1. Quantum computing stocks, particularly Rigetti Computing, have surged dramatically due to speculative hype, despite practical applications being years away. 2. Industry leaders express skepticism about near-term quantum computing applications. 3. Rigetti's unique approach and partnerships position it well, but its stock's volatility and high valuation require cautious monitoring. 4. Despite the hype, Rigetti's roadmap and AI-driven market interest suggest potential long-term gains.

1. Opera has outperformed other international small-caps by 23x over the past year; 2. OPRA's fundamentals remain strong, meeting the 'Rule of 40' even by 2026; 3. OPRA is countering MAU decline with exceptional ARPU growth, and new high ARPU products are contributing significantly; 4. However, the bullish momentum is fading, and the stock appears overextended in the international small-cap space, with forward EV/EBITDA valuations above average.

1. Block, Inc. has seen a 30% increase in stock value over the past six months; 2. The technical analysis indicates a bullish trend with strong moving averages and indicators; 3. Despite uninspiring revenue growth, the company shows significant EPS improvement and major EBITDA growth, suggesting robust business performance; 4. Valuation metrics suggest a fair value for Block, and the potential for positive tailwinds from Trump's pro-crypto stance makes the stock a buy recommendation.

1. The market has struggled over the last two weeks due to rising bond yields and fears of inflation and tariffs. 2. The CPI report showed a 0.4% increase, with core CPI at 0.2%. 3. The decline in wages impacts the growth rate of PCE.

➀ Microsoft's Xbox console sales dropped by nearly 50% in 2024; ➁ Xbox ranked third in console sales, behind PS5 and Switch, with the largest decline in unit sales; ➂ EA Sports FC 25 was the best-selling game in Europe for 2024.

1. AI fever has driven a two-year bull run on Wall Street; 2. The AI market is projected to reach $1.36T by 2032; 3. SA Quant has identified six top AI stocks with solid valuations and high earnings growth potential.

1. Lululemon's stock has surged 27% since the last 'buy' rating, but now appears fully priced, prompting a 'Hold' rating with a $403 target. 2. The Americas business shows signs of bottoming, with improved sales trends and positive momentum in Canada, while international markets continue to accelerate. 3. Profitability has expanded with strong operational discipline, but unknown factors like tariffs and rising yields could impact consumer demand and Lululemon's growth plans.

1. The 2025 markets are experiencing pressure due to the Fed's monetary policy shift; 2. The S&P 500, Nasdaq, and Dow all fell on Friday; 3. The global bond selloff pushed the 10-year U.S. Treasury yield to 4.74%; 4. Bitcoin's selloff continued despite crypto trends remaining in focus; 5. Tariff threats are intensifying global tensions.

1. Global markets are influenced by geopolitical tensions, inflation, and the 2024 U.S. presidential election. 2. A data-driven strategy focusing on growth, value, profitability, earnings revisions, and momentum is recommended for 2025. 3. Seeking Alpha's 2024 Top 10 Stocks portfolio has outperformed the S&P 500 by 125%.

➀ In 2024, AI accounted for 37% of venture funding and 17% of deals, according to a CB Insights report. AI infrastructure players led the top 5 venture deals, with 4 closing in Q4'24. 74% of AI deals were early-stage in 2024.➁ Global deal activity fell 19% YoY to its lowest level since 2016, with the sharpest drop in China (-33% YoY), Canada (-27%), and Germany (-23%).➂ Despite market uncertainty, early-stage valuations reached a record-high median of $25M in 2024. However, later-stage startups may face challenges raising further rounds if they haven't proven their growth potential.

1. I discussed NEM's merits as a 'Once in a generation buy' last March; 2. The stock surged by 75% following that article until late October 2024; 3. The stock has recently dropped by over 33%; 4. I discuss why it is worth buying back in now.

1. AI and advanced computing developments are bringing energy infrastructure companies into focus, with Argan experiencing significant share price growth; 2. Despite the sector's promising future, the rapid rise in Argan's shares raises concerns about market over-valuation; 3. The author initiates a 'Hold' rating on Argan, suggesting it may be moving beyond its intrinsic value.

1. Seasonal patterns in 2024 did not conform as expected, but will continue to be used as trading and hedging signposts in 2025. 2. Stock picking and disciplined investing are more important than seasonal strategies; use charts to find good trading or investment opportunities. 3. The Fed's rate cuts and US fiscal policies affected market behavior, leading to unexpected rallies and impacting traditional seasonal patterns. 4. Maintain a balanced approach with cash reserves, long positions, and specific shorts, preparing for both bullish and bearish market scenarios.

1. Quantum-Si, a life sciences company, has been chosen as a quantum computing play due to its name, despite not being involved in the field. 2. Since its listing on Nasdaq, the company has burned through nearly $350 million and is far behind its original business plan. 3. Quantum-Si has extended its cash runway by raising additional funds, but is expected to lose momentum traders soon. A 'Sell' rating is initiated for its common stock.

1. EQT's acquisition of Equitrans reduces the company's breakeven cost significantly; 2. The drop in breakeven cost provides a competitive edge in the weak natural gas pricing environment; 3. The Equitrans acquisition lowers the company's breakeven point; 4. Midstream operations reduce earnings volatility compared to pure upstream operators in the dry gas business; 5. Asset sales exceed company objectives.

1. The article emphasizes the power of dividend growth investing for long-term wealth creation, offering a less volatile approach compared to risky options. 2. It highlights three companies set to benefit from major trends: one from the options craze, another from the healthcare sector, and a third from unique real estate opportunities. 3. These picks offer attractive valuations, consistent dividend growth, and high potential for long-term returns, proving that excessive risk is not necessary for great results.

1. Nvidia's 2024 financial performance was impressive, with revenues nearly doubling to $113 billion. 2. Intensifying competition from Broadcom, Marvell Technology, and AMD may challenge Nvidia's dominance in the AI hardware market in 2025. 3. Market saturation and cyclical demand fluctuations may slow Nvidia's growth, with revenue projections indicating a 40-50% increase next year.

➀ DRAM prices are expected to decline by 8-13% in the first quarter of 2025, impacting PC, server, and GPU VRAM markets; ➁ The decline is driven by weak consumer demand and oversupply of DDR4 memory modules; ➂ Server DRAM prices are expected to drop by 5-10%, while GPU VRAM prices may fall by 5-10%.

1. Inflation remains a significant concern for 2025, with potential upside risks from tariffs and housing prices; 2. Improving labor market indicators suggest economic strength but complicate the Fed's rate-cutting plans; 3. Market expectations have shifted, pricing in fewer rate cuts in 2025 and potential rate increases, reflecting a resilient economy and sticky inflation; 4. Multiple contraction may finally hit the S&P 500, leading to a 25% decline.

1. Caterpillar's performance is closely tied to macroeconomic cycles; 2. Construction spending has remained stagnant due to higher borrowing costs and cost inflation; 3. Infrastructure investments are expected to slow in 2025; 4. Caterpillar's profit margins are at a high level, indicating potential profit decline if the heavy equipment shortage reverses; 5. Long-term infrastructure needs are significant, but immediate economic trends suggest a potential decline for CAT in 2025.