1. My earlier EBITDA growth acceleration thesis is playing out nicely; 2. Many long-term demand-side tailwinds are benefiting Enbridge; 3. Enbridge is benefiting from a good US Gas Utilities M&A deal; 4. Valuations are reasonable compared to peers; 5. Long-term technicals suggest a multi-year bull run.

1. Novo Nordisk shares have dropped ~50% since June 2024 due to poor trial results and other negative catalysts. 2. Despite strong market share and promising early results for Amycretin, competition from Eli Lilly and regulatory risks pose significant challenges. 3. NVO's undiversified product pipeline and political risks, including the Inflation Reduction Act, amplify concerns compared to more diversified competitors.

1. Nvidia's recent stock sell-off presents a buying opportunity due to its competitive positioning, strong balance sheet, and reasonable valuation; 2. Despite concerns about AI revenue growth and tariffs, Nvidia's innovation in GPUs and dominance in generative AI support long-term growth prospects; 3. The company's latest quarter showed impressive 78% YoY revenue growth, with strong data center revenues and a solid net cash balance sheet.

1. Gorilla Technology's stock remains stable despite strong growth prospects and significant contracts; 2. The company expects 47% Y/Y growth in 2025 but lacks a clear free cash flow picture and has a net neutral balance sheet; 3. Management is confident in future growth but risks are posed by reliance on working capital adjustments and customer concentration.

1. The stock has fallen over 35% since the sell rating in December 2024; 2. Technical analysis indicates a bearish outlook with no signs of bottoming; 3. Revenue spike in recent earnings, but commercialization still distant.

1. Intel has appointed a new CEO, Lip-Bu Tan, focusing on efficiency and cost reduction; 2. The company is back on the innovation track with the 18A chip and expected PC market recovery; 3. Potential for stock appreciation due to merger talks involving GlobalFoundries, TSMC, and other tech giants.

1. Palantir's Q4 FY24 revenue surged 36% YoY, exceeding expectations by 7.6%; 2. FY25 revenue is projected to grow above 31% driven by AIP's 54% YoY growth; 3. Despite high valuation, Palantir's earnings are expected to grow at a 50% CAGR over the next three years, justifying a premium price target of $136.

1. Palantir's stock surged after the US presidential election, driven by expectations of accelerated federal business growth and strong fourth quarter results. 2. Despite current performance, the company's market capitalization does not justify its current performance. 3. The author believes Palantir's growth will normalize as AI momentum fades, but the strong investor base may prevent a significant drop in stock price.

1. Nebius's stock has dropped 21% since the last article, but the company has announced several positive developments. 2. The forecast for Nebius's operating metrics has been updated, with capital expenditure projections increased to $5.05 billion in 2025 and $4.49 billion in 2026. 3. Revenue estimates have been revised upward to $845 million in 2025 and $3.02 billion in 2026. Despite high CAPEX requirements, Nebius AI has flexible financing options.

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. Alphabet's strong financial performance, with significant revenue and net income growth, and substantial share buybacks, demonstrate its potential as a long-term compounder. 2. Despite concerns about competition in AI and search, Alphabet's integrated, AI-powered products and services continue to drive user satisfaction and revenue growth. 3. Current valuation metrics suggest GOOG is attractively priced, making it a compelling buy opportunity at ~5.8x sales and ~21x income. Given GOOG's robust growth, diversified revenue streams, and attractive valuation, we upgrade GOOG to a 'Strong Buy'.

1. Alphabet's $32 billion acquisition of Wiz in cybersecurity is seen as expensive but won't significantly impact the business. 2. Despite heavy capex spending, Google's strong cash flows and balance sheet can handle the Wiz deal without dipping into cash reserves. 3. Google's stock has dropped over 20%, presenting a buying opportunity as it trades at historically low multiples despite rising EPS estimates.

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. 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. Bulls have good reasons to love PFE, with attractive dividend yield and low P/E ratio being two of the frequently mentioned ones. 2. However, potential investors should consider the contradicting factors against the bullish sentiments. 3. The Graham P/E ratio suggests a valuation premium instead of a discount with PFE's bleak growth outlook. 4. PFE's elevated debt levels also suggest that simple accounting P/E ratios understate its current valuation risks.

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. PayPal is demonstrating good value despite competitive challenges; 2. The company has reduced outstanding stock by 13.65% over the last three years, leading to 4.75% CAGR EPS growth; 3. With an additional $15 billion in buyback authorization, the company has nearly $20 billion for buybacks, representing 28% of the outstanding stock; 4. Management is implementing new initiatives to improve monetization of Venmo and other products, potentially increasing margins; 5. PYPL stock is trading at a low valuation compared to EPS estimates for the next two fiscal years.

1. The market sell-off triggered by tariffs, inflation, and geopolitical tensions has affected stocks with strong fundamentals. 2. A diligent investment strategy tends to result in more gains in the long run. 3. SA Quant has identified ten stocks with strong financials poised for a potential comeback once markets stabilize.

1. Alphabet's dominance in the ad segment is threatened by AI chatbots like ChatGPT; 2. Current customer sentiment indicates a rise in the use of AI-based search engines; 3. Despite considering the worst-case scenario for Alphabet, the current sell-off is exaggerated and unjustified.