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.

1. Dell maintains a 'Strong Buy' rating with a one-year target price of $210 per share due to robust AI server growth; 2. Dell reports 9.5% revenue growth and 14% adjusted EPS growth, driven by high AI server orders and strong enterprise customer traction; 3. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.

➀ Nvidia reported a 97% revenue growth year-over-year in its Q3 fiscal year, exceeding expectations; ➁ The datacentre business saw a significant 112% increase in revenue; ➂ Despite strong performance, Nvidia's shares fell after the announcement due to investor concerns and slowing revenue growth.

1. ServiceNow is upgraded to a neutral rating due to strong Q3 results; 2. The company's stock is overvalued with a forward revenue multiple of ~16x and a forward P/E ratio of ~64x; 3. Risks include limited operating margin expansion and competition from major companies.

➀ Nvidia reported a 94% year-over-year revenue increase to $35.1 billion, with a profit of $19.3 billion; ➁ Revenue growth for the current quarter is forecasted at 69.5% year-over-year; ➂ Datacentre sales grew by 112% year-over-year, accounting for $30.77 billion of total revenue.

1. Powell Industries' Q4 2024 earnings disappointed investors; 2. Stagnant backlog and decelerating revenue growth overshadow strong balance sheet and valuation; 3. Improved operating profit margins, but substantial cash flow allocated to capital projects, limiting shareholder returns.

➀ LB Semicon, a South Korean outsourced semiconductor assembly and test (OSAT) firm, plans to significantly increase its revenue from overseas within the next three years; ➁ The company aims to achieve this by reducing its reliance on display driver ICs (DDIs); ➂ LB Semicon CEO Namseong Kim announced this during a press conference in Seoul.

➀ Qualcomm reported an upbeat first-quarter sales forecast; ➁ nearly 50% of its FY24 sales derived from China; ➂ expecting a 10% quarter-over-quarter revenue growth this quarter

➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.

➀ Apple reported a 6% revenue growth in the fourth quarter of fiscal year 2024; ➁ Strong demand for iPhone 16 mitigates the decline in sales in China; ➂ The report highlights the mixed performance of Apple's global market.

➀ Warhammer 40K: Space Marine 2 has been a massive success for publisher Pullup Entertainment, boosting their revenues by over 1200% year-over-year. ➁ The game's launch has been the fastest-selling in the history of the publisher. ➂ Space Marine 2 has sold 4.5 million copies and contributed to a 334% increase in total quarterly revenues.

➀ Alchip Technologies has achieved record revenue, operating income, and net income in Q2 2024; ➁ Revenue from AI ASIC shipments and 5nm AI accelerators contributed significantly to the growth; ➂ Alchip's focus on high-performance ASICs and SoC design continues to pay off.