1. Quantum Computing Inc. (QUBT) has received its first order for photonic integrated chips, indicating strong early demand for the technology. 2. The TFLN chips could double data transmission speeds and reduce energy use, meeting the surging demand from AI and quantum computing. 3. Concerns remain about shareholder dilution and competition from well-funded players like HyperLight, but the author sees significant upside potential if QCi secures additional contracts.

➀ TSMC secures $11.6 billion in Chips Act funding; ➁ The funding includes $6.6 billion in Chips Act money, €5 billion in liabilities, and a 25% tax credit on infrastructure capex; ➂ The investment supports TSMC's $65 billion investment in three fabs in Arizona; ➃ US President Joe Biden highlights the investment as the largest foreign direct investment in a greenfield project in US history; ➄ TSMC CEO C.C. Wei emphasizes the importance of the Chips and Science Act in strengthening the US semiconductor ecosystem.

1. Micron's fundamentals are improving with new product releases and increased R&D spending; 2. Analysts forecast aggressive revenue and EPS growth for FY2025; 3. Micron is capitalizing on favorable trends in data centers, mobile, and automotive markets; 4. The valuation is attractive with significant upside potential.

1. REITs have outperformed the S&P 500 recently; 2. The strong outperformance is expected to continue; 3. Two reasons are cited for this trend.

1. Rocket Lab's stock has surged 133% since September, driven by strategic growth and new contracts; 2. The author bought Rocket Lab shares due to its innovative approach in the launch market and the development of the Neutron rocket; 3. Rocket Lab's revenues are growing, especially in the Space Systems segment, with a strong cash position to support Neutron rocket development.

The RAN market, excluding services, declined for the sixth consecutive quarter in 3Q24, with worldwide revenues down 10 to 20 percent year-over-year. Huawei, Ericsson, Nokia, ZTE, and Samsung are the top five suppliers. The worldwide RAN market is expected to grow at a low single-digit rate in 2025, mainly driven by growth in North America and APAC, excluding China.

1. Since Nikesh Arora became CEO in 2018, Palo Alto Networks has transformed from a hardware firewall company to a comprehensive cybersecurity platform. 2. Arora's platformization strategy consolidates 30-40 cybersecurity tools, enhancing security through better integration between tools. 3. Although platformization hurts the company's short-term results, its long-term revenue growth and profitability potential have risen.

1. Macroeconomics trumps politics; 2. REITs are cheap and set to benefit from rate cuts; 3. Here are 3 REITs that win no matter what.

1. Blue Owl Capital comfortably covered its $0.37 base dividend with net investment income in 3Q24; 2. The BDC's portfolio quality improved significantly with the non-accrual ratio dropping to 0.7%; 3. Despite potential yield compression, Blue Owl Capital's 11% dividend yield remains safe and attractive for passive income investors.

1. Petrobras reported impressive 3Q 2024 results with $6.9 billion in FCF and a proposed $3 billion USD dividend, showcasing its financial strength. 2. The company is expanding internationally, reducing domestic risks, and leveraging expertise with new stakes in South Africa and increased FPSO production. 3. Petrobras improved its debt position by issuing a 10-year $1 billion bond at the lowest rate in a decade, providing cash for shareholder returns. Despite governance concerns and oil price volatility, Petrobras' low-cost production, heavy investment, and double-digit dividend yield make it a valuable investment.

1. U.S. equity markets reached record highs following President-elect Trump's decisive election victory; 2. Smaller-cap companies led the surge, outperforming tech and international peers; 3. Real estate equities lagged due to high interest rates and concerns over tax policy and economic policies.

1. Berkshire Hathaway's investment in BNSF is a case study for capital-intensive businesses; 2. BNSF's operating performance and financial position indicate a significant FCF return to Berkshire; 3. The expected yield is around 15%.

1. The S&P 500 and Dow Jones Industrial Average reached new record highs; 2. The U.S. presidential election results influenced market movements; 3. The Federal Reserve cut interest rates as expected.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers; 2. It highlights companies that have changed their dividends, those with upcoming ex-dividend dates, and companies with upcoming pay dates; 3. The author mentions that the Dividend Kings marketplace service offers more in-depth analysis of high-quality dividend stocks.

1. Warner Bros. Discovery achieved decent financial results despite YoY revenue declines; 2. The studios segment underperformed, but content revenues remain strong; 3. The streaming segment continues to grow, especially internationally; 4. The company has significant debt, but is focused on debt reduction with $3.5 billion in cash and manageable interest rates; 5. Long-term positive FCF and low bankruptcy risk make it a valuable investment.

1. Data Center revenue reached $3.5 billion in Q3 2024, growing 122% year-over-year, driven by AI demand; 2. Ryzen processors increased Client segment revenue to $1.9 billion, a 29% year-over-year increase, enhancing AMD's profitability; 3. Data Center operating income surged 240% to $1.041 billion, reflecting strong margins and high-demand products like EPYC CPUs.

1. Cassava Sciences' stock is heavily shorted, with potential rewards tied to the upcoming Phase 3 trial results for simufilam. 2. The bull thesis hinges on simufilam outperforming current treatments or showing efficacy in specific subgroups. 3. Mixed trial results could still offer a path forward, but the stock's unpredictable nature and meme-stock characteristics add to the investment risk.

1. Freddie Mac, a GSE providing mortgage financing to the American real estate market, saw its shares surge 39% after Trump's re-election due to speculation on potential privatization. 2. The company's profitability suggests its equity could be valuable, fueling interest in a privatization plan. 3. Despite the potential upside, investors are advised to speculate with money they can afford to lose due to uncertainties and competition from informed institutional investors.

1. Google's Q3 earnings exceeded EPS by $0.27 and revenue by $2.05B. YouTube revenue exceeded $50B; Cloud grew 35% YoY. The stock is upgraded to Strong Buy with an expectation of 385% EV growth in 10 years. 2. Despite the threat from AI rivals like ChatGPT and the lagging Gemini, Google must enhance its AI capabilities. 3. The diversification and investments in AI and YouTube support the Strong Buy rating.

1. British American Tobacco showcased promising new innovations in all three NGP categories; 2. The two-piece Glo Hilo device may improve consumer experience and compete with IQOS; 3. The nicotine industry is growing, and BTI should be able to increase profits despite a low valuation.