The recent action we've seen in the stock market has been enormously telling, in my view. I said a couple of weeks ago I think thebottom is in, and as such, I've been trading growthstocks pretty heavily. After all, when the market makes a tradable bottom, you want exposure to growth, not value, as the former will outperform in such a scenario.So far this year, value has trounced growth, as we can see below with the growth-to-value relationship in stocks.StockChartsThis breakdown in growth versus value is why the Nasdaq has greatly underperformed the S&P 500, why consumer staples have outperformed consumer discretionary, etc. However, since the middle of May, growth is beating value, which is one of the reasons why I think we've bottomed.Given this view, and the significance of App

SummaryAdvanced Micro Devices, Inc.'s entrance into the generative AI industry with its new GPUs could lead to significant sales growth and capture a portion of the expanding market.The company's upcoming MI300 series GPUs have advanced features that can accommodate larger AI models than competitors like Nvidia Corporation.Potential headwinds include competition from Intel Corporation in 2025 and the impact of worsening Sino-American relations on AMD's business in China.Las Vegas Hosts Annual CES Trade ShowDavid BeckerAfter the impressive performance of Nvidia Corporation (NVDA $NVIDIA Corp(NVDA)$ ) in Q2, questions are being asked about whether Advanced Micro Devices, Inc. (NASDAQ:AMD $Advanced Micro Devices(

Microsoft (NASDAQ:MSFT$Microsoft(MSFT)$ ) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of thesame, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.MSFT Stock PriceMSFT stock has fallen slightly f

For its fiscal FY23, analysts expect Broadcom$博通(AVGO)$ to report revenue of $35.54 billion, up 7% YoY. EPS is expected to be $41.28, up close to 10% YoY. These show a significant deceleration from the last couple of years but reflect the difficult operating environment. I believe these expectations look fair, but it would also be safe to assume Broadcom to slightly outperform these expectations. In addition, the growth rates for the years until 2026 look somewhat conservative by analysts with revenue growth rates of mid-single digits and EPS growth of between 6% to 9% which, considering the tailwinds I see for this business, seem rather disappointing. I believe EPS and revenue growth should be much closer to 10% in the period until 2026. This is

IntroductionIn recent months, the wildly successful launch of OpenAI's ChatGPT has created a buying fervor among investors for AI-related stocks. However, Upstart's (NASDAQ:UPST$Upstart Holdings, Inc.(UPST)$ ) stock has largely sat out this wild rally despite being a derisked AIplay.While the memes - "What does Upstart do?" - continue to float around the internet, most market participants seem to have forgotten about Upstart's AI lending marketplace. Now, we are not going to talk about the validity of this rally in AI stocks today, as the focus of our discussion is Upstart.Upstart Q4 2022 Earnings PresentationIn this note, we will assess Upstart's Q4 2022 report. Furthermore, I will share three positive developments for Upstart. Lastly, we will ro

SummaryPalantir Technologies has expanded its collaboration with Carahsoft Technology, allowing U.S. government agencies, state and local governments, educational entities, and Canadian Government and Defense Industrial Base organizations to leverage its Apollo Platform.PLTR has also partnered with AirMatrix, integrating its Foundry for Builders into AirMatrix's operations to enhance airspace security, including threat detection and risk mitigation.Despite its high valuation, Palantir's financial health is robust, with $0 debt, almost 80% gross margins, a cash reserve of $2.9 billion, and projected earnings growth of 55.4%.Palantir FedStart Product will help commercial customers get FedRamp IL5 certified much faster and manage the authorization to operate.The Company will continue to creat

Palantir (NYSE:PLTR$Palantir Technologies Inc.(PLTR)$ ) exited its tough operating environment in 2022 with a few key takeaways that included an ambitious guide from management (nothing new here) for both its top- and bottom-line.Specifically, the company anticipates GAAP-based net income achieved in thefourth quarter to sustain through the current year and beyond - a milestone realized two years earlier than Palantir's "original goal of GAAP profitability in 2025". The guidance on anticipated sales was equally as ambitious, with management expecting full year 2023 revenue between $2.18 billion and $2.23 billion, which would represent y/y growth of as much as 17%. Although the target deviates far from Palantir's previous aspirations to achieve 30%

Taiwan Semiconductor Manufacturing Company is best of breed in the chip manufacturing space, in our view.We view Taiwan Semiconductor's capital appreciation and dividend growth upside potential quite favorably, aided by robust demand growth for its offerings and its ample pricing power.However, we caution that there are substantial foreign currency movement and geopolitical risks that are associated with Taiwan Semiconductor that readers should be aware of.

