1. Tower Semiconductor reported $387 million in revenue for the fourth quarter of 2024, a 5% QoQ and 10% YoY growth; 2. Gross profit was $87 million, and net profit was $55 million; 3. The company achieved an 18% growth in revenue from the first quarter to the fourth quarter of 2024.

1. Palantir's ontology unlocks scalability and operational efficiency, making it a key differentiator in the competitive AI landscape. 2. The company's financial results support this, with very strong revenue growth and margin expansion. 3. The author acknowledges PLTR's potential but cautions against its current high multiples and possible growth volatility.

1. Palantir Technologies reported a strong earnings beat, with revenue up 36% YoY and EPS beating estimates by 30%; 2. The company closed 129 deals worth at least $1 million in Q4, indicating robust future revenue; 3. Despite strong operational performance, Palantir's high valuation makes it less attractive compared to other high-growth AI companies.

1. SoFi Technologies reported strong Q4 results, exceeding revenue and earnings estimates; 2. Despite a slight EPS guidance miss for FY 2025, SoFi's financial services and Galileo segments drove significant revenue and adjusted EBITDA growth; 3. Shares dropped 10% after the guidance presentation, but growth prospects remain strong.

1. IBM is set to report Q4 '24 earnings on January 29, 2025, with sell-side consensus expecting $3.75 per share on $17.45 billion in revenue, showing a 3% y-o-y decline in EPS. 2. The company is also expecting $4.29 billion in operating income, marking a 14% y-o-y growth. 3. For Q1 '25, the consensus is looking for $1.56 in EPS, $14.6 billion in revenue, and $2 billion in operating income, with expected y-o-y growth of -7%, +1%, and +23% respectively.

1. Meta's $60 billion AI investment for 2025 mirrors past overspending on Reality Labs, risking questionable returns and monetization challenges. 2. Despite Reality Labs' losses, Meta's revenue grew 10% YoY, driven by its ads business, which remains 99+% of revenue. 3. Mark Zuckerberg's control and diverse interests could impact Meta's future investment decisions, posing a significant risk.

1. GE Aerospace has been upgraded to 'Strong Buy' with a fair value of $250 per share due to robust order growth and strong FY25 guidance. 2. Significant investments in the LEAP engine program and MRO facilities are key drivers of sustained growth in commercial engines and defense markets. 3. FY25 revenue is projected to grow by 12.5%, driven by Commercial Engines & Services and Defense & Propulsion Technologies segments.

1. C3.ai's stock is undervalued at ~7x forward revenue, presenting a strong buying opportunity. 2. Concerns about the Baker Hughes reseller agreement expiration are exaggerated; C3.ai's customer base has diversified significantly. 3. C3.ai's revenue growth accelerated to 29% y/y, and a new deal with Microsoft Azure could significantly increase sales personnel.

1. D-Wave has a significant first-mover advantage with commercially useful quantum annealing technology; 2. Recent capital raise reduces forecast dilution and improves margin outlook; 3. D-Wave's first quantum computer sale and record bookings suggest exceeding revenue forecasts.

1. Despite mixed financial results, Alibaba's revenue and net income have grown, justifying its continued 'Buy' rating due to its attractive valuation and growth potential. 2. Taobao and Tmall Group saw revenue growth, but profits declined due to investments in user experience. 3. The Cloud Intelligence Group showed promising growth and profitability.

1. Nvidia's 2024 revenue surged 86% to $113.3 billion, driven by hyperscaler spending on data center capital expenditures; 2. Hyperscalers like AWS, Microsoft, Meta, and Google will invest $300 billion in AI data centers in 2025; 3. Nvidia's 90% AI GPU market share and upcoming Blackwell architecture ensure continued dominance and revenue growth.

1. Micron's data center revenue surged 4X YoY and 40% sequentially in Q1-FY25, contributing 55% of consolidated revenue. 2. High Bandwidth Memory (HBM) revenue doubled sequentially, with a TAM projection growing from $16B in CY24 to $30B in CY25. 3. Q1-FY25 DRAM revenue reached $6.4B, increasing 87% YoY and 20% sequentially.

1. Amazon's shares have surged 79.9% since the 'Buy' recommendation in October 2023; 2. North America segment saw an 8.7% revenue increase and a 31.5% rise in operating profits; 3. International segment turned profitable with a $1.30 billion profit in Q3 2024.

1. Zeta Global's growth is driven by ARPU-mining of existing clients, with new account growth decelerating. 2. There is room for margin expansion due to operating leverage effects, as seen in the 37% YoY incremental EBIT margins. 3. Zeta's acquisition of LiveIntent at a 5.8x EV/Revenues multiple is above the 2024 SaaS median and within the top quartile of transaction multiples. 4. Valuations are close to fair value, considering ZETA's typical discount of 13.9% vs peers. 5. Declining RPOs are a demand risk, but there is potential for an increase following a strong QoQ growth in requests for proposals.

1. Quantum stocks like IonQ have seen significant growth recently; 2. IonQ stands out due to its strong revenue generation and partnerships with Big Tech; 3. IonQ's technological edge in ion-trapped quantum computing ensures market leadership; 4. The company has robust financial health with significant cash reserves and low debt; 5. Projected revenue growth of 100% annually suggests a target price of $126 in the near-term.

1. Peak occupancy, higher pricing, and increased onboard spend are boosting earnings outlook; 2. New ships over the next 10 years can improve long-term gross margin through energy efficiency; 3. Valuations are attractive at a 11.5% discount vs. peers; 4. Technical analysis shows an early bullish reversal sign.

1. I'm reiterating my buy rating on Wix after the company posted excellent Q3 results, showcasing accelerating revenue and bookings growth. 2. The company continues to see tailwinds from adding AI-assisted website building features. 3. It's also bringing in significant new customers via partners, which now represents one-third of the company's overall revenue. 4. Despite significant growth and profitability, Wix remains undervalued compared to peers like GoDaddy, trading at 5.8x EV/FY25 revenue and a 30x P/E ratio.

1. Broadcom reported a bottom line beat, 51% revenue growth, and strong free cash flow in its Q4 earnings report, driven by AI spending. 2. The company announced a partnership with Apple to develop custom AI server chips, enhancing its position in the growing AI hardware market. 3. Broadcom raised its dividend by 11% and provided strong revenue guidance for Q1 FY 2025, indicating continued growth potential.

1. Despite a ~4x rise this year, Palantir has further gains to offer investors; 2. The company's unpredictable growth trajectory and multiple quarters of accelerating revenue make near-term valuation multiples unreliable; 3. In Q3, the company drove 30% y/y revenue growth, accelerating three points while also expanding adjusted EBITDA margins by 8 points y/y.

1. Freshworks' shares are poised to rebound after Q3 results showed accelerating revenue and another raise to its full-year guidance. 2. The company announced layoffs to boost its margin position. 3. Freshworks has a broad software portfolio, blue-chip customer base, and a highly liquid, debt-free balance sheet. 4. A new $400 million buyback plan supports the stock.