Nikolaos Sismanis

The case for Taiwan Semiconductor Company ($TSM) to hit a $500 share price isn’t far-fetched, given how the global chip industry has shifted over the past year. The...

Palantir ($PLTR) is seeing explosive commercial growth, which I believe has the potential to send shares back to $200. Corporate clients are seeking true operationa...

Imperial Petroleum remains deeply undervalued, with a robust, growing fleet and significant net cash providing a margin of safety.

Summary Okeanis Eco Tankers remains a high-conviction pick, with a young, scrubber-fitted fleet and strong owner alignment fueling outperformance.

Shopify ($SHOP) is growing fast, and that could re-rate the stock higher as the company continues to capture massive global market share across both legacy retail a...

Summary Hafnia remains a compelling, undervalued play on the tanker market, trading at an 11% discount to NAV.

Scorpio Tankers is poised for continued upside as strong tanker rates drive robust earnings and capital returns.

There are three reasons I believe Intel ($INTC) can keep rising, centered on its unexpected architectural rebirth and the shift in the global semiconductor supply c...

Axon ($AXON) appears to offer tremendous artificial intelligence (AI) upside without the infrastructure gamble that comes with most AI hyperscalers. While the broad...

Danaos Corporation remains attractively valued at ~0.6x book, supported by a robust containership backlog and high charter rates. Read more on DAC stock here.