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

Bari Weiss Explains Holding Back '60 Minutes' Segment in Staff Memo
Dec 24, 2025 Business News

Bari Weiss Explains Holding Back '60 Minutes' Segment in Staff Memo

CBS News leader addresses trust concerns and political criticism surrounding editorial decision

Bari Weiss, head of CBS News, issued a Christmas memo to staff defending her controversial choice to delay a '60 Minutes' report on the Trump administ...

USPS's Strategy to Diversify Last-Mile Delivery Threatens Its Largest Client Relationship
Dec 24, 2025 Business News

USPS's Strategy to Diversify Last-Mile Delivery Threatens Its Largest Client Relationship

Postal Service seeks new customers for last-mile delivery amid financial challenges, risking key Amazon partnership

The United States Postal Service (USPS) is contemplating broadening its last-mile delivery services beyond Amazon to a wider range of customers as a s...

Dec 23, 2025 Trade Ideas

POET Technologies: A Small Photonics Play That Looks Like M&A Candy After Celestial AI

Speculative long with tight risk controls — buy on weakness, watch for takeover chatter after recent capital raise and industry consolidation.

POET Technologies makes a patented optical interposer that integrates electronics and photonics at wafer scale. The stock is volatile (12-month range ...

Trade Idea Long
Dec 23, 2025 Trade Ideas

Williams-Sonoma: Solid Comps, Margin Momentum, and a Tactical Long Trade into Tariff Noise

Healthy low-single-digit comps, improving gross margins in recent quarters, and steady cash generation justify a tactical long with defined risk.

Williams-Sonoma reported steady comps across the last few quarters with improving margin mechanics in the most recent print, strong operating cash flo...

Trade Idea Long
Dec 23, 2025 Trade Ideas

Intel’s Most Unusual Bull Case: Real Operating Repair or Accounting Mirage?

A contrarian, actionable long with entry, stops and layered targets based on Q3/FY2025 results and a run-rate valuation

Intel’s 11/06/2025 quarter shocked the market: a $4.27B GAAP net income and $0.90 diluted EPS on $13.65B revenue while operating income was only $68...

Trade Idea Long
Dec 23, 2025 Trade Ideas

ExxonMobil Is Underpriced: Buy a High-Cash, Dividend-Rich Energy Giant

Strong cash generation, rising payout and disciplined capital allocation make XOM a tactical long—entry, stops and targets included.

ExxonMobil (XOM) is generating large operating cash flow, returning capital aggressively through dividends and buybacks, and sitting on a fortress bal...

Trade Idea Long
Dec 23, 2025 Trade Ideas

Semiconductor Cyclical Reset Complete? PSI Looks Like a Tactical Long After the Drawdown

Invesco Semiconductors ETF (PSI) — valuation has largely reset; sector-level fundamentals and flows are aligning for a follow-through rally.

PSI traded through a brutal intra-year drawdown and now sits near multi-month highs (~$80.80). With AI-driven chip demand, an improving memory cycle a...

Trade Idea Long
Syria Marks Significant Shift as U.S. Sanctions Near Removal and One Year Passes Since Assad's Departure
Dec 12, 2025 Technology News

Syria Marks Significant Shift as U.S. Sanctions Near Removal and One Year Passes Since Assad's Departure

With the upcoming lifting of sanctions and a year since the ousting of Bashar al-Assad, Syrians look toward reconstruction and renewed economic prospects amid complex challenges.

As Syria commemorates the first anniversary of Bashar al-Assad's removal from power, the nation concurrently anticipates a major development—the rep...

Federal Trial Opens for Wisconsin Judge Accused of Impeding ICE Arrest
Dec 12, 2025 Technology News

Federal Trial Opens for Wisconsin Judge Accused of Impeding ICE Arrest

Milwaukee County Judge Hannah Dugan faces charges tied to alleged interference with immigration enforcement at courthouse

Milwaukee County Circuit Judge Hannah Dugan has gone on trial in federal court facing allegations that she obstructed immigration authorities attempti...

Australia Implements Age Restriction Ban on Social Media for Under-16s
Dec 10, 2025 Technology News

Australia Implements Age Restriction Ban on Social Media for Under-16s

Nationwide Legislation Seeks to Protect Youth from Online Harms While Prompting Global Attention

Starting Wednesday, Australian law prohibits individuals under 16 from creating or accessing accounts on major social media platforms including Instag...