1. Celestica receives a 'Hold' rating as its stock price already reflects strong margin growth and hyperscale-driven CCS segment expansion; 2. Revenue is shifting toward higher-margin Connectivity & Cloud Solutions (CCS) due to AI/data center demand and partnerships with hyperscalers; 3. Despite robust EPS growth, valuation now aligns with peers like ANET, limiting near-term upside after a multi-year rally.

1. Backblaze maintains a 'Buy' rating due to strong demand for its data storage solutions, driven by data center growth and AI-related opportunities; 2. The B2 Cloud Storage segment grew 29% YoY in Q2, with Q4 growth projected to exceed 30%, supported by AI customer expansion; 3. Despite recent stock gains, valuation remains attractive at 3.3x EV/FY25 revenue and 14.5x EV/FY26 EBITDA, alongside improving margins and enterprise client traction.

1. Nebius Group has surged as a leading AI infrastructure provider due to major contracts and bullish market sentiment; 2. A $17.4B Microsoft deal validates its position but involves high upfront costs and risks; 3. Concerns over potential overexpansion, delayed profitability, and AI demand sustainability suggest the stock is overvalued, prompting a sell recommendation.

1. TSMC demonstrates strong fundamentals with rising sales, expanding market share, and robust EBITDA growth despite higher R&D investments; 2. The company's valuation remains attractive, supported by projected EPS growth and management optimism, reinforcing a Strong Buy rating; 3. While short-term risks like overbought conditions and market volatility exist, TSMC's long-term prospects in AI and semiconductor leadership remain compelling.

1. Broadcom's critical small components are essential to AI infrastructure development; 2. The market underestimates its growth potential in XPU and AI inference technologies; 3. The stock remains undervalued even if valuation multiples contract.

1. Shopify maintains strong growth (20-30%) but trades near all-time highs with stretched valuations; 2. Despite innovation and market expansion, profitability remains constrained by high operating expenses; 3. Elevated valuation metrics (14x 2025 sales, 80x EPS) limit upside potential, warranting a Neutral stance amid heightened risk.

1. Nvidia's earnings highlight AI-driven growth but face high valuation concerns; 2. Chip stocks rallied on Fed rate cut signals, potentially boosting AI investments; 3. Two undervalued 'Strong Buy' Nvidia suppliers with high growth and margins are recommended, leveraging AI trends.

1. D-Wave Quantum's stock surged 130% but faces challenges with early-stage financials, high cash burn, and niche-driven revenue; 2. Its cloud quantum services align with industry trends, but broader adoption beyond niche applications remains uncertain; 3. Despite a strong cash position from equity offerings, shareholder dilution and premium valuation justify a cautious 'Sell' rating.

1. Novo Nordisk's Q2 earnings fell short of expectations with a cautious growth outlook, but the market reaction was overly pessimistic; 2. Wegovy, its blockbuster weight-loss drug, continues to drive strong revenue despite competition and counterfeit products; 3. Eli Lilly's underwhelming weight-loss drug results and Novo's CEO transition improve sentiment, while its 12.2X forward P/E valuation presents a contrarian opportunity amid rising obesity trends.

1. Alphabet remains undervalued with a forward P/E of 19x and 13.8% YoY revenue growth, lagging Microsoft's valuation; 2. Google Search faces competition from ChatGPT but maintains growth, while Gemini AI is being integrated into key products to counter OpenAI; 3. Long-term growth drivers include Google Cloud (+33% YoY), Waymo, and quantum computing.

1. Alphabet is expected to report strong Q2'25 earnings with $93.75B revenue and $2.25 EPS, driven by AI compute capacity and Google Cloud margin expansion; 2. The company is expanding AI-generated coding through a $2.4B deal to acquire leadership and licensing rights from Windsurf; 3. Despite growth potential, the stock is downgraded to HOLD due to fair valuation at $185/share (13.55x eFY26 EV/EBITDA).

1. Nebius (NBIS) failed to break the $51 resistance despite a strong recovery, with extreme valuation concerns; 2. Aggressive revenue growth and $1B convertible notes may not suffice to meet 2025 CapEx needs; 3. AI-native customer diversification faces risks from intensifying AI competition and potential growth slowdown post-2026.

1. Starbucks has experienced stagnating comparable sales and margin contraction in recent years, significantly underperforming industry benchmarks; 2. The 'Back to Starbucks' strategy emphasizes menu simplification, reduced discounts, and compact store formats to enhance operational efficiency and profitability; 3. Despite strategic adjustments, near-term growth prospects remain uncertain, and the stock's valuation fails to reflect persistent operational challenges and competitive pressures.

1. AppLovin's AI-driven AXON platform enhances ad targeting and monetization, solidifying its leadership in mobile gaming advertising; 2. Transitioning to a high-margin software platform model with integrated tools (MAX and AppDiscovery) boosts recurring revenue and customer retention; 3. The stock is undervalued with a 43.4% upside potential, driven by strong growth, operational efficiency, and resilience against privacy and platform risks.

1. A list of high-quality dividend-growth stocks near 52-week lows is analyzed using historical and future valuation metrics; 2. Alphabet (GOOG) is highlighted for its robust financials, attractive valuation, and growth potential despite risks like AI competition and regulatory scrutiny; 3. Other undervalued dividend growth stocks include UPS, Merck, Pfizer, UnitedHealth Group, and Chevron, among others.

1. Apple's stock has dropped nearly 19% in 2025 due to concerns over rising tariffs on China; 2. Despite the stock's out-of-favor rating, the author believes the negative impact of tariffs is overblown; 3. The stock's valuation has become more compelling following the recent pullback.

1. Baidu's AI advancements face competition from DeepSeek and Alibaba; 2. Baidu's core advertising business is hindered by user experience and bid-ranking systems; 3. Baidu appears overvalued at 1.5x forward EV/Revenue compared to peers; 4. Investors should avoid Baidu due to uncertain AI leadership and focus on higher-quality Chinese stocks.

1. Argan Inc. has surged ~150% in 12 months, but current valuation leaves limited upside. 2. AGX's primary segment (power) is benefiting from demand drivers like data centers, EVs, and reshoring. 3. AGX maintains a robust order backlog and strong liquidity, but stock valuation and technicals suggest limited upside.

1. Apple's revenue growth has stagnated across key product categories, indicating a highly probable innovation crisis; 2. A DCF analysis reveals Apple's stock is significantly overvalued; 3. Despite strong investor loyalty and a robust buyback program, Apple's long-term growth prospects are bleak due to intense competition and regulatory constraints.

1. Shell's valuation is unjustifiably low despite its $39.5 billion in free cash flow and shareholder rewards; 2. Short-term issues obscure Shell's long-term profitability and diversified portfolio; 3. Management's disciplined approach includes cost-cutting and strategic investments.