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How Savana’s Algorithm Uncovered a 120% Solar Surge and a $12T US Capex Boom

10:31am on Tuesday 11th of November, 2025 AEDT Financial Services
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How Savana’s Algorithm Uncovered a 120% Solar Surge and a $12T US Capex Boom

10:31am on Tuesday 11th of November, 2025 AEDT
Key Points
  • Savana’s valuation model shows 6% average outperformance of undervalued US stocks over 10 years
  • Canadian Solar’s shares surged 120% in two months driven by sentiment reversal despite stable fundamentals
  • Savana US Small Caps Active ETF (ASX – SVNP) applies this model to capture real-time mispricings
  • US economic growth may accelerate due to a $12 trillion capex boom linked to deglobalization and near-shoring
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