pronounced geopolitical discounts. China's digital advertising market is projected to grow at a 16.07% compound annual growth rate to reach USD 422.9 billion by 2033. Cloud infrastructure spending in China hit USD 46 billion in 2025, with AI demand acting as the primary catalyst. At the same time, China's domestic gaming market set a record high of RMB 350.8 billion in 2025, supported by the normalization of game license approvals that now provides the industry with
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Apr 16 2026
Lido is a decentralized liquid staking protocol that allows users to earn staking rewards on their digital assets without sacrificing liquidity or control. As of January 16, 2026, Lido stands as a critical infrastructure utility, having successfully transitioned from a growth-stage venture to the singular dominant force in Ethereum liquid staking.

Lido 2026 Q1 Outlook: The Trust Layer for Ethereum Staking

Lido is a decentralized liquid staking protocol that allows users to earn staking rewards on their digital assets without sacrificing liquidity or control. As of January 16, 2026, Lido stands as a critical infrastructure utility, having successfully transitioned from a growth-stage venture to the singular dominant force in Ethereum liquid staking. Lido is a decentralized liquid staking solution that removes the complexities of staking assets like Ethereum. Lido removes the complexities of staking by allowing users to deposit any amount of ETH and receive stETH, a liquid token representing their staked position. Traditionally, staking required locking up capital and running technical infrastructure; Lido solves this by delegating assets to professional, non-custodial node operators. In 2026, stETH has achieved a level of "moneyness" that makes it the Eurodollar of the on-chain economy—widely accepted, highly liquid, and structurally integrated into the plumbing of DeFi as a pristine col
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Apr 07 2026

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