1. Liquidia's stock price surged from $11.76 to $22.74 in Q3 2025, driven by strong market performance; 2. The FDA approved Yutrepia, Liquidia's flagship product, in May 2025, marking a critical milestone; 3. Upcoming corporate updates are expected to influence the stock price, making the next month pivotal for investors.

1. Renewed tariff fears have resurfaced in markets, coinciding with the six-month mark since April's market correction; 2. The article identifies top-performing stocks since April that maintain Strong Quant Buy ratings, driven by earnings growth, sector leadership, and strong financials; 3. Historical trends suggest such stocks may rebound once tariff-related uncertainties subside.

1. AT&T has shown strong total returns since mid-2023 but recently experienced a sharp stock pullback; 2. The article analyzes whether the current dip presents a buying opportunity; 3. Focuses on AT&T's financial performance and investment potential amid market fluctuations.

1. Amphenol demonstrates strong operating momentum through organic growth and strategic acquisitions, including a recent $10.5B deal for CommScope's datacom assets at attractive multiples; 2. The CommScope acquisition enhances Amphenol's market position in datacom and is highly accretive, leveraging a valuation gap; 3. Despite robust results and deal-driven enthusiasm, the stock's elevated valuation (over 6x sales and 35x earnings) raises caution about near-term upside.

1. Amazon aims to surpass Q2 2025 earnings expectations for the 10th consecutive quarter, driven by AWS and AI investments; 2. Celestica, a key AWS partner, reported its largest quarterly earnings beat in two years, raised 2025 guidance, and surged 10% post-market; 3. Both companies hold 'Strong Buy' quant ratings, emphasizing their leadership in AI infrastructure and growth potential.

1. The author reiterates a Strong Buy rating on POET Technologies, citing a 49% stock price increase since the initial recommendation; 2. AI-driven data center demand is projected to grow 19-22% annually, with POET's optical interconnects addressing copper infrastructure limitations; 3. POET's patented interposer technology offers high-bandwidth, low-latency solutions critical for AI infrastructure expansion.

1. Bank of Montreal (BMO) remains a top Canadian bank pick with 42% returns since 2023, driven by strong risk-reward dynamics and strategic growth; 2. National Bank of Canada gains prominence as a core holding due to disciplined expansion, capital strength, and revenue growth post-CWB acquisition; 3. Royal Bank and CIBC are potential future investments, while TD and Scotiabank face strategic and regulatory challenges limiting near-term growth.

1. AMD's stock outperformed the market post-sell recommendation, fueled by strong profits and a $6 billion buyback; 2. The article argues AMD remains overvalued relative to fundamentals and growth prospects despite financial strength; 3. Limited shareholder return potential and valuation risks justify a cautious investor outlook at current levels.

1. Palantir Technologies reported a strong earnings beat, with revenue up 36% YoY and EPS beating estimates by 30%; 2. The company closed 129 deals worth at least $1 million in Q4, indicating robust future revenue; 3. Despite strong operational performance, Palantir's high valuation makes it less attractive compared to other high-growth AI companies.

1. Cybersecurity stocks, particularly CrowdStrike, have shown strong performance since October 2022; 2. CRWD's Q3 results were impressive with EPS and revenue beats, strong ARR growth, and resilience post-mid-year IT outage; 3. Key risks include potential weaker enterprise spending, slower customer adoption, higher competition, and possible sharp corrections on EPS misses.

1. FreightCar America's Q3 2024 results showed a positive EPS surprise but missed revenue targets, leading to a 36% drop in share price. 2. Despite market concerns, the share price drop seems overblown given RAIL's maintained guidance and market share gains. 3. Tariff impacts on steel costs are a concern, but the risk is mitigated by low reliance on Chinese imports. 4. The delay in warrant exercise provides a buffer against immediate dilution, presenting a potential buying opportunity.

1. Palantir has seen a 156% YTD return, driven by accelerating revenue growth and strong business momentum from its AIP. 2. Revenue growth rate needs to maintain above 20% for the shares to remain fundamentally strong. 3. Government revenue growth was 23% YoY, up from 16% YoY in Q1. 4. The challenge lies in PLTR's valuation at 34x FY24 revenue and 29x FY25 revenue.

1. Most analysts focus on GPU demand from data centers for NVDA's stock performance; 2. Nvidia is well-positioned to capitalize on the next phase of the AI revolution; 3. The article discusses Nvidia's significant hardware and software revenue potential as AI powers another exciting market.

1. MicroStrategy's Bitcoin-centric strategy, led by Michael Saylor, offers leveraged exposure to Bitcoin, making it a unique investment opportunity. 2. The company's significant Bitcoin holdings and innovative debt-financed acquisition strategy have driven impressive stock performance, despite poor fundamentals. 3. Inclusion in major indices like MSCI World and potential future inclusions could drive institutional interest and stock appreciation, enhancing MSTR's market presence.

1. Economic cycles determine stock performance; 2. Growth sectors thrive in expansions, defensive sectors in recessions; 3. Accumulators should focus on growth sectors, retirees on defensive sectors and inflation protection.

1. The current stock market environment is highly dangerous, requiring tactical rotation and options strategies, especially for Baby Boomers aiming to maintain their lifestyle. 2. Investors should prepare a shortlist of stocks to buy post-market downturns, focusing on underperformers and using technical and fundamental analysis. 3. Despite the S&P 500's headline performance, many stocks have lagged since early 2022, indicating a deceptive market and potential contrarian opportunities.

1. Nvidia's Q2 FY2025 report showed a double-beat but failed to prevent a stock dip due to gross margin contraction. 2. The company's medium-to-long-term demand and margins are uncertain due to industry cyclicality and competition. 3. Nvidia's stock is considered overvalued, and the 5-year expected CAGR is below the investment hurdle rate.

1. Nvidia is expected to report strong fiscal second-quarter 2025 results with significant earnings and revenue growth. 2. Analysts anticipate high expectations for Nvidia's guidance, with projections for continued growth in the fiscal third quarter. 3. Implied volatility levels for Nvidia stock are high, indicating potential resistance at the $130 price level post-earnings.

1. Alphabet Inc. has seen significant growth since its IPO, with revenues increasing from $512 million to $84.7 billion. 2. The stock has risen by 7,669% from its IPO price, making it one of the six trillion-dollar market cap companies. 3. Among the top performers in the S&P 500 over the last 20 years, Alphabet ranks 11th, with NVIDIA, Apple, and Amazon showing even greater gains.

➀ Northern Micro's stock has significantly outperformed the domestic semiconductor index, rising nearly 30% despite a general downturn. ➁ The company has benefited from strategic restructuring and high market demand, with revenues and profits experiencing rapid growth. ➂ Despite a recent decline in valuation, Northern Micro remains a key player in the semiconductor equipment market, especially with the acceleration of domestic substitution policies.