Sofia Navarro

Sofia Navarro

REITs & Infrastructure Analyst

Real estate and infrastructure analyst covering REITs, data centers, and communications infrastructure. Background in real estate underwriting and debt structuring. Focuses on lease economics, same-store NOI, cap rates, and balance-sheet resilience through rate cycles.

Articles 760

Jan 22, 2026 Trade Ideas

Caldas Momentum: Play Collective Mining (CNL) on Continued Guayabales Drill Upside

Technical momentum + high-grade intercepts make a tactical long trade; keep position size small given exploration binary risk

Collective Mining (CNL) has rerated over the past year as Guayabales and Ramp Zone drill results delivered high-grade, long intercepts. The stock's mo...

Trade Idea Long
Jan 22, 2026 Finance

Broadcom Gains Analyst Endorsement Amid AI-Driven Demand Surge

Hyperscaler Investment and Memory Shortages Shape Market Outlook for Chipmaker

Broadcom Inc. is receiving increasing analyst support as the rapid growth in artificial intelligence adoption fuels demand for its chip products. Indu...

US and Nordic Allies Navigate Complexities Around Greenland Sovereignty and Arctic Security
Jan 22, 2026 News & Politics

US and Nordic Allies Navigate Complexities Around Greenland Sovereignty and Arctic Security

Divergent Views Persist as US Seeks Expanded Military Access While Denmark and Greenland Uphold Territorial Integrity

Recent discussions involving the United States, Denmark, and Greenland have focused on Arctic security and military presence, with US President Donald...

Alex Honnold to Free Solo Taipei 101 in Live Broadcast Stoking Mixed Reactions
Jan 22, 2026 News & Politics

Alex Honnold to Free Solo Taipei 101 in Live Broadcast Stoking Mixed Reactions

The famed climber prepares for a historic ascent of Taiwan's iconic skyscraper amid ethical and safety debates

Alex Honnold, renowned for his daring ropeless climbs, is set to free solo Taipei 101, the towering skyscraper in Taipei, with a live broadcast schedu...

Trump Claims Greenland Deal Includes Rights to Rare Earth Minerals Amid Controversy
Jan 22, 2026 Business News

Trump Claims Greenland Deal Includes Rights to Rare Earth Minerals Amid Controversy

Experts Question Feasibility of Mineral Extraction and Potential Diplomatic Fallout Stemming from U.S. Strategy

President Donald Trump announced a framework deal with NATO related to Greenland, claiming the agreement involves mineral rights, including rare-earth...

US Immigration Agents Authorized to Conduct Forceful Home Entries Without Judicial Warrants, Internal Memo Reveals
Jan 21, 2026 News & Politics

US Immigration Agents Authorized to Conduct Forceful Home Entries Without Judicial Warrants, Internal Memo Reveals

New ICE Directive Permits Warrantless Home Raids Based on Administrative Orders Amid Expanded Deportation Efforts

An internal memorandum from US Immigration and Customs Enforcement (ICE) reveals that agents are empowered to forcibly enter private residences withou...

Jan 21, 2026 Finance

Ryanair CEO Welcomes Musk’s Attention Amid Public Dispute, Highlights Better Investment Potential

Michael O'Leary credits Elon Musk's criticisms for boosting Ryanair bookings and extends an offer for investment in the airline, emphasizing superior returns compared to X

Michael O'Leary, CEO of Ryanair Holdings PLC, acknowledged that his exchanged remarks with Elon Musk have positively impacted Ryanair’s recent booki...

Jan 21, 2026 Trade Ideas

nLIGHT (LASR) - Buy on Strength, Back the Scale-Up; Trade Plan Inside

Powering growth through laser product demand and clean balance-sheet positioning - tactical long with clear entries, stops and targets.

nLIGHT is a capital-intensive but fast-growing laser manufacturer showing improving cash generation, higher revenue and a clean balance sheet. Recent ...

Trade Idea Long
Jan 21, 2026 Trade Ideas

Enphase Energy: A 2026 Short-Squeeze Setup with Real Fundamentals Behind the Run

Catalysts + improving earnings create a high-conviction long-for-squeeze swing trade on ENPH

Enphase (ENPH) is a volatile, cash-generative solar technology name with accelerating revenue and profits across 2025, a string of product and commerc...

Trade Idea Long
Jan 21, 2026 Finance

Polymarket Forecasts Gold As Most Promising Asset For 2026

Market Participants Favor Gold Over Bitcoin and S&P 500 Amid Current Economic Turmoil

Polymarket traders assign the highest likelihood to gold outperforming Bitcoin and the S&P 500 in 2026, driven by recent geopolitical issues and econo...