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Global Equity Briefing

Publishes global stock analysis, portfolio reviews, and company-specific investment ideas for long-term investors.

https://www.globalequitybriefing.com/

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Latest post15 Oct 2026
Pagaya Technologies Ltd.Time to Buy Fintech: What Caused the Sell-Off and 5 Best Stocks!-15 Oct 2026
DLocal LimitedTime to Buy Fintech: What Caused the Sell-Off and 5 Best Stocks!-15 Oct 2026
Nu Holdings Ltd.Time to Buy Fintech: What Caused the Sell-Off and 5 Best Stocks!-15 Oct 2026
SoFi Technologies, Inc.Time to Buy Fintech: What Caused the Sell-Off and 5 Best Stocks!-15 Oct 2026
Klarna Group plcTime to Buy Fintech: What Caused the Sell-Off and 5 Best Stocks!-15 Oct 2026
Sezzle Inc.Sezzle: Fast Growing BNPL Fintech or a Subprime Trap?-10 Oct 2026
Micron Technology, Inc.What Will Micron’s Share Price be in 2029?-5 Oct 2026
Omada Health, Inc.Omada Investment Thesis!-1 Oct 2026
Micron Technology, Inc.Micron FYQ4 2026 Earnings: The AI Memory Supercycle Continues!-1 Oct 2026
Bloom Energy CorporationBloom Energy: Fixing the AI Energy Bottleneck!-23 Sept 2026
Nu Holdings Ltd.NU: 2030 Target Share Price!-20 Sept 2026
Marvell Technology, Inc.Jensen sees Marvell at $1T, is he right?-17 Sept 2026
Nu Holdings Ltd.Is NU a Buy After the US Expansion?-14 Sept 2026
SoFi Technologies, Inc.Is Sofi Overvalued or a 5x Opportunity?-10 Sept 2026
Iren SpAIs IREN The Best Stock To Buy Right Now?-6 Sept 2026
SK hynix Inc.SK Hynix Deep Dive: 4x P/E is Too Cheap!-3 Sept 2026
Iren SpAAugust 2026 Portfolio Review.-1 Sept 2026
SK hynix Inc.August 2026 Portfolio Review.-1 Sept 2026
Iren SpADave Investment Thesis: 15 Million Americans Big Banks Left Behind.-31 Aug 2026
SK hynix Inc.Dave Investment Thesis: 15 Million Americans Big Banks Left Behind.-31 Aug 2026
Dave Inc.Dave Investment Thesis: 15 Million Americans Big Banks Left Behind.-31 Aug 2026
Iren SpAIREN Q2 2026: Sayonara Bitcoin and Hello AI Cloud!-29 Aug 2026
AppLovin CorporationAppLovin: $1T AI Monetisation Platform in the making?-24 Aug 2026
SoFi Technologies, Inc.Sofi: 2030 Target Share Price!-17 Aug 2026
Klarna Group plcNu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Nebius Group N.V.Nu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
SoFi Technologies, Inc.Nu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
DLocal LimitedNu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Micron Technology, Inc.Nu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Nu Holdings Ltd.Nu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Nebius Group N.V.Nebius Q2 2026: Arkady Delivers Again!-13 Aug 2026
Teradyne, Inc.Teradyne: Photonics, Memory, AI, and Physical AI Tailwinds!-12 Aug 2026
SoFi Technologies, Inc.Sofi Q2 2026: Incredible Cross-Sale vs Stubborn Market!-7 Aug 2026
Meridian Holdings Inc.Meridian Holdings Q2 2026: Strong Profits and a New CEO!-5 Aug 2026
ServiceNow, Inc.ServiceNow Deep Dive: Too Cheap to Ignore?-28 Jul 2026
Celsius Holdings, Inc.Celsius Deep Dive: Undervalued Energy Platform!-8 Jul 2026
Take-Two Interactive Software, Inc.Take Two Investment Thesis!-4 Jul 2026