AI Prompt

MBX Biosciences (MBX) Investment Analysis: Precision peptide therapy platform for rare endocrine diseases — expansion momentum in hypoparathyroidism and beyond※ MBX Biosciences (NASDAQ: MBX) is a clinical-stage biotech developing precision, peptide-based medicines for rare endocrine disorders. Its core capability is fine control of hormone/peptide axes, with clinical development in hypoparathyro..

Cabaletta Bio (CABA) Investment Analysis: Leader in CD19 CAR-T “immune reset” for autoimmune diseases — expanding indications centered on CABA-201※ Cabaletta Bio (NASDAQ: CABA) is a developer of cell therapies (CAR-T/CAAR-T) targeting autoimmune diseases. Its lead program CABA-201 (anti-CD19 with 4-1BB co-stimulation) is pursuing label expansion from SLE (systemic lupus erythematosus) to inflamm..

AMTD Digital (ADR) (HKD) Investment Analysis: Ultra-low liquidity, event-sensitive fintech/media holding — extreme post-IPO volatility in 2022; sharp jump in 1H-2025 results disclosed※ AMTD Digital (NYSE: HKD) is a holding company within the AMTD group that aggregates digital solutions and media/entertainment assets, trading in the U.S. as an ADR. After its July 2022 IPO (offer price $7.80), the..

EPWK Holdings (EPWK) Investment Analysis: Global expansion of China’s creative/freelance crowdsourcing marketplace — Listed on Nasdaq in 2025; follow-on offering in Oct 2025※ EPWK Holdings (NASDAQ: EPWK) is a China-based freelance/crowdsourcing marketplace (the EPWK platform) operating as a holding company. It listed on Nasdaq in February 2025 and conducted an additional ~US$8 million follow-on ..

Amer Sports (AS) Investment Analysis: Global premium sports & outdoor house of brands (Arc’teryx, Salomon, Wilson) — high growth after 2024 NYSE listing; 2025 guidance raised※ Amer Sports (AS) is a global consumer company owning high-end outdoor and sports brands such as Arc’teryx, Salomon, and Wilson. After listing on the NYSE in February 2024 (ticker AS, IPO price $13), it delivered strong 1Q ..

Pattern Group (PTRN) Investment Analysis: AI- and data-driven e-commerce accelerator — NASDAQ listing in September 2025※ Pattern Group (NASDAQ: PTRN) is an e-commerce accelerator that drives brand growth across marketplaces such as Amazon, Walmart, eBay, and TikTok Shop by integrating data science, pricing/demand algorithms, advertising, and logistics. It listed on NASDAQ in September 2025 (IPO ..

Enigmatig (EGG) Investment Analysis: A one-stop consultancy for cross-border licensing, entity setup, and regulatory support — listed on NYSE American in 2025※ Enigmatig (NYSE American: EGG) is an international business consulting firm that supports cross-border licensing, regulatory compliance, legal entity formation/maintenance, and corporate expansion. Building on operations that began in 201..

Pelthos Therapeutics (PTHS) Investment Analysis: ZELSUVMI™ Commercialization in Full Swing—Tug-of-War Between the NO Platform and Single-Product Risk※ Pelthos Therapeutics (NYSE American: PTHS) is a dermatology biotech that launched ZELSUVMI™ (berdazimer 10.3%) in the U.S. in July 2025 for molluscum contagiosum. With the merger with Channel Therapeutics and a $50.1M private placement, the compan..

APLD Investment Analysis: Compute-infrastructure play targeting growth leverage with AI/HPC data centers and an “asset-light hosting” model※ Applied Digital (APLD) provides next-gen data center design/operations and hosting/cloud services tailored to AI/HPC workloads. By optimizing power procurement, cooling, and server density, it secures unit-cost advantages and boosts revenue visibility throu..

LGCB Investment Analysis: Japan-headquartered “cross-border e-commerce” platform spanning operations, marketing, and training※ Linkage Global (LGCB) provides integrated cross-border e-commerce services—store operations outsourcing, digital marketing, and education/software support—from a Japan hub. In 2025, key share-price drivers are demand across China/Japan/Hong Kong, marketing budget executi..