Yiannis Zourmpanos
138 Articles
Yiannis Zourmpanos specializes in asymmetric investments, identifying high-upside opportunities with minimal downside risk. He previously worked for Deloitte and KPMG in external and internal auditing and consulting. Yiannis is a Chartered Certified Accountant, and a Fellow Member of ACCA Global. He holds BSc and MSc degrees from leading U.K. business schools.
Written by Yiannis Zourmpanos
Reviewed by Yiannis Zourmpanos
CoreWeave Is Reshaping AI Economics
TradingKey - CoreWeave Revenue soared from $15.8M in 2022 to $1.92B in 2024, with a staggering 80% CAGR projected through 2026.
Wed, Apr 9
Alibaba's AI Reboot: The Undervalued Bet on China's Cloud Leader
TradingKey - Alibaba Cloud’s non-GAAP revenue grew 11% YoY, with AI products posting triple-digit growth for six straight quarters, driven by surging enterprise inference demand.
Wed, Apr 9
Visa: Unseen Strength in a Fragmented Fintech World
TradingKey - Visa Q1 FY25 revenue rose 10% YoY to $8.8B, led by strong growth in international transaction fees (+14%) and data processing revenue (+9%).
Wed, Apr 9
The Strategic Repositioning Driving Pfizer's Growth Story
TradingKey - Pfizer’s non-COVID portfolio grew 12% in 2024, led by a 65% surge in Vyndaqel sales and 26% oncology revenue growth.
Tue, Apr 8
ASML: A Technological Gatekeeper in the Age of AI
TradingKey - ASML generated €28.3B revenue and €7.6B net income in 2024, with 77% from system sales and 16% YoY growth in recurring services.
Tue, Apr 8
Micron's HBM Revenue Surged Past $1 Billion, Fueling AI Demand
TradingKey - In the crowded space of semiconductor giants, Micron Technology (NASDAQ: MU) has emerged quietly among the most crucial providers to the generative AI revolution.
Mon, Apr 7
Nebius Rising: Betting Big on AI Cloud
TradingKey - In the hyperscalers' quest to capture the AI infrastructure market, there have been few names with vision, velocity, and transparency to match Nebius Group.
Mon, Apr 7
TSMC’s AI Moat With 90% Market Share
TradingKey - TSMC controls over 90% of global 3nm and 5nm chip production, making it an irreplaceable supplier in AI and high-performance computing.
Wed, Apr 2
Netflix Doubles Cash Flow While Rivals Stumble
TradingKey - Netflix’s 2024 free cash flow hit $6.9B, projected to rise to $8B in 2025, outpacing rivals with 27% operating margins.
Wed, Apr 2
Amazon’s AI & Cash Flow Boom: What’s Next?
TradingKey - 2024 net sales hit $638B (+11% YoY), but operating income surged 86% to $68.6B, shifting Amazon’s focus to margin expansion.
Wed, Apr 2
The Apple Story Is Changing Fast
TradingKey - Apple trades at 30.17x forward P/E vs. sector median of 2.76x, raising concerns about growth justification.
Mon, Mar 31
Alphabet’s AI Empire: The $75B Power Move
TradingKey - Alphabet (GOOG) (GOOGL) is rewriting its future with AI at the center—transforming from a search-first ad giant into a vertically integrated AI powerhouse.
Tue, Mar 25
Tesla in 2025: Brilliance, Bottlenecks, and the Billion-Dollar Question
TradingKey - As Tesla (TSLA) ventures deeper into 2025, the electric vehicle (EV) behemoth is caught between two powerful currents—one pulling it forward with promise, and another pulling it back with sobering reality.
Tue, Mar 25
Intel: A New Chapter for an Old Titan
TradingKey - Intel Corporation (INTC), the tried-and-true gold standard for semiconductor leadership, finds itself in the midst of one of the most aggressive company transformations in recent history. T
Tue, Mar 25
Inside PayPal’s Quiet Comeback
TradingKey - PayPal Holdings Inc. (PYPL) entered 2025 as a company on a transformation path. From a darling of fintech innovation and dominance of digital payments, the company has matured into a global financial infrastructure company with reach into nearly all corners of digital commerce.
Tue, Mar 25
Inside Palantir’s Unstoppable Momentum
TradingKey - Palantir Technologies (PLTR) is no longer merely the name that evokes national security and classified government initiatives. Now, it's one of the most visionary, and potentially most controversial, enterprise software and AI players.
Tue, Mar 25
Broadcom’s AI Boom Reshapes the Industry
TradingKey - Broadcom Inc. (AVGO) has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions. On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors.
Thu, Mar 20
The Future of AI Runs on NVIDIA
NVIDIA’s Q4 FY25 revenue surged 78% YoY to $39.3 billion, with data center sales up 93% to $35.6 billion, driven by hyperscaler AI adoption. NVIDIA's 2025 GTC conference was a grand showcase of the company's technological ambitions, further establishing it as the leader in AI, computing, and...
Wed, Mar 19
