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 14, 2026 Trade Ideas

F&G (FG) - Technical Weakness, Strong Balance Sheet: A Tactical Long with Defined Risk

Insurance cash flows and a below-book equity price make FG a high-conviction, tactical buy while technical pressure persists.

F&G Annuities & Life (FG) has been sold off through late 2025 into early 2026, but the company’s insurance economics - large asset base (~$96.1B), r...

Trade Idea Long
Jan 14, 2026 Finance

JPMorgan Shares Face Uncertainty Amid Credit Card APR Regulatory Discussions

Analyst Anticipates Trading Range Stability Pending Regulatory Clarity on Credit Card Interest Rates

JPMorgan Chase & Co. released its fourth-quarter financial results, showing a slight decline in net income yet exceeding adjusted earnings expectation...

Anta Sports Seeks Global Expansion Through Potential Puma Stake Acquisition
Jan 14, 2026 Finance

Anta Sports Seeks Global Expansion Through Potential Puma Stake Acquisition

Chinese sportswear giant aims to strengthen international reach by targeting significant investment in Puma amid strategic growth plans

Anta Sports Products Ltd. has reportedly made a proposal to acquire 29% of Puma SE's shares held by the French Pinault family's Artemis investment veh...

Jan 14, 2026 Finance

Eos Energy Enterprises Unveils Indensity, A Zinc Battery Solution Aimed at AI Data Center Storage Needs

Newly announced Indensity architecture seeks to deliver compact, scalable energy storage with enhanced safety and rapid response capabilities

Eos Energy Enterprises has introduced Indensity, an innovative zinc-based battery system designed specifically to address the space and performance de...

Jan 14, 2026 Finance

High Roller Technologies Accelerates Growth with Exclusive U.S. Prediction Market Partnership

Strategic Collaboration with Crypto.com’s Derivatives Arm Sets Stage for Event-Based Trading Launch by 2026

High Roller Technologies, Inc. has entered into a binding Letter of Intent with Crypto.com's Derivatives North America to establish an exclusive partn...

Jan 14, 2026 Trade Ideas

UiPath: From RPA Leader to AI Automation Compounder — A Tactical Long

Profitable quarter, improving cash flow and a strong balance sheet make PATH my preferred way to play enterprise AI automation into 2026

UiPath posted its first clearly positive operating and net income swing in recent quarters while growing revenue ~16% year-over-year in its latest qua...

Trade Idea Long
Jan 14, 2026 Finance

TCS and AMD Forge Alliance to Propel Large-Scale Enterprise AI Implementation

Strategic partnership to develop sector-specific AI solutions and upgrade enterprise IT infrastructures

Tata Consultancy Services (TCS) and Advanced Micro Devices Inc. (AMD) have formed a strategic partnership aimed at enabling enterprises to transition ...

Jan 14, 2026 Trade Ideas

Broadcom Upgrade: Buy the XPU Optionality — Growth-Adjusted Multiples Now Compelling

Large revenue base, healthy margins, and AI-tailwinds justify a tactical long — entry 340–360, stop 315, targets 420 / 480

Broadcom is positioned as a large-scale AI and infrastructure supplier with consistent ~15B quarterly revenue, strong operating cash flow, and expandi...

Trade Idea Long
Jan 14, 2026 Finance

BlackRock Poised for Q4 Earnings; Analysts Adjust Price Targets Ahead of Report

Wall Street’s Leading Analysts Share Updated Forecasts as BlackRock Plans Staff Reductions

BlackRock, Inc. is set to announce its fourth-quarter earnings on January 15 before the market opens. Analysts anticipate a rise in both earnings per ...

Jan 14, 2026 Trade Ideas

Cognizant Trade Idea - Buy the Cash-Flow Resilience, Respect the Margin Noise

Stable operating cash and shareholder returns make a measured long—entry 83-86, stop 78, target 95/105

Cognizant (CTSH) is generating consistent operating cash (roughly $0.4B per quarter) and returning capital via dividends and buybacks even as sequenti...

Trade Idea Long