1. PayPal's stock has surged 31.8% since March 2024, outperforming the S&P 500's 15% gain, yet remains attractively priced; 2. It has seen strong financial performance with Q3 revenue up 5.8%, record transactions, and improved active accounts, though it has seen a slight dip in net profits; 3. PayPal's innovative features and strategic partnerships bolster its economic moat.

1. StandardAero's shares surged post-IPO but have since dropped to near the offering price, making valuations more attractive. 2. The company, a leading aerospace engine aftermarket service provider, showed solid growth with a 13% sales increase and margin expansion in Q3. 3. Despite risks like geopolitical conflicts and oil price volatility, StandardAero's strong market position and growth potential make it a compelling long-term opportunity.

1. Topgolf Callaway Brands' shares have plummeted 47% in 2024 and 79.3% from their peak, but the decline seems extreme given the company's fundamentals. 2. Management plans to split Topgolf and Callaway Golf Company, aiming to unlock value despite recent financial struggles and increased debt. 3. Despite market skepticism, the author maintains a strong buy rating, believing the separation will reveal undervalued assets and present a compelling investment opportunity.

1. Dropbox is priced as a premium service but offers little more than its competitors; 2. Growth in paying users has almost stopped, and cancelled subscribers are unlikely to return; 3. Dropbox's model is outdated and does not align with current user expectations for cloud storage.

1. AMD is significantly undervalued despite narrowing the technology gap with Nvidia and raising AI revenue guidance; 2. AMD's potential market share in the AI GPU space could grow with new product releases and partnerships; 3. Technical indicators suggest AMD is oversold, presenting a buying opportunity with a potential 12-month price target of $250.

1. Palantir's strong financial performance and impressive growth are overshadowed by its high valuation, making it prudent to take profits or hold off on adding more. 2. Despite 30% YoY revenue growth and high margins, Palantir's P/E ratio over 300x and competition from giants like AWS and Google pose significant risks. 3. Palantir's valuation demands sustained high-growth rates for years, which is challenging given the law of large numbers and increasing competition.

1. Alphabet Inc. is maintained as a 'Buy' due to strong financial performance, growth in advertising and cloud units, and exaggerated legal risks. 2. Q3 FY2024 results show 37% YoY EPS growth, driven by robust advertising, Google Cloud, and subscription services. 3. Google's legal risks from the DOJ antitrust case are likely overstated, with potential counterproposals mitigating negative impacts on revenue and operating income.

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. Despite mixed Q3 results, CRM's stock surged due to the launch of Agentforce, which signed 200 deals in its first week; 2. Agentforce 2.0, with advanced features and integrations, positions CRM to capitalize on the booming Enterprise AI market; 3. Valuation suggests a 22.5% upside, with a price target of $421 driven by Agentforce's traction and CRM's strategic acquisitions.

1. The financial and technical indicators of Home Depot suggest the stock is overvalued with declining momentum and volume, indicating potential downside risk. 2. Despite revenue growth and steady dividends, HD's shift towards professional clients introduces new risks and economic sensitivity. 3. Valuation metrics like Forward P/E and EV/Sales show HD trading at a premium compared to historical averages and industry peers.

1. I'm reiterating my buy rating on Wix after the company posted excellent Q3 results, showcasing accelerating revenue and bookings growth. 2. The company continues to see tailwinds from adding AI-assisted website building features. 3. It's also bringing in significant new customers via partners, which now represents one-third of the company's overall revenue. 4. Despite significant growth and profitability, Wix remains undervalued compared to peers like GoDaddy, trading at 5.8x EV/FY25 revenue and a 30x P/E ratio.

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. Micron's stock dropped 16% after missing Q2 2025 revenue estimates; 2. The decline was attributed to weaker NAND and mobile orders, not AI-related issues; 3. Despite short-term challenges, Micron's AI and data center DRAM markets remain robust; 4. The company's forward P/E ratio is significantly below the sector median, indicating a unique buying opportunity with a 108% upside potential; 5. Micron's future growth is expected to be driven by AI-driven memory demand, offsetting legacy business weaknesses and creating substantial long-term value.

1. AMD stock is a compelling buy for long-term value investors in 2025 despite recent Wall Street downgrades and weak technical indicators. 2. AMD's data center revenue is expected to drive significant growth, similar to Nvidia's trajectory from 1.5 years ago. 3. The recent Wall Street downgrade appears to be a reaction to share price decline rather than fundamentals, and market share concern is less critical given the rapid growing AI demand.

1. Warren Buffett's Berkshire Hathaway does not pay dividends, as Buffett believes his team allocates capital better than individual investors. 2. Dividend investors seek reliable cash flows for retirement, preferring stocks with significant dividends. 3. The author presents a list of favorite stocks for dividend investors, including one that is a good buy today.

1. AT&T has outperformed the S&P 500 in 2024, despite facing headwinds. 2. The company's stable earnings, improved free cash flow, and debt reduction support future dividend growth. 3. The sale of DirecTV simplifies AT&T's business, enhancing efficiency and profitability. 4. Investors can boost income through selling put or covered call options, but should be aware of associated risks.

1. The 'Sell' rating on CVS Health has performed well, with the stock down over 20% in total shareholder return. 2. The healthcare benefits business faces margin contraction and higher loss ratios due to unfavorable policy terms. 3. Earnings expectation downgrades counteract CVS' low valuation compared to peers. 4. Bears dominate the long-term technical charts for CVS versus the S&P 500. 5. A potential breakup of CVS Caremark could unlock value but may also lead to more leadership attrition.

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. Nike has slightly increased in value, outperforming the market by 9.4% after receiving a Buy rating in early summer. 2. The company is expected to report earnings this week with relatively low consensus expectations. 3. The growing global popularity of American Football and an extended NFL contract could add a wildcard element for Nike. NKE still needs to prove its ability to maintain and defend its significant market leadership margin. 4. With moderate payout ratios, Nike positions itself as an income investment for a long-term dividend marathon.