➀ LB Semicon, a South Korean outsourced semiconductor assembly and test (OSAT) firm, plans to significantly increase its revenue from overseas within the next three years; ➁ The company aims to achieve this by reducing its reliance on display driver ICs (DDIs); ➂ LB Semicon CEO Namseong Kim announced this during a press conference in Seoul.

1. Shopify's 2025 rally paused after reporting Q4 results, despite a strong beat versus expectations; 2. Achieved 31% y/y revenue growth and 26% y/y GMV growth; 3. Shopify Pay adoption and international growth are key drivers.

1. Alibaba remains a Strong Buy due to its aggressive investments in e-commerce and cloud computing, with a 74% potential upside; 2. The company shows stable revenue growth and strong financials despite a challenging economic environment and competitive pressures; 3. Alibaba's international expansion and innovative initiatives in AI and cloud computing are promising for future growth.

1. I am initiating NIO stock with a buy for mid- to long-term investors; 2. I expect to see an upside surprise for NIO in 2025 as the company finds a stable footing in Beijing's stimulus plan; 3. NIO's Battery-as-a-Service (BaaS) position and its close ties with the Chinese government are highlighted as positive factors.

➀ IoTechWorld Avigation, an Indian drone manufacturing company, aims to offer drones at half the price of Chinese models, with all global features; ➁ The company focuses on agricultural drones 'Agribot' and has a strong R&D background; ➂ Their drones offer unique features like smart battery failsafe and multi-language support, aiming to support agri-entrepreneurs in India and expand internationally.

1. Celsius Holdings has faced challenges in its rapid US expansion; 2. The company's distribution agreement with PepsiCo has been problematic; 3. Celsius' successful Finnish market expansion suggests potential for success in larger markets; 4. CELH stock has significant upside potential due to the company's likely international success.

1. Schlumberger's North American division experienced a decline due to weak prices and lower drilling activities; 2. The International division shows robust growth, particularly in the Middle East and Asia; 3. Offshore projects and geographic expansion should drive long-term revenue growth and margin improvement.

1. Grab is experiencing rapid user growth, driven by affordable options like Saver Delivery; 2. The company is consolidating its cost structure and regional management to boost margins; 3. US interest rate cuts are expected to ease foreign exchange headwinds and boost reported growth rates.

1. Shift4 Payments reported revenue of $827M in Q2 2024, a 30% year-over-year growth; 2. The company continues to grow organically through international expansion and partnerships; 3. The stock is trading at a low EV/EBITDA and FCF multiple, indicating a good value.