12/12/2024 Broadcom (AVGO) reported good results and exceeded guidance for Q1-FY2025 Revenue $14.05Bn for Q4-FY2024, up 51% YoY (It acquired...
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Nvidia Is An Excellent Long Term Investment
Hyperscaler Capex Shows Strong Demand For Nvidia’s (NVDA) GPUs. I know there is excitement in the markets as Nvidia reports...
Shopify (SHOP) $113 Phenomenal Q3 -24 Results And Guidance
11/12/2024 Shopify's (SHOP) $113 phenomenal results and guidance propels the stock 25% higher to $113 by mid-morning. I bought and...
Klaviyo (KVYO) $33, Adding More Shares On Declines
Klaviyo beat earnings and revenue estimates for Q3-24, handily, but it wasn’t enough for the market, which punished the stock...
Lyft Is A Great Bargain At $17
I added more Lyft, Inc. (LYFT) shares this morning at $17.50 following their excellent Q3-2024 results. I had first recommended Lyft...
Qualcomm, (QCOM) Solid Beat On Turbocharged Auto Sales
Post earnings the stock was up 9% to $188, yesterday, but has given up most of its gains, today. I'm...
Applovin (APP) – What An Impressive Quarter!
Applovin (APP) - What An Impressive Quarter! Shares +28% to $216! HOLDING NOW, Way Too Rich For Me. I first...
Palantir Q3-24: Strikingly Good Results and Raised Guidance
Palantir Technologies (NYSE: PLTR): Q3 Non-GAAP EPS of $0.10 beats by $0.01.Revenue of $725.52Mn (+30.0% Y/Y) beats by $21.83M. 30%...
Alphabet Deserves A Better Valuation
I had recommended Alphabet (GOOG) as a great long-term buy between $150 and $170 on several occasions. Last evening, Google...
NextEra: The Green Energy Leader Can Benefit From Data Center
NextEra Energy (NEE) $84 has a huge scale of operations. It is the largest green energy producer in the world...
Constellation Energy Could Be Interesting To Buy On A Dip
Constellation Energy (CEG) has surged over 130% in the past year to $280 - I would wait for a pullback. ...
The Nuclear Comeback Needs Careful Consideration
10/16/2024 Small Modular Reactors, (SMR) companies are going to be high-risk / high-reward stocks with such large jumps (40% in...
Vistra (VST)-A Strong Utility With A Big Focus On Clean energy.
Vistra (VST) $137 One of the better utilities with good operating margins and a big focus on clean energy -...
Nvidia – The Blackwell Ramp
Nvidia (NVDA) $121 (AI) (Semiconductors) And here we are ramping Blackwell, and it's in full production," said Nvidia CEO Jensen...
Microsoft’s Azure Revenue Could Reach $200Bn By FY2028
Forbes has an excellent article on Microsoft and Azure with the author making a strong case for $200Bn Azure revenue...
Paypal Is A Solid GARP
Paypal (PYPL) $69.50 (Fintech) This is great for Paypal, we had a Buy maintained on the group on a couple...
Taking Profits In Palantir (PLTR)
Palantir (PLTR) (Enterprise Software) $32.50 to $33 Sell or take profit. Overpriced and the 8% jump on S&P inclusion is...
Boeing Is Still Volatile
Boeing (BA) (Aerospace)$175 - Hold for now, signs of improvement suggest buying on declines but do expect some near-term volatility...
Alphabet Antitrust Ruling
Alphabet (GOOG) (AI) $164 Yes, I did recommend Buying around $140-160. I own some and last bought in the mid...
Dollar General Drop May Not Be Enough
Dollar General (DG) (Retail) $87 - Down 30% on weaker than expected numbers, avoid till we see some improvement. Dollar...