Investment Analysis

More and more software markets are developing into billion-dollar enterprises, and Microsoft is at the forefront of this trend. Right...

ASML is a Dutch semiconductor equipment company and the global leader in EUV lithography, a technology essential for chipmaking. Its...

TechNova is on the verge of becoming the next trillion-dollar tech giant. The company has emerged as a dominant player in AI, cloud...

Alibaba’s FY2025 turnaround highlights its strategic repositioning in a rapidly evolving market. The company’s strong financial...

BBWI had a strong FY2024 performance, with Q4 results surpassing expectations despite a shorter holiday calendar. FY2025 guidance is...

Nvidia peaked in June 2024 and has been in a sideways correction. DeepSeek's AI model and high Nvidia valuation caused a sharp stock...

Celsius Holdings (CELH) is set for a major turnaround in 2025 after a challenging 2024. The $1.8 billion Alani Nu acquisition strengthens...

Microsoft’s stock has been stable, trading around $402.85, with a market cap of $2.96T. Cloud and AI are major growth drivers, with Azure...

Palantir Technologies Inc. saw its stock plummet recently, falling to $87 per share after a wave of market jitters tied to CEO Alex...

Intel is in early discussions with TSMC and Broadcom for a potential joint venture or acquisition. TSMC is exploring control over Intel’s...

Palantir remains a high-growth company, with revenue increasing at 29% YoY and accelerating in the U.S. The company has maintained GAAP...

Coty reported 10% revenue growth in FY24, outperforming competitors like LVMH (-2%) but remains undervalued relative to peers. Debt...

DeepSeek’s Disruptive Impact – DeepSeek’s AI model V3, trained on Nvidia’s H800 chips at a fraction of the usual cost, raises questions...

DeepSeek's Claims:  Released AI models (R1 and R1 Zero) claiming OpenAI-level performance with lower costs and less advanced chips,...

Summary Strong Sell Rating:  Quantum Computing Inc. (QUBT) is rated a 'Strong Sell' due to excessive valuation and poor financial...

Palantir Technologies Inc. (PLTR) is trading at valuation levels far exceeding industry norms, raising serious concerns for potential...

Global Leadership in AI Chips:  TSMC dominates the semiconductor market, producing over 90% of the globe’s most advanced chips, crucial...

Summary: BlackBerry has made significant progress in improving its operations and delivering positive free cash flow for the first time...

Summary: SoundHound's stock price has surged due to the Amelia acquisition, but organic growth remains weak, and losses are substantial....

Summary Carvana’s stock has dropped ~30% from its 2024 peak of $263, now trading at around $195, making it a more appealing entry point....

Summary Nvidia’s 2024 revenue surged by 86% to $113.3 billion, with operating income doubling to $71 billion. Hyperscalers are expected...

Summary Uber’s stock is currently undervalued due to market fears surrounding autonomous vehicles, but its robust fundamentals and...

Summary Reddit's stock has surged dramatically following strong Q3 results, but its valuation is now stretched and hard to justify....

Summary Tesla's stock remains overvalued despite disappointing vehicle delivery numbers and slowing growth. The surge in Tesla's stock...

2024 was a strong year for the S&P 500, driven by soaring crypto and big tech stocks. However, there are compelling reasons to believe a...

Key Takeaways: Palantir Technologies Inc. (PLTR) trades at a staggering 65x sales, making it one of the most overvalued stocks among...

Stock Surge: Tesla's stock has risen by 69% since the U.S. presidential election, adding over $556 billion to its market cap. Key...

Introduction: Setting the Stage Donald Trump’s re-election has had a sharp,  short-lived surge on multiple stocks including DJT. The...

Summary Buy Recommendation: Amazon's strong growth, AWS dominance, and robust holiday outlook make it attractive. AWS Key Driver: AWS...

Summary Buy Recommendation: Pfizer shows strong growth potential and income appeal. Q3 Performance: 32% year-over-year growth with...

Boeing as a Potential Investment Opportunity Boeing stands as one of the most important players in the aerospace industry, with a...

Alphabet Inc. is undervalued due to antitrust and AI concerns but remains strong in search, ads, and cloud, signaling a buy opportunity