Winning Stock Market Strategies

August 20, 2026

Editorial financial-markets scene representing Marex Group's diversified commodities, execution and market-making platform.

Marex Group: The Quiet Giant That Just Got Loud

Marex Group's record second quarter delivered broad-based growth across all four business segments, stronger margins and continued capital deployment. William Meyer explains why the results reinforce Fenestra's GARP case for the diversified financial-services platform.

July 22, 2026

High-bandwidth memory chip illustrating Micron Technology’s role in AI infrastructure and the semiconductor investment cycle.

Memory Lane: Micron’s Sell-Off Is a Detour, Not a Dead End

Micron Technology’s sharp pullback has unsettled the memory sector, but Fenestra believes it reflects sector rotation rather than a breakdown in the long-term AI memory thesis. William Meyer examines the order book, valuation and high-bandwidth memory opportunity behind Fenestra’s conviction.

June 18, 2026

The SpaceX Rocket

SpaceX may be a generational business, but Fenestra’s view is clear: price still matters. After a historic Nasdaq listing and rapid post-IPO surge, SPCX now trades near bull-case valuation levels, leaving little margin of safety for new investors.

May 20, 2026

NVIDIA Corporation AI chip and data centre technology representing Fenestra’s long-term investment view on NVIDIA stock.

NVIDIA Corporation: A Fenestra Favourite

NVIDIA remains one of Fenestra’s highest-conviction AI investments. With a dominant position in data centre GPUs, a powerful CUDA software moat, and continued demand from hyperscalers, NVIDIA sits at the centre of the global AI infrastructure buildout.