1. Grab Holdings operates a Southeast Asian 'super app' integrating ride-hailing, food delivery, and fintech services; 2. Despite a high P/E ratio of 150, the company recently achieved profitability, signaling strong future earnings growth; 3. The author's firsthand experience in Southeast Asia highlights Grab's dominance over competitors, justifying its valuation amid long-term growth prospects.

1. Broadcom's critical small components are essential to AI infrastructure development; 2. The market underestimates its growth potential in XPU and AI inference technologies; 3. The stock remains undervalued even if valuation multiples contract.

1. Shopify maintains strong growth (20-30%) but trades near all-time highs with stretched valuations; 2. Despite innovation and market expansion, profitability remains constrained by high operating expenses; 3. Elevated valuation metrics (14x 2025 sales, 80x EPS) limit upside potential, warranting a Neutral stance amid heightened risk.

1. Hims & Hers Health is considered undervalued with a forecast P/S ratio of 3.5, despite 88% YoY revenue growth and European expansion via ZAVA; 2. Technical analysis indicates strong support at $41, suggesting a favorable buying opportunity, though high short interest makes a short squeeze unlikely; 3. Risks include legal uncertainties and potential declines in GLP-1 drug sales, but the author remains bullish and continues accumulating shares.

1. SoFi demonstrates strong growth, solid unit economics, and a powerful consumer brand; 2. Projected expansion of operating margins to over 20% could drive FY27 earnings to $1 billion; 3. Stable valuation multiples suggest the stock could double or more by 2027.

1. Rubrik's recent stock pullback presents an attractive entry point due to its hyper-growth trajectory and improving free cash flow margins; 2. The company's unique preemptive recovery technology and expansion into identity security position it for sustained 35%+ CAGR in a fast-growing market; 3. Strategic acquisitions like Predibase and the Annapurna initiative reinforce Rubrik's leadership in data/identity security, with consensus estimates seen as conservative for this execution-focused innovator.

1. Palantir’s U.S. commercial segment reached a $1B annual run rate in Q1, growing 71% YoY and 19% QoQ; 2. The company secured 139 deals worth over $1M and $810M in U.S. commercial Total Contract Value (TCV), up 183% YoY; 3. Palantir’s 83% Rule of 40 score justifies its premium valuation, reflecting a rare balance of growth and profitability typical of top-tier infrastructure platforms.

1. Grab is a great choice for increasing international exposure this year due to U.S. weakness and the company's expected accelerating revenue growth in FY25. 2. Grab's strong Q4 earnings, diverse service offerings, and significant growth potential in Southeast Asia make it an attractive long-term hold. 3. Although expensive at ~28x forward adjusted EBITDA, Grab should be able to sustain a growth premium over better-known peers like Uber, especially as adjusted EBITDA is expected to grow ~40-50%.

1. Rigetti Computing is a leading provider of Superconducting Quantum Computing solutions. 2. The company has a large TAM of $1-2 billion before 2030, which is expected to grow significantly to $15-30 billion during 2030-40. 3. The company is on track to achieve key technology milestones, including a 36-qubit system by 2Q25 and a 108-qubit system by 4Q25. 4. A recent agreement with Quanta Computer to develop and commercialize quantum computing technology is a positive for the company. 5. The analyst has a Buy rating on the stock with a target price of $14.

1. Chipotle's stock is now a 'Buy' due to attractive valuation, strong fundamentals, and significant growth potential despite the recent CEO transition. 2. Q4-24 results showed impressive revenue growth, strong same-store sales, and continued unit expansion, maintaining high restaurant-level profitability. 3. Market expectations for 2025 are low, setting up the potential for multiple 'Beat & Raises'.

1. Grab Holdings is rated 'Buy' due to its strong Q3 performance and significant growth potential in fintech and mobility sectors; 2. Monthly transacting users grew 16% YoY, with substantial revenue increases in delivery and mobility segments; 3. The firm's fintech expansion, particularly in lending, shows massive potential leveraging ecosystem data and AI.

1. Hims & Hers Health has shown significant growth with a 350% stock gain in 2024; 2. The company has a strong balance sheet with $250M in cash and no debt; 3. Future growth is expected from personalized solutions and expanding subscriber base.

1. Nu Holdings faces macroeconomic risks such as high interest rates and currency devaluation in Brazil; 2. Despite challenges, the company's strong brand, 100M+ customers, and cross-selling opportunities support long-term growth potential; 3. Nu Holdings' premium valuation is justified by efficient execution, robust growth prospects, and a scalable business model.

1. Eos Energy Enterprises is a strong buy due to its innovative energy storage solutions and expected 10x revenue growth by 2025; 2. EOSE's business model includes Znyth battery energy storage systems and software services, creating a stable SaaS revenue stream alongside product sales; 3. Significant investments and strategic partnerships have positioned EOSE for rapid expansion and scalability.

1. Netflix continues to show steady revenue growth, reinforcing its strong market position and potential for future gains. 2. The stock valuation of NFLX remains attractive, suggesting potential upside for investors. 3. Near-term prospects for Netflix are promising, driven by consistent content production and subscriber growth.

1. Super Micro faces potential delisting if Nasdaq's plan is not approved; 2. Despite a 32% growth forecast, risks include competition and potential restatements; 3. Products are becoming more commoditized with lower gross margins than in the AI space.

1. Super Micro Computer offers a compelling risk-reward opportunity with strong growth, discounted valuation, and potential regulatory resolution; 2. Key catalysts include compliance plan submission to Nasdaq, Special Committee's findings of no fraud, and solid partnerships with Nvidia; 3. Despite regulatory and margin pressures, the target price is set at $48 per share, contingent on the company resolving current challenges and maintaining growth.

1. Despite competition, UiPath's pioneering role in RPA and potential AI integration could deliver unique value; 2. Strong financials, growing customer base, and increased R&D investment indicate robust growth potential; 3. The author maintains a position in UiPath, confident in its long-term growth prospects and positive user feedback.

1. BlackRock's strategic expansion into high-demand areas and acquisitions like GIP and Preqin enhance its market dominance and resilience. 2. The firm's consistent dividend hikes and share buybacks provide robust shareholder value. 3. Despite its size, BlackRock's growth potential and market leadership make it a compelling investment.

1. The article evaluates British American Tobacco (BTI) using Benjamin Graham's framework for defensive stock selection, focusing on dividend safety, growth potential, and valuation. 2. BTI meets all criteria set by Graham, including stable financial strength, consistent dividend payments, and adequate earnings growth. 3. The stock is currently undervalued according to Graham's P/E methodology, offering a significant discount and a high dividend yield.