Stock Analysis

Recent Surge: Q3 Earnings Surprise Unity Software’s stock surged 18% after its third-quarter earnings, announced on November 5, 2025, significantly beat Wall Street expectations. The stock soared from $35.87 to $42.50 in pre-market trading, approaching its 52-week high of $46.94. Key Performance Indicators Revenue: $471 million (up 5% YoY, beating estimates of $452.76 million by 4.0%) Adjusted EPS: $0.20 (Turnaround to profit) Adjusted EBITDA: $109 million, with a 23% margin (11.6% above the expected $98.15 million) Free Cash Flow: $151 million (a $36 million increase YoY, representing 31% growth) This performance marks a turning point, showing a full recovery from the sluggish performance in Q1. The shift from negative to positive cash flow has fundamentally improved the company’s risk profile. ...

TL;DR I’m not sure if quantum computers will ever be useful in real life. But IBM has promised to deploy large-scale quantum computers by 2029. ULVAC is the sole Japanese supplier of essential components (coolers) for quantum computers. Currently overvalued with a P/E of 20.26x and PEG of 4.05x. However, entering after confirming 2026 earnings could yield a 100-200% return over 3-5 years. Let’s Be Honest: I Don’t Believe in Quantum Computers I don’t get what’s so great about quantum computers. For 30 years, the technology has been “10 years away from commercialization” and is still stuck in the lab. Google’s Willow chip is 13,000 times faster than a supercomputer? Great. But what do you do with it? ...

Introduction As of October 28, 2025, Samsung Heavy Industries has recorded a +116% year-to-date increase, outperforming even Samsung Electronics (+85%) within the Samsung Group. In the last month of October alone, it rose by +40%, and 17 securities firms have unanimously raised their target prices. However, the truly interesting part is that this stock price surge is not based on a simple demand cycle but on structural changes. We will examine how the technological development of localizing cargo containment systems (KC-2C) will fundamentally improve Samsung Heavy Industries’ profitability, and how much further the stock price has the potential to rise with the expansion of the FLNG market. ...