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Aurelion Research

Everything we have picked from this writer, newest first.

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

Aurelion Research Sep 1

UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…

Aurelion Research Aug 27

US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…

Aurelion Research Aug 24

Boston Scientific’s Farapulse competition and weaker Watchman demand have slowed growth, prompting a $2 billion buyback, restructuring and…

Aurelion Research Aug 18

Globus Medical combines a discounted 11x earnings valuation, expanding margins and spinal-implant leadership with upside from its…

Aurelion Research Aug 12

Meta’s planned cloud business and Moonshot AI’s Kimi K3 revived doubts over AI compute scarcity, driving chip stocks lower and exposing S&P…

Aurelion Research Jul 20

A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…

Aurelion Research Jul 14

Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…

Aurelion Research Jul 13