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Weekly Digest
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Happy Friday!

With the workweek winding down, it’s time to dive straight into this week’s FA Alpha Weekly Digest.

In case you missed out, here’s are the articles we published over the past few days: 👇

➡️ Computing capacity isn’t the only thing hyperscalers have to prioritize. While it isn’t a hyperscaler, AI darling Nvidia (NVDA) learned this lesson the hard way a few years ago.

➡️ This benefits management firm is well-positioned for long-term growth than many investors realize.

➡️ Strong businesses aren’t just built on great products or services. Those that perform the best tend to think of their employees as customers too.

➡️ Financial advisors spend a significant amount of time doing analytical work. And that’s why they need to adopt an extensive editing routine.

Meanwhile, here are other pieces of news that made the headlines this week:

• SpaceX’s (SPCX) shares slid slightly below its IPO price earlier this week.
• Wall Street’s biggest financial firms like JPMorgan Chase, Goldman Sachs, and BlackRock, are gearing up for a trial run led by the Depository Trust & Clearing Corp. that will tokenize securities.

That’s all for today’s “Weekly Digest”. See you next week!

Best regards,

Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research

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