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Adobe’s AI-related selloff may have become excessive. Strong Creative Cloud retention, enterprise adoption, and the long-term monetization potential of Firefly could support meaningful upside over the coming years.
ThesisPoint Research · Aug 20, 2026
Meta's core advertising business remains strong despite concerns over rising AI capex. We believe its pricing power, growing ad monetisation and potential AI infrastructure revenue streams can generate returns above current market expectations.
Ruhaan Bajaj · Aug 19, 2026
India’s clean energy transition may ultimately depend less on solar and wind than investors expect. Nuclear energy could emerge as the backbone of the country’s long-term energy security and industrial growth strategy.
ThesisPoint Research · May 25, 2026
Oil prices influence far more than energy markets. They shape inflation, currency strength, central bank decisions, and stock market valuations across the global economy.
ThesisPoint Research · May 25, 2026