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.

1. ASML has returned to growth after revenue declines; 2. Revenue is expected to be flat in 2024 but grow in 2025; 3. ASML's backlog remains strong at €36B, supporting a revised 2025 revenue outlook of €30-35B.

➀ Q3 2024 smartphone shipments saw a 4% year-over-year increase to 316.1 million units; ➁ Apple and Xiaomi lead the market, with Apple experiencing a 3.5% YoY growth driven by demand for older models and the new iPhone 16 lineup; ➂ Samsung's market share decreased by 2.8% YoY.

➀ The SIA reported that August semiconductor revenues reached $53.1 billion, a 20.6% increase year-over-year; ➁ The growth was driven by a 43.9% year-to-year sales increase into the Americas; ➂ Month-to-month sales increased across all regions for the first time since October 2023.

1. I am upgrading Abercrombie & Fitch from sell to hold due to strong growth momentum and potential to beat and raise guidance. 2. Despite a poor consumer spending environment, ANF achieved solid comparable store growth, with Abercrombie at 26% and Hollister at 17%. 3. Management's positive outlook and August sales data suggest ANF will significantly exceed 3Q24 guidance.

➀ Electronics production in developed countries is showing slow growth or decline in 2024; ➁ Taiwan and South Korea have seen strong growth, driven by AI servers and smartphones; ➂ Vietnam and India are experiencing significant production growth, with Vietnam benefiting from Samsung's investment and India from multinational manufacturing; ➃ China remains dominant but growth has slowed as companies shift manufacturing overseas.

1. I reiterate my buy rating for Alibaba due to its bullish momentum and completion of the 3-year regulatory rectification process. 2. Alibaba International Digital Commerce Group is a long-term growth catalyst, leveraging AI and expanding global e-commerce, driving significant revenue growth. 3. Technical analysis confirms a strong bullish trend with price targets around $119, supported by increasing trading volume and MACD indicators.

1. DoorDash announced a new partnership with H Mart, a major US-based Asian supermarket chain; 2. The author maintains a buy recommendation on DoorDash, believing the partnership will drive growth through partnerships and international expansion; 3. The partnership reflects DoorDash's efforts to enter the grocery business, though it faces competition from Uber and Instacart.

➀ Amkor Technology has made significant progress in its operations at its new facility in Bac Ninh, Vietnam; ➁ The company commenced operations in August 2023; ➂ Amkor is experiencing strong growth and contributing to the development of Vietnam's semiconductor industry.

1. Robinhood's recent product launches have significantly boosted stock prices and financial performance. 2. The company is well-positioned for continued growth with a planned futures offering and strong management. 3. Despite a higher stock price, Robinhood remains a compelling investment opportunity with potential for short, medium, and long-term gains.

1. Western Midstream Partners continues to set new volume records in key basins. 2. The completion of new capacity projects and new deals with upstream producers support further growth. 3. Distributions are among the best in the industry, with strong growth potential and the possibility of special distributions each year.