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.

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.

1. Applied Materials reported record revenue of $7.05 billion for the fourth quarter and $27.18 billion for the full year, with revenue up 5% and 2% year over year, respectively. 2. GAAP EPS was $2.09 and non-GAAP EPS was $2.32 for the fourth quarter, down 12% and up 9% year over year, respectively. 3. Annual GAAP EPS was $8.61 and non-GAAP EPS was $8.65, up 6% and 7% year over year, respectively.

1. Zeta Global's shares have lost over half their value after Q3 earnings and a short-seller report; 2. The stock presents a strong buying opportunity with a 3x revenue multiple; 3. Zeta raised its FY24 revenue outlook and is well-positioned for FY25 growth; 4. The company targets a $64 billion market in the U.S. and has room for expansion.

1. Palantir's strong revenue growth, especially in the US government and commercial segments, supports the scalable AI solution thesis, with 2024 guidance slightly above estimates. 2. The company's AI applications demonstrate real-world utility, significantly reducing manpower and processing times, enhancing decision-making and operational efficiency. 3. Despite the impressive performance, Palantir's valuation is extremely high, posing risks from political budget cuts, competition, and execution challenges across different industries.