1. Palantir is poised for significant growth across its government and commercial customers; 2. The Q3'24 forecast calls for revenue of $720mm, exceeding guidance; 3. Despite high valuation, the addition to the S&P 500 and strong momentum suggest Palantir shares can sustain higher valuations.

1. Google faces uncertainties in its core search business due to LLM tools and regulatory challenges; 2. Despite potential disruptions from AI assistants, Google Search's revenue is expected to maintain momentum in the short term; 3. Alphabet's diverse revenue streams, including YouTube and Waymo, provide additional growth opportunities and mitigate risks associated with its core business.

1. The market consensus expects Alphabet's Q3 earnings to show EPS of $1.84 on revenue of $86.3 billion and operating income of $26.44 billion, with expected y-o-y growth of 19%, 13%, and 24% respectively. 2. Revenue estimate revisions have seen downward adjustments, especially for 2026, despite stable 2025 estimates. 3. The stock is valued at 22x '24 EPS with estimated EPS growth of 20% and 14% in 2024 and 2025, respectively, making it cheap on a PEG basis.

1. SoFi Technologies' stock has surged past its December 2023 highs, outperforming the market and sector peers. 2. Investors have likely priced in a robust Q3 report and strong guidance for 2025. 3. However, the company's business model sustainability is questioned, and recent optimism may be overstated. 4. The author argues for caution in chasing the recent spike.

1. Microsoft shares have declined 2.62% due to AI competition and Copilot's inconsistent performance, leading to a downgrade to a strong sell. 2. Customer dissatisfaction with Copilot's reliability and value threatens Microsoft's AI-driven growth, casting doubt on future earnings and market position. 3. Microsoft's high valuation metrics, coupled with slowing EPS growth and substantial Capex needs, suggest shares are overvalued and face a potential 26.19% downside.

1. Broadcom has seen significant gains due to the AI boom but remains unlikely to surpass Nvidia as the top AI semiconductor stock. 2. Despite strong financial performance and growth, Broadcom's valuation multiples are high, indicating the stock is overvalued relative to its growth rate. 3. Short and intermediate-term technical analyses show mixed signals, while the long-term outlook is positive with strong uptrend support.

1. Tesla's post-earnings surge of 20% recovers most recent losses; 2. Q3 earnings release supports the thesis that the worst is behind the EV leader; 3. The market's skepticism about Tesla's high valuation and autonomous driving ambitions is discussed.

1. Despite competition, Google is well-positioned for growth due to rising demand for large language models, with Q3 earnings likely to exceed expectations. 2. Google's valuation is attractive, with a P/E ratio of 23.58x, significantly below its historical average and the broader market. 3. The combination of its compressed valuation and the potential for a Q3 surprise could lead to a significant price surge.

1. AT&T's common stock price is advancing as the management strategy gains traction with the market; 2. The stock's forward price-earnings ratio is currently around 10, indicating it is undervalued; 3. The stock has seen one of its best annual performances with confirmed positive free cash flow.

1. Helix Energy Solutions reported mixed Q3 results, impacted by adverse weather and high mobilization activity; 2. Profitability and cash generation remained strong, with slight adjustments to full-year guidance; 3. Key assets transitioning to higher-margin contracts next year, maintaining strong near-term prospects; 4. Stock price impacted by recent oil price volatility and weak offshore drilling market; 5. Reiterating 'Buy' rating with a slightly reduced price target of $15.

1. Lockheed Martin's Q3 earnings report showed flat sales and a decline in free cash flow, leading to a 6% drop in stock price. 2. Despite missing sales estimates, Lockheed Martin's GAAP EPS and core earnings per share beat expectations, with a strong backlog indicating robust demand. 3. Risks include ongoing negotiations for the F-35 program, but the company expects delayed cash flow to reverse by 2025, boosting future growth.

1. Ford's stock has seen significant volatility, rising 176% post-pandemic before reversing and losing 63.32% by August 2024. 2. Despite earnings weaknesses, Ford's auto revenues beat estimates, and management raised free cash flow guidance, supporting its attractive 7.17% dividend yield. 3. Ford's valuation metrics are historically low, with a forward price-sales ratio of 0.246x and a forward price-earnings ratio of 5.858x, suggesting potential upside.

1. ASML's short-term outlook is negative with a new downtrend, heavy resistance, and accelerating bearish momentum; 2. Intermediate-term analysis shows some support but increasing bearish momentum and weak uptrend signals; 3. Long-term outlook remains in an uptrend, but bearish indicators and distant support levels are concerning; 4. Despite decent earnings, poor guidance and high valuation ratios suggest ASML is overvalued, especially with new export restrictions impacting growth prospects.

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. To achieve superior long-term returns, focus on buying high-quality stocks at reasonable valuations, especially during significant market downturns. 2. ASML's deeply cyclical earnings and historical price patterns suggest buying only after a -50% drawdown. 3. Understanding cyclicality and avoiding market hype are crucial for profiting from cyclical stocks like ASML, even in non-recessionary periods.

1. Mastercard's upcoming Q3 results are crucial for validating its premium over Visa; 2. Key differences between Visa and Mastercard include size, focus, and profitability; 3. Mastercard's value-added services and new flows are growing faster than consumer payments.

1. Ryder System has significantly outperformed with a 115% increase in less than 24 months; 2. Despite strategic turnaround and strong KPIs, the stock is now fairly valued and recommended 'Hold'; 3. The recent M&As and improved financials are positives, but earnings volatility and high leverage are concerns.

1. Nvidia Corporation's stock reached an intraday all-time high of $140.87; 2. Bank of America upgraded its EPS estimate for the company; 3. TSMC's capex guidance suggests Nvidia's high growth will continue for at least another year.

1. Special situations like bankruptcies, spin-offs, and mergers offer unique investment opportunities, with the Albertsons-Kroger merger being a notable example. 2. Despite anti-competitive concerns, Albertsons' stock remains undervalued. 3. ACI's revenue is growing, and its profit margins are decent, making it a strong buy. 4. If the merger is approved, shareholders could see a 47.7% upside; if not, the stock is still expected to rebound due to its low valuation.