1. Twilio demonstrates strong recovery with improved organic growth, customer retention, and expansion, reinforcing a buy rating; 2. The company maintains a robust cash position, disciplined cost controls, and a leading market position with limited competition; 3. Q1 results highlight accelerating revenue growth, net expansion trends, and a favorable valuation (~18x forward FCF) alongside a $2 billion buyback plan.

1. Tech stocks have been hit hard, with Sprout Social losing 60% of its value; 2. Despite slowed growth, Sprout Social's valuation is attractive at 3.0x EV/FY25 revenue; 3. Social media remains crucial for marketing, and Sprout Social's focus on profitability is a positive sign; 4. Risks include poor enterprise sales execution and competition from DIY tools; 5. The low valuation offers a long-term investment opportunity.

1. Nvidia's explosive growth in AI-driven solutions and data centers with a 78% YoY revenue increase makes it a strong buy despite recent pullbacks; 2. The Blackwell Ultra architecture and Dynamo library are game-changers, reinforcing Nvidia's dominance in AI infrastructure and driving future revenue growth; 3. Despite competition from tech giants developing in-house AI chips, NVDA's integrated ecosystem and advanced offerings make it indispensable.

1. Nvidia's expansion into AI robotics is set to diversify its business, reducing semiconductor cyclicality and expanding its total addressable market (TAM).; 2. The recent market underperformance makes NVDA a 'Buy' on the dip, especially with promising AI and robotics developments on the horizon.; 3. Nvidia's new Blackwell Ultra chip is expected to drive significant demand from mega-cap tech firms.

1. Alibaba's stock has shown a strong bullish momentum in YTD; 2. The cloud segment reported 33% YoY growth in EBITA; 3. The international segment showed 32% YoY growth and increased geographic diversification; 4. Expected to deliver 12%-14% EPS growth in the next two fiscal years.

1. Tesla's stock has dropped over 40% from its peak, indicating caution and a potential opportunity to overweight Nasdaq 100 later. 2. The author recommends JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) due to its covered-call strategy, which outperforms QQQ with higher income returns amidst elevated volatility. 3. JEPQ benefits from selling options in a high-volatility environment, offering a rising dividend yield near 10%, making it a favorable entry point.

1. Investors are shifting from tech stocks to defensive sectors due to proposed tariffs, political instability, and consumer confidence issues. 2. Historically, tech stocks with strong fundamentals have faced sharp pullbacks but tend to rebound significantly. 3. The author showcases the Top 10 SA Quant Tech stocks that have dipped but could rebound, all rated as Strong Buys. 4. The 2025 list focuses on AI and innovation, with significant growth over the past year.

1. Apple's recent earnings show a 1% YoY decline in iPhone sales, reflecting a lack of excitement for the new iPhone. 2. Greater China revenue has shown a 11% YoY decline, following a 13% YoY decline in the previous quarter. 3. Apple's revenue base has grown by a cumulative 2% over the last three years, while its stock price has increased by over 30%, leading to a higher PE multiple compared to peers like Meta and Alphabet.

1. Netflix's Q4 FY24 earnings report showed strong growth with revenue up 16% YoY and operating income up 52%; 2. Multiple growth drivers, including a thriving ad business, live events, and a robust content library, are expected to sustain Netflix's momentum through 2025 and beyond; 3. Despite high valuation, Netflix's superior operational performance, expanding margins, and strong cash generation make it justifiable to take calculated risks at current price levels.

1. Liberty All-Star Equity offers a unique blend of high dividend yield (10%) and substantial tech exposure, including Microsoft, Nvidia, and Amazon. 2. The fund's 2024 performance was strong, with a 20.7% market price return and a 14.1% net asset value gain. 3. The fund is selling at a low 1.16% premium to NAV, with significant re-rating potential if tech continues to perform well in 2025.

1. Arbe Robotics has the orders, manufacturing capacity, and finances to achieve volume sales potentially leading to significant share price appreciation. 2. ARBE's radar technology has a significant price advantage over its sole competitor, Mobileye, in a large, price-sensitive market. 3. The Company has signed major contracts with top automotive OEMs and expects more, positioning it for substantial growth by 2026.

➀ Raspberry Pi Holdings reached a valuation of nearly £1.3 billion as shares hit 658p, more than doubling from its July IPO price of 280p. SW Investment Management has been identified as a significant buyer. The Raspberry Pi Foundation, Softbank, and Lansdowne Partners are the largest shareholders. The company reported a 61% year-over-year revenue increase to $144 million in the first half of the year. The Pi 5, launched in October, sold 1.1 million units in the first half, with a 31% overall unit growth. ➁ SW Investment Management has been reported as a major buyer behind the share surge. ➃ The Raspberry Pi Foundation is the largest shareholder with 49% of the shares.

1. The Nasdaq reached 20,000 points for the first time, driven by the November inflation report meeting expectations, which strengthened predictions of Fed rate cuts. 2. Major indices declined as investors assessed higher producer prices and unemployment claims, while tech stocks showed mixed performance. 3. China launched an antitrust probe into Nvidia following U.S. chip restrictions, causing share prices to fall 2% on Monday. 4. The November CPI rose 2.7% year-over-year, with core inflation remaining at 3.3%. 5. Crypto markets experienced significant momentum, with Bitcoin surpassing $100,000 again on Wednesday.

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 DOW surged over 570 points following NVIDIA's strong Q3 2025 earnings; 2. Bitcoin reached $99,000 as investors anticipate a $100k milestone; 3. The U.S. Department of Justice proposed breaking up Google and selling its Chrome browser to combat monopolization.

1. The S&P 500 and the Nasdaq Composite both gained 1.7% this week; 2. Bitcoin approached the $100K milestone; 3. Nvidia's quarterly revenue nearly doubled Y/Y, but the stock fell after hours due to lower-than-expected current quarter revenue outlook.

1. Elastic's recent earnings report exceeded expectations, leading to a 25% share price jump; 2. The company reported 18% y/y revenue growth and strong cloud revenue; 3. Elastic's strong balance sheet and expanding operating margins make it an attractive tech sector investment.

1. Nvidia has exceptional potential for explosive earnings growth in 2025; 2. Its free cash flow is expected to grow significantly due to a 17% CAGR in sales through 2030; 3. AI spending by big tech giants is projected to continue growing, making Nvidia a top investment idea for 2025 and beyond.

1. Palantir reported strong Q3 earnings, exceeding estimates and raising FY 2024 guidance, driven by robust growth in both commercial and government segments. 2. The firm's leadership in AI and data management could justify its premium valuation, with significant long-term growth potential, substantial productivity, and cost-saving advantages for its clients. 3. Consider dollar-cost averaging if you want to get on the train, but remember that despite PLTR's strong potential, trees don't grow to the sky.