1. I shifted from recommending Altria as a sell to a strong buy due to the company's unexpected resilience and competitive positioning; 2. The market has not fully priced in Altria's future revenue and earnings potential; 3. I am confident that Altria's top-line erosion can be curtailed and will turn positive by mid-next year.

1. Quantum computing stocks have been performing well recently, with significant returns in just one month; 2. The article compares the approaches of IonQ and Rigetti Computing and their market positioning; 3. Both stocks are expensive, but IonQ's proven monetization and strong financial health make it a cautious buy, while Rigetti Computing is recommended to hold.

1. Advanced Micro Devices has underperformed in the last 12 months; 2. The company has made significant progress in the server CPU market and closing the gap with Nvidia in the GPU accelerator market; 3. Shares offer favorable risk-reward at current levels.

1. AI stocks have dominated the market in 2024, driving the S&P 500 higher. 2. The market may experience a reversal in 2025. 3. Reasons for the potential reversal and top picks for the new year are shared.

1. The author shifted his rating on Micron to a sell with an $85 price target due to pricing and geopolitical headwinds. 2. Concerns are raised about a possible selloff post-earnings if management provides softer Q2 FY25 guidance. 3. The author remains bullish on Micron's long-term pivot to high-margin memory products but anticipates near-term volatility.

1. The S&P 500 snapped a three-week win streak due to market breadth concerns and inflation data. 2. The Federal Reserve is expected to cut rates by a quarter-point next week. 3. Technology stocks, particularly Broadcom, were a highlight despite the overall market decline.

1. Following the U.S. presidential election, gold prices declined; 2. We believe gold remains supported by U.S. and global macroeconomic factors; 3. We expect rising gold prices to correspond with outperformance in gold stocks.

1. Adobe's stock is fairly valued at 27x forward free cash flow but lacks compelling growth; 2. Despite strong AI tool adoption, Adobe faces slowing growth and stiff competition; 3. Heavy reliance on stock buybacks raises concerns about capital allocation and future performance.

1. Despite strong Q3 results, EverQuote's shares have drifted downward. 2. The company's revenue and variable marketing margin more than doubled in Q3. 3. The threat of Canada/Mexico tariffs may impact insurer profitability. 4. EverQuote is trading at a significant discount at ~8x forward adjusted EBITDA. 5. The author upgrades the stock rating to a strong buy.

➀ Gaming GPU sales dropped 14.5% in Q3 2024; ➁ Nvidia's market share increased from 88% to 90%; ➂ Concerns over tariffs and economic recession may impact GPU sales.

1. NuScale Power Corporation's stock has surged over 200% but shows signs of a major pullback; 2. Technical analysis indicates bearish moving averages and negative indicators; 3. Despite some positive developments, NuScale's financials are weak with declining revenues and significant net losses, suggesting overvaluation; 4. A sell rating is recommended due to bearish technicals and overvaluation.

1. McDonald's has underperformed the S&P 500 and fast-casual rivals in recent years; 2. The 'Accelerating the Arches' plan is insufficient to revive sales growth; 3. Promotions and $5 Meal Deals are contributing to a decline in operating margin.

1. Global government debt markets, excluding Japan, reversed October's sell-off in November, with the five biggest movers all in Europe. 2. France's borrowing costs surpassed those of Greece for the first time on record on November 28 due to investor concerns over the planned budget. 3. Italy's GDP growth rate was at 0% in the third quarter of 2024, down from the previous quarter's 0.2%.

1. Bitcoin's price surged above $100,000 following the U.S. election, driven by political support and institutional interest. 2. Analysts debate the true nature of Bitcoin's decentralization and its role as a store of value. 3. The article discusses the potential for widespread corporate adoption and the speculative nature of the market.

1. The S&P 500 is up 27% in 2024, with a 5.5% rally in November, indicating strong investor sentiment. 2. Despite expected higher volatility in 2025, there are still excellent blue-chip opportunities. 3. The 11 companies are 45% undervalued, growing at 18%, with an average 85% fundamental return potential in 2025.

1. Real Estate has outperformed with a 26% total return in the past year, surpassing the tech-heavy S&P 500 and the Dow Jones index. 2. The primary driver is the negative correlation with falling interest rates, which has been anticipated and priced in by the market. 3. REITs are sensitive to interest rates due to high debt burdens and reliance on tenant occupancy and rent collection.

1. Celsius is facing temporary sales declines due to PepsiCo's inventory management; 2. Underlying macro trends and category growth remain strong; 3. The acquisition of Big Beverages Contract Manufacturing enhances production capacity and ROI; 4. The company's investment in marketing and AI suggests resilience and expansion; 5. Valuation remains attractive with potential for significant returns.

1. The Dow outperformed the Nasdaq and S&P 500 on Monday, while U.S. Treasury yields fell. 2. Gold futures saw their largest 1-day decline since 2020. 3. Crude oil futures dropped sharply. 4. President-elect Trump planning broad energy package.

1. SA Quant's Top 5 small-cap stocks have returned over 20% in two months, outperforming the market with four delivering double-digit returns. 2. Small caps initially rallied on interest rate cuts, benefiting from reduced borrowing costs and increased attractiveness compared to bonds. 3. Trump's recent election victory caused a surge in the sector, although small caps have since pulled back, presenting a potential opportunity.

1. The market is digesting last week's significant gap down; 2. There are signs of a shift towards a more momentum-driven market; 3. Many momentum stocks are extended and need to be trimmed; 4. The author plans to adjust stop-loss levels and invest in strong stocks at new buy points.