January 2025

Bulls vs. Bears

Bulls vs Bears – Episode 53: DeepSeek shakes up the AI landscape

“Bulls vs Bears,” provides a comprehensive overview of current market trends, economic developments, and notable company performances as of January 31, 2025. It covers a wide range of topics, including the disruptive impact of DeepSeek’s AI model on the tech industry, significant stock movements for companies like Telix Pharmaceuticals and ResMed, and major earnings reports from tech giants such as Microsoft and Tesla. The document also touches on geopolitical events, commodity market trends, and includes a “Trade of the Week” recommendation for Paragon Care. Additionally, it features a market calendar for the upcoming week and various economic indicators.

Alpha Recommendations

Alpha Recommendation: Buy Paragon Care (PGC)

Paragon Care Limited (PGC) is a provider durable medical equipment, medical devices, consumable medical products, and maintenance of technical medical equipment to the health, aged care and veterinary markets throughout Australia, New Zealand and Asia, as well as the distribution of pharmaceuticals, medical consumables, and complementary medicines to the Australian healthcare market.

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