VERTIV HOLDING: AI AND DATA CENTRES
Shares of Vertiv Holdings $VRT have seen a 25% decline over the past month, which can be attributed to the broader trend in the technology sector, particularly as it relates to AI-focused stocks. Still, Wall Street is bullish on Vertiv, as evidenced by the fact that all 14 analysts who follow the company recommend its stock as a buy.
Financials...
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Super Micro Computer: Investment Analysis
Company OverviewSuper Micro Computer $SMCI is a major player in the artificial intelligence (AI) and cloud computing industry. The company provides a wide range of server and storage solutions that are critical to modern data centers and computing infrastructures.
Strong Financial Results:- $SMCI has shown strong financial results, with...
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The stock, thanks to the fallout from the results, gets interesting. So even if the growth is slower than expected, it's a good company. I wouldn't be afraid to wait on a potential purchase just yet.
Fortinet: Overview and Investment Potential
Fortinet, Inc. $FTNT is a long-time leader in network security, serving enterprises and government agencies worldwide. With more than 20 years of experience, Fortinet focuses on various aspects of cybersecurity, including Secure Access Service Edge (SASE) and Security Operations (SecOps), and integrates advanced technologies such as...
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Well, that's where I'm catching on :) Fortinet is a great company. The stock is now only higher for me than my purchase price would be, but for those who have already purchased it it must be great.
It can certainly be interesting. Personally, however, I'm definitely not into it, and I want to pick dividend stocks myself.
Lemonade Inc (LMND): revolutionizing the insurance industry through AI
Lemonade Inc $LMND is an innovative insurance company focused on renters, homeowners, life, auto and pet insurance. Founded in 2015, the company has been using artificial intelligence (AI) to differentiate itself from the competition since its inception. Lemonade targets younger generations and emphasizes...
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Well, I don't know here. I'd rather just run away fast based on the chart. It's too much speculation and speculation - for me. The loss is still high.
Palo Alto Networks and cyber security
-Cybersecurity Leader: Palo Alto Networks $PANW is the world's leading provider of cybersecurity solutions and the largest company in the industry in the US by market capitalization.
- Comprehensive Platform: Offers firewalls, cloud security, threat intelligence and endpoint protection, providing a comprehensive solution for protecting...
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I know this company exists🤣 but I haven't looked into it in any detail. I am very interested in this sector and would love to have some stocks from this sector in my portfolio. So thanks for the tip, I'm looking forward to it.
AbbVie (ABBV) - Attractive long-term investment from the healthcare sector
Why $ABBV is an interesting choice:
- The success of new drugs:
- Skyrizi and Rinvoq offset losses from Humira.
- Sales for Skyrizi up 48% and Rinvoq up 59%.
- Promising growth potential for$ABBV :
- The $10 billion acquisition of ImmunoGen and the planned $8.7 billion acquisition of Cerevel...
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For me, this is a very high quality company that last year and this year will reduce earnings per share. However, growth should return in the coming years. The dividend is also attractive. The potential for the future is certainly there.
Under Armour - Strong financial results and strategic steps for a better future
- Gross margin $UAA:
- Q4 fiscal year 2024: Increased 1.7% to 45%.
- Full fiscal year 2024: Increase to 46.1%, an improvement of 1.3%.
- Causes of improvement: Reduction in product and transportation costs due to supply chain improvements.
- Negative factors: Exchange rate effects and increased...
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The products are great, but as an investment, it doesn't appeal to me. If I had to pick something from this industry, it would be $NKE, but I recently sold that one too.
Etsy: Online shopping
- Etsy $ETSY offers an online marketplace for handmade and vintage items from artisans around the world, making it well-known among online buyers.
- In earlier phases of the pandemic, $ETSY saw a surge in sales as people preferred to shop online from the comfort of their homes. However, the recent period has brought some challenges, especially in the face...
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Cloudflare: A look at the growth opportunity
-Provider:Cloudflare $NET is a leader in providing cloud services and cybersecurity solutions to businesses worldwide.
-Strong start to 2024:Cloudflare $NET started the year with strong growth, thanks to successful results in February, which triggered a significant increase in its share price.
- Market Disappointment: However, the...
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Silvaco Group: company IPO and innovation in the semiconductor industry
- ABOUT THE IPO: Silvaco Group plans to list on NASDAQ and conduct its IPO on May 9, 2024. The potential valuation could reach up to $513 million.
- Products and services: The company provides TCAD, EDA and SIP software, enabling engineers to optimize semiconductor processes and devices across various...
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Celsius Holdings : Energy Drinks with Rocket Growth
-$CELH manufactures sugar-free energy drinks made from natural ingredients with thermogenic properties that promote a faster metabolism.
-$CELH Is the third largest energy drink brand in the U.S. and has a distribution agreement with PepsiCo.
- In 2023 ,$CELH achieved sales of $1.3 billion, up 102%, and EBITDA grew 316% to $296...
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Monday.com Ltd. and its proprietary software product
1. Product Quality and Scope:$MNDY offers a cloud-based work management software product that has gained recognition for its quality, low code count, and flexibility for businesses of all sizes. With more than 225,000 enterprise customers, including well-known brands like Coca-Cola and Uber, monday.com has a solid customer...
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Analytical assessment of Brookfield Renewable Partners L.P. shares
Brookfield Renewable Partners L.P. has seen its stock value decline by approximately 15% this year, a contrast to the sharp rise in energy stocks in general. However, this decline is offset by strong fourth quarter results.
1. Fourth Quarter Results:$BEP posted record funds from operations (FFO) of $1.1 billion,...
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Roku : A buying opportunity when this company's stock falls
Since the beginning of the year, Roku stock has seen a 29% decline. However, this situation may present an interesting buying opportunity for several reasons:
1. Unique Business Model :$ROKU has an innovative advertising and streaming-based model, which includes streaming devices and smart TVs. Despite recent losses,...
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I see the share price took a ride with the CrowdStrike incident. That's the risk of doing business in the same industry. However, nothing has changed fundamentally on the company and this decline can be exploited to the maximum :)