#nearterm

Commonwealth Fusion Systems said on Thursday it would sell high-temperature superconducting magnets to Realta Fusion, the second in a string of deals that suggests the company will lean heavily on its magnet technology in the coming years to bring in much-needed revenue. “It’s the largest deal of this kind to date for CFS,” Rick Needham, the company’s COO, told reporters on a call.  Commonwealth…

The endeavors of technology behemoths to accelerate AI adoption in India appear to be approaching a pivotal juncture, as these corporations conclude their complimentary promotions, hoping to transform the world’s fourth-largest economy into a rich source of paying subscribers. India emerged as the globe’s largest market for generative AI application downloads in 2025, according to market…

Tech giants’ efforts to ramp up AI adoption in India may be about to hit a turning point, as companies end free promotions with hopes to convert the world’s fourth-largest economy into a windfall of paid subscribers. India became the world’s largest market for generative AI app downloads in 2025, according to market intelligence firm Sensor Tower, widening its lead over the U.S. as installs…

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This article was written by Follow I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify companies with solid fundamentals,…

Four Corners Property: Better Valuation, But Limited Near‑Term Upside

GitLab: Downgrade To Hold On Near-Term Weakness

Array Technologies: Upgraded To Buy As Near-Term Uncertainties Ease