1. Joby Aviation expects revenue acceleration in 2026 with the launch of commercial operations in Dubai and strategic deals like the Blade agreement ($125M) for U.S./Europe routes; 2. Significant upside potential lies in aircraft sales, including a $1B deal with Saudi Arabia and a joint venture in Japan; 3. Post-FAA certification, Joby must secure Part 135 certification for U.S. passenger services, a step some investors may overlook, affecting 2026 timelines.

1. Hims & Hers demonstrates rapid revenue/subscriber growth and improved cash flow, reflecting strong brand momentum; 2. Gross margins dipped due to lower-margin obesity products, but SG&A efficiency supports operating leverage; 3. Collaboration with Novo Nordisk and capital raise enhance expansion prospects, though reliance on GLP-1 drugs and competition pose risks. The stock is upgraded to Buy with caution due to volatility.

1. Verizon Communications has been upgraded from 'buy' to 'strong buy' due to solid financial performance and attractive growth prospects; 2. The company achieved significant revenue growth, especially in its Consumer segment, despite challenges in wireless equipment sales; 3. Verizon's future growth is bolstered by promising opportunities in AI, cloud computing, and strategic partnerships with major tech firms like Alphabet and Meta Platforms.

1. President Trump's commitment to AI strengthens Nvidia's position with bipartisan support for AI protectionism policies and significant investments like Project Stargate; 2. Project Stargate's potential $500b investment in US data centers boosts Nvidia's market demand; 3. Nvidia's dominance is secured by its superior CUDA ecosystem and strategic partnerships, despite competition from AMD, Intel, and custom silicon efforts; 4. Nvidia's Blackwell chip will power next-gen AI, driving revenue growth and maintaining its leadership in the AI hardware market.

1. Palantir's Q3 results exceeded expectations with 30% YoY revenue growth and strong AIP demand; 2. The recent presidential election adds significant upside potential for Palantir's AI solutions; 3. Despite high valuation, Palantir's exceptional growth justifies a premium with forward EPS expected to grow 97.51% YoY.

1. Negative sales growth in the energy/functional beverage sector has impacted Celsius' stock performance; 2. Strong growth in the sugar-free category and increased shelf space; 3. Expansion in market share, especially in convenience channels and Amazon, with potential for long-term growth through new product launches and international expansion.