A3MInvestments

A3MInvestments

Long Exit from triangle upward Retest of the level SoundHound AI Reports Record Q2 2025 Revenue of $42.7M, Up 217% YoY The company raised its full-year 2025 revenue guidance to a range of $160M-$178M (midpoint of $169M), above analysts’ previous expectations of $159.6M Management expects to achieve positive adjusted EBITDA by the end of 2025 SoundHound is...

A3MInvestments

Long Retest from top to bottom of level strong impulse Operating margin expanded 170 basis points in Q2 2025 Management forecasts adjusted EPS growth of 12-15% in 2025-2026

A3MInvestments

Subscribe and don't miss next ideas The US market, as well as some assets, is in a risk-on mode. Most assets have their own seasonality. The chart above shows one of them: In recent years, in the period July-September, a correction began on the US market. A number of macro indicators also speak in favor of a correction and that it is overdue. Risk appetite...

A3MInvestments

Follow us and don't miss a next idea on Global Markets The impact of tariffs and expiring EV credits is expected to pressure future US deliveries and regulatory credit revenue in the near term Elon Musk: Well, we're in this weird transition period where we will lose a lot of incentives in the US. Slab incentives actually in many other parts of the world. But...

A3MInvestments

Follow us and don't miss a next idea on global markets According to Mining Visuals Silver deficit is expected of 118 million ounces. At the same time strong industrial demand - driven by solar, electronics and green technologies. Historically, mining stocks outperform the growth rates of the metals themselves. This hypothesis is confirmed by the fact that,...

A3MInvestments

Almost 2 years later, the government completely abolishes the mandatory sale of foreign currency earnings for exporters. The Central Bank of the Russian Federation has begun a cycle of rate cuts. The budget deficit continues to worsen. The budget needs a higher exchange rate Today, the Central Bank of the Russian Federation is very tightly clamping down on the...

A3MInvestments

Teladoc Health is a company specializing in telemedicine and virtual healthcare. The company gained wide popularity during the covid-19 pandemic. The company has historically expanded its operations through M&A: In 2013 and 2014, the acquisition of Consult A Doctor, AmeriDoc allowed Teladoc to become one of the largest telemedicine companies in the United...