➀ DDR5 prices remain stable; ➁ DDR4 prices are unlikely to rebound in the near future; ➂ Market analysis suggests stable DDR5 prices and limited prospects for DDR4 price recovery.

1. Live streaming media, particularly Twitch, is characterized by long daily viewing times due to the popularity of game live streaming content; 2. Viewers aged 15-19 make up a significant portion, indicating the platform's appeal to younger audiences; 3. Banner roll ads on live streaming platforms contribute to increased brand and product favorability.

1. The IPO market is beginning to thaw in 2025 after several years of slow activity. 2. Lower inflation, interest rate cuts, and a return to dealmaking are encouraging companies to go public. 3. 66 IPOs have been filed, marking a 27% increase from the same period last year. 4. The article discusses the potential risks and opportunities in the current IPO market.

1. We initially rated SoFi Technologies a 'Strong Buy' due to its strong offerings, member growth, and attractive valuation; 2. The stock surged over 175% at its peak but recently dropped 40% due to market-wide sell-offs; 3. Despite the drawdown, we remain bullish on SOFI based on its continued growth and long-term prospects; 4. The current valuation presents an excellent buying opportunity for long-term investors.

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. Tesla's stock has dropped 40% YTD due to political controversies, Cybertruck issues, and market maturation; 2. Despite recent setbacks, Tesla's long-term growth potential remains strong; 3. Temporary factors like consumer boycotts and tariffs are expected to fade, offering a significant re-rating opportunity for investors.

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. Investors in SoFi Technologies experienced a 40% drop from recent highs, highlighting the risks associated with investing in SOFI. 2. Despite economic uncertainties, SOFI's previous earnings multiples suggested that overstating the bullish case was not wise. 3. However, recent stock performance indicates that the bearish outlook on SOFI may be reconsidered. 4. The author argues that investors who have been patient should not let the selloff go to waste.

1. The stock decline of Nebius is attributed to the broader S&P 500 selloff rather than company fundamentals. 2. Nebius' AAR could see a surge from $90M in Q4 2024 to $750M-$1B by year-end 2025, indicating a 10x growth potential. 3. Early signs of institutional buying are observed, but Wall Street analyst coverage remains insignificant. 4. Despite execution risks and potential back-loaded AAR growth, the projected growth justifies the 11 P/S ratio, and a strong buy rating is maintained.

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. The article discusses the shift from growth stocks to value stocks, indicating that the value factor is becoming more attractive. 2. It highlights three specific high-yield segments that could offer superior returns. 3. The author shares specific stock ideas to implement this strategy.

1. The chart and moving averages remain bearish, but indicators show a bullish outlook for Astera Labs stock. 2. The RSI's positive divergence suggests a near-bottom. 3. Earnings show strong growth rates, mixed margins, and slightly soft guidance. 4. Valuation relative to the IT sector is rich but has moderated significantly. 5. The stock is upgraded to a hold rating due to more neutral technicals and reasonable valuation levels.

1. The financial markets have been volatile this week, with stocks fluctuating without a clear direction. 2. Gold and silver have stood out, gaining 0.89% and 1.8% respectively, and are approaching a key technical breakout. 3. The synthetic silver price index is gaining momentum due to strong rallies in gold and copper.

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. 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. Dell Technologies faces competitive pressure and a prolonged PC refresh cycle, impacting financials; 2. Despite revenue challenges, Dell's consistent EPS growth and disciplined expense control present attractive trading opportunities; 3. Valuation suggests a favorable entry point, with potential stock price upside to $140 if AI and data center modernization trends remain positive and PC demand rebounds.

1. The U.S. technology sector has shown resilience amidst political uncertainty and geopolitical tensions in 2025. 2. AI presents numerous compelling investment opportunities with a projected market size of $1.36T by 2032. 3. SA Quant has identified five top AI stocks with strong valuations and high earnings growth potential, offering compelling investment opportunities despite geopolitical tensions and inflation.

1. Investors are shifting from tech stocks to defensive sectors due to proposed tariffs, political instability, and consumer confidence issues. 2. Historically, tech stocks with strong fundamentals have faced sharp pullbacks but tend to rebound significantly. 3. The author showcases the Top 10 SA Quant Tech stocks that have dipped but could rebound, all rated as Strong Buys. 4. The 2025 list focuses on AI and innovation, with significant growth over the past year.

1. This week could be a prime opportunity to buy fast-growing stocks at discounted prices amidst a potential selling climax in an ongoing bull market. 2. Despite recent inflation fears and market volatility, strong earnings and revenue suggest continued growth. 3. Berkshire Hathaway's stock selling and Big Cap Tech downturn could trigger market declines, presenting chances to acquire high-quality stocks at lower prices.