1. Super Micro Computer's stock fell 30% before a strong rally following weak 2Q earnings; 2. Management confident in timely completion of filings without major issues; 3. Company projects strong FY2026 outlook with $40 billion revenue target, driven by NVIDIA's Blackwell, but credibility issues remain a concern.

1. The strain of building the US semiconductor-FAB network is causing Intel to spend more on CAPEX than cash from operations. 2. Intel still trades at around 1 X book value even after the run up. 3. If Taiwan Semiconductor and Broadcom can acquire Intel's FAB and design business, it could be beneficial for current investors.

1. Kraft Heinz's underperformance has scared away investors, but offers attractive yields; 2. The company has reduced net debt and improved financial stability; 3. Supported by Berkshire Hathaway and stable cash flows, the stock is rated a Buy under $30 with a potential price double over five years.

1. Danaher Corp. has faced market punishment recently, showing resilience with strong margins and impressive FCF despite a tough year; 2. The company's strategic capital allocation suggests long-term value creation despite short-term pessimism; 3. Danaher's bioprocessing segment is showing consistent growth, and the upcoming patent cliff is expected to boost demand for their life science equipment; 4. Valuation analysis indicates the stock is undervalued with significant upside potential as market conditions improve.

1. DraftKings achieved a significant 'beat and raise' in Q4, driven by new customer acquisition and better sportsbook hold percentages. 2. The company benefits from additional states legalizing sports gambling, a growing iGaming business, and economies of scale. 3. Despite the positive outlook, DraftKings is already trading at an expensive ~28x forward adjusted EBITDA and is priced for perfection.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the importance of staying updated with dividend information and the availability of additional resources through the Dividend Kings marketplace service. 3. The author, Justin Law, is a contributor to The Dividend Kings and has a Ph.D. in Chemistry from Rice University.

1. Palantir's stock has surged to $117 per share, exceeding initial bullish expectations; 2. Despite strong revenue growth, the stock's valuation has reached mania-like levels; 3. The company's AIP platform is valuable but future growth expectations seem optimistic; 4. The current market cap and valuation multiples are unsustainable; 5. A 'Strong Sell' rating and short call are recommended.

1. Super Micro Computer's stock has shown a remarkable recovery since the pre-earnings update; 2. The market has shifted focus to Blackwell production, taking attention away from delayed regulatory filings; 3. Despite facing compliance challenges with Nasdaq listing requirements, the potential for outperformance through 2026 suggests the stock is undervalued.

1. I recommend buying Alphabet shares after 4Q24 earnings due to strong YouTube performance and fair valuation; 2. Alphabet's net revenue fell short of expectations, but search and YouTube ad revenue showed strength; 3. Despite concerns over high CapEx investments in AI, cost control and a 25% upside potential make Alphabet a compelling buy.

1. Reddit's stock dropped 15% after earnings despite strong results, presenting a potential buying opportunity for long-term investors. 2. Q4 2024 revenues reached $428 million, a 71% increase, surpassing street estimates. 3. Current quarter guidance is above expectations, and RDDT's improving financials suggest potential S&P 500 inclusion.

1. OppFi Inc. targets underserved populations with financial products, showing impressive net income growth and operational efficiency improvements in Q3 FY2024; 2. Despite a slight revenue growth, OPFI's net income surged by 106.4% YoY, driven by cost management and improved credit quality; 3. The author believes that with a net adjusted margin of 15-20% on consensus revenue, OPFI stock could double from today's $15-16 per share.

1. The rise of DeepSeek, a Chinese AI app, has caused disruption in the tech industry. 2. Twilio's stock price has outperformed Apple's by nearly 170% over the past six months. 3. Despite strong performance, Apple is rated 'Hold' while Twilio is rated 'Strong Buy' based on Seeking Alpha's Quant Factor Grades. 4. The article discusses the impact of Apple's premium valuation on its Quant rating and compares it with Twilio.

1. Hims & Hers Health has shown significant growth with a 350% stock gain in 2024; 2. The company has a strong balance sheet with $250M in cash and no debt; 3. Future growth is expected from personalized solutions and expanding subscriber base.

1. Palantir Technologies' stock has surged nearly 370% in one year, raising questions about its 200x forward P/E ratio; 2. The article discusses the potential risks of irrational exuberance in AI stocks; 3. The author argues for caution in investing in AI stocks that are overvalued compared to their prospects.

1. Novo Nordisk's 2024 earnings exceeded estimates with 25% revenue growth; 2. The market overreacted to CagriSema trial results, leading to a 20% stock drop; 3. Despite the market's reaction, Novo Nordisk's shares offer attractive returns, leading to a Strong Buy rating.

1. PayPal Holdings' stock dropped 13% despite beating earnings and sales estimates due to a minor miss in payment volume expectations; 2. Active accounts grew by 2.6 million QoQ, indicating a resurgence in growth; 3. Transaction margins improved to 47%, suggesting better profitability, and the profit forecast for 2025 remains robust.

1. Celestica's stock has surged five-fold since the initial 'Buy' rating, outperforming the S&P 500. 2. Recent insider selling raises concerns despite strong Q4 results and growth prospects. 3. The downgrade to 'Hold' reflects cautious insider behavior and a limited margin of safety.

1. AMD has lost more than a third of its value over the past year, disappointing investors compared to Nvidia's growth. 2. Concerns about AMD's AI growth and lackluster PC sales have led to consistent cuts in bottom line forecasts. 3. The Q4 earnings report showed a decent revenue beat and current quarter guidance was ahead of expectations.

1. Anheuser-Busch InBev's stock performance has been a disaster for shareholders in recent years; 2. The S&P 500 appreciated by more than 80% during the same period, while the consumer staples sector as a whole had a lower return; 3. The author maintains a 'Sell' rating on the stock for several years but is now optimistic about BUD's potential for satisfactory shareholder returns.

1. The Walt Disney Company maintains a 'Strong Buy' rating due to robust long-term prospects and strong quarterly results; 2. Disney's Q1 2025 revenue and EPS exceeded expectations, with growth in the streaming division and theme parks; 3. The article highlights the positive outlook for Disney+ and Hulu, as well as the success of theatrical distribution and theme parks.