jewhyte I published my ‘Strong Buy’ thesis for Microsoft (NASDAQ:MSFT) in my initiation report, published in July 2023. Since then, the stock price has surged by about 17%. I highlighted Microsoft’s capability to integrate AI-powered features into all their software and platforms. They released their Q3 FY24 earnings on April 25th with 17% of constant…
hapabapa Accelerating In 2023, Affirm Holdings, Inc. (NASDAQ:AFRM) held an investor day in which it rigorously detailed the nature of its business and its future prospects. To save you some time, the one, and most essential, idea shared that day was articulated by Affirm’s CTO. He remarked, There’s over $1T of revolving consumer debt in…
shulz Overview My recommendation for Credo Technology (NASDAQ:CRDO) is a buy rating, as I have become more confident that growth will accelerate in the coming years. CRDO is also gradually diversifying its customer base, which is great as it reduces the volatility of growth. Given this positive outlook, I have shifted my view that CRDO’s…
PonyWang Summary Readers may find my previous coverage via this link. My previous rating was a buy as I believed Entegris’ (NASDAQ:ENTG) growth had bottomed, and gross margins would see expansion moving forward; with both factors driving an upward revision of its multiple. As of April 8th, the ENTG share price has touched my target…
Streetoncamara This was the last of 12 health-insurance adjustments that pushed down core CPI and core services CPI; it will swing the other way next month. The Consumer Price Index (CPI) jumped by 0.40% in September from August, despite the ongoing ridiculous monthly adjustments to the health insurance CPI that caused it to collapse by…
ooyoo/iStock via Getty Images Month-to-month CPI spikes, core CPI and core services CPI accelerate, despite ongoing massive health insurance adjustment. The Consumer Price Index (CPI) jumped by 0.63% in August from July, the biggest month-to-month increase since June 2022. Annualized, this amounts to a red-hot 7.8%. This jump comes despite the still ongoing ridiculous monthly…
jaanalisette Acceleration I recently published a two part series in which I detailed the idea that Twilio (NYSE:TWLO) would likely accelerate its revenue growth once again in the years ahead. And, indeed, Twilio’s growth will likely accelerate in the future from its current rather depressed rate of about 5% (Q3’s revenue growth guidance). As some…