1. Maintain a buy rating for Lumentum Holdings due to its positive growth potential and recent developments; 2. LITE's 4Q24 performance and 1Q25 guidance suggest the first y/y growth after six consecutive quarters of decline; 3. Key developments include a new 800G transceiver deal with a major cloud provider and expanding EML manufacturing capacity to meet AI-driven demand.

1. Pfizer's acquisition of Seagen enhances its ADC technology, potentially expanding its oncology franchise and driving future growth; 2. PFE's development of the oral GLP-1 receptor agonist, Danuglipron, aims to capture the growing obesity and diabetes treatment market by 2028; 3. The Company anticipates 11.4% revenue growth, driven by oncology investments, M&A activities, and manufacturing optimization, despite challenges from declining COVID-related revenue.

1. Micron's 4Q FY2024 earnings report led to an 18% stock rebound, driven by +80% YoY revenue growth and a positive industry outlook; 2. The company expects to generate 583% YoY non-GAAP EPS growth in FY2025; 3. Management anticipates high-margin products will increase revenue mix and reduce exposure to China, with robust capital investments in HBM3e and next-gen HBM4 and HBM4E.

1. AppLovin's stock price surge is attributed to rapid revenue growth, enhanced operating leverage, and new opportunities; 2. Bullish sentiment from Wall Street figures and significant stock momentum suggest further growth; 3. Forward P/E and DCF models indicate potential undervaluation with a target price of $156.

1. Peloton's stock surged 34% post-Q4 FY24 earnings release, yet remains down 27% YTD; 2. Management anticipates $75 million in free cash flow for FY2025 through a $2 billion cost-cutting plan and aims for $200-250 million in EBITDA; 3. The company's subscription revenue is three times greater than Apple Fitness, with a high-income customer base; 4. Peloton plans to launch new products to attract more users and expand its user base.

1. ResMed has achieved double-digit revenue and profit growth over the past 9 years due to continuous acquisitions and improved operational efficiencies; 2. The company's capital efficiency showed mixed results with improvements in gross profitability and asset turnover, but a longer cash conversion cycle; 3. The company is financially sound, and there is a margin of safety if another major acquisition is assumed next year.

1. GigaCloud Technology Inc. remains a 'Buy' despite a 45% stock decline due to strong fundamentals and potential margin improvements. 2. The company's Q2 revenue doubled YoY, but rapid OPEX growth impacted operating profit. 3. Management's confident guidance and asset integration efforts are expected to improve margins. 4. The stock is undervalued by 60-70%.

1. CrowdStrike's Q2 results showed strong growth with revenue up 31.7% and earnings better than expected; 2. The company's guidance was conservative but better than expected, with necessary discounts impacting profitability; 3. The author discovered a hidden strength in CrowdStrike's platform, which is deeply embedded in many enterprises and offers a competitive advantage in security audits.

1. Nvidia's RSI near neutral, suggesting potential upward movement; 2. Record Q2 FY2025 revenue of $30 billion, driven by AI and data centers; 3. Strong demand for Hopper and Blackwell architectures, positioning Nvidia for AI infrastructure growth.

➀ Grand Chipset's August revenue reached$84.85 billion, a 23.8% month-over-month increase and a 34.2% year-over-year increase, setting a new monthly record. The cumulative revenue for the first eight months was NT$54.32 billion, with a year-over-year increase of 30%. ➁ The company attributed the growth to factors such as the peak season, increasing demand for data centers and servers, strong PC/NB sales, and expanding memory demand. ➂ Grand Chipset expects Q3 revenue to increase by about 5.5% and estimates operating profit to increase by about 10%.

➀ Wenye's August revenue reached NT$81.54 billion, a 61.87% increase year-on-year and a 14.35% decrease month-on-month, ranking third historically; ➁ The cumulative revenue for the first eight months was NT$61.309 billion, a 79.29% year-on-year growth; ➂ Wenye expects double-digit revenue growth in the third quarter due to the pickup in mobile demand, while Fubang's revenue is expected to remain flat due to inventory adjustments in the automotive and industrial sectors.

1. EHang's EH-216 aircraft experienced a nine-fold increase in unit sales and a 920% revenue growth in Q2 2024. 2. The company's autonomous eVTOL faces minimal competition and has a growing order book and expanded manufacturing capacity. 3. A mathematical model suggests a fair value share price of $30, driven by industry-standard operating costs and continued explosive revenue growth.

1. Alphabet Inc. has seen significant growth since its IPO, with revenues increasing from $512 million to $84.7 billion. 2. The stock has risen by 7,669% from its IPO price, making it one of the six trillion-dollar market cap companies. 3. Among the top performers in the S&P 500 over the last 20 years, Alphabet ranks 11th, with NVIDIA, Apple, and Amazon showing even greater gains.

1. Amazon's revenue growth remains steady, with a positive outlook for AWS offset by slower e-commerce growth due to a weaker consumer environment. 2. Despite a rare EBIT margin guidance disappointment, potential easing of global container freight rates and internal cost-saving initiatives offer margin expansion opportunities. 3. The stock's technical pullback creates a favorable entry point for investors, suggesting a potential for multiple expansion and outperformance.

➀ Omdia predicts a 24x increase in global quantum computing revenue from $1.1 billion in 2023 to $28.2 billion in 2033. ➁ North America and Europe are expected to lead the market, with Asia & Oceania closely following. ➂ Cloud-based access services will dominate revenue, followed by hardware, consulting, and software.

1. Nvidia experienced a significant surge in revenue and market cap following Jensen Huang's prediction about the transition of global data centre infrastructure to accelerated computing. 2. The company reported a revenue of $7.19 billion in the first fiscal quarter of 2024, which increased to $26 billion a year later, a 262% growth. 3. Nvidia's share price has risen by 277% since May 2023, pushing its market cap to $2.8 trillion.

1. Silicon Motion expects its third quarter revenue to grow slightly above the high-end of its original guidance range of 15% to 20%. 2. The company will release its third quarter financial results on November 1 and host a conference call on November 2. 3. Participants must pre-register to join the conference call.