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.

1. Micron is expected to have a strong earnings release on December 18, 2024, driven by high-bandwidth memory ramp and favorable EPS estimate revisions; 2. Micron's HBM3E chip is expected to significantly boost revenue and could lead to gross margin gains in FY 2025; 3. Micron is buying back a lot of its own shares, and strong market conditions could lead to more capital returns.

1. Veeva Systems demonstrates strong growth with a 13.4% revenue increase and a 30% adjusted operating income increase, driven by successful Vault CRM migration and new customer acquisitions. 2. The company is expanding AI offerings within Vault CRM, including CRM Bot, GenAI assistant, and Voice Control, enhancing customer experience and retention. 3. VEEV's FY25 revenue growth is projected at over 15%, with a one-year target price of $270 per share, supported by a stable funding environment.

1. BigCommerce's shares surged after Q3 earnings due to strong top-line growth and improved earnings profile; 2. The company is improving key platform metrics and guiding for stronger operating income in FY 2024; 3. Despite post-pandemic revenue slowdown, BigCommerce's enterprise focus and growing e-Commerce market present a long-term opportunity for investors.

1. Nvidia Corporation reported a $2 billion beat to consensus revenue estimates in Q3, with YoY growth of nearly 94% to over $35 billion in revenue; 2. Current forecasts indicate revenue will exceed $50 billion in one year, with growth exceeding 40% over the next five quarters; 3. Despite the $2 billion top-line beat, Q3 margins were relatively in line with guidance, with management forecasting a nearly 2-point sequential contraction in Q4.

1. TUI's share price has significantly improved, driven by strong revenue performance; 2. The company is executing its turnaround strategy effectively with revenue and EBIT growth expectations; 3. TUI's fundamentals have strengthened with reduced net debt and improved credit ratings, positioning it for potential dividend payments by 2025.

1. Palantir's US revenue growth of 54% in commercial and 40% in government sectors contributed to a 30% overall year-on-year revenue increase; 2. Despite strong financials, Palantir's valuation requires Nvidia-like growth and margin expansion, which may be unrealistic given current market conditions and historical benchmarks; 3. A conservative scenario predicts Palantir's share price at $35.46 in 10 years, suggesting the market may be overvaluing the stock.

1. Globalstar's extended agreement with Apple is expected to double annual revenues and improve profitability margins; 2. The Q1 2025 Nasdaq uplisting, accompanied by a reverse stock split, is anticipated to attract more institutional investors; 3. The IOT segment has potential, leveraging up to 15% of the new MSS network capacity for IOT applications in a rapidly expanding market; 4. Despite lagging profitability metrics and high valuation ratios, the stock offers an asymmetric risk-to-reward opportunity and is rated as a strong buy.