Yiannis Zourmpanos
153 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
Tempus AI: Architecting the Next Era of Intelligent Diagnostics
TradingKey - Tempus AI (TEM) is leading a tectonic transformation of how the healthcare system utilizes diagnostics, not simply ordering tests, but correlating them with patient-level data and incorporating AI to make all insight tailored to each individual.
Mon, Apr 21
Why Rigetti Is Positioning Itself for the Next Compute Revolution
TradingKey - Being a full-stack innovator in the race to achieve quantum advantage, Rigetti Computing (RGTI) has developed a vertically integrated superconducting quantum computing platform just when the industry is still in its early stage and undergoing tremendous growth.
Mon, Apr 21
Altria’s Smoke-Free Future: Transformation or Trouble?
TradingKey - Altria posted 2024 adjusted EPS of $5.12 (+3.4% YoY), but revenue excluding excise taxes remained flat at $20.4B, reflecting mature category limits.
Mon, Apr 21
Q1 2025 Market Forecast: What Bank Results Indicate About the Direction of the Stock Market
TradingKey - As the first quarter of 2025 is wrapping up, investors are piecing together a more detailed view of the next direction of the stock market.
Mon, Apr 21
Netflix Q1 2025 Preview: Subscriber Momentum Meets Margin Scrutiny
TradingKey - Netflix enters its Q1 2025 earnings report on a wave of guarded optimism. Analysts expect Netflix to post strong year-over-year growth in Q1, with consensus revenue at 1.5billion (+11.7% YoY) and EPS at 5.67(+7.4%YoY).
Thu, Apr 17
SFL: Monetizing Assets with Strategic Capital
TradingKey - SFL has secured $4.3 billion in fixed-rate charter backlog, adding $2 billion of new commitments in 2024 alone, primarily with investment-grade counterparties.
Wed, Apr 16
AppLovin's Algorithmic Rise: A Lean AI Flywheel with Potential to Scale
TradingKey - Whereas most of the market is fixated on user-facing AI platforms or model providers, AppLovin (APP) is a sneakier, but no less effective, beneficiary of the generative AI revolution.
Wed, Apr 16
ASML Holding: Navigating the Semiconductor Landscape Ahead of Q1 2025 Earnings
TradingKey - As ASML Holding reports its Q1 2025 results, investors are watching closely how the company navigated the semiconductor sector's volatility in the latest period.
Tue, Apr 15
SoFi Technologies: Rewiring Financial Infrastructure from the Ground Up
TradingKey - SOFI Financial Services and Tech now comprise 47% of adjusted net revenue in 2024, up from 38% in 2023, accelerating the shift away from lending.
Mon, Apr 14
3M: From Industrial Icon to Operational Reinvention
TradingKey - 3M CEO Brown targets $1B in cost-outs and 1,000 new product launches by 2027, signaling a rigorous shift toward margin-driven operational performance.
Mon, Apr 14
Robinhood's Quiet Resurgence: From Meme Broker to Fintech Platform
TradingKey - For years, institutional investors wrote Robinhood (HOOD) off in unqualified terms as a retail trading flash-in-the-pan, a beneficiary of a pandemic-driven speculative mania.
Mon, Apr 14
GRAB: From Growth Engine to Cash Machine
TradingKey - Grab (GRAB) Q4 2024 adjusted EBITDA jumped 173% YoY to $146 million, driving $253 million in operating cash flow and confirming platform-wide leverage.
Mon, Apr 14
The Fed’s Balancing Act: Why Rate Cuts May Be Off the Table Despite Easing CPI
TradingKey - The March CPI report brought what looked like a victory: headline inflation cooled to 2.4% annual, and core CPI, which omits food and fuel, dropped to 2.8%, its lowest since this time last year.
Mon, Apr 14
Earnings Season Starts Under Heavily Clouded Skies
TradingKey - While the S&P 500 Financials sector is expected to increase earnings modestly, 2.3% year over year, by FactSet's estimate, there is huge dispersion in the background.
Fri, Apr 11
Will the Federal Reserve Inject Liquidity Into the Market?
TradingKey - In recent days, consecutive selloffs in stocks and Treasuries have sent one unmistakable message: investors are afraid. The S&P 500 experienced two of its worst back-to-back days of trading since the financial crisis.
Fri, Apr 11
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
