1. VICI Properties has a strong and stable cash flow due to its 100% triple net leases, high-quality tenants, and long average lease terms (41 years). 2. The company's leases offer inflation protection with rent escalations linked to CPI. 3. The recent earnings miss was due to an accounting adjustment, not a cash flow issue.

1. Amazon.com, Inc. has experienced its 4th largest selloff in the last 10 years; 2. The article highlights the attractive nature of AWS, referred to as the 'Modern Oil Supermajor'; 3. The author provides valuation considerations indicating that AMZN stock is a great buy today.

1. The author avoids bubble stocks like Nvidia, which has been trading at extreme overvaluations since the second half of 2023; 2. Insider selling was aggressive in 2024, with nearly $2 billion in net liquidated value, before recession fears appeared in early 2025; 3. The author believes current Wall Street forecasts for Nvidia EPS and sales growth are overly optimistic, not accounting for potential recession and competition impacts after early year growth; 4. The trading chart shows an expanding imbalance of sellers vs. buyers since July, with a momentum pattern reminiscent of early 2008.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. It includes companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. The Dividend Champions list is a monthly compilation of companies with a consistent history of increasing their annual dividend payouts. 3. The article also mentions the Dividend Kings marketplace service for more in-depth analysis of high-quality dividend stocks.

1. Palantir's stock has retreated by approximately 34% due to market volatility, but its long-term business model and growth rate remain attractive. 2. Despite concerns about defense spending cuts, Palantir's government revenue is a small fraction of the DoD budget, indicating potential for growth. 3. The market may be overreacting negatively, presenting a potential buying opportunity. 4. Palantir's high valuation and strong long-term competitive advantage make it a hold despite the drawdown.

1. ASML's installed base service revenue is its driver for incremental growth, but system sales are declining, raising concerns about demand health. 2. Declining unit sales volumes and an increase in used unit sales suggest rising price sensitivity among customers. 3. TTM net bookings are decreasing, indicating long-term demand risks. 4. Valuations are lower than usual compared to semiconductor equipment peers, and technical analysis shows a balanced fight between bulls and bears. 5. Gross margins are a key monitorable, with Q1 FY25 guidance beating expectations but a weaker outlook for H2 FY25.

1. Nvidia reported impressive quarterly results, with revenues reaching $39 billion and a forecast of $43 billion for FQ1'26, significantly beating analyst estimates. 2. Despite substantial AI data center spending by major tech companies, Nvidia's stock trades lower than tech peers like Apple and Broadcom. 3. Nvidia's gross margins are expected to normalize to around 75% with the Blackwell chip ramp-up, which will significantly impact EPS and reinforce the bullish investment thesis. 4. The stock is undervalued at 20x FY27 EPS targets despite strong AI chip growth and robust revenue forecasts.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. 2. It highlights companies that have changed their dividends, those with upcoming ex-dividend dates, and companies with upcoming pay dates. 3. The author, Justin Law, emphasizes the importance of regular updates on dividend-paying stocks and offers additional resources through The Dividend Kings marketplace service.

1. Broadcom's AI revenue is projected to grow 45% y/y in Q2 2025; 2. The stock is valued at 39x forward free cash flow with potential revenue growth of 18% in fiscal 2025 and 23% in fiscal 2026; 3. Despite concerns over net debt, Broadcom's strong cash flow and AI dominance justify the valuation.

1. The article discusses the turnaround of Allot Ltd., reaching GAAP profitability and three consecutive quarters of positive free cash flows. 2. The partnership with Verizon is announced, which could significantly increase Allot's market. 3. The author questions the company's valuation and whether the stock is currently undervalued.

1. Despite a double beat in Q4 earnings, Nvidia's stock has declined due to smaller EPS surprises and disappointing guidance indicating potential future earnings growth is already priced in. 2. Concerns arise from Nvidia's poor conversion of earnings into cash flows, with unusual growth in accounts receivable and inventory. 3. Trade restrictions and tariffs, along with performance issues and fading hype around GenAI, pose significant headwinds for Nvidia. 4. Technical analysis shows bearish signals, suggesting an unfavorable risk-reward scenario for Nvidia's stock in the near term.

1. Super Micro Computer, Inc. saw a surge of up to 20% after regaining Nasdaq compliance and submitting strong earnings results; 2. The stock's gains retreated on Thursday due to delayed accounting and short reports; 3. Despite the recent volatility, the company has a strong growth outlook and is trading at a discount, with Seeking Alpha's Quant System rating it as a Hold.

1. Realty Income, with a 30-year history of dividend growth, faces disappointment regarding 2025 guidance; 2. Despite solid 2024 results with a 4.8% AFFO per share growth, 2025 guidance is only expected to grow by 1.4%; 3. High interest rates, upcoming debt refinancing, and tight investment spreads are constraining Realty Income's growth; 4. The recommendation is to hold the stock due to its strong balance sheet, reliable dividends, and income potential, but caution is advised for investors expecting substantial growth.

1. Carnival's stock fell due to tax fears, but no immediate tax hits are expected; 2. The cruise line's strong bookings for 2025 and 2026 support a bullish outlook; 3. Carnival's net debt reduction and high EPS growth potential make it an attractive investment.

1. Despite a 113.1% stock surge since May 2022, Dillard's revenue, profits, and cash flows have deteriorated, leading to a downgrade to 'sell'. 2. Management's focus on dividends and buybacks over operational improvements suggests short-term gains at the expense of long-term health. 3. Declining comparable store sales and transaction numbers indicate deeper issues with customer engagement and financial performance.

1. The author expresses skepticism about the market's analysis of Palantir's valuation and its comparison to the dot-com crash. 2. He argues that Palantir is a powerful AI company with a large customer base and potential for growth. 3. The author acknowledges that his own views may not be shared by the majority and has downgraded his rating to 'Hold'.

1. Hudson Pacific Properties Inc. reported a significant drop in NOI for the year; 2. Q4-2024 results showed a decline in FFO and AFFO, with debt to EBITDA rising; 3. Guidance for 2025 indicates another massive decline in same property NOI.

1. Arista Networks had a strong 2024 but is currently overvalued at 32x forward non-GAAP operating profits; 2. Despite strong AI networking prospects, much of ANET's growth is already priced in, and operating margins are showing signs of compression; 3. The company's balance sheet flexibility is notable, but the risk-reward balance doesn't justify a bullish stance at this valuation.

1. The author downgrades British American Tobacco's rating from strong buy to hold due to slower-than-expected shift to non-combustible products; 2. Combustibles still account for 80% of BAT's revenue, with a significant decline in volumes expected over the next decade; 3. The current high dividend yield is at risk, as 10-year returns underperform the S&P500 and peers like Philip Morris and Japan Tobacco.

1. Enovix is a pre-revenue company developing high-performance batteries; 2. The company aims to start mass production in Malaysia by late 2025; 3. Success hinges on achieving 95% battery yields and securing major customers; 4. Despite past misjudgments, the author is bullish on Enovix's long-term potential; 5. The stock is considered high-risk, high-reward due to its reliance on yield targets and production ramp-up.