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

Minute Maid to End Production of Frozen Juice Concentrates After Eight Decades
Feb 5, 2026 Business News

Minute Maid to End Production of Frozen Juice Concentrates After Eight Decades

Coca-Cola's strategic move reflects changing consumer preferences towards fresh and zero-sugar juice options

Minute Maid, under Coca-Cola's ownership, is set to discontinue its line of frozen juice concentrates after nearly 80 years. The decision follows a de...

Feb 5, 2026 Trade Ideas

Constellium (CSTM): A Levered Commodity Play with Real Pass-Through Protection — Tactical Long

Buy for commodity exposure and structural pricing pass-through; keep position small and defined because leverage and cyclicality remain real risks.

Constellium is a global aluminum producer with meaningful exposure to packaging, aerospace and automotive end markets. At roughly $23.90 per share (02...

Trade Idea Long
Feb 5, 2026 Finance

Bristol Myers Squibb Posts Solid Q4 Results, Projects Robust 2026 Growth

Pharmaceutical giant surpasses revenue and earnings expectations with strong immuno-oncology performance and upbeat 2026 guidance

Bristol Myers Squibb reported fourth-quarter 2025 revenues of $12.5 billion, exceeding analyst consensus by a notable margin. The company highlighted ...

Santa Cruz del Norte Faces Persistent Power Shortages Amid Worsening US-Cuba Strains
Feb 5, 2026 News & Politics

Santa Cruz del Norte Faces Persistent Power Shortages Amid Worsening US-Cuba Strains

Energy disruptions compounded by embargo pressures intensify hardships in a vital Cuban industrial town

The coastal Cuban town of Santa Cruz del Norte, known for its petroleum production and a major thermoelectric plant, endures frequent power outages de...

Feb 5, 2026 Finance

Uber Revises Growth Forecasts Following Strong Q4 Results

Despite exceeding revenue expectations, Uber's earnings per share fall short, prompting analysts to lower price targets

Uber Technologies reported a 20% year-over-year increase in revenue for the fourth quarter of fiscal 2025, reaching $14.37 billion, surpassing analyst...

Europe's Complex Balancing Act: Navigating Dependence and Distrust of the U.S.
Feb 5, 2026 Business News

Europe's Complex Balancing Act: Navigating Dependence and Distrust of the U.S.

Challenges and Costs of EU’s Pursuit of Strategic Autonomy Amid Deep Ties with America

As Europe seeks greater independence from the United States in trade, technology, and energy, historical and economic interdependencies create signifi...

Feb 5, 2026 Finance

Anthony Scaramucci Ends Washington Post Subscription Amid Staff Layoffs

SkyBridge Capital Founder Joins Solidarity Movement Following Major Workforce Reductions at Leading Publication

Anthony Scaramucci, founder of SkyBridge Capital, has publicly ended his subscription to The Washington Post as well as other 'Magnificent 7' media ou...

Feb 5, 2026 Trade Ideas

Zeta Global (ZETA) - A Pullback That Offers a Tactical Long Entry

Revenue and operating cash flow are finally turning the corner; buy the pullback with a tight stop and defined targets.

Zeta Global's top-line is accelerating and operating cash flow is strengthening. After a strong 2025 run, shares pulled back into the mid-teens — a ...

Trade Idea Long
Feb 5, 2026 Trade Ideas

Meta: AI Turning Profit into Optionality - A Tactical Long with Defined Risk

When ad-backed scale meets AI-driven product and cost leverage, the path to durable ROI is clearer — trade it with a plan.

Meta generated roughly $201B of revenue over the last four quarters and converted that into roughly $83B of operating income, while free cash flow rem...

Trade Idea Long
Feb 5, 2026 Trade Ideas

Associated Banc-Corp: A Reasonable Yield + Value Trade — Buy on Current Levels

Banking fundamentals, steady dividends and a recent buyback make ASB a pragmatic long idea with defined entry, stop and targets.

Associated Banc-Corp (ASB) checks boxes for value and income investors: trading near book value, delivering mid-single-digit ROE, growing net interest...

Trade Idea Long