XPeng Inc.'s eye-watering rally since August was dampened after the company reported a tempered sales outlook for Q4 this week. Despite optimism for accelerating volume growth, the comparatively softer strength in XPeng's revenue prospects highlights imminent ASP pressures. Looking ahead, the introduction of four new models next year, alongside the implementation of an EREV strategy, is likely to reduce visibility on its longer-term fundamental trajectory. The related execution risks remain underappreciated at current levels, and will likely diminish the durability of XPEV's valuation premium over its comparable Chinese EV peers in the near-term. hapabapa/iStock Editorial via Getty Images XPeng Inc. (NYSE:XPEV) has been one of the best-per

Summary Nvidia Corporation's stock price has tripled since the advent of generative AI solutions across day-to-day settings. And the company's latest earnings results reinforce a strong demand outlook underpinned by its mission-critical role in enabling the continued build-out of accelerated computing supporting AI developments. Paired with Nvidia's upcoming stock split, we expect further momentum to its valuation upsurge from current levels. BING-JHEN HONG Nvidia Corporation’s (NDVA) stock price has more than tripled since reporting an outsized growth trajectory last year unlocked by relentless AI momentum. The company’s technology continues to serve as the industry’s “gold standard” in facilitating AI developments. This is evident in Nvi

Summary Google continues to be well-positioned in the AI play, with robust Q2 results in its core Search advertising business and persistent momentum in Cloud monetization. The latest earnings outperformance continues to assuage previous concerns about AI-driven cannibalization of Google's search dominance, and reinforces its reputation in actively monetizing the nascent technology. However, the stock's post-earnings response continues to highlight the increasing disparity between Google's fundamental outlook and its valuation premium at current levels. 400tmax Google (NASDAQ:GOOG/NASDAQ:GOOGL) has been one of the biggest gainers this year, alongside digital advertising peer Meta Platform

Summary Salesforce, Inc.'s expectations for an extended measured buying environment through FY 2025 is increasing investor angst over a potentially structural single-digit growth outlook. While strong Data Cloud uptake rates continue to demonstrate momentum and reinforce Salesforce's AI strategy, contributions remain insufficient in reversing the near-term pace of deceleration. The results accordingly increase execution risks ahead for Salesforce, with investors now pivoting focus from margin expansion to the underlying business' ability to preserve a sustained double-digit growth trajectory. wdstock Salesforce, Inc. (NYSE:CRM) stock has yet to regain its recently lost ground following speculation over the potential Informatica (

Growth versus value has long been a key debate in the investing community. And the latest developments at Palantir and SMCI have made them a fitting pair for such comparison. Although both stocks were once viewed jointly as key AI beneficiaries, they've since diverged in their paths. On one hand, Palantir's soaring to all-time highs with an eyewatering valuation of almost 50x NTM sales, backed by AI-driven acceleration to its growth trajectory. Meanwhile, on the other hand, whether SMCI's fall from grace can be reverted remains a substantial uncertainty, given ongoing accounting woes and their implications. The following analysis will discuss the context of both stock's performance this year, and provide a deep dive into their growth and value implications ahead. hapabapa There’s long been

Summary SMCI has been a clear winner in the market's ongoing AI rally, despite recently paring some of its gains on mixed earnings results. Yet the stock has been showing signs of a sustained recovery in recent weeks, underpinned by a successful Computex keynote that shows SMCI's mission-critical role in AI developments remains intact. SMCI also benefits from tangible fundamental tailwinds ahead, with improving supplies, additive growth from its first mover advantage in the provision of DLC solutions at scale, and increasing operating leverage. Trading at 2.5x estimated sales and 28.5x estimated earnings, SMCI's fundamental strength and emerging DLC advantage remain underappreciated, with potential for further upside. JHVEPhoto Since recognizing Super Micro Computer, Inc. (NASDAQ:

Summary As discussed in our previous coverage, the start of productions and shipments of SMCI's proprietary DLC solution is a key catalyst for the stock. Margin compression risks remain a key overhang on SMCI's valuation outlook, but the continued ramp of DLC shipments will offer sustained compensation through competitive unit economics and economies of scale. Management's latest target DLC penetration rate of 25% to 30% of new global data center deployments over the next 12 months is also a material jump from previous expectations. This is a game changer for SMCI, with ensuing fundamental benefits to profitability and cash flows still underappreciated at the stock's current price. JHVEPhoto In our