Elon Musk should leverage Twitter to create a media company similar to Disney or any of the conglomerates.Disney at one time wanted to purchase Twitter, so it makes sense.Musk could use the success of Tesla over time to invest in original content and create streaming services, not unlike Berkshire Hathaway investing its insurance profits in other businesses.

The collapse of Silicon Valley Bank, part of SVB Financial Group (SIVB), has dented market confidence in the global banking system. In my last article, I explained that they were two key reasons forthis utterly avoidable debacle:1) Colossal risk management failures by SIVB management2) Failures of regulatory design and oversight.The culprit in this crisis has not been (so far) credit risk (but this may come later). Rather, it is due to the rapidly rising interest rates in 2022, where the banks have accumulated large unrealized losses on their securities portfolio (comprising predominantly of "safe" U.S. Treasuries and Agency MBS). The problem is that these unrealized losses due to accounting treatment (or manipulation by management at times) were not reflected in the capital ratios of

SoFi Technologies, Inc. (NASDAQ:SOFI)will report earnings next week Tuesday, and the stock could fall into another down channel.SoFi Technologies is not profitable and most likely did not profit in the third quarter. Furthermore, my previousstock pricetargetof $3.50 per share remains unchanged, implying a 32% correction potential.With profits out of reach for at least the next few years and valuation multiples that remain unjustifiably high, investors are relying almost entirely on hope.What Does The Market Expect For 3Q22?According toTipranks, the market expects a loss of $0.11 per share in the third quarter.SoFi Technologies beat consensus earnings by 9 cents in the third quarter of 2021, but the financial technology company still lost $0.05 per share.SoFi Technologies has also been cons

OverviewSea Ltd (NYSE:SE) is an internet platform company that consists of three main business segments – Garena (digital entertainment), Shopee (e-commerce), and SeaMoney (digital financial services).Sea has suffered yet another relentless 20% drawdown since our last coverage (do read it before you proceed), making it one of the heaviest punished stocks of the year, down 78% from its ATH back in Oct 2021.We reckon that most of the headwinds have been priced in by the market – the possibility of a recession happening, Shopee’s “poor” unit economics and profitability, and the downward spiral of Garena’s growth. At today’s valuation, the market has written off all of Sea’s accomplishments and it seems like the consensus is that Sea’s management is not capable of coming out of the woods.Is th

We downgrade Micron Technology, Inc. (NASDAQ:MU) to hold after our buy rating in early April. MU is a giant memory company in the global semiconductor industry. Our job as technology analysts is to understand the marketand the company's business. In the case of MU, we love the company, but the stock might not work in the near term.We believe MU is overexposed to the declining consumer markets: PC and smartphones. We expect significant demand headwinds in consumer markets and believe MU will feel the negative repercussions from demand declines in coming quarters. We will revisit the stock when the demand normalizes or improves.MU is on thin ice if consumer demand continues to decline.Currently, MU revenue can be broken down into 15% from Automotive, Industrial, and networking segments, 30%

$Amazon.com(AMZN)$ Why Bezos selling a few shares?To give to Charity for Thanksgiving running the Soup Kitchen for Bankrupt Amazon Shorts, who lost all their money shorting Amazon.Bezos does not want Jed, Wolf, Peter, Patrick, and Shorties to be eating Roaches and Rats for Thanksgiving. There's your answer. Bezos wishes you all a nice Thanksgiving. Bulls win big. $150.jeff bezos news GIF

The lead candidate, VRDN-001, is an insulin-like growth factor-1 receptor (IGF-1R) monoclonal antibody (MAB) Miragen is developing and intends to commercialize for the potential treatment for patients with thyroid eye disease (TED), a debilitating condition that significantly impacts quality of life and can cause proptosis (“bulging eyes”), double vision and potential blindness.

Palantir (NYSE:PLTR) is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I'll tell you why. Palantir is a unique, dominant, market-leading company with excellent growth prospects andremarkable long-term profitability potential. Additionally, many investors may view Palantir as a government contractor, but the company's immense growth and profitability potential are in the private sector.Moreover, Palantir's technical image looks increasingly bullish, and sentiment should improve soon. Palantir is releasing its Q3 earningson November 7th,and while the company missed estimates slightly in the Q2 quarter, I believe the Q3 quarter will be much better. Therefore, we could see Palantir's share price rise