1. Nvidia's 'king of AI' status is threatened as top customers turn to Broadcom for custom chips and systems; 2. NVDA stock has dipped due to investor concerns over future demand for its AI solutions; 3. Skeptics may be overlooking Nvidia's key strengths and strategies that keep the bull case alive.

1. X-Fab Silicon Foundries is a well-established company in a growing industry with a long history of profitable activity. 2. It has an excellent valuation, even without considering future growth prospects. 3. Revenues are expected to increase in the coming years, supported by the CAPEX program of 2023-2025H1. 4. EV / 2026 FCF is below 5 and for 2030, is 2.4. 5. Positive free cash flow may trigger buybacks.

1. Palantir's strong financial performance and impressive growth are overshadowed by its high valuation, making it prudent to take profits or hold off on adding more. 2. Despite 30% YoY revenue growth and high margins, Palantir's P/E ratio over 300x and competition from giants like AWS and Google pose significant risks. 3. Palantir's valuation demands sustained high-growth rates for years, which is challenging given the law of large numbers and increasing competition.

1. Broadcom's AI and software market growth is strong but faces concentration risk due to reliance on a few hyperscale customers. 2. The company's AI-driven revenue growth is strong but may face margin pressures and scalability challenges. 3. Broadcom's valuation appears stretched, with a forward earnings multiple of 28.3x, suggesting limited upside and potential overvaluation.

1. Microsoft is uniquely positioned to capitalize on the AI revolution due to its strategic strengths. 2. CEO Satya Nadella's leadership has led to remarkable growth, making Microsoft resilient with a balanced business mix and strong customer lock-in. 3. Despite competition and regulatory risks, Microsoft's intrinsic value suggests a 21% upside, making it a compelling investment opportunity.

1. AMD's shares have dipped below $120 recently, presenting an attractive risk profile despite the creation of negative investor sentiment; 2. AMD's Data Center segment shows promising growth potential with the MI300X chip, positioning it to compete with Nvidia's dominance in the AI GPU market; 3. AMD's valuation at a P/E ratio of 24.4X offers a 22% discount compared to Nvidia, making it an attractive buy before a potential recovery.

1. Alphabet Inc. is maintained as a 'Buy' due to strong financial performance, growth in advertising and cloud units, and exaggerated legal risks. 2. Q3 FY2024 results show 37% YoY EPS growth, driven by robust advertising, Google Cloud, and subscription services. 3. Google's legal risks from the DOJ antitrust case are likely overstated, with potential counterproposals mitigating negative impacts on revenue and operating income.

1. Salesforce's significant growth and AI adoption justify a 'Buy' rating; 2. Despite slowing sales growth, Salesforce's gross margins are improving; 3. Salesforce's valuation is attractive with substantial profit growth expected in 2025.

1. Small caps are currently on a rally due to the Federal Reserve's rollback of interest rates and anticipation of aggressive fiscal policies under Trump; 2. They offer less concentration risk and better valuations compared to overvalued large caps; 3. This article outlines the top five reasons for investing in small caps versus large-cap stocks; 4. Investing in small caps can complement a diversified portfolio; 5. Utilizing Seeking Alpha's Quant Ratings can help identify high-performing stocks with strong growth potential.

1. Adobe's strong financials and efficient operations position it for continued growth despite recent share sell-offs; 2. Fiscal year 2024 Q4 results exceeded expectations, but shares declined due to lowered guidance and concerns about AI investments paying off; 3. Adobe's valuation is attractive, trading below historical averages, and potential returns could be double digits if growth targets are met.

1. Micron Technology's stock is upgraded to a strong buy after a 16% drop following 1QFY25 earnings report; 2. We believe the slower end demand rebound and industry oversupply are now reflected in the stock and outlook, resetting expectations; 3. Micron is expected to benefit from share gain in the HBM market and PC TAM expansion towards 2H25.

➀ Fleet Space, an Australian space startup, has raised AUS$150 million for its space-based mining insights. ➁ The funds will be used to expand ExoSphere, their end-to-end exploration platform, which utilizes 3D subsurface imaging and AI analysis. ➂ The company aims to accelerate the discovery of critical minerals needed for clean energy, with a focus on reducing environmental impact.

1. Western Midstream Partners, LP Common Units (WES) offers a toll bridge-style investment with direct cash flow to investors. 2. High levels of free cash flow allow for ample rewards to unit holders. 3. The yield is consistent, providing income in both good and bad times.

1. AMD stock is a compelling buy for long-term value investors in 2025 despite recent Wall Street downgrades and weak technical indicators. 2. AMD's data center revenue is expected to drive significant growth, similar to Nvidia's trajectory from 1.5 years ago. 3. The recent Wall Street downgrade appears to be a reaction to share price decline rather than fundamentals, and market share concern is less critical given the rapid growing AI demand.

1. AT&T has outperformed the S&P 500 in 2024, despite facing headwinds. 2. The company's stable earnings, improved free cash flow, and debt reduction support future dividend growth. 3. The sale of DirecTV simplifies AT&T's business, enhancing efficiency and profitability. 4. Investors can boost income through selling put or covered call options, but should be aware of associated risks.

➀ Masayoshi Son, CEO of Arm's owner SoftBank, pledged a $100 billion investment in the US at Mar-a-Lago. President-elect Donald Trump hailed it as a 'monumental demonstration of confidence in America’s future'. ➁ Son expressed his hope that Trump would bring peace to the world and that his investment would create 100,000 jobs. ➂ This is Son's second major investment pledge in the US, following a $50 billion commitment after Trump's first election victory in 2020.

➀ China experienced a decline in chip investment, with new investment deals dropping by 35.9% year-on-year in the first 11 months of 2024; ➁ The total funding decreased by 32.4%; ➂ ChangXin Memory and Unisoc were the largest and second-largest investors, respectively. JW Insights notes that the US semiconductor market surpassed China's in Q3, driven by massive AI infrastructure investments in the US.

➀ TechWorks outlines a five-point plan to enhance the UK's semiconductor industry; ➁ The plan includes growing globally competitive chip companies, scaling up manufacturing, investing in talent development, creating a national semiconductor institute, and enhancing domestic demand; ➂ Challenges include global competition and financial gaps, but the plan aims to position the UK as a leader in the global technology landscape.

1. Realty Income remains attractive due to its diverse portfolio, strong operational performance, and stable cash flows despite recent underperformance. 2. Q3 FY2024 showed impressive revenue growth, high occupancy rates, and strategic investments. 3. The valuation suggests significant upside potential, with a fair value estimate of $66.53 to $87.57 per share.

1. The author presents his top 5 undervalued REITs for Christmas; 2. VICI Properties, Realty Income, Alexandria Real Estate, American Tower, and Rexford Industrial are highlighted for their strong growth potential and attractive valuations; 3. Each REIT offers significant upside potential by the end of 2025, with well-covered dividends and solid balance sheets.