1. Advanced Micro Devices (AMD) is undervalued at $138 with significant profit growth potential, especially in the booming data center segment; 2. AMD's data center sales surged 122% YoY in Q3, driven by the MI300 accelerator, positioning it as a strong competitor to Nvidia Corporation; 3. Despite short-term technical challenges, AMD's fundamentals are robust, with expected profit growth of 54% in 2024, making it a compelling investment.

1. ENB and BIP are leading diversified infrastructure companies with strong balance sheets and defensive, inflation-resistant business models; 2. The article compares the two companies side-by-side and argues for why only one is a buy at the moment; 3. The author highlights the impressive dividend growth and total return track records of both companies.

1. Elastic's recent earnings report exceeded expectations, leading to a 25% share price jump; 2. The company reported 18% y/y revenue growth and strong cloud revenue; 3. Elastic's strong balance sheet and expanding operating margins make it an attractive tech sector investment.

1. Hershey's strong brand equity and pricing power make it an attractive value investment for dividend-focused investors; 2. Challenges include stagnant earnings growth, shifting consumer preferences, and rising cocoa prices; 3. A diversified approach and potential hedging strategies are recommended to mitigate risks.

1. Despite slow growth and premium valuation, the analyst recommends holding AAPL due to positive growth prospects and substantial shareholder value creation. 2. Economic variables like GDP growth, consumer confidence, exchange rate, and interest rates significantly influence AAPL's revenue growth, with a positive outlook for 2025. 3. Regression analysis indicates 84.5% variability in revenue explained by economic variables, suggesting a strong model fit and reliable growth predictors.

1. The article evaluates Omeros' Q3 2024 performance based on the earnings call, 10-Q, and earnings press release; 2. It assesses financial metrics and operational highlights to determine the company's health; 3. The strategic initiatives and future growth prospects are reviewed based on recent earnings; 4. The author awards a 'Hold' rating based on financial performance and strategic outlook.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. 2. It includes companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 3. The author mentions that the Dividend Champions list is a monthly compilation of companies with consistently increasing annual dividend payouts, but the data can become outdated quickly.

1. An 8%+ yield may initially seem attractive, but fundamental flaws emerge upon reviewing the fund's financial statements and distribution history. 2. Management has incurred losses on options writing, and return-of-capital distributions and a negative CAGR indicate subpar portfolio management practices. 3. BST has underperformed in terms of capital appreciation compared to other tech-focused ETFs like QQQM. Better alternatives exist, such as STK.

1. Despite Tesla's strong financials and growth, the author maintains a 'Sell' rating due to overvaluation driven by speculative factors. 2. The recent stock surge is attributed to potential benefits from Trump's policies, but these are uncertain and long term. 3. Tesla's financial health is solid, but risks are posed by decreasing average selling prices and high capital expenditures.

1. Reddit has recently closed the monetization gap by improving ad load and attracting diverse advertisers; 2. RDDT's revenue growth potential is significantly expanded through translation and data licensing efforts; 3. Despite the premium valuation, a 25% annualized upside is seen from now through 2026 due to higher advertiser ROI, user growth, and RPU.

1. BDCs pulled back around 2% along with other higher-beta income sectors; 2. Investors did not like CSWC results, with the stock 7% lower from prior to the report; 3. We also highlight FDUS and HRZN numbers.

1. Duolingo's shares have continued to rise post-earnings, driven by another guidance boost and strong growth trends. 2. The company is achieving over 40% growth in DAUs, subscribers, and revenue. 3. The launch of Video Call, an AI-powered conversational tool, has significantly accelerated language learning capabilities. 4. Despite Duolingo's fundamental strength, the stock's valuation multiples are incredibly rich (~14x revenue and >100x P/E).

1. Super Micro Computer's stock dropped nearly 20% on November 6 due to a massive disappointment in its business update; 2. The company failed to provide clarity on its delayed 10K filing and new auditor engagement, fueling fears of potential delisting; 3. Despite a relatively solid financial profile, Supermicro may face intense competition, and investors are likely to see further downward guidance adjustments.

1. Super Micro Computer's shares have lost almost 50% of their value after the audit firm's surprise resignation; 2. A $400 million liquidity drain due to banks' requirements; 3. Concerns about Nvidia redirecting customer orders and muted demand for cooling solutions; 4. Potential delisting as Nasdaq's grace period expires.

1. VICI reported very consistent Q3/24 earnings, exceeding top and bottom line expectations. 2. VICI's unique business model distinguishes it from other triple-net lease REITs, making it of higher quality. 3. Even with almost no growth, the company appears attractively valued. 4. Assuming aggressive but realistic growth rates, VICI could be undervalued by up to 54%.

1. Super Micro Computer's auditor resigned amidst previous bad news, including delayed 10-K filing and NASDAQ delisting threat; 2. The author had a 'Hold' recommendation initially but now advises 'Sell'; 3. The article discusses the author's investment philosophy and career in finance.

1. Enovix reported Q3/2024 results in line with muted expectations; 2. The company's financial performance was lackluster, but investors cheered the announcement of a new development agreement with a leading Chinese smartphone OEM; 3. Management expects high-volume manufacturing to ramp up in late 2025 and rise exponentially in 2026; 4. The surprise $100 million capital raise might be due to the new requirement to fully fund the first high-volume manufacturing line in Malaysia; 5. The author remains skeptical of Enovix's story and reiterates a 'Sell' rating on the shares.

1. AMD's stock dropped 8% post-earnings despite beating top line estimates due to weak Q4 guidance; 2. AMD saw a revenue acceleration of 10 PP in Q3'24 driven by strong demand for AI chips from the Data Center segment; 3. Free cash flows surged and gross margins expanded 3% Y/Y, but Q4 guidance disappointed.

1. There are significant valuation gaps among REIT sectors, with some justified by fundamentals and others representing mispricing, providing investment opportunities in undervalued sectors. 2. Hotel and office REITs face significant challenges, including volatile earnings, high costs, and post-COVID demand shifts, making them risky investments despite low multiples. 3. Diversified and retail REITs are undervalued; diversified REITs are misunderstood, and retail REITs have growth potential due to long-term lease roll-ups.

1. Altria offers a compelling investment with a low P/E ratio and an 8.2% dividend yield despite facing volume declines and regulatory risks. 2. The US market remains highly profitable for Altria, but the lack of diversification and regulatory threats pose significant risks. 3. Vaping and other alternatives are accelerating cigarette volume declines in the US, but Altria's pricing power and buybacks support profitability.