➀ Micron reports revenue and EPS in line with expectations but provides weak guidance; ➁ AI-driven memory demand surges, while consumer memory struggles; ➂ Market concerns over Micron's stock due to the imbalance between AI and consumer memory growth.

1. SCHD is a solid instrument for prudent income-investors to diversify their current income streams. 2. The core investment case of SCHD is related to an acceptable initial yield and around double-digit dividend growth rate. 3. In the current market environment, SCHD has become an even more attractive dividend paying vehicle.

1. Intel has appointed a new CEO, Lip-Bu Tan, focusing on efficiency and cost reduction; 2. The company is back on the innovation track with the 18A chip and expected PC market recovery; 3. Potential for stock appreciation due to merger talks involving GlobalFoundries, TSMC, and other tech giants.

1. Meta shares have outperformed the S&P 500 since the Strong Buy recommendation on November 1, 2023, despite a recent pullback; 2. The pullback presents a compelling buying opportunity as Meta remains a highly attractive investment; 3. Meta has potential to benefit from AI threats to Google's search business; 4. International revenue growth remains a key opportunity for the company; 5. Meta shares currently trade at a reasonable valuation and the Strong Buy rating is reiterated.

1. AMD has experienced a significant stock price correction from over $200 per share to around $100 per share; 2. The author believes there is a significant opportunity in AMD; 3. The author expects AMD's growth momentum to continue and for investor sentiment to improve.

1. Market uncertainty due to inflation, geopolitical risks, and Fed actions has increased volatility; 2. The S&P 500's reliance on a few tech giants has skewed performance; 3. Diversifying into undervalued dividend stocks can improve risk/reward in the current environment; 4. Focus has shifted to dividend-focused ETFs and undervalued stocks with strong growth potential; 5. This strategy aims to balance stability and long-term returns.

1. Major indices were mixed following the Fed's revised economic projections; 2. The Fed held rates steady but revised inflation and GDP growth forecasts; 3. Alphabet's $32B Wiz deal and Meta AI's European expansion highlighted market activity.

1. Bulls have good reasons to love PFE, with attractive dividend yield and low P/E ratio being two of the frequently mentioned ones. 2. However, potential investors should consider the contradicting factors against the bullish sentiments. 3. The Graham P/E ratio suggests a valuation premium instead of a discount with PFE's bleak growth outlook. 4. PFE's elevated debt levels also suggest that simple accounting P/E ratios understate its current valuation risks.

1. Sibanye Stillwater Limited's ADRs have returned over 30% YTD, outperforming global and South African stocks. 2. Rising macro-level tensions and ongoing palladium headwinds are impacting the company's growth. 3. Despite supportive gold prices and smooth operations, mine impairments have affected Sibanye's profitability. 4. RBC upgraded Sibanye, setting a price target of $5.30, but the author's model suggests a best-case target of $3.75.

1. Multiple drivers of uncertainty, including inflation, tariffs, and recession fears, have created a challenging environment for investors. 2. Despite the S&P 500's Y/Y earnings growth, it is down 3.5% YTD. 3. History suggests that stocks with strong fundamentals often lead recoveries after market pullbacks. 4. SA Quant's top 2025 stocks have reported positive earnings surprises, indicating excellent fundamentals and market leadership potential.

1. The NEOS Nasdaq-100 High Income ETF has outperformed the Nasdaq 100 index during recent market corrections, validating its covered call strategy. 2. The fund has a current distribution rate of 14% and has maintained this over its lifespan. 3. The article discusses the strategy behind the fund and its implications for investors, as well as the tax implications and suitability recommendations.

1. Argan Inc. has surged ~150% in 12 months, but current valuation leaves limited upside. 2. AGX's primary segment (power) is benefiting from demand drivers like data centers, EVs, and reshoring. 3. AGX maintains a robust order backlog and strong liquidity, but stock valuation and technicals suggest limited upside.

1. The market sell-off triggered by tariffs, inflation, and geopolitical tensions has affected stocks with strong fundamentals. 2. A diligent investment strategy tends to result in more gains in the long run. 3. SA Quant has identified ten stocks with strong financials poised for a potential comeback once markets stabilize.

1. Robinhood Markets' stock is down 40% from its peak, but strong fundamentals and strategic initiatives suggest significant growth potential and undervaluation. 2. February 2025 net new assets rose 28% YoY to $4.8 billion, with record trading volumes in options and equities. 3. Strategic initiatives like the desktop trading platform, futures offering, and Gold membership program diversify revenue and enhance Robinhood's competitive edge.

1. I reiterate a 'Strong Buy' rating on Accenture with a one-year target price of $415 per share, despite recent stock price pressures. 2. Accenture's Q1 FY25 results showed 8% constant revenue growth and 10% adjusted EPS growth, with healthy 12-month rolling booking growth. 3. Accenture's investment in AI and cloud computing positions it well for future growth, despite current economic and US federal government spending uncertainties.

1. PayPal's stock is rated 'hold' due to its weak moat and significant challenges, despite decent financial results in FY 2024; 2. The company struggles with declining ROIC and FCF margins, indicating limited long-term value creation; 3. CEO Alex Chriss is focused on innovation and improving user experience, but these efforts may not be enough to compete with strong competition.

1. Recent market volatility may cause investors anxiety and affect their long-term returns; 2. The S&P 500 returned 26.3% and 25% in 2023 and 2024, respectively, ranking in the top 79th and 77th percentiles since 1928; 3. There may be several reasons to expect an increase in market volatility.

1. Wells Fargo has improved efficiency and profitability but lacks significant revenue growth and faces regulatory issues. 2. Buybacks have boosted EPS, but real revenue expansion is needed for substantial stock price growth. 3. Management is committed to shareholder returns, but regulatory hurdles and economic risks could limit future buybacks and growth.

1. The Roundhill S&P 500 0DTE Covered Call Strategy ETF offers high yields and weekly payouts, but investors should be cautious about NAV erosion and potential tax implications. 2. XDTE's synthetic covered call strategy is subject to mark-to-market rules that prevent it from recovering its NAV in the long term. 3. These rules may also lead to unintended tax consequences for investors.

1. Berkshire Hathaway is poised for outperformance due to its defensive positioning, stable earnings growth, and strategic shift to U.S. Treasury securities. 2. Warren Buffett's annual letter emphasizes the importance of fiscal policy, capital allocation, and maintaining a stable currency, with a focus on U.S. exceptionalism. 3. Despite a decline in GAAP net income, Berkshire's operating profit increased significantly, driven by strong performance in its insurance and investment segments. 4. Berkshire's current valuation and large cash position provide a margin of safety, making it a 'Strong Buy' amidst high market valuations and economic uncertainties.