1. I selected Cameco as my top stock pick for the decade in January 2020, with its stock price rising by about 560% since then. 2. CCJ stock has surged over 100% in the past year, but its current valuation exceeds its solid revenue and earnings growth prospects. 3. The company's production and revenue growth are robust, but its forward P/E ratio of over 90 is difficult to justify without significant future uranium price increases. I plan to actively trade CCJ, taking profits as it reaches new all-time highs and buying dips.

1. Despite impressive growth and profitability, Nvidia's stock is highly overvalued, making it risky at current prices; 2. The Blackwell platform is expected to boost sales, but investor enthusiasm may be excessive due to increasing competition and slowing growth rates; 3. Nvidia has strong financial fundamentals with high profitability and low debt, but its valuation ratios are significantly higher than industry averages, suggesting a 'Hold' rating.

1. After a strong year, Indian stocks have entered a consolidation phase; 2. External factors like Middle East geopolitics have impacted earnings expectations; 3. The India Fund remains well-equipped to navigate market turbulence.

➀ The RAN market is facing a second consecutive year of steep declines after a 40 to 50 percent revenue growth between 2017 and 2021; ➁ The downward pressure is expected to persist until 6G becomes a reality; ➂ Operators will need to optimize their spectrum roadmaps to address various data traffic scenarios, and the RAN market may see further downward pressure due to the slowing growth of mobile data traffic.

1. Tesla's stock is facing resistance at $260 and support in the low $200s; 2. Revenue growth is expected to be modest in 2024, potentially accelerating in 2025 and 2026; 3. Potential catalysts include FSD development, Cybertruck production, and new lower-priced EV models, but these are not immediate; 4. Risks include competitive pressures and possible secondary offerings, suggesting caution near $260.

1. The ClearBridge Small Cap Growth Strategy underperformed its benchmark in the third quarter due to underexposure to strong sectors in the benchmark and challenges in consumer staples and discretionary names. 2. The strategy saw strong contributions from financials and software businesses. 3. The portfolio added four new investments: OneStream, Abercrombie & Fitch, Wintrust Financial, and FTAI Aviation. 4. The strategy remains committed to identifying companies with growth opportunities and attractive returns.

1. The AAII release shows a rise in bullish sentiment for equities over the next six months; 2. The current level of bullish sentiment is still high, although it did not reach new highs; 3. Bearish sentiment has increased more significantly.

➀ The NASDAQ rose 1.5% with NVIDIA up 4% to a three-month high; ➁ The Chinese tech index fell nearly 7% with NIO, Li Auto, and Tencent ADR down more than 8%; ➂ U.S. 10-year Treasury yields rose to a near ten-week high; ➃ The Fed's third-highest official, New York Fed President Williams, said the U.S. economy is ready for a 'soft landing' and supports a 25 basis point cut in November; ➄ European Central Bank Governing Council member Vasle said open to a rate cut in October but not guaranteed for December.

1. The energy sector has underperformed in 2024 due to declining oil prices and weakened demand. 2. China's economic stimulus and Middle East geopolitical tensions have supported oil prices and the energy sector. 3. SA Quant has identified four top-rated energy stocks with positive factor grades and 'strong buy' or 'buy' recommendations.

1. High-yield stocks have surged recently due to the market's anticipation of the Fed's pivot to rate cuts. 2. The article discusses the impact of recent bad news on the high-yield sector and identifies which parts of the space may benefit. 3. The author shares their overall portfolio positioning in response to the market changes.

➀ Podcasts, first mentioned in 2004, have gained global popularity due to the rise of digital audio platforms like Spotify or Apple Music. ➁ The consumption of podcasts varies significantly across countries, with Brazil having the highest percentage at 50% of surveyed listeners, followed by Spain and Sweden. ➂ In contrast, countries like South Korea and the U.S. have lower podcast consumption rates.

1. C3.ai is upgraded to a strong buy with a price target of $34, reflecting a 40% upside from current levels. 2. Despite YTD losses of ~20% in September, C3.ai's expected 19-27% y/y growth indicates strong AI tailwinds. 3. The company benefits from government momentum and quick sales cycles, especially with its new AI product for the public sector.

1. AMD is poised for a potential breakout from its current trading range due to strong Q2 earnings and robust Data Center revenue growth; 2. The acquisition of ZT Systems enhances AMD's AI and data center capabilities, potentially boosting revenue and market position; 3. Risks include failing to break resistance at $160 and negative analyst sentiment regarding the ZT Systems acquisition or data center guidance.

➀ HBM is expected to take 10% of the DRAM units but 30% of the revenues due to its higher ASP; ➁ Sourcengine reports that HBM supply is booked out to the end of 2025, with conflicting views on a potential shortage or oversupply next year; ➂ Regular DRAM ASPs are low and may not improve until H2 2025.

1. The U.S. economy grew at an annual rate of 2.99% in Q2 2024, in line with the forecast of 3.0%; 2. The growth rate is an improvement from the Q1 2024 GDP final estimate of 1.6%; 3. Real GDP is expected to rise by 2.4% year-over-year in 2024.

1. Alphabet's core Search business faces increasing competition from Microsoft but has managed to maintain an 80%+ market share. 2. YouTube is leading in streaming time in the US and new paying account subscriptions are at record highs. 3. Google Cloud has reached a 10% EBIT margin and could become a new revenue driver. The company is limiting OPEX growth, which allows for operating leverage. My DCF analysis indicates a 30% upside, and recent results highlight a solid margin expansion based on cost optimization. The recent stock correction presents a good buying opportunity.

1. Tesla is breaking out of a summer trading range, approaching a critical $260 resistance level; 2. Tesla's operational advantages, including EV production capacity and FSD technology, position it well against competitors; 3. Revenue growth is expected to accelerate in 2025 and 2026, despite low single-digit growth in 2024.

➀ Since the COVID-19 pandemic, digital gaming media adoption has surged with no signs of slowing down. ➁ 75% of all games sold in the UK last month were digital, marking a 10% increase year-on-year. ➂ In 2014, only 27% of PlayStation games sold globally were digital compared to 73% physical.

1. Micron's Q4 earnings report is crucial for the stock, which is at a critical support level. 2. Consensus expects EPS of $1.10 and revenue of $7.7 billion, but guidance must exceed expectations. 3. Elevated implied volatility suggests a significant post-earnings move, with key support at $85.

1. The S&P 500 closed in the red, but the Utilities sector reached new 52-week highs. 2. The Utilities sector gained 2.58% due to news that Constellation Energy will sell power to Microsoft for data center operations. 3. The article discusses the leadership of the Utilities sector among other sectors.