1. AMD's shares have dipped below $120 recently, presenting an attractive risk profile despite the creation of negative investor sentiment; 2. AMD's Data Center segment shows promising growth potential with the MI300X chip, positioning it to compete with Nvidia's dominance in the AI GPU market; 3. AMD's valuation at a P/E ratio of 24.4X offers a 22% discount compared to Nvidia, making it an attractive buy before a potential recovery.

1. Alphabet Inc. is maintained as a 'Buy' due to strong financial performance, growth in advertising and cloud units, and exaggerated legal risks. 2. Q3 FY2024 results show 37% YoY EPS growth, driven by robust advertising, Google Cloud, and subscription services. 3. Google's legal risks from the DOJ antitrust case are likely overstated, with potential counterproposals mitigating negative impacts on revenue and operating income.

1. Salesforce's significant growth and AI adoption justify a 'Buy' rating; 2. Despite slowing sales growth, Salesforce's gross margins are improving; 3. Salesforce's valuation is attractive with substantial profit growth expected in 2025.

1. Small caps are currently on a rally due to the Federal Reserve's rollback of interest rates and anticipation of aggressive fiscal policies under Trump; 2. They offer less concentration risk and better valuations compared to overvalued large caps; 3. This article outlines the top five reasons for investing in small caps versus large-cap stocks; 4. Investing in small caps can complement a diversified portfolio; 5. Utilizing Seeking Alpha's Quant Ratings can help identify high-performing stocks with strong growth potential.

1. Adobe's strong financials and efficient operations position it for continued growth despite recent share sell-offs; 2. Fiscal year 2024 Q4 results exceeded expectations, but shares declined due to lowered guidance and concerns about AI investments paying off; 3. Adobe's valuation is attractive, trading below historical averages, and potential returns could be double digits if growth targets are met.

1. Micron Technology's stock is upgraded to a strong buy after a 16% drop following 1QFY25 earnings report; 2. We believe the slower end demand rebound and industry oversupply are now reflected in the stock and outlook, resetting expectations; 3. Micron is expected to benefit from share gain in the HBM market and PC TAM expansion towards 2H25.

➀ Fleet Space, an Australian space startup, has raised AUS$150 million for its space-based mining insights. ➁ The funds will be used to expand ExoSphere, their end-to-end exploration platform, which utilizes 3D subsurface imaging and AI analysis. ➂ The company aims to accelerate the discovery of critical minerals needed for clean energy, with a focus on reducing environmental impact.

1. Western Midstream Partners, LP Common Units (WES) offers a toll bridge-style investment with direct cash flow to investors. 2. High levels of free cash flow allow for ample rewards to unit holders. 3. The yield is consistent, providing income in both good and bad times.

1. AMD stock is a compelling buy for long-term value investors in 2025 despite recent Wall Street downgrades and weak technical indicators. 2. AMD's data center revenue is expected to drive significant growth, similar to Nvidia's trajectory from 1.5 years ago. 3. The recent Wall Street downgrade appears to be a reaction to share price decline rather than fundamentals, and market share concern is less critical given the rapid growing AI demand.

1. AT&T has outperformed the S&P 500 in 2024, despite facing headwinds. 2. The company's stable earnings, improved free cash flow, and debt reduction support future dividend growth. 3. The sale of DirecTV simplifies AT&T's business, enhancing efficiency and profitability. 4. Investors can boost income through selling put or covered call options, but should be aware of associated risks.

➀ Masayoshi Son, CEO of Arm's owner SoftBank, pledged a $100 billion investment in the US at Mar-a-Lago. President-elect Donald Trump hailed it as a 'monumental demonstration of confidence in America’s future'. ➁ Son expressed his hope that Trump would bring peace to the world and that his investment would create 100,000 jobs. ➂ This is Son's second major investment pledge in the US, following a $50 billion commitment after Trump's first election victory in 2020.

➀ China experienced a decline in chip investment, with new investment deals dropping by 35.9% year-on-year in the first 11 months of 2024; ➁ The total funding decreased by 32.4%; ➂ ChangXin Memory and Unisoc were the largest and second-largest investors, respectively. JW Insights notes that the US semiconductor market surpassed China's in Q3, driven by massive AI infrastructure investments in the US.

➀ TechWorks outlines a five-point plan to enhance the UK's semiconductor industry; ➁ The plan includes growing globally competitive chip companies, scaling up manufacturing, investing in talent development, creating a national semiconductor institute, and enhancing domestic demand; ➂ Challenges include global competition and financial gaps, but the plan aims to position the UK as a leader in the global technology landscape.

1. Realty Income remains attractive due to its diverse portfolio, strong operational performance, and stable cash flows despite recent underperformance. 2. Q3 FY2024 showed impressive revenue growth, high occupancy rates, and strategic investments. 3. The valuation suggests significant upside potential, with a fair value estimate of $66.53 to $87.57 per share.

1. The author presents his top 5 undervalued REITs for Christmas; 2. VICI Properties, Realty Income, Alexandria Real Estate, American Tower, and Rexford Industrial are highlighted for their strong growth potential and attractive valuations; 3. Each REIT offers significant upside potential by the end of 2025, with well-covered dividends and solid balance sheets.

1. Nike has slightly increased in value, outperforming the market by 9.4% after receiving a Buy rating in early summer. 2. The company is expected to report earnings this week with relatively low consensus expectations. 3. The growing global popularity of American Football and an extended NFL contract could add a wildcard element for Nike. NKE still needs to prove its ability to maintain and defend its significant market leadership margin. 4. With moderate payout ratios, Nike positions itself as an income investment for a long-term dividend marathon.

1. ImmunityBio's $100M public offering supports ANKTIVA's commercialization and pipeline programs; 2. Despite dilution and lower offering price, ANKTIVA's performance and future milestones could drive substantial growth; 3. Financial risks persist, but potential for explosive revenue growth supports a bullish outlook.

1. REITs have faced challenges like high inflation, rising interest rates, and the global pandemic, but conditions are improving, providing a tailwind for the sector. 2. Realty Income remains undervalued with a strong portfolio and a 5.7% dividend yield. 3. Agree Realty has outperformed recently with a high-quality tenant base and a 4.1% dividend yield. 4. Prologis offers exciting growth potential in e-commerce and data centers with a 3.4% dividend yield.

1. Palantir Technologies Inc. has seen a remarkable 330% YTD stock increase, driven by strong AI and SaaS growth; 2. The stock surged 90% since September 23, 2024, highlighting its rapid appreciation and investor confidence; 3. Palantir's biggest client is the U.S. Government, solidifying its position as a leading AI platform and defense contractor.

➀ Dell'Oro Group reports that O-RAN investments have fallen by $500 million in 2023 and a further 30% y-o-y in the first three quarters of 2024. ➁ The top 3 Open RAN suppliers for 1Q24-3Q24 are Samsung, NEC, and Fujitsu, while the top 3 vRAN suppliers are Samsung, Fujitsu, and Ericsson. ➂ Short-term projections for Open RAN have been revised downward, with a mid-single-digit share of the 2024 RAN market and 8 to 10% of the combined 2025 revenues.