Market Recap

EIC (1303): Up 60% YTD! Is This "Hidden Gem" Still a Buy?

EIC (1303) surges 60% YTD with a stunning 54% ROE, fueled by Vision 2030 and global AI energy demands.

Buffett's Google Bet: A Value Play, Not a Tech Gamble

This article analyzes why Buffett's Google investment aligns with his value principles, viewing it as a digital consumer monopoly.

Saudi Chemical (2230) Revisited: Is Our Thesis Validated?

Q3 data confirms: Pharma's revenue surge masks explosives' profit boom. The spin-off logic is now stronger than ever.

Meta: A Dramatic Plunge in Profit and an $80 Billion AI Gamble

Analysis of Meta's earnings: market fears future AI costs and risks, shifting investment view to a high-stakes venture gamble.

Petro Rabigh: From Crisis to Turnaround

An analysis of Petro Rabigh's crisis and the new turnaround investment case created by Saudi Aramco's bailout.

AMD's 40% Surge: A New AI King, or a Financial Gambit?

AMD's OpenAI deal: A financial loop where the stock market funds the chip purchase via warrants.

The "Survival Crisis" of Saudi Petrochemical Giant Saudi Kayan (2350)

Saudi Kayan (2350) Survival Crisis Dual Squeeze: Costs vs. Prices Cyclical Play with State Backing

Gold: The 40% Surge in 2025 - Is This Ancient Asset Rewriting Its Pricing Rules?

Gold up 40%+ to $3,900 Traditional rate correlation broken Central banks buying aggressively Debt crisis driving concerns

US AI Investment Inflection Point: As NVIDIA Peaks, Palantir Takes Flight

AppLovin: A Company Making $4 Billion Annually with AI "Mind-Reading" - Why Is It Worth $160 Billion

MAX controls 66% mediation market AXON AI dominates gaming ads

Profit Soars 100%, Stock Drops 16%: A Deep Dive into Saudi New Listing Al Majdiah (4326)

Al Majdiah (4326) Analysis Massive Profit Growth vs. Stock Dip Opportunity or Value Trap?

The Fed Is Firing Up the Money Printer: A Great Wealth Reshuffle Is About to Begin!

Forced rate cuts amid high inflation. Sell bonds/cash. Buy gold, crypto, growth stocks.

SHAMS (4170): A Value Trap or a Land of Gold?

Massive loss vs. valuable asset. High-leverage model is failing. Wait for operational turnaround.

Down 45% and Under DOJ Investigation: Why Are Buffett and PIF Buying UnitedHealth?

UNH stock crashed 45%. Buffett and PIF are buying. A major contrarian investment opportunity.

Jahez Stock is Down 40%. Is its Business Empire Undervalued?

Analyzes Jahez's undervaluation by contrasting its 40% stock drop with a 38% profit surge and strong ecosystem fundamentals.

Figma: The Hottest Stock with a 150% Surge

Design collaboration leader Soared 150% since IPO High valuation fueled by AI potential

Up 60% in Two Weeks: The Secret Behind Saudi IPO SPORT CLUBS (6018)

SPORT CLUBS (6018): A disruptive model and superior ROE justify its premium valuation and post-IPO surge.

A Classic 'Perception Gap' Play: How the Market Is Mispricing Uber's Future

Market misperceives its Robotaxi role. Transforming into the core platform aggregator. Significant valuation re-rating potential.

The Tide's Direction: After Cenomi Retail's 120% Surge, Is Cenomi Centers the Real Main Wave?

Misunderstood landlord Cenomi Centers (4321) is undervalued at an 8x P/E and 7% dividend, with new projects driving growth.

Broadcom's Ascent: Justifying a 100x P/E Ratio in the Shadow of NVIDIA

AI's Real Money: Inference > Training AVGO's Weapon: Custom Chips for Giants The Secret: Growth not yet priced in

Saudi Chemical: A "Defense Stock" Down 30%, Value Trap or Golden Opportunity?

Stock plunges despite profit growth. Is the planned split of this defense-pharma company a trap or opportunity?

Circle's 6x Surge: America's Secret Weapon to Maintain Dollar Hegemony?

• Circle's stock has skyrocketed 6x. • America's secret weapon to maintain dollar dominance in the digital age.

Flynas In-Depth: Winner of the Saudi Sky Competition, or an Expensive Valuation Trap?

Flynas: Stellar financials but a falling stock. Can the Vision 2030 story justify its sky-high valuation?

Rocket Lab: America's Space Plan B?

• RKLB: America's "Plan B" to SpaceX. • Building an end-to-end space platform. • High valuation presents significant risk.

Cenomi Retail: From 220 to 10, Is 40% Rebound a Turnaround or Technical Bounce?

• Stock crashed 95%, rebounded 40% • Saudi's largest retailer facing agency model challenges • Q1 improvement via cost cuts

Robotaxi: The Next Trillion-Dollar Tech Phenomenon?

