1. Linde plc is a potential buy with steady growth over 10 years; 2. The industrial gases market is expected to grow significantly due to clean energy and decarbonization; 3. Linde's strong financials and proactive management strategies position it well for future growth.

1. The company has a robust revenue and profitability outlook with a large backlog and strong pursuit of multi-million-dollar deals. 2. The cash flow conversion profile is impaired due to high receivables from major government customers. 3. The P/E valuations are at a discount, but distorted by delays in cash flow conversion compared to revenue recognition. 4. Technical analysis shows a bullish trend but at a key resistance area, potentially muted outperformance against the S&P500.

➀ Samsung is re-engineering its HBM chips as revealed at CES; ➁ Hynix has been leading the HBM market with about 50% of the revenues; ➂ The HBM market is expected to be worth about $14 billion last year and grow at a CAGR of ~38% to reach $37.7 billion by 2029.

➀ The SIA reported that November semiconductor sales reached $57.8 billion, up 20.7% year-over-year and 1.6% month-over-month; ➁ The global semiconductor market continued to grow substantially in November, with year-to-year sales increasing by more than 20% for the fourth consecutive month; ➂ Sales increased in the Americas (54.9%), China (12.1%), Asia Pacific/All Other (10.0%), and Japan (7.4%), but decreased in Europe (-5.7%).

➀ Iceye, a Finnish specialist in satellite-based SAR imagery, has raised an additional $65 million in funding. This brings the total raised in 2024 to $158 million, and over $500 million since its founding in 2014. The funds will be used to address the growing demand for space-based technology in defense and ISR markets. ➁ The latest round of funding includes participation from Solidium Oy, a Finnish state-owned investment company, and other investors. ➂ The funding round extension indicates a strong momentum for Iceye’s growth and investment in its capabilities.

1. Green Brick Partners, Inc. (GRBK) has a gross profit margin of 32.7%, higher than its closest competitor at 28.8%. 2. The company's quarterly revenue reached $523 million, a 25.7% increase YoY. 3. By the end of 2024, the company has a total of 31,425 lots, compared to 6,420 in 2019. 4. The company's debt as a percentage of total capital is 16.4%.

➀ After two quarters of declines, Q3 shipments of AR/VR headsets rose 12.8% according to IDC, driven by Meta's Quest 3 and Sony's PSVR2. ➁ Mixed Reality headsets, like the Quest 3, are expected to grow 21.7% in 2025. ➂ Extended Reality devices are forecasted to have a 85.7% CAGR through 2028.

1. monday.com is a versatile SaaS platform offering adaptable, low-code solutions, contrasting with rigid, less user-friendly legacy providers like Salesforce and ServiceNow. 2. Despite its high valuation, monday.com shows strong growth metrics, including a 26% CAGR in customer base and 89.65% gross margins. 3. The company passes all factors in the Five Factor Model, with valuations acceptable provided management executes decently.

1. Alibaba's core business stabilizes with record monthly active users and 46M loyal VIP members; 2. Political risk is at its lowest since COVID, and market share reduction eases monopoly concerns; 3. Cloud and AI show strong momentum with triple-digit growth in AI products and the Qwen 2.5 model outperforming Meta's Llama 3; 4. Trading at a significant discount, with loss-making segments expected to turn profitable within 1-2 years and international commerce growing 29% YoY.

1. AI-led growth acceleration in Broadcom's semiconductor solutions business has a long runway due to increased shipment volume. 2. VMware is driving strong margin expansion at a faster-than-expected rate. 3. Wall Street analysts are upgrading revenue, gross margins, and operating profit estimates, indicating bullish fundamental signs.

1. Marvell Technology's data center growth surged in Q3'25, with a 98% increase driven by AI demand; 2. A major restructuring in Q3'25 refocused Marvell on data center products to enhance operational leverage and profitability; 3. Marvell's strategic partnership with AWS and advancements in custom AI silicon and optical products are expected to drive significant growth in eFY26.

➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 6.5% year-on-year to $113 billion in 2024, with projections of $121 billion for 2025 and $139 billion for 2026. ➁ The wafer fab equipment (WFE) segment is expected to grow 5.4% to $101 billion in 2024, driven by DRAM, HBM, and China. ➂ Back-end equipment sales are projected to surge, with test equipment sales increasing 14.7% in 2025 and 18.6% in 2026.

1. SentinelOne stands out in the cybersecurity sector for its innovative AI-driven endpoint security and rapid scaling, despite a high optical valuation. 2. S is expected to achieve positive EBITDA and cash flow in 2025 at a faster pace than peers like Palo Alto and CrowdStrike. 3. With a projected 59% and 60% cash earnings growth in 2025 and 2026, the Company's valuation is relatively inexpensive at 1.0x PEG.

➀ EV sales in Q3 2024 increased by 19.3% year-on-year, with 4.123 million units sold; ➁ Tesla held the top position with an 18.5% market share, followed by BYD with 17.5%; ➂ Chinese brands Leapmotor and Chery made notable gains in global BEV sales.

➀ Global semiconductor sales in Q3 2024 reached $166.0 billion, up 23.2% year-over-year and 10.7% quarter-over-quarter; ➁ September 2024 sales were $55.3 billion, marking a 4.1% increase; ➂ The Semiconductor Industry Association (SIA) reported the figures.

1. Xometry is an AI-enabled B2B marketplace for manufacturing procurement with significant growth potential; 2. The company's use of AI for optimized matching and instant quotes creates a competitive advantage; 3. Despite conservative guidance, XMTR's valuation is modest, making it an attractive investment opportunity.

➀ The global tablet market saw a 20.4% year-over-year growth in the third quarter, with 39.6 million units shipped. Apple shipped 12.6 million units, with a 1.4% year-over-year growth. The new iPad Pro was too expensive to sell well. Samsung and Amazon also saw significant growth. ➁ The report includes a breakdown of the top five tablet companies, their shipments, market share, and year-over-year growth. ➂ The data is provided by IDC's Worldwide Quarterly Personal Computing Device Tracker.

➀ Sondrel, a leading technology company, announced a CEO transition; ➁ Oliver Jones will succeed John Chubb as CEO starting November 1, 2024; ➂ The transition is part of Sondrel's preparation for its next phase of growth.

1. Reiterate a 'Buy' rating on PayPal due to strong growth in payment transactions and profitability; 2. Highlight key partnerships and Buy Now, Pay Later usage enhancing PayPal's commerce platform; 3. PayPal's Fastlane rollout gaining traction with over 1,000 merchants and large enterprise customers.

➀ The Space Foundation's Space Report 2024 Q3 highlights a significant increase in the private sector space workforce. ➁ Europe's space workforce grew by more than 5,000 employees from 2022 to 2023, with the UK leading the growth at 56%. ➂ The global space economy is valued at $570 billion in 2023, showing a consistent growth trend.