5i Research Weekly Rockets and Duds
A tough week in the markets last week, as many investors decided to cash out of their big gains this year, especially in the tech sector. Is the party over? Probably not. Corporate earnings are still very strong, and tariff relief is on the way as Trump TACO's with more countries. Here are the Rockets and Duds for last week.
AG Growth International AFN 
Shareholders this week are likely to propose a name change for Ag Growth, with the new name to be 'ARGH, NO GROWTH'. AFN shares plunged 40% last week. How to get your stock to collapse? Well, simply delay your financial results, and then delay them again. Oh, and also suspend guidance. AG Growth is experiencing serious business and financial issues in its Brazilian operations. How serious? Well, no one knows, since the numbers are not out yet. Shareholders clearly don't want to sit around and find out. Shares are down 62% this year. ARGH, indeed.
Shareholders this week are likely to propose a name change for Ag Growth, with the new name to be 'ARGH, NO GROWTH'. AFN shares plunged 40% last week. How to get your stock to collapse? Well, simply delay your financial results, and then delay them again. Oh, and also suspend guidance. AG Growth is experiencing serious business and financial issues in its Brazilian operations. How serious? Well, no one knows, since the numbers are not out yet. Shareholders clearly don't want to sit around and find out. Shares are down 62% this year. ARGH, indeed.
Bitdeer Technologies Group BTDR Bitdeer gave shareholders another lesson in how to destroy your stock price last week. The plan: wait until bitcoin drops sharply and nearly wipes out its year-to-date gain. Then, do a $400 million convertible financing. Shares of the bitcoin miner fell 52% last week as investors digested the bitcoin plunge and the potentially-dilutive financing. Bit the deer? More like bought-the-farm.
Bitdeer gave shareholders another lesson in how to destroy your stock price last week. The plan: wait until bitcoin drops sharply and nearly wipes out its year-to-date gain. Then, do a $400 million convertible financing. Shares of the bitcoin miner fell 52% last week as investors digested the bitcoin plunge and the potentially-dilutive financing. Bit the deer? More like bought-the-farm. 
Cipher Mining Inc. CIFR Not to be outdone by Bitdeer, Cipher shares fell 31% last week as the crypto sector plunged along with the AI datacentre trade. Cipher not long ago signed a 15 year agreement with Amazon for data centres, and also has a deal with Alphabet. But when sector sentiment shifts, none of this really matters. Still, Cipher shares are up 200% in 2025, so we think shareholders can live with a little profit taking, right. Right?
Not to be outdone by Bitdeer, Cipher shares fell 31% last week as the crypto sector plunged along with the AI datacentre trade. Cipher not long ago signed a 15 year agreement with Amazon for data centres, and also has a deal with Alphabet. But when sector sentiment shifts, none of this really matters. Still, Cipher shares are up 200% in 2025, so we think shareholders can live with a little profit taking, right. Right?
McGraw Hill MH 
No one uses textbooks anymore, right. Well, not the books themselves, but the content is still important, whether students access it on their laptop, tablets or phones. And, guess what, not having to PRINT books means companies in the education field do not have to spend millions on paper and bindings. This cost savings translated into a big earnings beat last week for the company, and MH raised guidance as well. Shares rose 39% on the news. But we would not get too excited here. MH shares are still below their July IPO price.
No one uses textbooks anymore, right. Well, not the books themselves, but the content is still important, whether students access it on their laptop, tablets or phones. And, guess what, not having to PRINT books means companies in the education field do not have to spend millions on paper and bindings. This cost savings translated into a big earnings beat last week for the company, and MH raised guidance as well. Shares rose 39% on the news. But we would not get too excited here. MH shares are still below their July IPO price. 
Cogent Biosciences Inc. COGT Ah, yes. There is nothing like a stock rising 126% in a week to take away some of the doom and gloom in the markets. That's what Cogent shares did last week, after releasing very strong Phase 3 results on its lead drug designed to treat gastrointestinal tumours. The trial nearly doubled the life expectancy of patients. COGT used its new-found fame to raise $475 million to further advance development.
Ah, yes. There is nothing like a stock rising 126% in a week to take away some of the doom and gloom in the markets. That's what Cogent shares did last week, after releasing very strong Phase 3 results on its lead drug designed to treat gastrointestinal tumours. The trial nearly doubled the life expectancy of patients. COGT used its new-found fame to raise $475 million to further advance development. 
Take Care,
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