➀ Applied Materials reported strong Q3 fiscal results with adjusted EPS of $2.12 and revenue of $6.778 billion, beating Wall Street expectations. ➁ The company's gross margin improved to 47.3%, and operating margin to 28.7%, showcasing operational efficiency. ➂ Guidance for the current quarter is optimistic, with expected net sales of $6.93 billion and adjusted EPS between $2.00 and $2.36. ➃ The balance sheet remains robust with a strong cash position and manageable debt levels, indicating financial health.

1. Alibaba's strong balance sheet, attractive valuation, and steady growth prospects make it a compelling investment option. 2. Chart momentum indicates increasing buyer dominance over sellers. 3. Potential catalysts include a new share listing in Hong Kong and possible easing of U.S.-China tensions post-election, enhancing its appeal as a long-term investment.

1. The article discusses the potential economic impacts of a Republican sweep in the US elections, focusing on Trump's policies of protectionism, immigration restriction, and loose fiscal policy. 2. It analyzes the effects of tariffs on US manufacturing, highlighting the negative impact and the potential for a wage-price spiral due to immigration restrictions. 3. The author shares his contrarian investment strategy, buying stocks in renewable energy and real estate sectors, anticipating a market dip.

1. Broadcom's stock has risen by nearly 21% since the author upgraded its rating to 'Buy' in April 2024, outperforming the S&P 500. 2. The company's Q2 FY2024 financial results showed significant revenue growth, particularly in AI and infrastructure software segments. 3. The author's updated DCF valuation model indicates that Broadcom's stock is undervalued by 38.6%, suggesting a good investment opportunity in the medium term.