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 4, 2026 Trade Ideas

AbbVie: Buy the Long-Term Story, Respect Near-Term Volatility

Strong cash flow and a deep immunology/oncology roster offset booking shocks and policy risk - trade with a plan.

AbbVie is facing an earnings trough driven by elevated operating charges and integration costs, but the core cash engine remains intact. Use a staged ...

Trade Idea Long
Jan 4, 2026 Finance

Tech Industry Update: TSMC's US License Renewal, Masimo's Operational Challenges, and Apple's Vision Pro Slowdown

Key developments shape semiconductor supply chains, healthcare device quality, and mixed-reality hardware demand in early 2026

The technology sector witnessed pivotal movements this week as Taiwan Semiconductor Manufacturing Company (TSMC) secured a critical US export license ...

Jan 4, 2026 Trade Ideas

Okta: The Identity Bedrock For Agentic AI - Upgrade to Long (Actionable Trade)

Identity becomes the chassis for agentic AI - Okta is quietly positioned to capture the trust, orchestration and enforcement layer enterprises will pay for.

Okta's core IAM franchise is showing revenue acceleration, recurring profitability and strong operating cash flow. Combine that with the emerging need...

Trade Idea Long
Marjorie Taylor Greene's Congressional Tenure: Reflections from Georgia's 14th District
Jan 4, 2026 News & Politics

Marjorie Taylor Greene's Congressional Tenure: Reflections from Georgia's 14th District

Local Perspectives on Greene's Controversial Impact and Political Departure

As Representative Marjorie Taylor Greene prepares to resign midway through her third term, opinions among her constituents in Georgia's 14th District ...

UK Denies Involvement in US Military Extraction of Venezuelan Leader
Jan 3, 2026 Business News

UK Denies Involvement in US Military Extraction of Venezuelan Leader

Prime Minister Starmer Emphasizes British Non-participation Amidst Latin American Political Turmoil

In response to a high-profile US military operation that ousted Venezuelan President Nicolás Maduro from Caracas, UK Prime Minister Keir Starmer clar...

Jan 3, 2026 Finance

Investors Spotlight Five Key Stocks Amid Retail Buzz and Strategic Moves

Target, TSMC, Alphabet, IREN, and Strategy Inc. dominate retail investor discussions with diverse growth narratives and market performances

During the last week spanning from December 29 to January 2, retail investors actively discussed a select group of five stocks across social platforms...

Jan 3, 2026 Trade Ideas

3 Reasons to Own Grab Now: Market Share, Margin Optionality, and Clear Catalysts

Actionable trade idea with entry, stops and targets for a swing/position trade on GRAB

Grab is the dominant mobility and delivery platform across Southeast Asia with meaningful optionality from advertising, payments and nascent AV initia...

Trade Idea Long
Understanding Critical Changes to Required Minimum Distributions Starting in 2026
Jan 3, 2026 Business News

Understanding Critical Changes to Required Minimum Distributions Starting in 2026

Key Updates Retirees Must Prepare For Under New RMD Regulations

Federal regulations governing required minimum distributions (RMDs) from retirement accounts are undergoing significant changes set to take effect in ...

Jan 3, 2026 Finance

U.S. Government Blocks HieFo and Emcore Semiconductor Acquisition Over National Security

Trump Administration Cites Chinese Control as Risk Factor in $2.9 Million Chip Business Deal

The Trump administration has issued an executive order prohibiting the acquisition of Emcore Corp’s semiconductor division by HieFo Corp due to nati...

Jan 2, 2026 Finance

Strategy Inc. Gains Investor Attention Amid Bitcoin Volatility and Variable Profit Projections

Navigating Cryptocurrency Fluctuations and Uncertain Financial Guidance Shapes Market Response for Strategy Inc.

Shares of Strategy Inc. (NASDAQ:MSTR) have experienced an uptick as the company manages significant bitcoin price fluctuations and unveils a broad ran...