• Robotaxi market expanding 300x in 5 years • Tesla unveiling driverless taxi October 12 • Eliminates labor costs, operates 24/7 • China becoming largest global market

Tesla's $800 Billion Vision: Musk's Magic or Market Madness?

• Tesla rebounds 60% on Musk refocus • Auto sales declining in Europe • $800B valuation depends on future robots • Pure speculation vs fundamentals

The Hidden AI Gold Rush in Saudi Stocks: Where Smart Money is Investing While Others Wait

• TASI down 5% year-to-date • 18,000 Nvidia chips coming to Saudi • STC controls valuable data pipelines • Aramco offers "oil for computing power"

Search is Dead, Long Live AI: Why Google's Dip Might Be the Beginning of the End?

• Google stock down 7% after Apple news • Search traffic declining for first time • P/E at decade-low 17x • AI threatens search monopoly

AlArabia: The Billboard Empire Ready to Rebound?

• Saudi advertising giant with 75% market share • Digital transformation with 90% screens • Vision 2030 beneficiary • Recent price correction

An In-Depth Analysis of Gold: Does It Still Hold Investment Value?

• Dollar index down to <100 • Central banks purchased 1000+ tons annually • Trump's policies accelerate trend • Monitor Powell's position

NVIDIA's 7% Plunge: Buy the AI Giant on Discount or Wait for Geopolitical Dust to Settle?

• US bans NVIDIA's H20 chips to China • 13% revenue at risk • 34x P/E offers reasonable entry point

Beauty in Chaos: How NICE ONE Shines in Trump's Tariff Turmoil

• Saudi beauty retailer with defensive qualities • Outperforming amid tariff concerns • Strong growth with 48% ROE • Reasonable PEG at 0.82

Trump's Tariff Tornado: Is Your Portfolio About to Get Blown Away?

• US tariffs reaching 50-year highs • Global retaliation already beginning • Tech giants vulnerable to trade war • Saudi market facing oil demand concerns

NVIDIA: AI Leader Faces 25% Pullback - Golden Opportunity or Start of a Downtrend?

• NVIDIA down 25% • Trade uncertainty, AI efficiency, data center concerns • Strong fundamentals, reasonable valuation • Proceed with caution

PLTR: The AI Dark Horse That Surged 1000% - Is The 25% Dip A Buying Opportunity?

• AI software stock PLTR • 1000% gain + 25% dip • Buy opportunity analysis

SAL Logistics: Saudi's Aviation Gateway Giant - A Blue-Chip Opportunity After Recent Pullback?

• 95% market share • Vision 2030 play • 50% EBITDA margin • Blue-chip value

Tesla Stock Analysis: Is It Time to Buy the Dip?

• Stock down 50% • P/E still 100x • Auto sales weak • FSD challenges • Robot delays

SABIC: Petrochemical Titan Under Pressure - Is This 20% Dip a Golden Opportunity?

• Stock down 20% • Saudi chem giant • Aramco owns 70% • Cyclical industry

Alibaba: From E-commerce Giant to AI Tech Leader - Is There More Upside After 75% Surge?

• 75% YTD surge • Apple AI partnership • PE ratio 19x • Cloud computing growth

GO TELECOM: The Dark Horse of Saudi's AI-Driven Telecom Sector

• Saudi telecom stock • AI growth potential • 170% revenue growth

Almoosa’s IPO: 32% Surge, 173x Valuation – Opportunity or Risk?

1. High-end medical positioning helps push Almoosa's valuation to a new high. 2. Almoosa's strong growth has led to bubble risks in short-term trading.

Trump's Return: 3 Top Stock Picks Revealed

• US stocks under pressure • Energy stocks benefit • Tesla's contrarian opportunity • Crypto exchanges favorable

Tesla: After a 20% Pullback - Is Now the Time to Buy?

• Tesla pulls back 20% • New ventures show promise • Valuation concerns • Stay cautious

TAMKEEN: A Rising Star in Saudi Arabia's Growing HR Market

• Leading HR services provider in Saudi Arabia • 18% revenue growth • Strong synergy between B2B and B2C

Beyond NVIDIA: How ASIC Chips Are Reshaping the Future of AI Investment?

• Market rivalry: NVIDIA vs Broadcom • ASIC challenges GPU dominance • 2025 focus: AI application stocks

Saudi World Cup 2034: Your Golden Ticket to Investment Success

• FIFA: Saudi Arabia hosts 2034 World Cup • Analysis: Infrastructure & tourism investments • Focus: Investment opportunities

A Saudi Healthcare Stock with Huge Potential: Is FAKEEH CARE Worth Your Attention?

• Saudi healthcare leader • 4 hospitals, 835 beds • High growth potential • Premium valuation

Bitcoin's Corporate Proxy: MicroStrategy's 4x Rally and What's Next

• NVIDIA: Strong Q3, AI focus shifting • MicroStrategy: Bitcoin proxy play, 400% gain • Market themes evolving

Standing Alone: Behind Saudi Re's 140% Rally

• Saudi's only listed reinsurer • YTD return over 140% • Reasonable valuation