Ajmal Hussain

Ajmal Hussain

Software & Internet Analyst

Software and internet analyst focused on SaaS, platform businesses, and AI application layers. Former growth analyst with experience in ARR modeling, churn/NRR analysis, and competitive positioning. Writes with a product-first lens: why users adopt, why they stay, and what drives pricing power.

Articles 743

Jan 26, 2026 Trade Ideas

Shopify: Bear Case Losing Steam as AI Commerce Momentum and Cash Flow Forge a New Base

Upgrade to Long - enter the pullback, stop below structural support, target the re-rating as AI-enabled merchant solutions drive margins

Shopify's latest quarterly print (Q3 FY2025) shows healthy revenue growth, positive operating income and strong operating cash flow while earnings hav...

Trade Idea Long
Jan 26, 2026 Finance

FDA Grants Breakthrough Status to Cogent's Bezuclastinib Combination for Advanced Gastrointestinal Stromal Tumors

New clinical trial results reveal a significant reduction in progression risk for GIST patients previously treated with imatinib

Cogent Biosciences has received Breakthrough Therapy Designation from the FDA for its investigational drug bezuclastinib used alongside sunitinib in t...

Jan 26, 2026 Finance

CoreWeave Strengthens Nvidia Partnership with $2 Billion Investment to Expand AI Infrastructure

Nvidia's substantial capital infusion aims to accelerate CoreWeave's AI factory development by 2030, reinforcing strategic cloud platform collaboration

CoreWeave, Inc. has announced a significant enlargement of its partnership with Nvidia Corporation, marked by a $2 billion investment from Nvidia to s...

Jan 26, 2026 Trade Ideas

Oatly: Base Formed, Upside Ignored - A Tactical Long for a Category Rebound

Why a $11 stock with a 2025 reverse ADR split and renewed category tailwinds can deliver 40-100% in the next 3-9 months

Oatly appears to be building a multi-month base around $10-12 after a volatile 2024-2025 run. With the plant-based dairy category re-accelerating (ind...

Trade Idea Long
Trump Expresses Reservations Over Using 401(k) Funds for Home Purchases Despite Affordability Concerns
Jan 26, 2026 Business News

Trump Expresses Reservations Over Using 401(k) Funds for Home Purchases Despite Affordability Concerns

Despite economic advisers’ push for policy changes to ease housing costs, President highlights retirement account growth as a counterpoint

President Donald Trump has openly expressed skepticism about proposals to allow individuals to tap into 401(k) retirement savings for home buying purp...

Jan 26, 2026 Finance

Brown & Brown Prepares to Report Q4 Earnings Amid Mixed Analyst Price Target Adjustments

Market anticipates modest earnings growth for insurance services firm as analysts revise price targets based on latest evaluations

Brown & Brown, Inc., a prominent insurance services company based in Daytona Beach, Florida, is set to announce its fourth-quarter financial results o...

When Is the Optimal Time to Take Your Required Minimum Distribution? Key Considerations for Retirees
Jan 26, 2026 Business News

When Is the Optimal Time to Take Your Required Minimum Distribution? Key Considerations for Retirees

Navigating the Timing of RMDs to Balance Tax Implications and Retirement Income Needs

As retirees reach the age requiring mandatory withdrawals from certain retirement accounts, deciding when to take these distributions can influence fi...

Jan 25, 2026 Finance

Samsung Accelerates HBM4 Memory Production in Bid to Capture AI Market Share from SK Hynix

As Nvidia Prepares Next-Gen AI Chips, Samsung Eyes Supply Deals While SK Hynix Maintains Market Leadership

Samsung Electronics is gearing up to start manufacturing its next-generation HBM4 high-bandwidth memory chips, aiming to supply Nvidia and close the c...

Widespread Southern Power Failures Amid Extensive Winter Storm
Jan 25, 2026 News & Politics

Widespread Southern Power Failures Amid Extensive Winter Storm

Icy Conditions and Snowfall Stretch from Texas to New England, Threatening Infrastructure and Travel

A vast winter storm system swept across large swaths of the United States, bringing a mixture of sleet, freezing rain, and snow that led to widespread...

Jan 25, 2026 Finance

Key Large-Cap Stocks Face Notable Declines Amid Industry and Regulatory Challenges

Examining the Factors Behind Recent Market Drops in Major Companies from January 19 to 23

Last week witnessed significant declines in the valuations of several prominent large-cap stocks, including AeroVironment, DraftKings, Abbott Laborato...