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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 12 LONG Thomas Pramotedham
CEO, Presight
Reported 39% revenue growth and 12 consecutive quarters of growth. Expanding international footprint with major partners like HSBC and FAB. The company is successfully transitioning from a local UAE entity to a regional AI analytics player. The integration with major banks (HSBC) for "growth intelligence" suggests sticky, high-value enterprise contracts are scaling. Long on execution and regional AI adoption tailwinds. Competition from global hyperscalers entering the Middle East market. Bloomberg Markets
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