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 20, 2026 Finance

USA Rare Earth Advances with Major Expansion into European Metal Production

The company's move to establish a large-scale processing plant in France strengthens the rare earth supply chain across the Atlantic

USA Rare Earth, Inc. (NASDAQ:USAR) is advancing its industrial footprint by developing a high-capacity metal and alloy production facility in Lacq, Fr...

Jan 20, 2026 Finance

Cryptocurrency Markets Experience Broad Decline with Bitcoin Dipping Below $90,000

Ethereum also falls under $3,000 amid significant liquidations and technical resistance

Cryptocurrency markets saw a pronounced downturn as Bitcoin slipped beneath the $90,000 mark and Ethereum dropped below $3,000, triggering a wave of l...

Jan 20, 2026 Trade Ideas

Buy the Market Overreaction: Duolingo Is Profitable, Not Broken — Trade the Dip

Temporary user-growth fears and a valuation reset create a tactical long opportunity around $150

Duolingo's core product and unit economics remain healthy — high gross margins and strong operating cash flow — but the stock has been punished af...

Trade Idea Long
Jan 20, 2026 Finance

U.S. Treasury Signals Shift Toward Institutional Bitcoin Reserve at Davos Forum

Scott Bessent Details Government's Plan to Halt Crypto Asset Sales and Build a National Bitcoin Reserve

During the World Economic Forum in Davos, U.S. Treasury Secretary Scott Bessent highlighted a significant policy evolution regarding the government's ...

Jan 20, 2026 Trade Ideas

Compass Therapeutics (CMPX) - Funded into 2026, clinical readouts could re-rate the stock

Small-cap oncology play with a clean balance sheet and several pipeline names likely to produce clinical updates in 2026 - actionable long with clear entry, stops and targets.

Compass Therapeutics is a clinical-stage antibody developer whose recent financing and balance-sheet position give it runway into 2026. The company ca...

Trade Idea Long
Jan 20, 2026 Trade Ideas

Expedia (EXPE): Ticketing Could Be the Multiple-Expander — Buy the Dip, Size for News

StubHub-style ticketing + an MLB lift is a high-expected-value kicker; fundamentals keep the downside contained.

Expedia's core OTA business is cash-generative and profitable; a credible push into secondary ticketing (a StubHub-like play) or a partnership with ML...

Trade Idea Long
Jan 20, 2026 Finance

Bitcoin's Fear & Greed Index Reveals Bullish Momentum Amid Resistance Challenges

A technical crossover in Bitcoin's sentiment metric suggests improving short-term outlook despite capital flow weaknesses and rejection at key resistance levels.

Bitcoin is currently trading near $90,000 while its Fear & Greed Index displays a notable bullish signal through a 'golden cross,' where the 30-day mo...

Jan 20, 2026 Finance

Wall Street Retreats as Treasury Yields Surge Amid Heightened Trade Tensions

Investor Caution Grows Following Presidential Tariff Threats and Shifts in Global Trade Dynamics

Equity markets declined sharply on Tuesday after reopening from a holiday break, influenced by escalating trade friction between the United States and...

Renovus Capital Transfers Pillr Health Ownership to Water Street Healthcare Partners
Jan 20, 2026 Finance

Renovus Capital Transfers Pillr Health Ownership to Water Street Healthcare Partners

Pharmacy Optimization Software Firm Advances Following Strategic Private Equity Transaction

Renovus Capital Partners has divested Pillr Health to Water Street Healthcare Partners, marking the next chapter for the technology-centric pharmacy o...

Jan 20, 2026 Finance

CoreWeave Shares Decline Amid Market Volatility and CEO's Financing Clarification

CRWV stock slides in line with market downturn; CEO addresses concerns over debt strategy and Nvidia collaboration

Shares of CoreWeave Inc (NASDAQ:CRWV) experienced a notable decrease on Tuesday, reflecting wider market weaknesses, as the company’s CEO recently c...