By Luke Meindl KEY POINTS SoFi's first-quarter earnings update provided a much needed boost to the stock. Still, the emerging fintech company is down nearly 70% in six months. The company's CEO has been steadily buying shares since early March. Is SoFi's CEO sending a signal to investors that the stock is undervalued? Investor sentiment has cratered in recent times in the wake of 40-year-high inflation, the Federal Reserve's decision to raise interest rates in response. With investors flocking to value stocks and safer assets for protection, shares of fast-growing technology companies have been especially crushed. While the ongoing correction may continue exerting downward pressure on the technology sector in the coming quarters, many stocks are now trading at tempting valuations. So

By Neha Chamaria KEY POINTS Nio made some of its biggest revelations yet at its recent conference call. Plans include affordable cars, a smartphone, and making headway into the world's two largest EV markets. Nio could also turn profitable sooner than you think. Nio reveals when it could turn profitable and how it plans to beat Tesla. Nio($NIO Inc.(NIO)$ )reported its fourth-quarter and full-year earnings, and it said it expects to deliver only about 25,000-26,000 vehicles in the first quarter. That shouldn't come as a surprise given the supply challenges facing Nio, but here's the thing: If you didn't get a chance to look beyond that headline delivery number, you're missing something big. Nio's Q4 earnings conference call, in fact, revealed so m

XPeng is an EV-focused player in the Chinese market with very good long-term growth prospects.Q2 2022 provided decent numbers, but guidance related to Q3 is weak again due to several headwinds from external factors.Its valuation is quite low, and upside potential is quite large over the medium term, if management can execute on its growth plan.XPeng's stock has lost more than 50% of its market value this year and has yet to stage a recovery despite consistent fundamental outperformance against its Chinese EV peers.The stock has been diverging from its Chinese EV peer group in recent months, extending a gradual downtrend while others are staging a modest rally on improving industry sentiment.XPeng's upcoming 2Q22 earnings call is expected to be a key determinant on whether the divergence co

By Leo SunKEY POINTS Sea has dropped to its lowest levels in more than two years. Investors are worried about its slowing growth, wobbly business model, and ongoing losses. It could remain out of favor in this tough market for growth stocks. Can this former high-flying tech stock grow back its wings?Sea Limited's($Sea Ltd(SE)$ )stock plummeted nearly 80% this year and surrendered all of its gains from the past two and half a years. The Singapore-based e-commerce, fintech, and gaming giant lost its luster as its top line growth cooled off and its losses widened. Rising interest rates exacerbated the pain by broadly crushing higher-growth tech stocks.But even after that painful drawdown, Sea's stock still remains about 240% above its IPO price of

Taiwan Semiconductor: The Undisputed LeaderTaiwan Semiconductor Manufacturing Company Limited ($Taiwan Semiconductor Manufacturing Co. Ltd.(TSMWF)$ ) TSMC leads all competitors in wafer processes and advanced packaging technologies, and the additional mega CAPEX projects will prove fruitful over the next 3 to 5 years. Revenue contribution from the 5nm is expected to increase in the foreseeable future, but HPC remains the main growth driver in the long run. The current inventory adjustment in the semiconductor space may take a few quarters, and it may last until 1H23 before inventory returns to a healthy level. TSMC has demonstrated mastery in cutting-edge technology, and the stage is set for a smooth transition to 3-nm node manufacturing, as schedul