Emerging Opportunities
emergingopp.bsky.social
Value investing in emerging markets. Uncovering high-conviction opportunities and overlooked gems worldwide. Independent research for long-term investors Blog: emergingopportunities.substack.com
👤 Joined on 06 May 2026
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- 06 May 2026, 14:14
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New on Emerging Opportunities: $TSM as the safe AI trade — TSMC makes the leading-edge chips (and CoWoS packaging) that power agentic AI no matter which chipmaker wins. emergingopportunities.substack.com/p/tsm-safe-ai
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We have to stop data centres from being built.
Show PostJust dropped my deep dive on $DLO — Uruguay’s payments leader with 45%+ revenue growth, trading at only ~13x earnings (80% off highs) The potential “next MercadoLibre” at a value price. Full analysis: emergingopportunities.substack.com/p/dlocal-dlo... #EmergingMarkets #ValueInvesting
Show PostSpaceX’s $1.5–1.75T IPO Losses look scary, but Starlink is already profitable and growing fast in emerging markets. The $15B Anthropic deal + $75B raise give solid paths to grow into the valuation CoreWeave vibes Full analysis: emergingopportunities.substack.com/p/spacex-ipo... $SPCX $CRWV
Show PostThe next big China IPO rocket? Unitree Robotics — world’s #1 humanoid robot seller by volume — eyes June listing 2025 explosion: +335% revenue, +674% profit Full context+$CYATY deep dive emergingopportunities.substack.com/p/the-state-... $BABA $TCEHY #ChinaIPO #Robotics #Humanoids #EmergingMarkets
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