1. CrowdStrike reported better-than-expected earnings for the October quarter, surpassing both top and bottom-line estimates. 2. The company's subscription revenue growth was solid, and it generated strong free cash flow. 3. The stock is now trading significantly above the 3-year average P/S ratio, leading to an unattractive risk profile.

1. CrowdStrike's strong growth and resilience are notable, but the risk-reward balance is too tight at a 57x forward free cash flow. 2. Despite high retention rates and solid fundamentals, margin pressures and global outage issues pose risks. 3. Analysts' revenue growth expectations for fiscal 2026 seem conservative, requiring flawless execution to justify the current valuation. 4. The author prefers SentinelOne over CrowdStrike due to the latter's high valuation and potential growth challenges.

1. D-Wave's Leap platform is highlighted as a standout in quantum computing as a service, with a reliable quantum annealing system used by major industry players. 2. The integration of the Advantage2 processor and the reauthorization of the National Quantum Initiative Act are seen as catalysts for potential share price increase. 3. The 41% YoY growth in QCaaS revenue indicates a shift to stable, subscription-based income with significant clients. Risks include a six-month cash runway, ongoing dilution risks, and potential pullback before catalysts materialize.

1. Citigroup's recent financials show stable top-line performance but falling profitability due to ongoing investments in tech and human capital; 2. We expect these investments to pay off over the next few years, as EPS appears set to grow substantially into 2030; 3. The Company's valuation is attractive, with low P/E and P/B ratios compared to peers; 4. Despite risks, C's strategic transformation and market position make it a compelling 'Buy'.

1. Super Micro faces potential delisting if Nasdaq's plan is not approved; 2. Despite a 32% growth forecast, risks include competition and potential restatements; 3. Products are becoming more commoditized with lower gross margins than in the AI space.

1. Zoom Video's stock is undervalued at 15x forward free cash flow with substantial cash reserves and no debt; 2. Despite modest revenue growth, Zoom's strong balance sheet and strategic investments in AI and contact centers support a bullish outlook; 3. The company faces risks from competitive pressures and customer churn, but its valuation and growth initiatives make it an attractive investment.

1. The market is digesting last week's significant gap down; 2. There are signs of a shift towards a more momentum-driven market; 3. Many momentum stocks are extended and need to be trimmed; 4. The author plans to adjust stop-loss levels and invest in strong stocks at new buy points.

1. Nvidia's revenue growth rate is slowing; 2. The current valuation leaves little room for further stock price appreciation; 3. Predictable revenue forecasts and the likelihood of a contracting price-to-sales multiple are two major issues facing Nvidia.

1. Despite a 40% stock drop and negative earnings, the author believes James River Group is undervalued and reiterates a buy rating with a $9 price target. 2. Recent losses are attributed to a one-time $52.2 million excess consideration payment, and management is taking steps to de-risk and capitalize on E&S market trends. 3. Major industry players like Gallatin Point and Enstar Group are investing significantly in James River, indicating confidence in its long-term potential.

1. StoneCo's stock has dropped over 22% post-Q3 results; 2. Higher interest rates and inflation in Brazil impact financial services; 3. Company-specific issues include maturing payments acquiring business and overpaid acquisition of Linx software; 4. Despite challenges, StoneCo offers substantial upside potential with limited downside risk for value investors.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the importance of staying updated with dividend information and the benefits of using resources like The Dividend Kings for in-depth analysis. 3. The author, Justin Law, mentions his background in chemistry and finance, and his role in curating the Dividend Champions list.

1. Nvidia Corporation reported a double beat in Q3 earnings, but the stock pulled back due to conservative guidance and investor expectations. 2. Revenue growth is decelerating, with Q3 showing a 90% year-over-year increase, down from 270% in Q4 last year. 3. NVDA's valuation is high at over 50x net profits, and with slowing growth, it may not be an ideal buying opportunity.

1. Cenovus delivered a strong Q3 with upstream production exceeding expectations; 2. Downstream performance is still a drag, but management is addressing challenges; 3. The company's relative valuation is at a multi-year low, with an Overweight rating and a 84% upside to the $30/sh target.

1. Navigator Holdings Ltd. (NVGS) has realized a 12.3% gain YTD. Its fleet and Houston Terminal position it uniquely. 2. NVGS reported higher YoY revenue and EBITDA in 3Q24, with $141 million in revenue and $67 million in EBITDA. 3. NVGS restructured its balance sheet, benefiting from lower cost of capital and pushing maturity forward five years. Navigator pays dividends and maintains a share repurchase program, with a buyback yield of 5.09% and a declared dividend of $0.05/share for the third quarter. The LTM dividend yield is 1.24%. Navigator trades at 73% PNAV, and the author gives NVGS a Strong Buy rating.

1. Chevron has fully recovered from its Q2'24 earnings dip; 2. Despite a 31% year-over-year earnings decline in Q3'24, production grew rapidly; 3. The company remains profitable with high free cash flow and attractive valuation.

1. Grab recently reported a strong Q3 earnings, with shares rising 11%; 2. The company has become FCF positive and reported its second quarter of positive net income; 3. Grab's transition from a cash-burning business to a profitable entity is expected to drive share price appreciation.

1. Palantir Technologies' stock has surged 88.5% since August, but is now considered overvalued. 2. Despite strong revenue and profit growth, the stock's valuation is unsustainable. 3. The company's financial strength, with no debt and $4.56 billion in cash, is overshadowed by high trading multiples. 4. The analyst downgrades Palantir Technologies to 'sell' due to potential underperformance.

1. Nvidia has evolved from a GPU manufacturer to a leading AI powerhouse, driving significant growth and returns for investors. 2. As Nvidia has become more expensive, some are considering NVDY, the covered call version of NVDA. 3. The author believes NVDY is poorly constructed and suggests avoiding it. 4. The author rates NVDA a 'Hold' and NVDY a 'Sell'.

1. Zeta Global's shares have lost over half their value after Q3 earnings and a short-seller report; 2. The stock presents a strong buying opportunity with a 3x revenue multiple; 3. Zeta raised its FY24 revenue outlook and is well-positioned for FY25 growth; 4. The company targets a $64 billion market in the U.S. and has room for expansion.

1. Recent developments and updates on BTI's Capital Market Day have led to a reexamination of the stock; 2. Concerns about future profit stagnation due to progress in new categories, rapid decline in combustibles, and slow growth in new products; 3. Despite a low FWD P/E of 7.5x, the stock is considered fairly priced given the gloomy growth potential; 4. The rating has been downgraded to HOLD.